En+ Group Investment Presentation
Siberian Power Market Supply and Demand Dynamics
Electricity Consumption
(TWh)
235
2020-2026 yearly average growth +1.7%
230
225
220
215
210
205
200
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Capacity Supply
(GW)
59 2020-2026 yearly average growth +0.3%
57
55
53
51
49
47
45
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Existing capacity ■Net increase in capacity
Areas of Additional Demand Growth
Krasnoyarsk Region
■ Boguchany aluminum smelter consumption increase
+6.1 TWh
increase
by 2026 vs.
2020
Ent
GROUP
■ Extension and modernization of a number of industrial enterprises: Achinsky oil
refinery, RN-Vankor due to development of new oil and gas condensate fields in
Turukhansky district, gold mining enterprises
■ Construction of electrochemical complex LLC "Siberian Forest" in the Yenisei region,
creation of new production at JSC KrasLesInvest
Irkutsk Region
■ Taishet Aluminum Smelter
■ Electric and metallurgical plant in Bratsk
■ Plant for the production of polymers in Ust-Kut
+9.1 TWh
increase
by 2026 vs.
2020
■ TransSiberian and Baikal-Amur railways development, development of new gold
mining fields and development of existing fields in Bodaibo district
■ New oil pump stations construction, production and processing of natural gas on the
basis of the Yaraktinsky and Markovsky oil and gas condensate fields
Other Regions
Increase in electricity consumption in the Kemerovo region by Kuznetsk Ferroalloys
JSC, SUEK-Kuzbass JSC, Processing Plant PF Taldinskaya LLC, commissioning of
Zhernovsky - 1 GOK, facilities LLC "Regionstroy"
■ Construction of housing estates and infrastructure facilities in the Novosibirsk region
■ Planned implementation of technological connection of power receiving devices of JSC
"Gazpromneft - ONPZ" in the Omsk Region
Construction of the Ak-Sug GOK (production of copper concentrate) in Tyva and the
Kingash GOK (production of nickel-copper concentrate)
Power demand growth in 2021 vs. 2020 is expected at the level of +6.8 TWh (+3.2%) mainly due to the increase of aluminum production in
the power systems of the Irkutsk region, Krasnoyarsk Territory and the Republic of Tyva.
Source: System Operator, Ministry of Energy of Russian Federation.
41View entire presentation