What's new

Vietnam's economic, security interests at odds in battle for Ukraine

Quang Ninh has world best coal. Current known reserve can last 70 years. And there are so many coal in Quang Ninh that unexplored. Lots of room to revise upwards.

越南广宁煤田的无烟煤是世界上质量最好的无烟煤之一,从露头到300米深的储量约为33亿吨,按年均2000万吨~2500万吨产量计算,可采70多年。

看过临高启明吗?说的就是越南的煤和米
A book called 临高启明, worth reading, bro
I can send you a copy, epub version
 
.
Quang Ninh has world best coal. Current known reserve can last 70 years. And there are so many coal in Quang Ninh that unexplored. Lots of room to revise upwards.

越南广宁煤田的无烟煤是世界上质量最好的无烟煤之一,从露头到300米深的储量约为33亿吨,按年均2000万吨~2500万吨产量计算,可采70多年。

Are you sure “best coal”? What I understand is the modern thermal power plants require good quality coals Vietnam can’t deliver. About reserves I know the red river basin has estimated 43 billion tons coals certainly enough for 800 years. Yes we are theoretically immune against a total blockage by chinese warships for instance. The thing is Vietnam is moving away from coal because of commitment to green energy.

 
.
Are you sure “best coal”? What I understand is the modern thermal power plants require good quality coals Vietnam can’t deliver. About reserves I know the red river basin has estimated 43 billion tons coals certainly enough for 800 years. Yes we are theoretically immune against a total blockage by chinese warships for instance. The thing is Vietnam is moving away from coal because of commitment to green energy.


Even Germany is still using lots of lignite (ultra poor quality coal). I have been Quanh Ninh many times, and the road pass by a coal port. All I see is very black coal -- aka high quality anthracite or higher.

1646638004083.png
 
. .
Even Germany is still using lots of lignite (ultra poor quality coal). I have been Quanh Ninh many times, and the road pass by a coal port. All I see is very black coal -- aka high quality anthracite or higher.

View attachment 821554
Southeast Asia's thermal coal imports are expected to rise 29% to 128 million mt in 2020 from realized imports of 99 million mt in 2019, according to S&P Global Platts Analytics. Imports to Vietnam are expected to comprise 55 million mt of the total, up 22% from 45 million mt in 2019, and increase further to 55.2 million mt in 2021, it added.


Vietnam received 45% of Southeast Asia's thermal coal imports in 2019 and with more coal-fired power plant projects in the pipeline, its low domestic coal production will continue to make it reliant on imports, predominately from Indonesia and Australia, market sources said.


"Power demand in Vietnam in September at nearly 30 GW was up over 7% from a year ago. Platts Analytics expects a continued recovery in coal-fired power generation in Vietnam, as well as Southeast Asia, but we do not expect a full recovery in the region until the second half of 2021," said Matthew Boyle, lead coal analyst from Platts Analytics.


1646638594309.png


 
.
Southeast Asia's thermal coal imports are expected to rise 29% to 128 million mt in 2020 from realized imports of 99 million mt in 2019, according to S&P Global Platts Analytics. Imports to Vietnam are expected to comprise 55 million mt of the total, up 22% from 45 million mt in 2019, and increase further to 55.2 million mt in 2021, it added.


Vietnam received 45% of Southeast Asia's thermal coal imports in 2019 and with more coal-fired power plant projects in the pipeline, its low domestic coal production will continue to make it reliant on imports, predominately from Indonesia and Australia, market sources said.


"Power demand in Vietnam in September at nearly 30 GW was up over 7% from a year ago. Platts Analytics expects a continued recovery in coal-fired power generation in Vietnam, as well as Southeast Asia, but we do not expect a full recovery in the region until the second half of 2021," said Matthew Boyle, lead coal analyst from Platts Analytics.


I feel very hard pain when China announce not building coal power plant overseas. Everyone know China industrialized because she was building large number of coal plant. You cant pull that feat with LNG.
 
.
1646638688431.png


If Biden wants to reduce chinese imports he needs Vietnam. Win win.
What can Vietnam do for sleepy Joe? Vietnam imports from China, assemble and export to US?
Vietnam is in the lowest end of supply chain and value chain.
No discrimination, just facts.
 
Last edited:
.
I feel very hard pain when China announce not building coal power plant overseas. Everyone know China industrialized because she was building large number of coal plant. You cant pull that feat with LNG.
Most of Vietnam’s operational coal capacity has been funded by firms from China, Japan, South Korea, and to a smaller extent, the US: all countries that are trying to decarbonise.


When China, Japan, Korea and the west decide to decarbonise, there is no way Vietnam can build high end coal power plant.

It's a pity that China has all the key technology of building high-end coal power plant, the lowest building cost, the highest efficiency, and very clean.
 
Last edited:
.
Most of Vietnam’s operational coal capacity has been funded by firms from China, Japan, South Korea, and to a smaller extent, the US: all countries that are trying to decarbonise.


When China, Japan, Korea and the west decide to decarbonise, there is no way Vietnam can build high end coal power plant.

It's a pity that China has all the key technology of building high-end coal power plant, the lowest building cost, the highest efficiency, and very clean.

Now white man want to de-methane-ized. That is to say eating rice is a big crime in future.
 
.
If Biden wants to reduce chinese imports he needs Vietnam. Win win.

Biden wants to reshore American jobs. In American minds, it is only a win for Vietnam.

Plus, you are a commie nation so how long do you think the Americans will accept you any more than China?
 
.
Biden wants to reshore American jobs. In American minds, it is only a win for Vietnam.

Plus, you are a commie nation so how long do you think the Americans will accept you any more than China?
Vietnam is a communist country just by name. Vietnam's bureaucrats are rich.

I don't foresee a successful anti corruption campaign
 
. .
Biden wants to reshore American jobs. In American minds, it is only a win for Vietnam.

Plus, you are a commie nation so how long do you think the Americans will accept you any more than China?
True but we are good commie while you are bad commie. We have no intention to enslave others.
 
.
True but we are good commie while you are bad commie. We have no intention to enslave others.
You are in Germany, what kind of commie you are. LOL, capitalist commie?
 
.
Vietnam already got enslaved by USA. The old aristocrat (many are US citizens) bought lots of land in Vietnam, through their relatives. Bac Ho land reform goes into sht hole.

Its a mistake Dang Cong San appoint a 5th column Nguyen Tan Dung as PM.

Son in law old aristocrat, Goldman sachs vampire squid.



1646645234006.png
 
.

Latest posts

Pakistan Defence Latest Posts

Pakistan Affairs Latest Posts

Back
Top Bottom