companies with experience of meeting the ASEAN regions coal demands Detailed analysis of infrastructure challenges and the solutions that are currently being proposed Complimentary eld trip to the site of EVNs Duyen Hai 3 coal fred power plant 5-6 November 2014 Softel Saigon Plaza, Ho Chi Minh City, Vietnam SILVER SPONSOR BRONZE SPONSORS coaltrans.com/emergingasia @CoaltransEvents | #CoaltransEmerging In association with HIGHLIGHTING KEY COAL GROWTH MARKETS: MALAYSIA, MYANMAR, PHILIPPINES, THAILAND AND VIETNAM Vietnam is forecast to have the greatest growth in installed energy generation capacity outside of Indonesia between 2013 and 2020. Timelines have been set and plans are in place to move the projects forward. By moving the 3rd Coaltrans Emerging Asia Coal Markets to Ho Chi Minh City, the conference will focus on the opportunities this will create for the international coal producers as the country becomes increasingly dependent on coal imports. Like us on Facebook facebook.com/coaltrans GET INVOLVED Join our LinkedIn group Coaltrans Conferences Community Follow us on Twitter @CoaltransEvents CRITICAL FIGURES FOR SOUTH EAST ASIA: TOP THREE REASONS TO ATTEND 2013 2020 176GW- 44GW coal 263GW- 83GW coal TOTAL ENERGY GENERATION IMPORTED COAL DEMAND 2013 2020 56Mt 131Mt TOTAL COAL DEMAND 2013 2020 360Mt 214Mt COAL IMPORTS INCREASE BY COUNTRY (2013-2020) THAILAND 7Mt MYANMAR 10Mt VIETNAM 10Mt PHILIPPINES 17Mt MALAYSIA 27Mt Source: PT Adaro Its an exclusive opportunity to meet, learn from and network with those conducting business in the ASEAN region You will hear the latest updates on regulatory policy, fnancial opportunities and logistical challenges facing emerging coal markets This event will develop your knowledge to strategically and successfully develop coal mining projects across the region 1 2 3 2 NAME: Mao Khe OWNER: Vinacomin COAL: Local OPERATION: 2014 LATEST: Operation 2014 NAME: Vinh Tan 1 OWNER: China Southern COAL: Imported OPERATION: 2014 LATEST: Contract signed 2014 NAME: Thai Binh 1 OWNER: EVN COAL: Local OPERATION: 2015 LATEST: Contract signed 2014 NAME: Mong Duong 1 OWNER: EVN COAL: Local OPERATION: 2015 LATEST: Under construction NAME: Uong Bi 2/2 OWNER: EVN COAL: Local OPERATION: 2012 LATEST: Operation 2013 NAME: Vinh Tan 2 OWNER: EVN COAL: Local OPERATION: 2014 LATEST: Under commissioning NAME: Thai Binh 2 OWNER: PV Power COAL: Local OPERATION: 2015 LATEST: Contract signed 2014 NAME: Mong Duong 2 OWNER: AES + Chinese/ Korean companies COAL: Local OPERATION: 2015 LATEST: Under commissioning NAME: Vinh Tan 3 OWNER: 1Energy EVN COAL: Local OPERATION: 2015 LATEST: Contract signed 2013 ABOUT THE ORGANISERS Coaltrans Conferences organises large-scale international coal conferences, which attract delegates from all over the world. It also runs focused regional events, exhibitions, feld trips and training courses. It has a reputation for employing the highest organisational standards. In 2014 Coaltrans is running events in Australia, Canada, China, Colombia, Denmark, India, Indonesia, Poland, Russia, Singapore, South Africa, South Korea, UK, USA and Vietnam. For more information visit www.coaltrans.com. The British Business Group Vietnam (BBGV), which started as a luncheon club in 1995, was the frst foreign Business Group to obtain formal recognition in Vietnam. We are an unincorporated, independent, non-proft making organisation. As a membership group, we have over 450 members. The principle object is to promote British business and cultural interests in Vietnam. We also raise funds through charity events. These funds are donated to many worthwhile charity projects in Vietnam. Our new Business Centre, opened on 10th June 2014, is established based on a partnership agreement between the UK trade and Investment and the BBGV. Its objective is to maximise trade and investment activities by helping British and Vietnamese companies to explore business opportunities together. The centre will assist companies through a wide range of business-orientated services, including market research, business-matchmaking and trade events. Furthermore, it will serve as a contact point for British Small and Medium-sized Enterprises (SMEs) to connect with businesses in Vietnam by providing advice on setting up in-market operations, identifying potential business partners and training in local business environment. V I E T N A M Follow us on Twitter @CoaltransEvents Source: Platts and Duane Morris LLC QUANG NINH