Overview al Industriei de Energie din România (Vești proaste)

de Mihai Toader-Pasti, Cofondator @ energiaTa.org și Teodora Vasâlca-Cimpoi, Editor-in-Chief @ NewsEnergy.ro

Romania today is facing various challenges on multiple domains, energy being one of them. As the country struggles with corruption problems, a backlash from the private sector for the last fiscal changes, everything appears to fail and the EU presidentship got the country’s representatives as unprepared as this winter.

Political, legal and economical instability became the national status quo during the last years, resulting in the lack of investment of any kind, whether we are referring to starting new projects, upgrading existing infrastructure or even performing the necessary preventive maintenance activity. Together with the lack of expertise and leadership at decision levels and too many and abrupt legislation changes without a real understanding of the industry culminated with the biggest crisis in the last 30 years for Romania’s Energy Industry.

Therefore there are a few good news, some bad and a lot of very bad news. The industry leaders and experts, energy associations and federations were too passive during all these years, while they should have been more vocal and engaged, but fear or the love of status quo kept them and still keep them out of the game. This is not going to end well for anybody.

Good news:

  • Romania took, for the first time in its history, the Presidency of the Council of the European Union.
  • As of 1st of January, prosumers are a reality in Romania as all its laws and regulation in place for that, but utility companies are still struggling to adapt.
  • The bureaucracy was also reduced for prosumers in terms of fiscal requirements, the adjustments made on the monthly bill.
  • Prosumers are able to sell the energy with a price of approximately ⅓-¼ from the final price paid in the electricity bill.
  • 100 million euros (European money) for Romanian households prosumers (approx 24.000 beneficiaries x 4.200 euros/system) are available in 2019.

 

Bad news:

  • Romania had the highest annual inflation rate in the EU last year.
  • We still don’t have a final energy strategy. The last one was deleted before being adopted and a new one was put into public discussion facing big critiques from the experts in the industry.
  • Our target for 2030 is 27% RES, under 32% target of EU and decarbonization is not one the priority of the Government, saving the coal industry jobs is one of them.
  • Lack of available installed capacity in the system: the data show that we have 24,000 MW, from which only 14,000 MW is operational. Still, some of considered available installed capacities were unavailable for different reasons (needed repairs, investments, resources). As a result, from the beginning of the year, we were net electricity importers to cover the internal consumption which was below 10,000 MW.
  • A one week miners’ strike at the largest coal energy producer forced the company which provides more than 20% of internal production to close some of its units. The risk for further shutdowns is still high, because of insufficient lignite stocks.
  • In November, the Government decided to postpone until 2021 the implementation of more favorable legislation for vulnerable consumers.

 

Very bad news:

  • Romania’s Government changed the fiscal laws for 800 times during 2018, the last one on 28th of December, surprising the energy sector with a tax of 2% on turnover without previous consultation with the business environment.
  • This will generate an increase with at least 5% in monthly electricity bills for consumers, as the tax applies to every sector – from generation, to transport, distribution and sales.
  • The latest emergency ordinance also radically changed the rules on the gas and electricity market, as it forces the biggest state-owned electricity companies to sell up to 65% of their production with regulated prices. Also, the Government put a price cap of 68 RON (14,5 euros) per MWh for internal gas production, until February 2022.
  • The measure comes after many other legal changes for gas producers, adopted last autumn by the Parliament, which introduced higher fiscal obligations and forced the companies to sell 50% from their production on the gas centralized market. As a result, the investors in the Black Sea offshore fields postponed the final investment decisions for an undefined data.
  • We went from a free market to a very regulated one in one month
  • The new surprising fiscal legislation drastically reduced the value of the shares of the main listed energy companies, which were among the biggest losers. OMV Petrom, Electrica, Transgaz, Romgaz and Transelectrica recorded depreciation of about 9% to almost 20%.
  • Over 3 billion euros has lost Romania in a single day – called „the red Wednesday” – which brought the second highest daily decline of the Romanian stock exchange history.
  • Last week we had the most expensive energy on spot market in Europe.

 

Am vorbit despre Prosumatori, Carbon Pricing și Climate Change la ZF Power Summit ‘19

Când vorbim despre #prosumatori și #climatechange, trebuie sa avem 2 seturi de discuții separate:

1️⃣ Referitor la #legislație și la cum să devii prosumator. Orice om sau companie poate să producă energie și să o injecteze în rețea (sub 27kW putere instalată), vânzând energia cu 0,223 lei/kWh. După 3 ani de zbateri cu EnergiaTa, de la 1 Ianuarie 2019 acest lucru este posibil în România. Detalii aici: http://bit.ly/2TWaKQI

2️⃣ Referitor la #subvenții de la AFM pentru locuințe. Sunt 115 milioane de euro fonduri de la Uniunea Europeană pentru acest program derulat de AFM, pentru aproximativ 28.000 de instalări. Acum este perioada de validare a instalatorilor, iar din martie-aprilie românii vor putea aplica pentru a primi până la 20.000 lei, maxim 90% subvenție. Detalii aici: http://bit.ly/2Ekhse8

În perioada următoare vom lansa cu ENGIE Ghidul Prosumatorului – EnergiaTa care vă va răspunde la toate întrebările posibile, care te va duce de la A la Z, from zero to hero. Vă puteți abona aici: http://bit.ly/2TTCDce

Dincolo de discuția despre bani, trebuie să mai luăm în calcul niște lucruri:

🔸 #Poluarea (Bucureștiul, de ex, este cea mai poluată capitală din Europa și am fost dați în judecată de Comisia Europeană pentru acest lucru, riscând amenzi de 200.000 euro pe zi din banii bucureștenilor)

🔸 Faptul că de anul acesta clădirile publice ar trebui sa fie #nZEB, iar toate celelalte clădiri de la 1 Ianuarie 2021. Metodologia nici măcar nu este gata.

🔸În toate cele 8 scenarii dezbătute acum de UE, până în 2050 trebuie să ajungă #CarbonNeutral. De ce? Pentru că Schimbările Climatice sunt cea mai mare amenințare la adresa umanității, iar România prezidează aceste discuții despre viitorul Europei. Cum ar fi să fim și noi mai ambițioși ca țară pe ceva atât de important?

🔸Taxarea pe carbon va crește din ce în ce mai mult, conform European Union #EmissionTradingScheme, deja a crescut de 5x în ultimul an. Este interesant de văzut cum va afecta următoarea creștere plafonarea prețului la gaze și energie, conform OUG 114.

Dincolo de locuințe, cine are responsabilitatea să devină prosumator?

1️⃣ Companiile listate la bursă (trebuie să raporteze)

2️⃣ Companiile +500 angajați (trebuie să raporteze non-financiar)

3️⃣ Companiile în general

4️⃣ Instituțiile publice (ministere, primării, școli, cămine etc)

Din 2 motive este mai mare responsabilitatea lor: responsabilitate socială + faptul că business case-ul este mai bun ca la locuințe: consumă energia ziua & au mai mulți bani de investiții.

PS: aș fi pus instituțiile publice înaintea companiilor, dar nu mă aștept la prea mare lucru de la ele, așa că tot de la companii ar putea veni schimbarea și leadershipul.

Felicitări Cristian Hostiuc, Roxana Petrescu și echipei Ziarul Financiar pentru eveniment!