kaz fukui - ge power & water - iea workshop

© General Electric Company 2012

SIEW 2012IEA WorkshopKaz FukuiMarketing Director, Asia-PacificGE Power & Water

GE Power & Water

GE Proprietary InformationAll Rights Reserved

25th October 2012

204/10/2023


Overview

2

3

1 ASEAN power needs & role of clean technologies

Available clean technology options for ASEAN

Key for enabling decarbonization of ASEAN power industry

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ASEAN capacity new addition forecast (2012-2021)

Philippines

9 GW

49 GW

Indonesia

21 GW

Thailand

Vietnam

45 GW

Malaysia

12 GW

10 yr addition (GW)Coal 64

Gas 41

Hydro 13Renewables 17Oil 2Nuclear 6

Source: GE Energy Strategic Marketing forecasting & other sources (Based on the expected order figures)

6 GW

Other SE Asia

TOTAL ~140

404/10/2023


ASEAN CO2 emission forecast (2012-2021)

Philippines

+10Mt

+118Mt

Indonesia +30Mt

ThailandVietnam

+46Mt

Malaysia

+39Mt

Source: GE Energy Global Strategy & Planning forecast, Jan 2012

3% CAGR

11% CAGR

3% CAGR

4% CAGR6% CAGR

Mt/yr 2012

2021

CAGR

Japan 550 590 1%

ASEAN 5

430 670 5%

Figures = Power related CO2 emission in Mt/yr

Mt/yr Mt/

yr

Mt/yr

Mt/yr

Mt/yr

504/10/2023


4061

97

133

167 161

220

258

0

50

100

150

200

250

300

2004 2005 2006 2007 2008 2009 2010 2011

Marine

Geothermal

Small hydro

Biomass & w-t-e

Biofuels

Solar

Wind

Clean technology … tendency to focus on mainstream solar & wind

CAGR ‘04-’1

130%

12%

22%

8%

10%

40%

30%

US$B

Source: “Global trend in renewable investment 2012”, UNEP (With Bloomberg New Energy Finance)

604/10/2023


Critical to evaluate & embrace a toolbox of options to drive decarbonization….

Clean technology

Wind

Smart Grid / Micro-grids

Waste Heat RecoveryEnergy storage

SolarBiomas

s Hydro

Biofuel

Energy efficiency Emission

reductionCleaner coal

CCS

Geothermal

Other future …Microbial coal-to-gas

Waste plasmasification

Liquid air energy storage etc. etc. ….

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Portfolio approach

Aviation

Healthcare

Water

Oil & Gas

Energy

Transportation

Home & Business Solutions

Capital

$140B+ Eco Revenues ($21B ) Focused on technology

and innovation

• Flex Efficiency 50 • Wind Turbines• Jenbacher Alternative Fuel gas

engines• SmartGrid• WattStation/DuraStation EV

charging products

• GEnx• TrueCourse

Flight Management System

• Passport Integrated Propulsion • Zeeweed Membranes

• Pro/Titan Reverse Osmosis• ABMet – Advanced

Biological Metals Removal

• Digital X Ray• Voluson

Ultrasound• WAVE Bioreactor• Ibox

• Oregen Waste Heat Recovery Systems

• PGT25+ gas turbines for compression

• Environmental Performance Services

• Arden Access• Australia eco

Mastercard

• LED Light Sources

• High Eff. CFLs• Smart

Appliances

• evolution locomotive• Trip Optimizer• Movement Planner

804/10/2023


Cleaner coalImproved plant efficiency through efficient engineering and improved materials

• Supercritical steam turbines achieve net plant efficiencies of 42-44% (LHV)

• Typically reduce emissions by 20% compared to existing subcritical plants

• Stepping up the temperature and pressure to Ultra-supercritical leads to even greater efficiencies of 44-46% and environmental benefits

Source: GE Power & Water

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Technology integrationExpanding infrastructure synergies … gas + renewables

1004/10/2023


• Central & distributed• Flexible supply to grid• Proven technology• Dispatchable and low cost

power• Lower carbon footprint than

coal

Flexible & efficient gas Renewable enabler & bridging technology

• 61%+ baseload efficiency … 510MW

• One-button start in <30 minutes• 51 MW/min ramp rate … 50%

faster than industry benchmark

• High efficiency 50MW combined cycle

• Full power in 5 minutes• Fuel flexibility• Lower emissions with zero water

Large units Small units

Source: GE Power & Water

1104/10/2023


Other clean technologies for ASEAN

More flexible smart-grid deployment

Waste-to-energy with gasification

Core traditional renewables

Power from waste heat

(e.g. diesel

generators)

Biomass gasifierMicro-grid

Waste heat recovery Renewables

1204/10/2023


How to promote best available clean technologies in ASEAN?

• Demonstration of the value of the technology (inc. pilot)

• Alliance network & demand creation

• Support mechanism & drivers

Hurdles Require

No single “best” technology … enable portfolio of clean technologies to be deployable with references & clear

demonstration of values

1304/10/2023


The private sector is keen to help ASEAN develop cooperation in energy sectorThe key policy elements that need to be embraced by all

ASEAN members to ensure greater cooperation:

1. Encourage a diversification of energy resources and the use of clean energy technologies

2. Encourage the development of renewable energy through policies that support FiTs and pilot projects

3. Promote open trade and eliminate barriers in environmental goods and services

4. Adopt transparent processes in facilitating the development of energy projects

5. Set energy efficiency targets and enforce them

6. Work with other multilateral organizations, such as APEC, to promote clean energy policies

1404/10/2023


kaz fukui - ge power & water - iea workshop

Education

ge power watersiew

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power related2012

baseload efficiency

mwhigh efficiency

clean technology tendency

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