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6 Aug 2022
Round Table Discussion
500 Gt remaining - temp increase 1.5C
GHG reduction Energy 80%, Agricultural 23% -- 40% needs collaboration
Renewable focus on solar, EV
BOI - lower taxes for green tech.
Launch carbon trading soon - green gold.
-----------------
Bio Circular Green (BCG) as contribution mechanism
Technology/Innovation
Human resource
Focus 4 sectors - Agri, Energy and Mat, Med, Tourism -- 21% of GDP / high GHG producers
GHG reduction / Climate mitigation
e.g. MICE supply chain case
Target Reduce 1/4 resource usage. / 30 Mt GHG reduction / circling 3% GDP
TAP - Tech Adapt Plan for Agri - decision and planning platform. (DSS)
-----------------
Innovation - mitigation and adaptation
TH emitting 354 MtCO2
Climate action
Mitigation
Energy / change from fossil to?
Forestation
Implement
Law and regulation
Tax and incentive
Innovation
CSS / Hydrogen / Policy / Floating solar cell / Waste / NZE / NBS / PPP Plastic/ Green product
/ Audit
-----------------
How to balance energy security and carbon neutrality ?
Trend towards NZE - invest in green tech. change to EV, phase down coal plant
PDP - increase renewable energy to 50%, promote EV, 4D 1E strategy
Digitalization / Decarbonization / Decentralization / De-Regulation /Electrification
Triple S strategy
Source Transformation
More renewable / floating solar - 9 locations (1/9) 45MW - 450 rai /Target 5,000 MW
Grid modernization
Future Tech - Hydrogen (study)
Sink Co-creation
Forest - 1M rai in 10 years / CSS
Support measure mech
Social collaboration - label 5
Promote EV - charging station
Bio-Circular Economy
-----------------
3P Decarbonization Pathway
TCAC2022
Friday, August 5, 2022 3:27 PM
Article Page 1
3P Decarbonization Pathway
Pursuit lower emission / Portfolio / Partnership
Pursuit lower emission
CSS - pilot project / Arthit - 1MtCO2
1)
CCU - planning 4 project
2)
Energy Eff and Opt 0.5% reduction/yr
3)
Renewal Energy
4)
Hydrogen -- alt. source
5)
Portfolio - reduce fossil, Oil and Gas / Target 30% invest.
Partnership - forestation 2.1 MtCO2/yr from 1 Mrai --> claim carbon credit
-----------------
Challenges
From outside e.g. CBAM / ICAO
Change mindset
Collaboration from all parties
Consortium Roadmap
CCS/CCUs/Hydrogen
Ecosystem
Carbon credit
Tech transfer
Public private collaborative - TCN - 261 comp.
ESG report , force. Personalized GHG reduction
Target - needs tech/invest/collab - consistency
Target with plan - PTT, coordination - careful
-----------------
SCG
ESG 4 Plus strategy -- plus is information transparency
Net Zero 2050
○
Go Green products
○
Reduce Inequality
○
Enhance collaboration
○
-
Transition - enablement factors
Process
○
Product
○
Market
○
Policy
○
-
Why
Need exec commitment
○
Need partner/technology collaboration
○
Need SME/public collaboration
○
-
PTTEP
The company has storage capacity and would utilize their knowledge for others
-
CCS - Carbon capture storage success factors
Technological
○
Economical, other countries have government support, while we don't, so we will practice
small
○
Public communication - that CO2 (250Mt/year) is not GHG??
○
Law and Regulation for carbon credit/carbon tax, work in parallel.
○
-
If we switch to EV, reduce emission to 160Mt/year , forest ration 1,000 rai absorbs 1Mt
-
In PTTEP portfolio, Arthit is selected as pilot for CCS
Currently doing front end engineering design - ready in 2027
○
-
Example in Norway using ice-gaps as CCS with transboundary cost sharing
-
Gulf of TH is suitable for CCS, challenge is top layer, would it encapsulate?
