Ҿѹ 2563

KTIS俿ҸáԨͷҹ˹ع

ͧ෤վѧҹȭ ٻẺ͢俨¹ ҷ·µͧ

IRPC ҡáչ عԤWHA

Ѻ ʵѤ آѡԹҧ

ſ ᵡ͹ѵ ѹ 1.30ҷ

.Ŵ͡ ᫹͡ 觵Ҵ͢

GULF ᵡҷ ⵡЩٴ 61%

UAC-NER-TPCH-ACE 鹻俿Ҫ

UAC չ§ 2.8 ѹҹ Ҵѹ 5 ѹҹ㹻 66

TPCH չ ѧԵ 119MW »ѹ 1.23 ʵҧ

GULF624.8ѹ.

ʹ.ѴǷѺѧԴ Թ˹ҢѺ͹Ἱѧҹͧ (TIEB) Ѻ

ҹͧѾ ͺ 15 ç¹

UACἹҹѧ SET Թ˹ UAPC ҵҴmai

ԴἹ躷ѧҹѺ ç俿Ҫ-ѧ-

..GIA٤稡ͧع RAC NAMA ѡѹѵ෵ϷӤ

.ʹѺʹعAEITF ç Solar Move ֧ѧ200ҹǹѧҹҴ

ѧҹҴ

.ŧ ӻҧ ЪҾԨóç俿

ԴѺѤ ѧ¹ŧѧ շ10 ҹ ء Passion ҧԨѧ ʹѺʹع͢·

Oil Market Outlook

ص Ҥ1 : ¹ŧصϻ

PTT

IRPC GIM չ٧һա͹ ѺطŴ鹷ع ˹ع

TASCO չʹ 2.2 ҹѹ 觫ԡ Q1 شѺšзԴ

TASCO Ѱԡ§ѡʹ·2.2ҹ

ԧСἹ 2040 ԡö¹ѹҵá¹

ҧҡϪŴ ˹عҤһδഫ S B 10 400

SPRC ʹ 62 ҴعѺ

VNT

ѺҤ俾 3.3ѹMWŧعӫ͹մվ

Solar Move ѧҹҴ

ǷѺѧç俿Ҥ֡ѡ

PTTOR ҧ͡ҷ軵.ѧ

.Ἱ˹ع͡ʶҹժ

ͪ.俿 ѵҪ˹ع ö¹

ԴѧҹѨ

.ҹҧ4Ἱѧҹѹ俿Ҫȡ.ҹҡѺŴ10ѧ٧

ҤҴ 10ӡһ7֧3ҷ ǹ20١ŧա-.ѧҹѹԡ85

ԡĵš¹ѹз-˴

¹ѹʹǧ62þѴѭ

Ŵ103ҷ

ѺҤ˹ç蹡»աѹŧ50ʵ./Ե

.мҹ»ѺҤ 10-20 ѧ٧㨪Ǵѹռ1..

GUNKUL ҹ.482.58 ҹ ҧʶҹ俿Ҵѹ͡

QTC 맻 62 ԡա 198 ҹ 蹻 63 1.2 ѹҹ 10%

RATCH Ǵ 62 þ 5.9 ѹҹ ŧع 2 ҹ¸áԨ

鹧 GULF Щٴ 81% BGRIM ç 294%

ACE ͤҴ PPA º 50 ѧ 400 MW

QTC ԡç198 ҹ 㨻ӻѹ 0.15 ҷ

TPCH ŧҹҵ Ե-119MW

GUNKUL ͧ͹ ҧҹ.482 ҹ ˹عҹ

QTC Ǩ»ѹŻ 63 1 ѹ.

GUNKULŧҹѰ-͡

. ͵֧ Ϳ ͹СȤ1..

.GUNKULҧҹ.

