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[ビジネスニュース]ベトナム北部の電力供給が改善も、不安定な状況続く(JETRO)
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[ビジネスニュース]ベトナム北部の電力供給が改善も、不安定な状況続く(JETRO)
ベトナム北部の5月下旬ごろから続く深刻な電力不足(2023年6月9日記事参照)について、6月7~26日の経過を報告する。
電力規制庁は6月7日、北部で利用可能な設備容量は、輸入や中部・南部からの送電を合わせても約1万7,500~1万7,900メガワット(MW)で、4,000MW以上の容量不足に陥ると状況を説明。気温の高い日が続く中、北部の主要水力発電所がダムの水位低下により発電能力が落ち込んだほか、火力発電所にも不具合が生じているためだとした。6月11日時点で、北部の水力発電容量は5,000MW相当が機能していない(「タインニエン」紙6月12日)。
その後、不具合が生じていた火力発電所が復旧し、雨量の増加によりダムの水位も上昇したことから、国の電力事業を担うベトナム電力総公社(EVN)は、6月22、23日以降は北部の電力供給が改善されると発表した。
ハノイ近郊の複数の日系製造業によると、6月23日以降の計画停電の予定や節電要請の告知はひとまずなくなったという。しかし、それまで約1カ月にわたり、北部の多くの日系製造業は、供給制限、停電などで生産活動の縮小や停止を余儀なくされた。ハノイ近郊の工業団地では、週の半分あまりが停電となった企業や、生産活動継続のため自家発電機を稼働し、多額の燃料コストを負担することになった企業もあった。
また、電力供給には地域や企業による待遇差があり、判断の不透明性を指摘する声がある。EVN傘下の国家送電公社(EVNNPT)社長が韓国企業のサムスンに対し、「サムスンとその関連企業への電力供給を最優先している」と発言したことも報道されている(ベトナムインベストメントレビュー6月19日)。
7月半ばまでの電力の見通しについて、電力規制庁は、北部での供給可能電力は1日当たり4億2,100万~4億2,500万キロワット時(kWh)で、予想される1日当たりの平均電力需要4億2,170万kWhをほぼカバーできるとしている。
ただし、北部の発電容量は余剰がない状況が続くと見込まれ、今後再び電力不足に陥る可能性がある。首相府が6月中に電力不足を完全解決するよう指示したことなどを受け、EVNは改善状況を発表するなど動きを見せたが、根本的な事態解決には至っていないとみられる。暑さが続く7~8月ごろまで予断を許さない状況だ。
引用:
JETRO
28 June 2023
Fact-Link Vietnam