-
Article Page 2
Gulf of TH is suitable for CCS, challenge is top layer, would it encapsulate?
-
Announce EP Net Zero target 2050
-
PTTGC
Provide env friendly product
-
Sustainability - balance among economic, sustain product
Re-Cycle/Up-cycle
○
Circular economy
○
Loop connecting with society
○
-
EBITDA 4% growth
Efficiency driven - with overseas operation - 1Mt reduction
○
Portfolio driven - as mixture of eco-green products, mega-trend - 3Mt reduction
Largest bio plastic producer in the world
▪
○
Compensation driver - CCS - 6Mt reduction/Offsetting - 1Mt reduction
International investment / VC to gain knowledge
▪
○
-
Executable plan with technology and investment- 5k MUSD
-
E@
40% GHG emission from energy and transportation
-
Value added in agricultural segment
-
Renewal energy, Electricity, Innovation (focus)
Biodiesel and other valued added product, Green diesel BioJet with higher margin
○
Renewable energy with innovative storage
○
EA EV Ecosystem in automotive transportation
○
-
Mitrphol
bio-base with innovation - 3rd word sustainability index
-
Shift towards electricity producer (20$%) from bio/innovation
-
Circular economy from sugar cane (7%) - recycle and life cycle extension
-
Carbon credit trading (T-VERS) since 2008 - 10Mt
-
KBank is currently our largest CC buyer.
-
Should enable domestic CC audit/cert.
-
Renewable energy/CC/Low carbon product/Green cane/Water treatment/Forestation
-
2nd generation - need bio-base chemical product partner
-
--------
6 Aug 2022
Synergize strategy - Climate change division
-
Tech
-
Thai Rice NAMA - 600k/rai -> 800k/rai / GHG reduction 70%
-
Organic agricultural with roots
-
CCS/CCUs Tech
-
Responsible investment / Green Fin / Carbon credit - carbon market
-
T-Ver - forestation e.g. Mitrphol - cared by locals
-
Law and regulation via climate change ACT --> from voluntary to mandatory | area by area
Now in RIA -- Regulatory Impact Analysis
○
-
BCG Model
Energy / IPPU / Waste / Agri
-----------------
Synergize Strategy
Energy sector is major contributor > shift to renewal energy > lower GHG
Solar cell , Bio-Gas -> good for domestic economy
Energy mitigation: green building
Flood / drought lead to waste water pollution, scale and risk information
Article Page 3
Flood / drought lead to waste water pollution, scale and risk information
Area base assessment : BKK, Nakorn Sri, Ubon
NAP - National Action Plan
44 agencies working on water, thus need synergy
AWD - Alt wet/dry reduces 40% methane emission
Waste water management
Still survey - 555/7,774 are still generating waste water
Support technology for pilot
Supanburi SWOT assessment
Emits 3.14 MtCO2/yr
32% from agri (2/3 area - rise paddy field), 23% from energy consumption
19 action plan embed in provincial development plan
Collaborate with GIZ in 4 segments
Nature resource / Water / Agri / Tourism
Increase community forest area / commercial forest for carbon credit
Water reservoir | ground and underground -- 600 meter well
Tourism | no plastic
Committee - MOU with all agencies , monitor
Work task force - ban/wat/government
Challenges
Energy | permit and approval - law and regulation among several agencies
To ease with standards and efficient (WIP)
Eco | higher cost than fossil | not competitive > sustainable when LNG price goes up
Communication - Bio Gas at Supanburi supply 80 household (LPG)
Weather forecast
Hard to forecast extreme weather with limited data
Integrate with agencies - seasonal plan | lesson learn for improvement
Additional measure is require for extreme weather e.g. monkey cheek
Budget limitation , priority and time (budget cycle)
Several measures are Still in research cycle
Waste treatment facility maintenance due to wearing - 20 yr old.