THAI NGUYEN TRA VINH NAME: Hai Phong 2 OWNER: Hai Phong Power COAL: Local OPERATION: 2012 LATEST: Operation 2014 NAME: Hai Phong 3 OWNER: Vinacomin COAL: Local OPERATION: 2014 LATEST: Under discussion HAI PHONG KIEN GIANG SOC TRANG THANH HOA QUANG BINH THAI BINH BINH THUAN HA TINH NAME: An Khanh 1 OWNER: An Khanh Power COAL: Local OPERATION: 2013 LATEST: Under discussion NAME: Duyen Hai 1 OWNER: EVN COAL: Local OPERATION: 2014 LATEST: Under construction NAME: Long Phu 1 OWNER: PV Power COAL: Imported OPERATION: 2015 LATEST: Contract signed NAME: Kien Luong 1 OWNER: Tan Tao COAL: Imported OPERATION: 2014 LATEST: No fnancing NAME: Vung Ang 1 OWNER: PV Power COAL: Local OPERATION: 2013 LATEST: Under commissioning NAME: Quang Trach 1 OWNER: PV Power COAL: Imported LATEST: Under discussion NAME: Nghi Son 1 OWNER: EVN COAL: Local OPERATION: 2015 LATEST: Under commissioning NAME: Nghi Son 2 OWNER: Marubeni/KEPCO COAL: Local OPERATION: 2015 LATEST: Construction to begin 2014 NAME: Nghi Son EZ OWNER: Cong Thanh Power COAL: Local OPERATION: 2015 LATEST: Under discussion NAME: Duyen Hai 2 OWNER: Janakuasa COAL: Local OPERATION: 2015 LATEST: Under discussion NAME: Long Phu 2 OWNER: Idico COAL: Imported OPERATION: 2015 LATEST: Under discussion NAME: Duyen Hai 3 OWNER: EVN COAL: Imported OPERATION: 2016 LATEST: Under discussion 1 2 1 2 3 4 5 5 6 6 7 7 8 8 9 9 10 10 11 11 4 3 2 3 DAY ONE WEDNESDAY 5 NOVEMBER 2014 08:00 Registration and coffee 08:55 Welcome and opening remarks Henry Hely Hutchinson, Managing Director, Coaltrans Conferences Ltd 09:00 10:30 GOVERNMENT KEYNOTES Chairs opening remarks Nick Holder, Chairman, British Business Group Vietnam (BBGV); Chief Financial Ofcer, Prudential Vietnam
Supporting Vietnams infrastructure developments to ensure growing energy demand can be met Short term solutions that will enable coal imports in increased quantities from 2015 Longer term plans for improving infrastructure associated with coal imports Expanding the internal distribution network What are the options? Nguyen Cong Bang, Deputy Director of Transport Department, Ministry of Transport A place to do business The competitiveness of Vietnam as an investment opportunity Commitment to the Trans Pacifc Partnership (TPP) What securities will this offer investors looking at Vietnam? Local sourcing requirements Understanding the implications on any investment Highlighting areas of opportunity within the Vietnamese market and how the Government intends to attract further investment from overseas Dr Vu Tien Loc, Chairman, Vietnam Chamber of Commerce and Industry (VCCI) Questions and discussion Networking refreshment break 11:00 12:45 INDUSTRY KEYNOTES Chairs opening remarks Lessons learned from the rst coal tender Duong Quang Thanh, Vice President, Vietnam Electricity (EVN) Overcoming challenges to become a coal importer in Vietnam Establishing long term contracts with reliable suppliers Evaluating the position of being a customer or taking an equity stake What are the preferred options? Resolving the logistics barriers Existing options and proposed solutions Do Thi Thanh Binh, Deputy Director, Commercial Division, Petrovietnam Power Corporation Malaysias increasing use of coal Malaysias rising energy demand How can coal contribute? New coal-fred power plants coming online in the near future Foreseen challenges in the short term and medium term Dato Mohd Nazri Bin Shahruddin, Vice President Energy Ventures, Tenaga Nasional Berhard From exporter of anthracite to importer of thermal coal Making the transition Key lessons learned of international coal markets through the handling of coal exports Domestic coal production What are the targets for 2015/2016? Strategically managing the cost of taxes placed on domestic coal production Selling coal at market price How has this impacted market dynamics? Proposed procurement strategy for sourcing thermal coals from the global seaborne market Speaker to be conrmed Networking lunch
