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Wednesday, 20 November 2013

Kenya Power Report Q1 2014:Energy & Power Market Research Reports

Energy & Power Market Research Reports
 
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Kenya Power Report Q1 2014
Nov 20th 2013, 00:00, by vyankatesh

BMI View: We have revised our forecasts this quarter, taking into consideration domestic and international developments, downwardly revising our outlook for gas and upwardly revising that for oil. However, we maintain our view that Kenya’s power sector suffers from a capacity deficit, with insufficient supply to meet consumer demand in peak demand periods. In addition, the country remains over-reliant on hydropower. This, in turn, has exposed the country to widespread power outages, which are acting as a significant constraint to economic and social development. As such, the country has put forward some ambitious capacity expansion and diversification targets in its …

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Slovakia Water Report Q1 2014:Energy & Power Market Research Reports

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Slovakia Water Report Q1 2014
Nov 20th 2013, 00:00, by vyankatesh

BMI View: Little has occurred over the past quarter in the Slovakian water sector. However, due to this inertia and the slowdown in investments, together with the floods earlier in the year that have diverted some funds towards repairs and flood prevention schemes, we have made some moderate adjustments to some of our forecasts and developments are happening at a slower pace than previously expected. Slovakia’s water sector is extremely underdeveloped and the country’s water supply is massively over polluted. In March 2013, the EU announced that falling water standards across the region would cost the taxpayer over US$1bn to …

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Brazil Renewables Report Q1 2014:Energy & Power Market Research Reports

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Brazil Renewables Report Q1 2014
Nov 20th 2013, 00:00, by vyankatesh

BMI View: We have slightly revised down our 2014 forecasts for non-hydropower renewable energy generation in Brazil to account for delays in a number of wind projects. We have also made a number of revisions to our long-term outlook for the renewables sector to account for delays and cancellations in the wind sector, as well as an increase in solar energy development under the A-3 auction. We highlight that our long-term forecasts for wind energy remain relatively sanguine, even after the moderation. We have revised down our 2014 forecasts for non-hydropower renewable energy generation in Brazil from 12.7% to 10.2%. …

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South Korea Oil and Gas Report Q1 2014:Energy & Power Market Research Reports

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South Korea Oil and Gas Report Q1 2014
Nov 20th 2013, 00:00, by vyankatesh

BMI View: While there are efforts to stimulate upstream oil and gas activity, there is little to suggest that South Korea can develop significant resources, meaning the country is set to remain a key importer of crude and natural gas in liquefied form. Meanwhile the government is planning initiatives aimed at reducing oil and LNG consumption, though a safety scandal in the nuclear industry is driving demand of LNG imports to cover for lost power generation over the short term. The main trends and developments we highlight for the South Korean oil and gas sector are: ? The impact of …

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Turkmenistan Oil and Gas Report Q1 2014:Energy & Power Market Research Reports

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Turkmenistan Oil and Gas Report Q1 2014
Nov 20th 2013, 00:00, by vyankatesh

BMI View: Upstream interest in Turkmenistan’s growing gas reserves remains strong, with foreign players, particularly China, eager to gain access to the country’s lucrative gas fields. The energy relationship between Turkmenistan and China continues to strengthen, with continued upgrades to existing long-term supply agreements and investment commitments. Turkmenistan has made ambitious gas production targets, raising its own forecasts of gas production in 2030 to 250bn cubic metres (bcm) from 230bcm previously. Although 2030 is outside our forecast period, the ambitious figures highlight the country’s optimism, which is reflected in our forecasts for gas production, which we expect will more than …

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Colombia Oil and Gas Report Q1 2014:Energy & Power Market Research Reports

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Colombia Oil and Gas Report Q1 2014
Nov 20th 2013, 00:00, by vyankatesh

BMI View: There is optimism with regard to the future of Colombia’s energy sector; particularly as improved security dynamics and a more liberal business environment have led to increased investment in exploration and production. The most recent licensing round and increased interest in the country’s offshore potential will also contribute to greater foreign investment and exploration into the sector, leading to further growth in proven reserves and buoying the robust long-term production picture. The main trends and developments for Colombia’s oil and gas sector are: ? An improving security situation and the country’s attractive fiscal regime are likely to continue …

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Papua New Guinea Oil and Gas Report Q1 2014:Energy & Power Market Research Reports

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Papua New Guinea Oil and Gas Report Q1 2014
Nov 20th 2013, 00:00, by vyankatesh

BMI View: The first LNG deliveries from Papua New Guinea’s greenfield PNG LNG facility, the country’s first gas export project, are expected as scheduled in H2 2014. There continues to new proposals for LNG exports and we could soon see decisions regarding an expansion of export capacity at PNG LNG beyond the first two trains due online next year. Gas projects will also offer some relief to liquids, condensate from the PNG LNG project will give oil production a temporary boost. The main trends and developments we highlight for Papua New Guinea’s oil and gas sector are: ? The most …

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