WW reduction
Supanburi
Polluted river remediation from BioGas project
Solar roof project reduce household energy consumption
Ownership | Awareness, KT
Community way | AWD method
Forest | Preserve and promote CC
Success factor
Integration is key | Latest PDP still WIP (80%)
Willingness | Open data | Collaboration - water act | Tech for pilot NBS - IWRM
Limited area from city plan - adaptation
Leadership / Support (tech/fin) / private sector (Mitrphol)
-----------------
Bangkok
4 mitigation | 1 adaptation
Change old fossil vehicles to EV
Achieve more than reduction plan
Article Page 4
Green area project - area selection criteria > mixture / bio-diversity
Renewal energy - rooftop solar cell
-----------------
UNDP Global agenda on climate
Strategic plan shift to sustainability
Focus on NBS - 122 countries
Ocean promise - encourage sustainability ocean usage
Sustainable economic growth / green resilient low carbon society / Disaster
Current Support
Reporting and Transparency
Climate Finance
Resilience to climate change impacts in marine and coastal areas
Partnership for action on green recovery (PAGE)
Low carbon cities
Energy and Urban mobility
Community interventions for climate action
Youth engagement
Capacity building on the SDGs and climate for state and non-state actors
Future Cooperation
Climate finance
Integrated National Financing framework (INFF)
Climate resilience
SDG localization - Data availability at local level
Scaling up climate ambition on land use and climate action (SCALA)
Sustainable infrastructure for Pans Agreement
Capacity building support to state and non-state actors
GIZ - Thai rice NAMA - low emission rice production - 6 province
Increase productivity / reduce GHG emission
Laser farming area prep | AWD | fertilizer usage from soil quality lab and organic farming
25k farmers | 305ktCO2 reduction
No more straw burning.
ADAP-T
Co-design with support from JICA
ONEP, 4 Univ/ 15 related agencies
Outcome - just ended (shifted from 2020)
Information and basic knowledge
Article Page 5
Information and basic knowledge
IT/Rain estimation/Seasonal forecast / Future scenario / Ground water
Adaptation measures - budget
Fresh water / Forest / Rural / Urban / Coastal / Sediment
Portfolio co-design
Article Page 6

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TCAC2022

  • 1. 6 Aug 2022 Round Table Discussion 500 Gt remaining - temp increase 1.5C GHG reduction Energy 80%, Agricultural 23% -- 40% needs collaboration Renewable focus on solar, EV BOI - lower taxes for green tech. Launch carbon trading soon - green gold. ----------------- Bio Circular Green (BCG) as contribution mechanism Technology/Innovation Human resource Focus 4 sectors - Agri, Energy and Mat, Med, Tourism -- 21% of GDP / high GHG producers GHG reduction / Climate mitigation e.g. MICE supply chain case Target Reduce 1/4 resource usage. / 30 Mt GHG reduction / circling 3% GDP TAP - Tech Adapt Plan for Agri - decision and planning platform. (DSS) ----------------- Innovation - mitigation and adaptation TH emitting 354 MtCO2 Climate action Mitigation Energy / change from fossil to? Forestation Implement Law and regulation Tax and incentive Innovation CSS / Hydrogen / Policy / Floating solar cell / Waste / NZE / NBS / PPP Plastic/ Green product / Audit ----------------- How to balance energy security and carbon neutrality ? Trend towards NZE - invest in green tech. change to EV, phase down coal plant PDP - increase renewable energy to 50%, promote EV, 4D 1E strategy Digitalization / Decarbonization / Decentralization / De-Regulation /Electrification Triple S strategy Source Transformation More renewable / floating solar - 9 locations (1/9) 45MW - 450 rai /Target 5,000 MW Grid modernization Future Tech - Hydrogen (study) Sink Co-creation Forest - 1M rai in 10 years / CSS Support measure mech Social collaboration - label 5 Promote EV - charging station Bio-Circular Economy ----------------- 3P Decarbonization Pathway TCAC2022 Friday, August 5, 2022 3:27 PM Article Page 1
