صنعت انرژی در ایران- سه ماهه سوم 2016

BMI Industry View

BMI View: The easing of sanctions, which began in earnest in Q116, is beginning to result in investment in Iran, including in the power sector, and we expect such gains to continue as firms seek to exploit the opportunities created by fresh access to a very large, and long-neglected, market. However, the overall outlook is for moderate, rather than strong, growth due to a poor outlook for government spending and the partial nature of the sanctions removal.

Latest Updates And Structural Trends

■ Iran's Energy Minister Hamid Chitchian flagged the possibility of linking Iran's power grid to counterparts in the EU (June 2016).

■ Turkey's Unit International announced it will invest USD4.2bn in seven gas fired plants in Iran, adding 6,020MW to the national grid (June 2016).

■ South Korea's Hyundai Engineering announced it is close to sealing a deal with Iran to construct a 500MW power plant 25km off Zanjan, together with a gas injection station and high voltage power transmission lines (April 2016).

■ China's Shanxi Energy met with Iran's Renewable Energy Organization to discuss a potential 600MW photovoltaic plant (April 2016).

■ UK company Cyan secured a USD14mn contract to provide smart electricity meters to Iran; 360,000 units will be provided to major industrial users, which account for 25% of Iran's power consumption (April 2016).

■ Germany's Siemens announced in March 2016 that it had signed a deal with Iran's Mapna Group, with the latter acquiring technology to manufacture over 20 gas turbines. The two firms also signed a memorandum of understanding (MoU) for further work in Iran's power sector.

■ Iran's Atomic Energy Organization announced in March 2016 that it was seeking to cooperate with Japan in building several small nuclear plants, according to the Tehran Times.

گزارش تحلیلی بیزینس مانیتور- صنعت انرژی در ایران- سه ماهه سوم 2016