14:00 15:30 INDONESIA: THROUGH THE LOOKING GLASS Chairs opening remarks Overview of Indonesian coal-red power plants coming online in the near future Most recent forecasts for construction of new coal-fred power plants in Indonesia Added power generation capacity in the coming fve years Types of boilers to be used and demand for different coal qualities Will the existing and new plants be suffcient to meet demand? In what areas is construction of new plants most urgent? Helmi Najamuddin, Head of Coal Division, PT PLN (Persero) Rising to the opportunity What can Indonesia offer the Vietnamese market? Reliability in quality How can this be achieved? Creating a transparent market through regular dialogue with Vietnamese coal buyers The logistics advantage Maximising the developments in barge technology Rodrigo Echeverri, General Manager, Regional Marketing, PT Adaro Panel discussion Questions to be answered include: Quality of Indonesian coals What will be the most accessible calorifc value coal over the foreseeable future? Future of regulation How could this change South East Asias access to Indonesian coals? What are the most competitive methods of shipping Indonesian coals throughout the region? Spot contracts and long term contracts What are the preferred marketing strategies and appetite for entering such contracts with Vietnamese companies? Further panellists to be announced, visit www.coaltrans.com/emergingasia for more details Networking refreshment break AVAILABLE TO SPONSOR AVAILABLE TO SPONSOR AVAILABLE TO SPONSOR 4 16:00 17:30 TAKING VIETNAM TO THE NEXT LEVEL TAPPING FINANCIAL POCKETS Financing options available for coal-red power in Asia Overcoming reluctance to invest in coal fred power plants Strategies for accessing fnance from international markets Duncan Ritchie, Executive Director, Aequero Ltd Deconstructing the complexities of PPAs in Asia Deconstructing the complexities of PPAs in Asia Overview of structure and purpose of PPAs in managing investment risks Analysis of PPA provisions that have evolved with the divergence of Asian power markets Key hotspots when negotiating an Asian PPA John Yeap, Partner and Head of Energy, Asia, Pinsent Masons Accessibility of trade nance for Vietnamese coal buyers Who do coal buyers need to talk to develop a direct line to the banks? Strategies for accessing the cheapest interest rates Key elements to consider when approaching the banks Questions and discussion 17:30 End of day one 17:45 Networking drinks reception DAY TWO THURSDAY 6 NOVEMBER 2014 08:55 Welcome and opening remarks Louisa Pratt, Conference Manager, Coaltrans Conferences Ltd 09:00 10:30 WORKING WITH THE GEOGRAPHY Chairs opening remarks With the geography of Vietnam restricting the countrys ability to support larger vessels, shipping the quantities of coal that Vietnam is forecast to require will be particularly challenging and increasingly uncompetitive. Various efforts are being made to develop a series of ports and transhipment facilities. This panel discussion will explore the solutions available in more detail. Specic topics to be discussed: Draft limitations and how they can be overcome The Vietnam coasts exposure to extreme weather conditions for a large percentage of the year Series of individual ports versus a combined mega dry bulk commodity port A fxed transhipment facility versus a foating transhipment facility Barges versus shipments Which type of transport has the competitive edge? Connecting the receiver port/facility to the internal network Appropriate fnancial framework to enable development of infrastructure projects Mario Terenzio, Managing Director, Logmarin Advisors Christopher McLean, Chief Operating Ofcer, N&M Commodities Martijn Lips, Director, Advisory Group, Maritime & Waterways, Royal HaskoningDHV Networking refreshment break 11:00 12:45 PRESENCE IN VIETNAM LESSONS LEARNED TO DATE Chairs opening remarks Investing in Vietnam Understanding the system to make strategic choices Evaluating the regulatory environment and where the opportunities lie Managing the taxes structure Witholding tax options as one example Case studies of investments made into Vietnamese energy projects Panel discussion: With a number of companies starting to import quantities of thermal and metallurgical coal into Vietnam, as well as IPPs now under the construction phase, this session will allow representatives at each stage of the coal supply chain to share their experiences of doing business in Vietnam and how they intend to expand on this business in the future. Examples of topics to be touched on include: Developing an operational port to support current requirements Value of having a framework to support electricity pricing structure Expanding a companys presence in the Vietnamese market to enable business with larger coal suppliers Bringing international experience of coal procurement to Vietnam Managing coal qualities in a new market Factoring the volatility of coal prices into the fnancial