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2023 Investment Forum
Visayas Energy
Energy Sector Updates
Undersecretary Felix William B. Fuentebella
DEPARTMENT OF ENERGY
2023 VISAYAS ENERGY INVESTMENT FORUM
bai Hotel Cebu, Mandaue City
April 27, 2023
2023 Investment Forum
Visayas Energy
Presentation Outline
Where are we now?
Where are we headed?
How do we get there?
Energy Investment Opportunities
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2023 Investment Forum
Visayas Energy
Where are we now?
2023InvestmentForumVisayasEnergyEnergySectorUpdatesUndersecretaryFelixWilliamB.FuentebellaDEPARTMENTOFENERGY2023VISAYASENERGYINVESTMENTFORUMbaiHotelCebu,MandaueCityApril27,20232023InvestmentForumVisayasEnergyPresentationOutlineWherearewenow?Whereareweheaded?Howdowegetthere?EnergyInvestmentOpportunities12342023InvestmentForumVisayasEnergyWherearewenow?2023InvestmentForumVisayasEnergy50.9MTOE2021TOTALPRIMARYENERGYSUPPLY43.2%(22.0MTOE)INDIGENOUS56.8%(28.9MTOE)NETIMPORTEDTotalPrimaryEnergySupply2021NaturalGas5.5%Hydro4.5%Geothermal1.8%OtherRE16.5%Coal37.1%42023InvestmentForumVisayasEnergy35.1MTOEByFuelBySectorTotalFinalEnergyConsumption202152023InvestmentForumVisayasEnergyCOALRENEWABLEENERGYOIL-BASEDNATURALGAS43%11,669MWINSTALLEDCAPACITY58%62,052GWhPOWERGENERATION29%7,914MWINSTALLEDCAPACITY22%23,771GWhPOWERGENERATION14%3,847MWINSTALLEDCAPACITY2%1,616GWhPOWERGENERATION13%3,453MWINSTALLEDCAPACITY18%18,675GWhPOWERGENERATIONLUZON:11,640MWVISAYAS:2,252MWMINDANAO:2,144MW46%10,913MWDEPENDABLECAPACITY29%7,005MWDEPENDABLECAPACITY11%2,650MWDEPENDABLECAPACITY14%3,286MWDEPENDABLECAPACITY106,114GWhIndigenous:45.1%Imported:54.9%REShare:22%FossilShare:78%16,036MW2021PEAKDEMANDOn-GridPowerCapacityandGenerationMix202162023InvestmentForumVisayasEnergyOff-GridSupplyandDemandProfile,2020PeakDemandAAGRLuzon234.49MW6.85%Visayas24.81MW9.42%Mindanao41.38MW5.40%TotalPeakDemand300.68MWMissionaryAreasNPC-SPUGNPPsandDU-OwnedGeneratorsTotalDependableCapacity(MW)NumberofPowerPlantsNPPsandDU-OwnedGenerators(MW)NumberofPowerPlantsDependableCapacity(MW)NumberofPowerPlantsLuzon101.15MW202296.49MW19397.64MW221Visayas21.76MW4918.89MW240.65MW51Mindanao54.35MW266.55MW260.90MW28Total177.26MW277321.93MW23499.19MW30072023InvestmentForumVisayasEnergyUpstreamEnergyDevelopmentProjects,202217PETROLEUMSERVICECONTRACTS(11ExplorationPhase;6ProductionPhase)2022PRODUCTION16.06MMTProduction36.14MMTConsumption32.67MMTImports7.12MMTExports29COALOPERATINGCONTRACTS(20Development/Production;9Exploration)558.27MBOil112.172BCFGas2.71MMBCondensate82023InvestmentForumVisayasEnergyPrivateSectorInitiatedProjectsSource:DOEListofPrivateSector-InitiatedPowerProjectsasof31October2022COALOIL-BASEDNATURALGASRENEWABLEENERGY1,520.00MW(2.97%)335.00MW(0.66%)6,580.00MW(12.86%)42,723.53MW(83.51%)IndicativeProjectsTOTAL51,158.73MW(100%)3,685.40MW(35.93%)41.75MW(0.41%)3,500.00MW(34.13%)3,028.90MW(29.53%)CommittedProjects10,256.05MW(100%)92023InvestmentForumVisayasEnergy10ExistingDownstreamOilFacilitiesDOIPlayerParticipantsNo.ofFacilityStorageWorkingCapacity(MB)Refinery19,609ImportTerminal(LPP&LPG)5826,602DistributionDepot(LPP&LPG)925,422LPGRefillingPlant13,924-LFRetailOutlet11,923-GrandTotal4,7716,619,940AsofDecember31,2022DOIPlayerParticipantsRefiner1Importer156ImporterandBunkerTrader2ImporterandTerminalOperator/Lessor3BulkDistributor167BulkDistributorandBunkerTrader2BulkDistributorandHauler11BulkDistributorandTerminalOperator/Lessor5TerminalOperator/Lessor10BunkerTrader5Hauler83Own-user37Retailer25,847Refiller179GrandTotal26,508AsofDecember31,20222023InvestmentForumVisayasEnergyApprovedLNGProjectsItemProponentProjectLocationCapacityEstimatedCOD11FGENLNGCorporation(Filipino)–80%participatinginterestTokyoGasCo.Ltd(Japan)–20%participatinginterestInterimFloatingStorageandRegasificationUnit(FSRU)LiquefiedNaturalGasTerminalBarangaysSta.Clara,Sta.RitaAplaya,andBolbokinBatangasCity5.26MTPASep20232LuzonLNGTerminalInc.ToplineEnergy&PowerDevCorporation(Filipino)-(i.e.,currentlyplannedfor30%)FloatingStorageRegasificationUnit(FSRU)LiquefiedNaturalGasTerminalAbout9.5kmoffshoreinBayofBatangas4.4MTPADec20253EnergyWorldGasOperationsPhilippinesInc.(Filipino)–100%participatinginterestLNGStorageandRegasificationTerminalBarangayIbabangPolo,PagbilaoGrandeIsland,QuezonProvince3MTPADec20234LinseedFieldCorporation(Filipino)–upto100%participatinginterestOsakaGasCo.,Ltd(Japan)–hasaTechnicalServicesAgreement(TSA)withAG&PtoprovidesupportonO&M-relatedareas.FloatingStorageUnit(FSU)andOnshoreRegasificationand60,000cbmbufferLNGstoragetankBarangayIlijanandDelaPaz,BatangasCity3MTPAFSUandOnshoreRegasification–May2023BufferLNGstoragetank–Dec20235ShellEnergyPhilippines,Inc.(Filipino)–upto100%participatinginterestFloatingStorageandRegasificationUnit(FSRU)TerminalTabangao,BatangasCity3MTPASep20256ViresEnergyCorporation–(Filipino)–upto100%participatinginterestABrownCompany,Inc.(ABCI)(Filipino)–100%ownershipofViresEnergyCorporationasitsParentCompanyFloatingStorageandRegasificationUnit(FSRU)TerminalBarangaySimlong,BatangasCity3MTPAApril20267SamatLNGCorporation-100%foreignSmall-ScaleLNGTerminalBarangaySisiman,Mariveles,Bataan0.32MTPAPhase1:Mar2024Phase2:May20251COD-CommercialOperationsDate112023InvestmentForumVisayasEnergyAwardedRenewableEnergyContractsOCEANGEOTHERMALWINDSOLARBIOMASSHYDROPOWER43212,271MWPOTENTIALCAPACITY1,129MWINSTALLEDCAPACITY824MWPOTENTIALCAPACITYAwardedProjects36871MWPOTENTIALCAPACITYAwardedProjects1,931MWINSTALLEDCAPACITY14245,631MWPOTENTIALCAPACITYAwardedProjects443MWINSTALLEDCAPACITY30721,414MWpPOTENTIALCAPACITYAwardedProjects1,290MWpINSTALLEDCAPACITY77186MWPOTENTIALCAPACITYAwardedProjects777MWINSTALLEDCAPACITYAwardedProjects122023InvestmentForumVisayasEnergyRenewableEnergySnapshot7,914MW(29%)REInstalledCapacity1,002projects5,571MWinstalledcapacity80,399MWpotentialcapacityREContractsAwarded18CertificatesofAward1,866MWcommittedcapacitystarting2025GreenEnergyAuction(GEA)119RESuppliers•199customersswitched•61MWnon-coincidental•peakdemandGreenEnergyOptionProgram7