Vietnam coal Overview• The first 4 shipments of Coal from Indonesia/Malaysia arrived to Vietnam in 2011.• Mining exceed the scheme of Government, and exporting to much.• The price for domestic is much lower than for export. So all companies tend to export than supply local market.• Main import/Export: VINACOMIN, PVCOAL, EVN Your Logo
Vietnam coalProduction cap.Production capacity Figure PRODUCTION STATUS TOTAL CAPACITY 1 2 Place of mining: Quang Ninh Province - Uong Bi YEAR TOTAL CAP. MIL MTS - Dong Trieu 2012 45 – 47 - Pha Lai - Hon Gai 2015 55 – 58 - Cam Pha 2020 60 – 65 Type of products: 2025 66 – 70 2030 > 75 Companies: - Vinacomin
Vietnam coalDomestic demandFired coal power plant - Located in the South and Middle of Vietnam Fired coal power plan (46 plants). 1 Invest by governence companies: EVN, Vinacomin, Petro Vietnam... - Type of importing coal: Bituminous Coal, Heat value: 5.000-6.000 Kcal/kg Metallurgy - Port of importing: Ho Chi Minh City, Cai Mep – Vung Tau. Many plants. 2 -Importers: Vinacomin, Coalimex, PV Coal, ENV. Then they will distribute Others - Direct users: Steel plants, Plants using boiler Cement – Fertilizer - Paper. 3
Export volume • Higher in price than domestic • Highest quality YEAR CAP. MIL MTs 2011 16.8 2012 13.5 2015 5 2020 3
Vietnam coal Import opportunitiesCompete in importing Limited resources Target sources1 Not easy to Import from 2 Other difficulties for 3 Vietnamese govement is other countries, even that importing with big volume focusing on some coal from countries which such as: sources e.g. plentiful of coal such as - Financial mater -Australia, Australia, Indonesia as - Higher price than domestic - Indonesia many countries with high - Consumption habit - Malaysia demand are importing from - Shortage of big ports - Russia these. - Shortage of warehouse - China
Vietnam coalImport opportunities Increasing importing There are about 46 fired coal power plants with total consumption annually about 77mil MTs. In which, 1 about 25 plants use domestic coal with total demand is 29mil MTs, 21 plants have to import with total demand is 48mil MTs. Coal import will increase very fast Domestic source is too small for supplying for demand as demand for coal will increase very fast for 2 next years Price of coal for electronic will be higher Price of coal for electronic industry is lower about 57%-63% than coal production cost. The government 3 will increase to balance with other industries and export price.
Import volume • Forecasted by Vinacomin. YEAR CAP. MIL MTs 2012 8.2 2015 12.5
Import volume • Calculated by Vietnam coal plan 2020. YEAR CAP. MIL MTs 2012 0.2 – 1.4 2015 6.2 – 7.7 2020 55.4 – 58.3 2025 82.5 – 110.5 2030 > 148.3
ReferenceVietnam Coal Industry plan 2020 (Vietnam Prime minister decision, 09/01/2012)Coal industry development strategy is to import (VnEconomy, 24/2/2012)Should be ten year later Vietnam have to import (Vietnam economic forum, 16/06/2011)Coal import, a strategic duty but much challenges (Vinacomin news, 30/12/2011)More articles....
ConclusionCOAL IMPORT TO VIETNAM, A GOOD OPPORTINUTY.VIETNAM WILL IMPORT COAL MASSIVELY IN NEXT YEARS.