  • 2. 3P Decarbonization Pathway Pursuit lower emission / Portfolio / Partnership Pursuit lower emission CSS - pilot project / Arthit - 1MtCO2 1) CCU - planning 4 project 2) Energy Eff and Opt 0.5% reduction/yr 3) Renewal Energy 4) Hydrogen -- alt. source 5) Portfolio - reduce fossil, Oil and Gas / Target 30% invest. Partnership - forestation 2.1 MtCO2/yr from 1 Mrai --> claim carbon credit ----------------- Challenges From outside e.g. CBAM / ICAO Change mindset Collaboration from all parties Consortium Roadmap CCS/CCUs/Hydrogen Ecosystem Carbon credit Tech transfer Public private collaborative - TCN - 261 comp. ESG report , force. Personalized GHG reduction Target - needs tech/invest/collab - consistency Target with plan - PTT, coordination - careful ----------------- SCG ESG 4 Plus strategy -- plus is information transparency Net Zero 2050 ○ Go Green products ○ Reduce Inequality ○ Enhance collaboration ○ - Transition - enablement factors Process ○ Product ○ Market ○ Policy ○ - Why Need exec commitment ○ Need partner/technology collaboration ○ Need SME/public collaboration ○ - PTTEP The company has storage capacity and would utilize their knowledge for others - CCS - Carbon capture storage success factors Technological ○ Economical, other countries have government support, while we don't, so we will practice small ○ Public communication - that CO2 (250Mt/year) is not GHG?? ○ Law and Regulation for carbon credit/carbon tax, work in parallel. ○ - If we switch to EV, reduce emission to 160Mt/year , forest ration 1,000 rai absorbs 1Mt - In PTTEP portfolio, Arthit is selected as pilot for CCS Currently doing front end engineering design - ready in 2027 ○ - Example in Norway using ice-gaps as CCS with transboundary cost sharing - Gulf of TH is suitable for CCS, challenge is top layer, would it encapsulate? - Article Page 2
  • 3. Gulf of TH is suitable for CCS, challenge is top layer, would it encapsulate? - Announce EP Net Zero target 2050 - PTTGC Provide env friendly product - Sustainability - balance among economic, sustain product Re-Cycle/Up-cycle ○ Circular economy ○ Loop connecting with society ○ - EBITDA 4% growth Efficiency driven - with overseas operation - 1Mt reduction ○ Portfolio driven - as mixture of eco-green products, mega-trend - 3Mt reduction Largest bio plastic producer in the world ▪ ○ Compensation driver - CCS - 6Mt reduction/Offsetting - 1Mt reduction International investment / VC to gain knowledge ▪ ○ - Executable plan with technology and investment- 5k MUSD - E@ 40% GHG emission from energy and transportation - Value added in agricultural segment - Renewal energy, Electricity, Innovation (focus) Biodiesel and other valued added product, Green diesel BioJet with higher margin ○ Renewable energy with innovative storage ○ EA EV Ecosystem in automotive transportation ○ - Mitrphol bio-base with innovation - 3rd word sustainability index - Shift towards electricity producer (20$%) from bio/innovation - Circular economy from sugar cane (7%) - recycle and life cycle extension - Carbon credit trading (T-VERS) since 2008 - 10Mt - KBank is currently our largest CC buyer. - Should enable domestic CC audit/cert. - Renewable energy/CC/Low carbon product/Green cane/Water treatment/Forestation - 2nd generation - need bio-base chemical product partner - -------- 6 Aug 2022 Synergize strategy - Climate change division - Tech - Thai Rice NAMA - 600k/rai -> 800k/rai / GHG reduction 70% - Organic agricultural with roots - CCS/CCUs Tech - Responsible investment / Green Fin / Carbon credit - carbon market - T-Ver - forestation e.g. Mitrphol - cared by locals - Law and regulation via climate change ACT --> from voluntary to mandatory | area by area Now in RIA -- Regulatory Impact Analysis ○ - BCG Model Energy / IPPU / Waste / Agri ----------------- Synergize Strategy Energy sector is major contributor > shift to renewal energy > lower GHG Solar cell , Bio-Gas -> good for domestic economy Energy mitigation: green building Flood / drought lead to waste water pollution, scale and risk information Article Page 3
