投资者演示文稿 - 亚洲主题 - 能源的未来-Investor PresentationAsia Summer School Asia Thematic - Future of Energy

Summary of Key Points from the Conference Call Industry Overview - The conference call focused on the energy landscape in Asia, particularly in the context of ASEAN, China, and India, highlighting the future of energy in these regions [1][5][6][8]. Core Insights India - Energy Security and Capex Cycle: India is experiencing a tightness-driven capital expenditure cycle in energy security [8]. - Manufacturing Growth: Strong demand tailwinds are expected, with manufacturing's share of GDP projected to increase to 21% by 2031 [11]. - Supply-side Constraints: - State-owned coal plants are delayed by an average of 54 months due to various issues such as clearances and funding [18]. - Hydro power plants face delays averaging 58 months, with potential for further delays due to unpredictable weather [20]. - Renewable energy (RE) additions are slower than anticipated, with significant capacity under construction and long gestation periods for pumped storage projects [23][27]. - Government Response: The government is taking measures to address supply tightness, including improving coal availability and reviving thermal coal sub-contractors [28]. Japan - Strategic Energy Plan: The Japanese government aims for energy self-sufficiency to rise from 15% in FY3/24 to approximately 30-40% by FY3/41 [34]. - Electricity Output and GHG Emissions: - Electricity output is expected to increase from 985.4 billion kWh to approximately 1.1-1.2 trillion kWh by FY3/41 [34]. - GHG emissions are targeted to reduce by 73% compared to FY3/14 levels by FY3/41 [39]. - Power Generation Breakdown: By FY3/41, renewables are expected to constitute approximately 40-50% of the energy mix, with solar power projected to rise from 9.8% to 23-29% [36]. Nuclear Power Insights - Global Nuclear Capacity: Under different scenarios, global nuclear capacity could reach between 421GW to 1,203GW by 2050, with significant contributions from China and India [57]. - Nuclear Power in Various Regions: - The U.S. is seeing increased nuclear power usage for data centers, while China is rapidly expanding its nuclear capacity [49]. - Japan's draft 7th Strategic Energy Plan anticipates nuclear power to account for about 20% of electricity supply by FY3/41 [49]. - India has set an ambitious target of 100GW of nuclear power by 2047 [49]. Additional Important Points - Supply Chain Challenges: The energy sector faces challenges such as land availability, skilled manpower shortages, and equipment supply issues, which could hinder the growth of renewable energy projects [27]. - Investment Opportunities: The ongoing energy transition in Asia presents potential investment opportunities, particularly in renewable energy and nuclear power sectors [29][45]. This summary encapsulates the critical insights and data points discussed during the conference call, providing a comprehensive overview of the current state and future outlook of the energy sector in Asia.