The Ministry of Energy offers two scenarios for the construction of new TPPs in the Far East

According to Kommersant, the Ministry of Energy offers two construction scenarios for 750 GW of new TPPs in the Far East – on Russian equipment or with the participation of foreign suppliers. New power units are needed by the region by 2030 to solve the problem of energy -deficiency that is being emerged there. The total CAPEX of the most expensive construction option with Russian turbines will exceed 436 billion rubles. When implementing the entire planned volume of power based on Russian equipment, the market will pay 85 billion rubles. per year, experts evaluate.

The Ministry of Energy has developed two options for the construction of a new generation on the Energy Department of the Far East – with a high level of localization of generating equipment and without compliance with localization requirements. CAPEX projects will depend on what decision on the requirements for localization will be made at the Government Commission for the Development of the Electric power, which will be held on April 29. The Ministry of Energy “Kommersant” reported that competitions are planned to be held within two to three months.

According to the “System Operator” (CO, the dispatcher of the energy system), by 2030, at least 678 MW of new basic generation and about 1.7 GW of green generation should be built in the United East energy system.

In recent years, a number of local energy deficiency have formed in the energy system of the Russian Federation – in the south, in the Far East and in Siberia. The new generation in the Far Eastern Federal District will be built on the mechanism of competitive selection of new generation capacity (KOM NG), which was developed for the point closure of deficits in the energy system. The parameters for each selection are approved by the government. During selection in the Far Eastern Federal District, it will be proposed to establish the basic level of return norm depending on the degree of localization of the equipment: 14% for localized projects, 12% for non -valued, follows from the materials to the meeting. The investor who won the selection pays for investments at the expense of the wholesale energy market that pays a bonus for the power of new objects.

Investors will be offered three locations for placing coal or gas generation: in the Central Energy Rain of Yakutia with a capacity of 233–250 MW, in the energy -risk for the controlled section “Primgras -South” (Primorye) for 242–250 MW and the cross -section of “Transition through the Amur” (Khabarovsk Territory) from 203–250 MW.

The most expensive generation will be built in Yakutia: the specific CAPEX project will be 1.235 million rubles. for 1 kW in the localized version, 951 thousand rubles. for 1 kW – without compliance with localization requirements. The supply of power to the market should begin no later than November 1, 2029. The new TPP with a capacity of 242–250 MW in Primorye will cost the energy market in 191 thousand rubles. For 1 kW, subject to localization, in 144 thousand rubles. For 1 kW – without localization. TPP should be launched no later than December 1, 2026. In Energorayon, over the cross -section of the “passage through the Amur”, the specific Capex of the new TPP with a capacity of 203–250 MW will be 753 thousand and 580 thousand rubles. For 1 kW, respectively. The start date of power supply is July 1, 2030.

Sources of Kommersant, familiar with the proposals of the Ministry of Energy, say that with a high degree of probability an option with localized equipment will be accepted.

Previous selection for the construction of new generation in energy deficiency areas were in low demand among the gene companies due to low CAPEX. This time, the sources of Kommersant in the energy market also do not expect a large span at the request.

The Gazprom Energolding and Inter RAO “Kommersant” reported that they did not plan to participate in the selection. In the Siberian generating company (SGK), RusHydro and Alrosa did not comment on their plans. T Plus noted their interest in gas assets, adding that « current financial capabilities do not allow the company to start capital -intensive investment projects. » The “Energy Consumer Community” (a lobby of large prominators) believe that to minimize the cost and compliance with the construction time requirements for the localization of equipment in the selection to cover energy deficiencies, it is necessary to weaken.

According to the director of the Center for Research in the Electric power industry of the Higher School of Economics, Sergei Sasima, the maximum cost of construction 750 MW of power ranges from 335.4 billion rubles. In the case of use of imported equipment up to 436.4 billion rubles. With localization. When implementing the entire planned volume of power based on Russian equipment, the market will pay 85 billion rubles. per year, he calculated.

However, according to his forecast, it is guaranteed on a competitive basis for now to ensure the construction of less than half of the planned volume of generation. So, the debt load “RusHydro” (the main owner of the generation in the Far East), most likely, will not allow itself to take on additional investment. Potentially, ALROSA may apply for generation in Yakutia, but its investment potential, most likely, is enough only 80 MW, that is, a third of the planned volume. The most likely candidate for the construction of TPPs in Primorye will most likely be SGK, who is able to realize the entire planned volume of generation, says Mr. Sasim. As for the energy facilities in the Khabarovsk Territory, there are still no candidates for their construction on a voluntary competitive basis.

Tatyana Dyatel