plans of a project Nguyen Quy Dong, Sales Manager, A&A Commodities Michael Indra, Trade Manager, HeidelbergCement Trading Dinh Quang Trung, General Manager, Import-Export Division, Vinacomin Networking lunch 14:00 15:30 CREATING CONTEXT FOR ASEAN COAL FIRED POWER DEVELOPMENT Chairs opening remarks Boiler technologies that offer competitive advantages for the ASEAN market Combined fuidised boiler technology v. supercritical boiler technology v. ultra supercritical boiler technology What do the different technologies mean for the various projects coal demand? Increased presence of alternative clean coal technologies and how they correlate with boiler technologies Tony Segadelli, Managing Director, OWL Energy AVAILABLE TO SPONSOR AVAILABLE TO SPONSOR AVAILABLE TO SPONSOR 4 5 South East Asia is one of the few regions in which there is active investment into coal fred power. As energy demand throughout this region continues to grow and coal features as a prime component for ensuring a secure, reliable supply of electricity, what can the various countries throughout the region learn from one another? Topics to be discussed include: Relationship between domestic coal production in Malaysia, Myanmar, Philippines and Thailand and the respective countries demand for power Use of tri-lateral purchasing arrangements Can Malaysias set up be rolled out throughout the region? Prospects for the exchange of power What plans are there to develop transmission/power lines across the region? Further panellists to be announced, visit www.coaltrans.com/emergingasia for more details Closing remarks 15:30 Close of conference For further information and to receive a detailed sponsorship prospectus, please contact: Oliver Bufton at +44 20 7779 8748 or obufton@euromoneyplc.com SUPPORTERS Friday 7 November 2014 NB The eld trip is subject to a minimum and maximum number of participants. Delegates will be able to join on a rst-come, rst-served basis. It is the sole responsibility of delegates to ensure that they are properly insured which should include adequate Personal Accident and Travel insurance. As a matter of good order, delegates should also ensure that they have liability insurance cover. Register your participation on page 8 Note: The rst coal ring date of Unit 1 is June 15, 2016. Year 2016 2017 2018 2019 2020 ... Consumption coal volume (mil. metric tonnes) 1 3.9 3.9 3.9 3.9 3.9 DUYEN HAI 3 (POWER GENERATION CORPORATION 1/ THERMAL POWER PROJECT MANAGEMENT BOARD 3) POWER GENERATION CORPORATION 1 (EVNGENCO1) belongs to VIETNAM ELECTRICITY, a company established and operating pursuant to the Enterprise Law of the Socialist Republic of Vietnam which has its registered offce at Quang Trung Ward, Uong Bi City, Quang Ninh Province, Viet Nam; represented by Thermal Power Project Management Board 3. DH3 EPC Contractor is CHINA CHENGDA ENGINEERING CO., LTD. They are the leader of the Consortium consisting of CHENGDA-DEC-SWEPDI-ZEPC. On the basis of the EPC contract, the Project has a nominal power output of 2x622MW = 1244 MW. DH3 is located in Mu U Hamlet, Dan Thanh Commune in Duyen Hai District, Tra Vinh Province, Vietnam. The project will be put into commercial operation in October 2016 for the frst unit and in February 2017 for the second unit. According to the decision of the Vietnam Ministry of Industry and Trade, the coal source of DH3 should be imported coal instead of domestic coal. The blend has been established as 30/70 (30% bituminous with 70% Sub-bituminous). This proportion will be adjusted after the frst phase of the contract, with the coal expected to be imported from Indonesia and Australia. Sub-bituminous coal from Indonesia and bituminous coal from Australia satisfy the coal quality suitable for its power production, with the offer of competitive coal prices and shorter transportation distances from the mines to Vietnam comparative to other coal suppliers. EVNGENCO1 has stipulated that all coal required to meet committed capacity for power generation from Duyen Hai 3 Thermal Power Plant must be contracted under long-term coal supply agreements (The Duyen Hai 3 thermal power plants life is designed to be 30 years) with each having a term of not less than 10 years. During the frst year of operation, there will be a progressive ramp-up in coal volume consumed as each unit of the power station is brought into service. The total amount of imported coal required annually for Duyen Hai 3 Thermal Power Plant is expected to be between 3.7 and 3.9 million metric tonnes. Annual Consumption Coal Volume of DH3 is shown in the below table. COMPLIMENTARY PRE-CONFERENCE FIELD TRIP 6 NETWORK WITH THE INDUSTRY DECISION MAKERS, NEW AND EXISTING CLIENTS.
