Anders Maltesen, CEO of GE Power talking about Overview of GE Energy Ecosystem for Vietnam

1. POWERING VIETNAM CONFERENCE 2017
April 27, 2017 | Hanoi – Vietnam
Energy Ecosystem Overview
Anders Maltesen | GE Power

2. Energy Ecosystem defined
Universal
Access
(Production,
Distribution,
Consumption)
Electricity
Generation
Electrical
Consumption
Transmission &
Distribution
Refining &
Processing
Fuel Delivery
& Storage
Exploration
& Production
AFFORDABLE
SUSTAINABLERELIABLE
Decentralization
Decarbonization
Digitization

3. AFFORDABLE
SUSTAINABLERELIABLE
Vietnam power industry key country agenda
$148B investment required by 2030
Need for capital / Access to finance
Need for local skill enhancement
Utilizing local talents and capabilities
Interruption duration
… 38 hrs/yr
Interruption frequency
… 13 times/yr
11% power demand growth
8% CO2 emission 
10%+ renewable
by 2030
GDP growth rate at 6%+
Source: SAIDI & SAIFI data, EVN Vietnam Electricity Annual Report 2016 l Investment data, PDP7 – Generation & Grid (split 75:25)

4. AFFORDABLE
SUSTAINABLERELIABLE
Competing priorities to drive optimized outcome
Cost
(Capex, Opex)
Capital
Access
Asset
Reliability
Growth Renewable Emission
Optimized
outcome

5. 1. Status Quo
Case: A power plant in Vietnam
320MW CCGT (2 blocks of 3x1) Reliability/
Flexibility
Growth
(MW)
Emissions
2. Upgrade
Meets NOx goal, moderate capex
Full understanding of trade-offs, to drive the optimized outcome
Cost
(OPEX)
Comply
Low efficiency @43% / High NOx BASELINE
Cost
(Capex)
3. Repowering: advanced small GTs
More MW, more reliability & flexibility,
low emissions, high capex
4. Repowering: advanced large GT
More MW, low emissions,
limited flexibility, high capex
+12% -11%
+21% -20%
Competing options for upgrade

6. © 2017 General Electric
Company. Proprietary. All Rights Reserved
Deploying the best
Gas Turbines
+5% efficiency
~$8.4B
Deploying USC
Clean Coal
+3% efficiency
+8% availability
~$5.0B
Upgrading
existing plants
+3% efficiency
+8% availability coal
~$3.0B
Upgrading T&D
network
-2% T&D losses
<1hr interruptions
~$2.4B
~$3.0BDIGITAL ENABLED
~$1.4BDIGITAL ENABLED DIGITAL ENABLED
-30%DIGITAL ENABLED
~$1.4B
Ecosystem Economic Value – Efficiency & Reliability

7. © 2017 General Electric
Company. Proprietary. All Rights Reserved
Deploying the best
Gas Turbines
+5% efficiency
~$8.4B
Deploying USC
Clean Coal
+3% efficiency
+8% availability
~$5.0B
Upgrading
existing plants
+3% efficiency
+8% availability coal
~$3.0B
Upgrading T&D
network
-2% T&D losses
<1hr interruptions
~$2.4B
~$3.0BDIGITAL ENABLED
~$1.4BDIGITAL ENABLED DIGITAL ENABLED
-30%DIGITAL ENABLED
~$1.4B
~$25B+
ecosystem savings
Affordability
Power price 
Sustainability
 Renewables
Reliability
 System & Asset
Ecosystem Economic Value – Efficiency & Reliability

8. © 2017 General Electric Company. Proprietary. All Rights Reserved
Deploying the best
Gas Turbines
+5% efficiency ~2.0Mt
Deploying USC
Clean Coal
+3% efficiency ~11.4Mt
Upgrading
existing plants
+1.5% efficiency
~5.5Mt
Upgrading T&D
network
-2% T&D losses ~1.9Mt
~5.5 Mt
~0.4MtDIGITAL ENABLED ~3.6MtDIGITAL ENABLED
DIGITAL ENABLED
CO2 Reduction through efficiency improvement
Ecosystem Ecological value - Sustainability

9. © 2017 General Electric Company. Proprietary. All Rights Reserved
Deploying the best
Gas Turbines
+5% efficiency ~2.0Mt
Deploying USC
Clean Coal
+3% efficiency ~11.4Mt
Upgrading
existing plants
+1.5% efficiency
~5.5Mt
Upgrading T&D
network
-2% T&D losses ~1.9Mt
~5.5 Mt
~0.4MtDIGITAL ENABLED ~3.6MtDIGITAL ENABLED
DIGITAL ENABLED
CO2 Reduction through efficiency improvement
Ecosystem Ecological value - Sustainability
~30Mt+
annual ecosystem CO2 reduction
~48%
of Vietnam’s COP21 target

10. THANK YOU
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