Day One: Wednesday 7 September 2011

9.00
Chairman’s Opening Remarks

Oliver Massmann, International Attorney at Law, Duane Morris Vietnam LLC, Vietnam

9.30
Outlook for Vietnam’s Competitive Electricity Market

• What will be the nature of the market – how many traders will there be?
• Policies for increasing regional cooperation through energy vending and purchase
• How electricity prices will operate within this market
• How will it improve power supply quality and reduce power shortages?

Tran Dang Khoa, Deputy Director – Power Market Development, Vietnam Electricity (EVN), Vietnam

10.15
Potential for Independent Power Producers (IPPs) to Develop in Lao

• Power generation ownership and energy mix in Lao
• Opportunities and incentives for the private sector
• Update on the development of Laotian natural resources
• Progress toward a business-viable renewable energy sector

Viraphonh Viravong, Director General, Department of Electricity, Ministry of Energy and Mines, Lao PDR

11.00
Morning Networking & Refreshment Break

11.30
The Latest on Energy and Power Development in Myanmar

• Focus on hydropower development
• Regional cooperation prospects
• Transmission links established with other countries
• Where private and foreign investors might play a role

Khin Maung Zaw, Director General, Department of Electric Power 2, Ministry of Electric Power, Myanmar

12.15
Updates on Feed-in Tariff Draft Laws in Vietnam

• First steps by the government to adjust power prices toward market levels
• Tariffs: EVN has the capability to agree to higher power prices
• Outlook for government guarantees for power projects in Vietnam
• To be or not to be – which way to go for investors

Oliver Massmann, International Attorney at Law, Duane Morris Vietnam LLC, Vietnam

1.00 Networking Luncheon

2.30
Vietnam, Myanmar, Laos Regulator Panel: Powering Indochina

• Development in the region: the next decade and shifting energy portfolios
• Regional access to power, industry growth and foreign investment interest vs. financing and fuel sources
• Creating more competitive electricity market structures in Indochina
• Current trends in electricity trading between Indochinese and other nations; Lao’s electricity import scenario with China, Thailand and Vietnam

Moderator:
Oliver Massmann, International Attorney at Law, Duane Morries Vietnam LLC, Vietnam

Viraphonh Viravong, Director General, Department of Electricity, Ministry of Energy and Mines, Lao PDR

Khin Maung Zaw, Director General, Department of Electric Power 2, Ministry of Electric Power, Myanmar

Tran Dang Khoa, Deputy Director – Power Market Development, Vietnam Electricity (EVN), Vietnam

3.15
Indochina Energy Financier Think-Tank

• Assessing Indochina’s investment environment
• Outlook for how projects will be financed in coming years
• The idiosyncrasies of hydro and other renewable energy projects compared to thermal projects

Moderator:
Ian Fox, Chief Executive, AES-VCM, Vietnam

Simon Andrews, Regional Manager – Mekong, International Finance Corporation (IFC), Vietnam

Anthony Jude, Director – Energy Division, Southeast Asia Department, Asian Development Bank (ADB), Philippines

Carol Tan, Director, Infraco Asia, Singapore

4.00
Afternoon Networking & Refreshment Break

4.30
Increasing Private Sector Participation in the Indochinese Power & Energy Sector

• IFC and World Bank’s track record in the power sector
• Measures taken to improve the investment climate
• Where does the private investor fit in?
• How will the IFC work alongside state entities and private investors?

Simon Andrews, Regional Manager – Mekong, International Finance Corporation (IFC), Vietnam

5.15
Outlook on Financing Indochinese Power Infrastructure

• A look at power plant and infrastructure financing in Indochina over the past five years
• Where is the money for these power projects going to come from?
• How can further funding be mobilized?

Anthony Jude, Director, Energy Division, Southeast Asia Department, Asian Development Bank (ADB), Philippines

6.00
Chairman’s Summary & End of Conference Day One

Day Two: Thursday 8 September 2011

9.00
Successfully Commercializing Power Plants in Vietnam

• Early stages of the project; working with the public sector
• Closing the financing successfully
• Managing construction and deadlines
• Outlook for commissioning: is it smooth sailing from here?

Ian Fox, Chief Executive, AES-VCM, Vietnam

9.45
Updates on Vietnam’s Localization Programme for Power Plants

• Coal and hydro power plants under development
• Which are being prepared for investment?
• Joint Venture partners Vinacomin Power Holdings is working with
• Outlook on future partnerships
• Perspectives on expanding electricity access in Vietnam

Nguyen Duc Thao, Vice President and Executive Officer, Vinacomin Power Holdings, Vietnam

10.30
Morning Networking & Refreshment Break

11.00
Outlook for Lao’s Current Hydroelectric Dam Projects

• When will these dams be completed?
• Overview of issues encountered at Xayaburi and other sites
• EDL’s methods of overcoming hydro project development challenges
• What must be taken into account with future hydro projects?

Khammany Insirath, Managing Director, Electricite De Laos (EDL), Lao PDR

11.45
Temporary Power Solutions in IndoChina

• Securing backup power for blackouts/brownouts to avoid interruptions in industrial activity
• Independence from the grid; benefits for user
• Power Rental benefits towards business continuity
• Power rental applications across all industries

Brano Kollar, Head of Business Development – Asia, Aggreko

12.30
Networking Luncheon

2.00
The Indochinese Power Market: Independent Power Plant Investor Perspectives

• Opportunities in Vietnam, Cambodia, Laos PDR and Myanmar for developers
• The Indochinese fuel mix: where are the biggest and best opportunities?
• Unique opportunities in financing and development to be tackled

Arun Sen, Chief Executive Officer, LANCO International

2.45
Assessing the Vietnamese Coal Scenario to Optimize Investment into Power

• Demand forecast for Vietnam
• Power industry demand for coal
• Strategies to diversify procurement strategies for coal
• What will be imported and exported?
• What infrastructure is needed for the import of more coal

To Minh Tien, Deputy Managing Director – Coal Procurement and Coal Mines Investment, Petrovietnam Coal Import and Supply Company, Vietnam

3.30
Afternoon Networking & Refreshment Break

4.00
Indonesian and Australian Thermal Coal Imports Available to Fuel Power Projects

• Thermal coal demand – drivers and requirements
• Coal markets in Cambodia and Laos
• Production updates and timeframes
• Coal properties being developed across the region
• Market developments and trends

Bart Lucarelli, President, LP Power Consultants, Thailand

4.45
Investment Opoortunities in a Bullish Biomass Outlook

• The place of biomass in the fuel mix
• The effect on the need for small-scale power generation
• Opportunities for generator set providers

Nguyen Van Loc, General Director, Bien Hoa Sugar Company

5.30
Chairman’s Summary of the day & End of Conference