FEATURE ALONGSIDE LEADING COAL INDUSTRY PLAYERS GENERATE NEW SALES AND SEAL POTENTIAL ONES STRENGTHEN YOUR POSITION IN THE MARKET DEMONSTRATE RESILIENCE IN TOUGH TIMES HOST YOUR CLIENTS WITH HIGH QUALITY HOSPITALITY For further information and to receive a detailed sponsorship prospectus, please contact: Oliver Bufton at +44 20 7779 8748 or obufton@euromoneyplc.com PROMOTION Promotional corporate literature inserted into every delegate bag EXHIBIT Exhibition space in a prime networking area of the conference LOGO Logo visibility on event signage, on stage and website DELEGATES Pre-event delegate list sent to you 2 weeks before the conference HANDBOOK Logo and contact details included in the delegate handbook Promote your organization to Emerging Asian Coal Markets Logo on pre- and post-event marketing MARKETING 7 SPONSORSHIP & EXHIBITION OPPORTUNITIES BRONZE SPONSORS CONFIRMED SPONSORS FOR 2014: SILVER SPONSOR 6 COALTRANS EMERGING ASIAN COAL MARKETS 5-6 November 2014 Softel Saigon Plaza, Ho Chi Minh City, Vietnam please quote this reference IT IS IMPORTANT TO FILL OUT ALL THE INFORMATION BELOW Please photocopy this form for multiple bookings BY COMPLETING THE DETAILS BELOW YOU ARE AGREEING TO OUR CANCELLATION TERMS AND CONDITIONS* 1 st Delegate details Mr/Mrs/Ms _______ First name ___________________________________________ Surname _______________________________________________________________ Job title _________________________________________________________________ Tel _______________________________________Fax __________________________ Email ___________________________________________________________________ Confrmation will only be sent to the e-mail address provided above 2 nd Delegate details Mr/Mrs/Ms_______ First name ____________________________________________ Surname _______________________________________________________________ Job title _________________________________________________________________ Tel_______________________________________Fax ___________________________ Email ___________________________________________________________________ Confrmation will only be sent to the e-mail address provided above 3 rd Delegate details Mr/Mrs/Ms_______ First name ____________________________________________ Surname ________________________________________________________________ Job title _________________________________________________________________ Tel_______________________________________Fax ___________________________ Email ___________________________________________________________________ Confrmation will only be sent to the e-mail address provided above CONFERENCE FEE PAYMENT All payments must be received by 22 October 2014, unless registering online at www.coaltrans.com/emergingasia CANCELLATIONS Conference fees: By completing this registration form, you are agreeing to the terms and conditions whereby you are liable for the full conference fees. All cancellations must be received in writing by 6 October 2014 for a full refund, less a 10% administration charge. We cannot accept verbal cancellations. Cancellations received after 6 October 2014 are liable for the full conference fees and feld trip. However, substitutions can be sent to attend in your place at no extra charge for the entire conference only with prior notice. Registrations received after 6 October 2014 are still liable for the full conference fee in case of cancellation. If owing to a force majeure, Coaltrans Conferences is obliged to postpone or cancel the event, Coaltrans Conferences will not be liable for any travel or accommodation expenses incurred by delegates or their organisations. Badge swapping with other registered/non-registered delegates is against our company policy and will not be permitted. If you require a letter if invitation, please contact Coaltrans Conferences at png@euromoneyplc. com. Invitation letters only be issued upon receipt of full payment. Cancellations due to unsuccessful visa applications will still be subject to the cancellation policy. Data protection: The information you provide on this form will be used by Euromoney Institutional Investor PLC and its group companies (we or us) to process your order and deliver the relevant products/services. We may also