Powering life with Future Energy and Beyond
Gas Business
QoQ: Gas pool price surged from LNG import while overall gas volume improved
2021 vs 2020 : Increased gas sales vol., higher industrial selling prices referenced to FO price
NG Price VS FO & Customer Breakdown
NGV Price & Sales Volume
NG Price
૨૦૨
YOY
FO (2%)
22%
Pool Price
34%
54%
85%
NGV Avg. price
Unit: THB/KG
૨૦૨
16% YoY
I
1%
I
$/MMBTU
2021vs2020
64%
5%
$/TON
15.5
15.5
14
566
600
14.2
14.4
Fuel Oil
464
12
HSFO 180 CST 2%S
500
13.4
443
397
10.90
367
400
10
286
281
262
300
I
NGV Sales Vol.
8
188
8.14
7.23
6.84
5.79
I
200
6.20
6.36
Unit: K.Ton/Day
5.68
5.89
6
Avg. Pooled gas price
100
I
I
AVG. 2021 = 6.78
AVG. 2020 = 6.48
4
1Q20 2Q20
3Q20
4Q20 1Q21
2Q21 3Q21
4Q21
1Q22
3% QoQ
20%
11% YoY
4.0
3.7
3.2
3.3
3.2
NG Vol.
Unit: MMSCFD
6% QoQ
4% YoY
1%
ptt
1Q21
4Q21
1Q22
2020
2021
4,619
4,422
4,437
150
4,158
136
786
129
791
4,394
163
709
131
779
NGV (3%)
Industry (18%)
Key Highlights
762
૨૦૨
▼
957
846
909
909 GSP (20%)
865
1,323
1,290
1,281
1,312
1,331 SPP (30%)
598
580
546
514
805
576
779
786
1Q21
4Q21
1Q22
2020
587 IPP (13%)
700
2021
EGAT (16%)
Avg. pooled gas price surged from higher vol. of imported LNG during high price and
increased Myanmar and gulf gas prices
+ Increased overall NG sales volume mainly from power producers due to lower hydro import
+ Industrial selling prices linked to FO increased following oil price
2021 vs 2020
+ NG sales vol. increased from industrial customers due to the recovery of economic activities
+ Industrial selling prices improved according to FO price linked
- NGV sales vol. dropped from lockdown measuresand switching to alternative fuels
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