,583customers•63MWpratedcapacityNetMeteringPh278billion•357,248greenjobsgenerated•4,365kilotonCO2emissionreductionREInvestmentsGeneratedunderREAct2008₱132023InvestmentForumVisayasEnergyEnergyEfficiencyandConservationandAlternativeFuels44EnergyServiceCompanies(ESCOs)ElectricitySavings11.09GWhTotalSavingsPhp0.86BillionGovernmentEnergyManagementProgram(GEMP)ElectricitySavings276.97GWhFuelSaved113,951.82LitersTotalSavingsPhp2.72Billion7,144EEDesignatedEstablishments(DEs)ElectricitySavings4,063.42GWhTotalSavingsPhp8.591BillionElectricVehicles(EVs)EVCSLocations(AsofApril2023)338EVCSAC(SlowCharge)258DC(FastCharge)59BatterySwappingStations21Filinvest–BatterySwappingStationAlabang,MuntinlupaUnioilEVCS(DCFastCharger)SubicBayFreeportZone,ZambalesUPEEEI(ACCharger)UPDiliman,QuezonCity14Asof25April2023Subjecttovalidation2023InvestmentForumVisayasEnergy15EVOSSSnapshotandApplicationMonitoring(Asof25March2023)RepublicActNo.11234EnergyVirtualOne-StopShop(EVOSS)ActProspectiveenergycompaniescanapply,monitor,andreceiveallthenecessarypermits,andpayforchargesandfees,throughtheEVOSS’onlineplatform9GovernmentOfficesandEntitiesProcessesintheEVOSSSystem48processesincludedinthesystem36processesforintegration4additionalentities559DisapprovedApplications5,985ReceivedApplications3,707ApprovedApplications150ApplicationsOn-goingEvaluation2023InvestmentForumVisayasEnergyWhereareweheaded?2023InvestmentForumVisayasEnergyPhilippineEnergyPlan2020-2040Targets“SustainablePathTowardsCleanEnergy”172023InvestmentForumVisayasEnergyFutureEnergyScenarioEnergySecuritySustainableEnergyResilientInfrastructureCompetitiveEnergySectorSmartHomesandCitiesEmpoweredConsumersRenewableEnergy35%ofpowergenerationmixby2030;and50%by2040EnergyEfficiencyandConservation5%energysavingsonoilproductsandelectricityby2040InformationandCommunicationsTechnologyAdoptingadvancedandinteroperableICTintheenergychainEmergingandInnovativeTechnologies10%EVpenetrationrateinroadtransportby2040;ExploringnewandefficienttechnologiesEnergyResiliencyResilientandclimate-proofenergyinfrastructure182023InvestmentForumVisayasEnergyPowerGenerationMix,2040COALOIL-BASEDNATURALGASRENEWABLEENERGY80,827GWh(23.1%)515GWh(0.1%)93,240GWh(26.6%)175,492GWh(50.1%)CLEANENERGYSCENARIOTOTAL350TWh(100%)89,717GWh(24.6%)276GWh(0.1%)146,858GWh(40.3%)111,361GWh(34.9%)REFERENCESCENARIO364.4TWh(100%)192023InvestmentForumVisayasEnergyHowdowegetthere?2023InvestmentForumVisayasEnergyMarket-DrivenPoliciesRANo.9136oftheElectricPowerIndustryReformActof2001Promotetheutilizationofindigenous,andnewandREresourcesinpowergenerationtoreducedependenceonimportedenergyRANo.9513ortheRenewableActof2008Acceleratetheexploration,development,utilization,andcommercializationofRERANo.11234ortheEnergyVirtualOneStopShopActof2019Onlineplatformtostreamlinetheprocessingofenergyapplication21RANo.11697ortheElectricVehicleIndustryDevelopmentActof2022EstablishtheComprehensiveRoadmapfortheElectricVehicleIndustrytoacceleratethedevelopment,commercializationandutilizationofEVsRepublicAct(RA)No.7638ortheDepartmentofEnergyActof1992DevelopandupdatePhilippineenergyprogramswhichshallprovideforintegratedandcomprehensiveexploration,development,utilization,distributionandconservationofenergyresources,withpreferentialbiasforenvironment-friendly,indigenous,andlow-costsourcesofenergyRANo.11952ortheLPGIndustryRegulationActEstablishregulatoryframeworkfortheLPGindustryRA11285ortheEnergyEfficiencyandConservationActInstitutionalizeenergyefficiencyandconservationasanationalwayoflifeandpromote/encouragethedevelopmentandutilizationofefficientrenewableenergytechnologiesRANo.11646ortheMicrogridSystemsActFillthegapinthecountry'sgoalofachieving100percentelectrificationbyencouragingtheinstallationofmicrogridsinunservedandunderservedareas2023InvestmentForumVisayasEnergyComprehensiveEnergyPlansandProgramsPhilippineEnergyPlan,2020-2040Transformationalplantobringinmorecleanenergyfuelsandtechnologies22ProposedNationalRenewableEnergyProgram(NREP),2020-2040Embodiesthecountry’slong-termREtargetsandpolicyandprogrammechanismstoachievethetargetsPowerDevelopmentPlan(PDP),2020-2040AdoptedthenationalREpowergenerationmixtargetsinlinewiththecommitmenttowardsacleanerenergytransitionDistributionDevelopmentPlan(DDP),2021-2030AnnualprogramofDUsformanagingthedistributionsystemtoensurethecontinuity,reliabilityandaffordabilityofelectricityservicetotheconsumersMissionaryElectrificationDevelopmentPlan(MEDP),2021-2025Developedtoensurequality,reliable,secure,andaffordableelectricityservices,especiallyinthefar-flungareasinthePhilippinesComprehensiveRoadmapfortheElectricVehicleIndustry(CREVI)NationalDevelopmentPlanfortheEVindustrytoacceleratethedevelopment,commercialization,andutilizationofEVsinthePhilippinesInvestmentOpportunities2023InvestmentForumVisayasEnergyPowerSupplyandDemandOutlook,2025-2040ThePhilippinesneedatotalof21,235MWadditionalREcapacitytoattainthe35%shareofREinthepowergenerationmixby2030and73,183MWadditionalcapacitytoattainthe50%shareby2040.242023InvestmentForumVisayasEnergyPhilippineSedimentaryBasins1.IlocosShelf2.CagayanBasin3.CentralLuzonBasin4.BicolShelf5.SoutheastLuzonBasin6.Mindoro-CuyoBasin7.WestMasbate-IloiloBasin8.VisayanBasin9.Agusan-DavaoBasin10.CotabatoBasin11.SuluSeaBasin12.EastPalawanBasin13.SouthwestPalawanBasin14.ReedBankBasin15.NorthwestPalawanBasin16.WestLuzonTroughTotalarea:709,000sqkmCombinedPotential:8,895MMBFOEsource:PHILPRA(2002)forupdateofDOE252023InvestmentForumVisayasEnergyPetroleumServiceContracts(PSC)forPossibleJointVenture/Farm-inAgreementsSERVICECONTRACT(SC)NO.LOCATION(SedimentaryBasin)AREA(hectares)OPERATORPHASE/REMARKS1SC-6BNWPalawan53,293.95ThePhilodrillCorporationProduction2SC-14C1NWPalawan16,300.95NPGPty.Ltd.ProductionSC-14C2NWPalawan17,649.54ThePhilodrillCorp.Production3SC-37Cagayan36,000PNOCExplorationCorp.Production4SC-38NWPalawan86,000PrimeEnergyResourcesDevelopmentB.V.Production5SC-40Visayan340,000ForumExploration,Inc.Production6SC-49Visayan42,749ChinaInt'lMiningPetroleumCo.Ltd.Production7SC-53Mindoro-CuyoPlatform