monitor your use of the website(s) relating to your order, including information you post and actions you take, to improve our services and track compliance with our terms of use. Except to the extent you indicate your objection below, we may also use your data (including data obtained from monitoring) (a) to keep you informed of our products and services; (b) occasionally to allow companies outside our group to contact you with details of their products/services; or (c) for our journalists to contact you for research purposes. As an international group, we may transfer your data on a global basis for the purposes indicated above, including to countries which may not provide the same level of protection to personal data as within the European Union. By submitting this order, you will be indicating your consent to the use of your data as identifed above. Further detail on our use of your personal data is set out in our privacy policy, which is available at www.euromoneyplc.com or can be provided to you separately upon request. If you do not want us to share your information with our journalists or other companies please tick the relevant box.If you object to contact by telephone fax or email or post please tick the relevant box. Payment may be made in one of three ways please tick appropriate box 1. To make a payment by credit card, please visit www.coaltrans.com/emergingasia 2. Payment by BANK TRANSFER should be made through Lloyds Bank plc, PO Box 72, Bailey Drive, Gillingham Business Park, Kent ME8 0LS, US Dollar $ Account Number 11127713, Sort Code 30-12-18, Swift Code: LOYDGB2LCTY, IBAN: GB67LOYD30121811127713 (all charges to be paid by sender) Option only available before 22 October 2014. 3. CHEQUES should be made payable to Coaltrans Conferences Ltd. A receipted invoice will be sent to all delegates. Option only available before 22 October 2014. Please ensure the invoice number and the company and delegate names are stated on the payment form. Please complete and return this form together with a copy of your bank transfer or cheque, payable in US$ to Coaltrans Conferences Ltd, and send by post to: Coaltrans Conferences Ltd, Nestor House, Playhouse Yard, London EC4V 5EX, UK, Tel: +44 20 7779 7222, coaltrans@euromoneyplc.com, www.coaltrans.com/emergingasia Two other ways to register Post: Coaltrans Conferences Ltd Nestor House, Playhouse Yard London EC4V 5EX, UK To enquire about the conference Email: coaltrans@euromoneyplc.com (quoting brochure ref:) Telephone: (UK) +44 20 7779 7222 (HK) +852 2912 8038 HOTEL: Accommodation is available at the Softel Saigon Plaza Ho Chi Minh City at preferential rates to registered delegates of the conference. Room rates stated below do not include tax (10%) or service charge (5%), but do include breakfast. Superior room for single occupancy $148++ Superior room for double occupancy $166++ For booking information please visit www.coaltrans.com/emergingasia and click on the hotel tab, where detailed instructions on how to secure the preferential rates and book accommodation are given. Fee includes: 1. Attendance to all conference sessions 2. Full conference documentation, which includes access to all available speakers' papers 3. Refreshments, lunches and evening receptions Organisation details Company Name ________________________________________________________ Address ________________________________________________________________ ________________________________________________________________________ Postcode ___________________________Country _____________________________ Email (group contact) _____________________________________________________ Invoice will be sent to the e-mail address provided above. EARLY BIRD FEE $1699 (by 19 September 2014) - STANDARD FEE $1899 (after 19 September 2014) The easiest way to register is online at www.coaltrans.com/emergingasia DELEGATE RATES Delegate By 19 September 2014 After 19 September 2014 DISCOUNT 1st $1699 $1899 2nd $1499 $1699 $200 3rd+ $1199 $1399 $500 END USER RATE*: $999 *Please note eligibility to these fees will be at the sole discretion of Coaltrans Conferences. Complementary feld trip Complementary feld trip Complementary feld trip Please select those criteria from the below list that best describe your companys interest areas: Coal buying Coal trading Coal: Financial sector Coal: Logistics and shipping Coal production Coal: Consultancy/ Journalism/ Research / Law Coal: Government Coal: Mining services provider 8