Thailand’s Energy Thailand’s Energy Situation Situation

in 2010 and Trend in in 2010 and Trend in 20112011

   2009

2010*

2009 2010

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4*

Consumption 1,663 1,785 1,612 1,693 1,651 1,693 1,784 1,799 1,764 1,792

Production 895 991 890 900 878 911 979 1,001 992 995

Import (Net) 922 989 892 954 941 900 990 1,082 916 969

Import/Consumption (%) 55 55 55 56 57 53 56 60 52 54

Growth Rate (%) 

Consumption 2.8 7.3 -4.1 0.9 3.5 10.0 10.6 6.3 6.8 5.8

Production 5.2 10.8 9.5 0.3 0.5 10.1 10.0 11.1 13.0 9.3

Import (Net) -4.0 7.3 -19.2 -3.6 3.1 10.6 11.0 13.4 -2.7 7.6

GDP (%) -2.3 7.9 -71. -4 .9 -2 .8 5.9 12.0 9.1 6.7 3 .8

Unit: KBD of crude oil equivalent

* Preliminary data

Consumption, Production and Import of Primary Commercial Energy

Growth Rate of Primary Commercial Energy Consumption

-15-12

-9-6-30369

12151821

Q1 Q2

Q3

Q4

2009 Q1 Q2

Q3

Q4*

2010

(%)

-15-12

-9-6-30369

12151821

Q1 Q2

Q3

Q4

2009 Q1 Q2

Q3

Q4*

2010

(%)

   2009

2010*

2009 2010

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4*

Total Consumption1,66

3 1,7851,61

2 1,693 1,651 1,693 1,785 1,799 1,764 1,785

- Oil 643 65766

1

63

7

61

5 658 681 643 629 676

- Natural Gas 682 783 624 695 696 712 750 793 796 789

- Coal 205 207 186 222 215 196 213 220 209 188

- Lignite 98 99 98 106 97 92 98 102 98 99

- Hydro/Imported Elec. 35 39 44 32 29 36 43 42 32 41

* Preliminary data

Oil Natural Gas Coal/Lignite

GDP

Unit: KBD of crude oil equivalent

KBD of crude oil equivalent

Oil

Natural Gas

Coal/Lignite

Hydro/Imported Electricity2%

17%

44%

37%

Consumption of Primary Commercial Energy

Import: 26%

Import: 67%

Import: 20%

Import: 8 4 %

Domestic: 74%

Domestic: 3 3 %

Domestic: 80%

Domestic: 1 6 %

Consumption OilNatural

GasCoal Electricity Total

Growth Rate *(%) 22. 1 4 .7 12. 116 73.

* Preliminary data

Expenditure on Final Energy Consumption in 2010

Petroleum Products

ElectricityNatural

GasLignite/

CoalRenewable Energy

Total

Growth Rate *

156. 112. 392. 27. 0 .8 138.

* Preliminary data

Total Expenditure on Final Energy Consumption: THB 17,

96 billion*

0200400600800100012001400

2007 2008 2009 2010*

Value of Energy Import

Billion THB

Value of Energy Import

0100200300400500600700800

Billion THB

Crude Oil

Petroleum Products

Natural Gas

CoalElectricit

yTotal

Growth Rate * 185. 1260. -22. 20. 860. 176.

* Preliminary data

Total Value of Energy Import: THB 895

billion*

2010

Value of Energy Export in 2010

Crude OilPetroleum Products

Electricity

Total

Growth Rate *(%) 73. 121. 147. 116

* Preliminary data

Value of Energy Export, in total: THB 263.3 billion*

Crude Oil Import Decreased by 0.1 %

2006 2007 2008 2009 2010*

Growth Rate (%)

2008

2009 2010*

Quantity (KBD)

829 804 81280

3803 0.9 -1.0 -01

Average Price(US$/barrel)

65.41

70.54

101.44

6 1 .90

78.80 43.8 -39.0 27.2

Value(Billion THB)

754 716 1,00362

3738 40.1 -37.9 18.5

* Preliminary Data

Petroleum Product Consumption

Unit: KBD

** Excluding LPG used as feedstock in the petrochemical industry

* Preliminary data

Product 2007 2008 2009 2010*Growth Rate (%)

2007 2008 2009 2010*

GASOLINE 126 122 130 128 1.6 -2.9 56. -11. Regular 91 81 74 74 86 3.3 -8.4 -04. 17.0

Premium 45 48 56 42 -1.1 7.015.0 -253.

- Gasohol 26 42 53 41 28.1 62.523.

8 -231.

- ULG 95 19 6 3 1 -24.7 -69.1-48.0 -623.

KEROSENE 0.3 0.3 03. 02. -7.5 -13.712.5 -262.

DIESEL 322 303 318 319 1.8 -5.7 46. 03.

JET PETROLEUM 85 80 76 81 9.1 -5.9 -44. 66.

FUEL OIL 73 56 47 47 -27.8 -22.1

-16.9 -02.