724,000ThePhilodrillCorp.Exploration8SC-54NWPalawan43,515NidoPetroleumPhilippinesPty.Ltd.ExplorationSERVICECONTRACT(SC)NO.LOCATION(SedimentaryBasin)AREA(hectares)OPERATORPHASE/REMARKS9SC-55SWPalawan988,000Palawan55Exploration&ProductionCorp.Exploration10SC-57NWPalawan712,000PNOCExplorationCorp.Exploration11SC-58NWPalawan1,344,000NidoPetroleumPhilippinesPty.Ltd.Exploration12SC-59SWPalawan1,476,000PNOCExplorationCorp.Exploration13SC-72RectoBank880,000Forum(GSEC101)Ltd.Exploration14SC-74NWPalawan426,800PXPEnergyCorp.Exploration15SC-75NWPalawan616,000PXPEnergyCorp.Exploration16SC-76EastPalawan648,000RatioPetroleumLtd.Exploration17SC-77CotabatoBasin72,000SKLiguasanOilandGasCorp.Exploration262023InvestmentForumVisayasEnergyRegionalCoalReserves272023InvestmentForumVisayasEnergyOff-ShoreWindPotentials178GWofOSWPotential(18GWFixedand160GWFloating)•Six(6)potentialOSWdevelopmentzonesidentified:oEnvironmentalandsocialrestrictionsandexclusions.oLevelizedcostofenergy(windspeediscritical–considermeasurementcampaign).oTransmissionandportinfrastructureanddemandcenters.•NeededtocompleteproportionateMarineSpatialPlanningandpublishfinalmapbyend2023.PotentialDevelopmentZoneTypePracticalCapacityA:NorthwestLuzonFloating2to5GWB:ManilaareaFixedandfloating0to3GWC:NorthernMindoroFloating3to10GWD:SouthernMindoroFloating20to36GWE:GuimarasStraitFixed0to1GWF:Negros/PanayareaFloating2to3GW282023InvestmentForumVisayasEnergyCompetitiveRenewableEnergyZones(CREZ)Potential▪DOEinitiatedtheCompetitiveRenewableEnergyZones(CREZ)Projectin2018▪Identified25StrategicAreaswithhighconcentrationofsolarandwindresourcesthroughoutthecountry▪58,110MWSolarPVand93,987MWWindpotentialcapacities▪OtherCREZPotentialsGeothermal(MW)Hydropower(MW)Biomass(MW)Luzon285.00270,603.00210.00Visayas40.001,917.0071.00Mindanao40.00382,514.0093.00Philippines365.00655,034.00374.00292023InvestmentForumVisayasEnergyOpportunitiesUnderCREVIElectricVehiclesandChargingStationsToachievecompleteelectrificationofallnewvehiclesby2040withtheGovernmentasanearlyadopterPublicTransportationPlayers/MarketPrivateSectorHouseholdsGovernmentBusinessOpportunitiesEVsandEVChargingStationsResearchandDevelopmentManufacturingHumanResourceDevelopment302023InvestmentForumVisayasEnergyEnergyInvestmentRequirementsUSD153BillionTotalRequiredEnergyInvestmentsDOWNSTREAMPOWERUSD2.94BillionOilDistributionDepotsAndImportTerminalsUSD1.78BillionLiquefiedNaturalGas(LNG)TerminalsUSD2.38BillionBiofuelsProductionUPSTREAMCOALUSD10.05BillionOilandGasExplorationandDevelopmentUSD13.12BillionCoalExplorationandProductionUSD510MillionRenewableEnergy(Pre-DevelopmentActivities)USD115.3BillionConstructionofNewPowerPlantsConventional:USD21.0BillionRenewableEnergy:USD94.3BillionUSD6.97BillionTransmissionProjects312023InvestmentForumVisayasEnergyRizalDriveCorner34thStreetBonifacioGlobalCity,TaguigCitywww.doe.gov.ph(632)84792900loc.371and389doe.gov.phdoegovphContactUsDepartmentofEnergyInvestmentPromotionOffice

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