  • 4. Flood / drought lead to waste water pollution, scale and risk information Area base assessment : BKK, Nakorn Sri, Ubon NAP - National Action Plan 44 agencies working on water, thus need synergy AWD - Alt wet/dry reduces 40% methane emission Waste water management Still survey - 555/7,774 are still generating waste water Support technology for pilot Supanburi SWOT assessment Emits 3.14 MtCO2/yr 32% from agri (2/3 area - rise paddy field), 23% from energy consumption 19 action plan embed in provincial development plan Collaborate with GIZ in 4 segments Nature resource / Water / Agri / Tourism Increase community forest area / commercial forest for carbon credit Water reservoir | ground and underground -- 600 meter well Tourism | no plastic Committee - MOU with all agencies , monitor Work task force - ban/wat/government Challenges Energy | permit and approval - law and regulation among several agencies To ease with standards and efficient (WIP) Eco | higher cost than fossil | not competitive > sustainable when LNG price goes up Communication - Bio Gas at Supanburi supply 80 household (LPG) Weather forecast Hard to forecast extreme weather with limited data Integrate with agencies - seasonal plan | lesson learn for improvement Additional measure is require for extreme weather e.g. monkey cheek Budget limitation , priority and time (budget cycle) Several measures are Still in research cycle Waste treatment facility maintenance due to wearing - 20 yr old. WW reduction Supanburi Polluted river remediation from BioGas project Solar roof project reduce household energy consumption Ownership | Awareness, KT Community way | AWD method Forest | Preserve and promote CC Success factor Integration is key | Latest PDP still WIP (80%) Willingness | Open data | Collaboration - water act | Tech for pilot NBS - IWRM Limited area from city plan - adaptation Leadership / Support (tech/fin) / private sector (Mitrphol) ----------------- Bangkok 4 mitigation | 1 adaptation Change old fossil vehicles to EV Achieve more than reduction plan Article Page 4
  • 5. Green area project - area selection criteria > mixture / bio-diversity Renewal energy - rooftop solar cell ----------------- UNDP Global agenda on climate Strategic plan shift to sustainability Focus on NBS - 122 countries Ocean promise - encourage sustainability ocean usage Sustainable economic growth / green resilient low carbon society / Disaster Current Support Reporting and Transparency Climate Finance Resilience to climate change impacts in marine and coastal areas Partnership for action on green recovery (PAGE) Low carbon cities Energy and Urban mobility Community interventions for climate action Youth engagement Capacity building on the SDGs and climate for state and non-state actors Future Cooperation Climate finance Integrated National Financing framework (INFF) Climate resilience SDG localization - Data availability at local level Scaling up climate ambition on land use and climate action (SCALA) Sustainable infrastructure for Pans Agreement Capacity building support to state and non-state actors GIZ - Thai rice NAMA - low emission rice production - 6 province Increase productivity / reduce GHG emission Laser farming area prep | AWD | fertilizer usage from soil quality lab and organic farming 25k farmers | 305ktCO2 reduction No more straw burning. ADAP-T Co-design with support from JICA ONEP, 4 Univ/ 15 related agencies Outcome - just ended (shifted from 2020) Information and basic knowledge Article Page 5
  • 6. Information and basic knowledge IT/Rain estimation/Seasonal forecast / Future scenario / Ground water Adaptation measures - budget Fresh water / Forest / Rural / Urban / Coastal / Sediment Portfolio co-design Article Page 6