˹çҧ俿Ұҹ

BIG readies tech to deal with drought

PTT ˴ 9.29 . -á蹷ش

SUSCO ѹ 388 ҹ 36% 500 ҹ» 20 -ǵ

.û 62 ˴ 22.3% 9 .-ѹ2./

.Ŵ͡..᫹ꡫ͢

÷ѹ ŧع 134 ҹ㹸áԨѧҹ

PEA ʹѺʹعѧҹ᷹ ͤسҾԵչҧ׹

ʹ.ѴǷѺѧԴ Թ˹ҢѺ͹Ἱѧҹͧ (TIEB) Ѻ

QTCǻѹ0.15ҷ/

Ѵº俿

վʫշ1.1ѹ.ç.ẵԴ

Ҫ껻´6ѹҹ

ͫ ¡дҹ Թ˹ç俿Ҫ

Ѵº俿

ѹ ԡԹ

鹵֧俵ʹ63

. ֧ ŤҤͧվ

.ʼ.ʹѺʹعҧؤҡôҹԷʵ鹹 ѺºǷš

ѰçѹáԨѹ Ӻҵ§

.ʼ.觺ѷ١ءҹѺѹԵǨ

.ᨧû 62 Ŵŧ 22.3%

վʫ ءçҹԵẵ ˹ع ö¹俿-췫Ե

ç俿 ǧ˹ѡ §ŧ

GPSCشçҹԵẵϵẺ

.maiç俿Ҫ PSTC-ETE-T{CHŧع

CWTáԨչʴ骹3ѹ.PPAç俿Ң

Թ˹º俿

PTTEP ¢ŧعҹѺԷǨŧ 12

BCP觢»δSB10Ѳ෤վѧҹҴ

PTTŧѹ˹ѡ PTTEP ҹա

ŧعҹ

GPSC allots B1.1bn for batteries

Ratch aims to close 5 deals in 2020

UACҴѹUAPCôٸ 66 5 ѹ.

BCPG ¾ѧҹ CLMV ˹ع´ 500MW

BCPG

UACôSET ѧҾͧ-ѡŧعʶҺѹ

Ҫ껵駧ŧع2.ѧԵ俿 780MW

GPSC1.1ѹ.ç.Եẵ Դá

.ʼ.֡ⷷŤŧ12ҹ

ԹоѴ1.4ʹҹ

-ѡҵǴҡԹͧعѧҹ

RATCHѴմ2.͡ԨôѹѧԵ

GPSC ѹҹẵ ԡͿ30MWh»չ

ͫ ¡дҹԹ˹ ç俿Ҫ

GPSCءѵѧҹ شçҹԵẵ

ҧԡоҹ9§ѧ

վʫ çẵGC»

իվը 62 3.2%

Covid-19 зҤҹѹԺ

ʹѵ ѹ1020.Ե

.ʼ.ءҹǨ

ѹ 10 Ŵ

Ҥҹѹŧҵشѧ

PTTEP ѺʷԸǨ ҹ

Community scheme spreads the wealth

Prime targets 1,000MW output by 2023

SCNŴ٧ش5% þ195ҹ

ʹ.Ѻ͹ἹѧҹԹ˹ç俿Ҫ

STEC 繧ҹ. 4.3 ѹҹ

PRIMEŧعç俿-. ѡ4աѧԵ1,000MW

TRITNç俿ѤѲ

UAC SET ٴͧع B10-俿Ҫ˹ع

TRITN ѡ 143 . ç俿ѤѲ觷觺

PRIME 63 40% ᵡŹٿͻ-EPG

ѹ ѧشç俿Ҫ

PRIME ŧعç俿ҷ

TRITN 134 .ѤѲ 觸áԨѧҹ-ŧع

SCN ç俿Թ-ö ѹþ觻ѹ 10 ʵ.

PRIMEŧعç俿

TRITN ŧعç俿

GC-GPSC 鹾ѧҹѨ ԷҾüԵ俿

PTT OR 駺ѷʹ

ô չ40%

Ҫ-ҹç俿

ŧعءȷ ˭ش٪

ԡԹ ҹԴչ .ѧҹҧѺ顡. ʹѵ ᨧ´ء

.ŧҹ

١طGo Asia-Go Local

SCNû 62 196ҹ

ѹҹоЧѹ

áԨ-ç ش-շշվ ǹ á.ǧç24%

.駺ѷ

.Ѻѧԡҧ.ҹѹ

ѹŧ

ԴǾѹԵ

.-ҧҡҤҴ 30 ʵ.

WHAUP, PEA to jointly run smart pilot project

Ѻͪپ

Դçءá

. ¹ŧصˡª»Ѵѧҹ

WHAUP-.

.Թ˹ἹEEP2018 ҧһ80Ŵѧҹ30%

WHAUP ֡. ¹ѵѧҹ͡ʡŧع

SCN 62 ˹ع-ѹ 0.10 .

GPSC ˹عû 62 4,060 ҹҷ

ç俿ҺūվŧѭҡѺѷԵٺԪ

.Ѻѧҧվ

ԴǷ ǹç俿Ҫ ͹ػ駺ѷˡԨ 133

ʹ.¤׺˹ 췡Դ 3俿觾ѲѺ¹

-ͪվ Ѳٻͻ ԷҾСصˡ

. з 鹰ҹáԨ觾Ѻȡ.š

GUNKUL °ҹáԨҫç俿´

PSTC ءçͷ觹ѹ

TPIPP 1.3ҹ

ԴѺ ԡԹ .. Ҵŧع.

Ѳҹѵѧҹ

UAEԴç.á

.֡ѹԵ˹عѵ

ѧ63áԨ ǧ Դ-19 Ҥҹѹ

PTTGCѹ1.87ʹҹ

Թù TOP

TOPŧعçCFP

TASCO áЩٴ

OIL MARKET TREND

SEAOIL 560 .¢ش ѹçҧѾҹѧҹ

TOP ¨ѧзӡ áͧҤ 62 ҷ

TOP ͡ҡá蹢Ѻբ ˵بչŴѧԵѹٻ

׹ѹѡҹç蹹ѹԧԴù¾ѹ

Ѻʾѧҹ

EA

ͷMOUѺ.