LPG** 100 117 119 132 14.5 17.4 09. 113.

TOTAL 707 679 690 708 -0.1 -3.6 13. 26.

Million Litres/Day

Monthly Gasoline Consumption

0

5

10

15

20

25

Jan-06

May Sep

Jan-07

May Sep

Jan-08

May Sep

Jan-09

May Sep

Jan-10

May Sep

2007Av. 20.1

2006Av. 19.8

2008Av. 19.5

2009Av. 20.6

2010*Av. 20.3

17

18

19

20

21

22

Jan

Mar

May Jul

Sep

Nov*

2010

Impact of political unrest

* Preliminary data

 Growth (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecJan-Dec

Compared with corresponding period in 2009

-8.9 0 .5 -63. -43. -81 14. 09. 04. 12. -10. 77. 47. -11. *

Compared with previous month -77. 81 -53 12. -45. 64. -02. -2 .8 14. -15. 60. 52

Growth Rate in 2010

02468

101214

Jan-0

6

Apr

Jul

Oct

Jan-0

7

Apr

Jul

Oct

Jan-0

8

Apr

Jul

Oct

Jan-0

9

Apr

Jul

Oct

Jan-1

0

Apr

Jul

Oct

2007Av. 4.8

2006Av. 3.5

2008Av. 9.2

2009Av. 12.2

2010*Av. 12.0

Monthly Gasohol Consumption

* Preliminary data

 Growth (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecJan-Dec

Compared with corresponding period in 2009

-75. -12. -79. -41. -8.5 14. 15. -03. 01. -38. 43. 01.-24.*

Compared with previous month -79. 49. -57 34. -45. 67. 04. -24. 02. -31. 52 41.

Growth Rate in 2010

Million Litres/Day

Demand increased due to lowered prices

Government promotion of Gasohol 91 application to motorcycles

Contribution rates to the Oil Fund reduced by

the government towards year end

Million Litres/Day

Monthly Gasohol 91 (E10) Consumption

0

1

2

3

4

5

Jan-06

May Sep

Jan-07

May Sep

Jan-08

May Sep

Jan-09

May Sep

Jan-10

May Sep

2007Av. 0.67

2006Av. 0.25

2008Av. 2.52

2009Av. 3.88

2010*Av. 4.21

* Preliminary data

 Growth (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecJan-Dec

Compared with corresponding period in 2009

-17. 82 41.11.4

5313.0

12.9 94

10.1

8.5 15.3

8.8 9.3*

Compared with previous month -75. 74. -19. 54 -40. 64. 08. -19. 10. -13. 44. 0.7

Growth Rate in 2010

35%

62%

3%Gasohol 95 (E20)

Gasohol 91 (E10)

Gasohol 95 (E10)

Gasohol Demand in 2010

Gasohol 91(E10)

Gasohol 95 (E10)

Gasohol 95 (E20)

Average 416. Million Lt/d

Average 036. Million Lt/d

Average 735Million Lt/d

2010Gasohol 95 (E10)

Gasohol 91 (E10)

Gasohol 9 5 (E20)*

Growth (%)

-95. * 93* 64.9** Preliminary data

2006Av. 50.2

2008Av. 48.2

2009Av. 50.6

2010*Av. 51.0

Monthly Diesel Consumption

* Preliminary data

 Growth (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecJan-Dec

Compared with corresponding period in 2009

-8.9 74. 37. -23. -43. 34. 30. -10. 07. 02. 79. 09. 03*.

Compared with previous month -87 93 -14. -51 -08. -18. -27. -56 14. 17.

11.3

53

Growth Rate in 2010

Million Litres/Day

* Preliminary data

 Growth (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecJan-Dec

Compared with corresponding period in 2009

12.4

11.7

-16. -14.0

-23.0

-20.7

-22.3

-22.5

-16.6

-15.9

-15.6

-21.3

-12.2*

Compared with previous month -8.9 27. -34. -5.8 -33. -22. -48. -53 23. 02. 22. 35.

Growth Rate in 2010

Distribution Volume of Biodiesel B5

2006Av. 0.118

2008Av. 10.327

2009Av. 22.345

2010*Av. 19.383

Million Litres/Day Demand dropped as price

difference was only 1.20 Baht

Demand increased due to high price difference: 1-3 Baht

0

5

10

15

20

25

30

0

10

20

30

40

50

60

HSD-B3 HSD-B5HSD- B3 Demand (Million Lt/ Day) HSD- B5 Demand (MillionLt/ Day)

Distribution Volume of HSD B3 and B5

LPG, Propane and Butane Demand

Household40%

Industry13%

Automobile11%

Petrochemical

28%

Own use8%

* Preliminary data

Share in 2010

26.4

30.4

40%40%

13%11%

28%

8%

43%43%

11%13%25% 8%

44%44%

14%16%19%7%

46%46%

15%14%20% 6%

Demand in 2010*

Household

Industry

Automobile

Petro-chemica

l

Own Use

Total

Demand volume (Million Lt/Day)

123. 39. 34. 84 24. 30.4

Growth Rate (%) 9.1 32.5 0.5 28.0 8.3 15.2

Petroleum Consumption in the Land Transport

0

10

20

30

40

50

60

2007 2008 2009 2010

Growth Rate (%) Gasoline Diesel LPG NGV Total

2008 -29. -7.8 356. 2306. -20.2009 57. 47. -141. 844. 71

2010* -11. 039. 05. 224. 14.

