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Masallah, Can't wait for more of my taxes to go to poor IPP owners instead of greedy school children.$40-55 billion in additional capacity spend. Another $10 billion in transmission distribution for these plants.
Say hello to massive capacity charge increase and circular debt.
Did you read the government’s own document referenced in the reply tweet by Miftah? They are expecting the capacity payment increasing close to 40 rupees if this plan gets executed. If cost overruns and devaluation is modeled that will push only the capacity charges to 45-50 per unit. That alone is equal to the current unit price which is killing everyone.Masallah, Can't wait for more of my taxes to go to poor IPP owners instead of greedy school children.
Brother you don’t plan 70 billion dollar spend on hopes, wishes and vague ideas.Government babus are hoping/projecting for the best-case scenario, and Miftah is number crunching like an accountant instead of trying to comprehend the bigger picture.
If you transform the whole economy's infrastructure into a pro-electric one , i.e., if you have EV's only, you use electricity for heating, ACs, your economy grows at a reasonable % 4-5%, your population grows, so does your consumer market Ie more tvs, ac's, more demand for electricity, add in electric bikes, rickshaws, minivans and cars
We'd need all that energy
But this is the best-case scenario, although I think atp
The government should also start relying on people to take care of their energy needs through solar energy
They should project for that too.
Idk about other things but I think pak would definitely see a EV boom just like it saw one with solarBrother you don’t plan 70 billion dollar spend on hopes, wishes and vague ideas.
Where is the projection of EV adoption rate. How many EVs will be on the road, how much they will exactly consume?
Which policy is going to push people to electrifying heating and cooling. What will be the quantum of that.
Why system efficiency can’t be improved to minimize losses.
What will be the impact of distributed power generation (exact numbers) and battery capacity expansion?
No doubt about EV boom, at least that’s my hope. But does that translate into a need for additional 26GW capacity requirements and 70billon dollar in capacity and transmission investment.Idk about other things but I think pak would definitely see a EV boom just like it saw one with solar
Only a Matter of time
But yeah you're right about other things though
Numbers are kinda iffy even if you take evs into account 2030s onwards.
No doubt about EV boom, at least that’s my hope. But does that translate into a need for additional 26GW capacity requirements and 70billon dollar in capacity and transmission investment.
They just need to focus on improving line losses, Chashnupp 5 is already under construction (can’t be stopped now), so is Tarbela 5 plus we can expect the solar expansion to continue to add to the capacity without any additional capacity charges. Additionally, NJHPP will eventually be fixed.
No need to add capacity till we start utilizing the current one properly.
At best, invest in removing transmission bottlenecks and BESS down the line to store daytime solar to utilize during later part of the day and similar setup for wind.
Not only would it provide cheap power but also reduce the reliance on gas peaked plants.
This is precisely the problem with Pak. Not lack of electricity.Pakistani population has been growing by nearly 4 million people anannually.
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