* Preliminary data

Million Lt/Day of crude oil

equivalent

Gasoline

Diesel

LPGNGV 8%

4%

59%

29%

Share

Natural Gas Consumption by Sector

Growth Rate (%) Power Generatio

n

Gas Separation

Plant

Industry NGV TOTAL*

2008 33. 19. 40. 2208. 50.

2009 02. 25. 69. 842. 32.

2010* 116 130. 337. 226. 1 4 .7 * Preliminary data

MMSCFD

Power Gen.

GSP

IndustryNGV

4%

17%

67%

Share

12%

Power Demand in 2010

Overall Demand Q1 Q2 Q3 Q4* Total*

Demand Volume (GWh) 35,878 38,348 37,941 35,557 147,724

Growth Rate (% ) 16.2 12.0 7.2 3.7 96.

* Preliminary data

Forecast of Primary Commercial Energy Demand

   2006 2007 2008 2009 2010p 2011f

Demand 1,545 1,604 1,618 1663

178

5

186,0

Oil 674 667 634 643 657 671

Natural Gas 579 615 648 682 782 822

Lignite/Coal 248 279 301 303 307 315

Hydro/Imported Elec.

44 43 36 35 39 52

Growth Rate  (% )

Demand 1.6 3.8 0.9 28. 72. 42.

Oil -2.3 -1.0 -5.0 14. 22. 22.Natural Gas 2.3 6.2 5.4 52. 144. 51.Lignite/Coal 6.9 12.8 77. 06. 06. 26.Hydro/Imported Elec. 35.2 -2.5 -17.4 -11. 143. 327.

Unit: KBD of crude oil equivalent

p: Preliminary data f : Forecast data

Product Type 2006 2007 2008 2009 2010p 2011fGrowth Rate (%)

2009 2010p 2011f

Gasoline

7,215

7,3377,121 7,525 7,438

7 ,5 8

75.6 -1.1 2.0

Diesel

18,37

1

18,71

0

17,64

3

18,46

5

18,53

8

189,

64

4.6 0.3 2.3

Jet Petroleum + Kerosene

4,538

4,9504,652 4,431 4,738 4991 -4.3 6.6 53.

Fuel Oil

5,851

4,2223,287 2,731 2,725

261

9

-16.9 -0.2 -3.9

LPG*

5,074

5,8126,828 6,894 7,674

785,

5

0.9 11.3 2.4

Total41,05

0

41,03

0

39,531

40,06

4

41,11

3

420

16

1.3 2.6 2.2

Forecast of Petroleum Product Demand

Unit: Million Litres

* Excluding LPG use as feedstock in the petrochemical industry p: Preliminary data f : Forecast data

Forecast of LPG Consumption, Production and Import

  2006 2007 2008 2009 2010p 2011f

- Consumption 3,518 4,116 4,788 5208, 60017010

Household 1,721 1,884 2,124 2231 24332616

Industry 511 602 658 586 776 816

Automobile 459 572 776 666 670 540

Petrochemical Feedstock 708 807 903 1289, 16512556

Own Use 119 251 328 435 471 482

- Production 4,167 4,469 4,803 5,217 36015534

- Import -  -  452 753 1292147,6

Growth Rate (%)

- Consumption 13.5 17.0 16.3 8.8 152. 168.

Household 7.3 9.5 12.7 50. 91. 75

Industry 13.6 17.8 9.3 -110. 325. 52.

Automobile 51.6 24.7 35.6 -141. 05. -194. Petrochemical feedstock -1.7 14.0 11.9 428. 280.

548.

Own Use 434.1 111.3 31.1 325. 83 23.

Unit: Thousand Tons

p: Preliminary data f : Forecast data

Forecast of Natural Gas Demand, by Sector

Unit: MMSCFD

Remarks : Heating Value: 1 cubic foot = 1,000 BTU

Sector 2006 2007 2008 20092010

p2011f

Growth Rate (% )

2009 2010p 2011f

Power Gen.

2,257

2,346 2,423

2,43527,17

28,02

02. 116 31.

GSP 527 572 583 599 67775

025. 13

10.9

Industry 291 347 361 387 51758

069. 337.

12.1

NGV 11 24 77 143 17520

2

84.2226.

15.4

Total3,08

63,28

83,444

3,56440,86

43,34

32. 142. 61.

p: Preliminary data f : Forecast data