.Ѻѵ AloT

TASCOʹ453%

ʹѵ СȢǴջŻͺ..

TOPû62˴6.2ѹҹ

TASCO 62 þ 454% ѹ 1.10.

վԹ˹к觹ѹҧҤѹ͡§˹

PTT

TASCO

GUNKUL ҧҹ .

ѴȷӤʹҧ ʵ쵤ԡԹ 4 ç俿Ҫ

֧ 200 ҹѴѺ͹ЪҪ

ç俿ҪʡѴش״ʧҧ·عغ

觹º¾ѧҹ

ѧ

Oil market Outlook

.ǨмԵ (PTTEP)

䫫дعѹҹ ¸áԨ俿

ACE Ҫԡĵ PM2.5

ʷغѹš ໡ŴѧԵͧ

What s Next for the Energy Grid

ѧҹ ͹Դç俿Ҫ

վʫտѹ 6.6 ŧ Թ˹¸áԨ俿-ѵ

Ѻ俿Ҫѹᾧ˹10ʵҧ

.ءç俿Ѩ

ʹѵ ҹᨧçç俿Ҫت

վҧѧ-͹ѹ ҹŴ 2 ʹ/

.Ѻ١ Դ 2ʹҹŧعҧ蹤ѧҹ

ᨡṹѵҪԡٳ2

GPSCǴ4ѹҹ21%

GPSC û 62 鹻 63 ǡⴴ

GPSC¾俿ӪѴѺGLOW

PSTC¼Ե俿Һѧ ѡѾѧԵ50

ҵԾѹͧϢ俿-Թ

.͢شԹѡһҳҫ-ش俿

ҡЭ ͧ俿

ἹѺ͹ 췡Դ

Э ͧ .ԨŹ俿

GPSC ءѵѧҹ

Эͧ俿

GPSC6.65ҹԹ˹ŧعç俿¹

ѹ俿ҤҶ١ ࡳ줹պҹѧ .Էͺѵä

ͧ .俿Ҽҹࢵطҹ

鹡ҫ˹عҧç俿ҹӾͧ

PTTEP allots $300m for 2020 exploration activities

ի ѺἹءáԨ㹻

.5-2ʹ.

PTTEPʹ»չ⵻6%

PTT ʹͧѰ2ʹҹ Թ˹ŧعѧҹҴ㹪ǧ 5

໡蹤Ҵóҹѹš

TOP鹧Q4鹤ҡ蹻Ѻ٧ ꡡStock Gain

IRPCٸµҴ 觴żԵԹŤ

PTTEPһҳ11%ѹԹ50%ͧ5

IRPCѺطѺ͵Ҵšѹǹ ʧäҩش62Ҵع1.1ѹ.

իջѺط觢ѹ

վԹ˹к觹ѹҧҤҹ

ի ѺطáԨ еҴ/ѹչ65­

.ѭ Դ ŧعѲһ Ἱ 5 ԹоѴ 2 ʹҹ

.Ѵ2ʹ.ŧع5 پѧҹҴ/ѷ١ѡ

Ҥһ

IRPCѺطŴ§

ࡳ17.. 鹪ç俿

ࡳ俿ҿ

GUNKULҧҹ.Ť377ҹҷ»ç

СùѴáѹ 17 Ϲػࡳç俿Ҫ

EA ҧ CSI ѵѧ ʹáԨ

ѺմվԴ200MW

GPSCͧΌѺ֧ѡ

GUNKUL ǧҹ衿. Ť 377.55. ͡

ҹѺͧѭҡáͧѾ ͺ 15 ç¹ͧ͹ ҧ͡ʡ¹Ǫ㹾鹷ҧ

ʶࡳç俿Ҫ 17 .. ҧǴʡѴ

ŧԵҹç俿 н蹤ѹ- Թҵ͹᷹ǹ10%

ࡳ俿50˹ʡѴպҹѧ

իվը ູ俿ҭǹѺѭҫ͢Ѻ

GUNKUL ءѧҹٺ

俿50˹

39ʹ俷ҧ¹ҹ

իվըŧعç俿Ҿѧ㹫

ࡳ줹ͺ俿

ŧ俿ҪҾ

.»Ѻࡳ俿ҿ17..Ъ/ص

Egat to plug loophole in bill subsidy

EIA cuts global demand forecast

PTTEP ءǨ觡ҫ鹾鹷¹-

µǨͺ͹ӻ͹ູԹ ѧػ-ͽͤҹѹ㹺

駢5ѡáԨ͹ѹҹ

ǹ кҧͧҤһͧҨԧѺѡͺзبԵ

Ѻͫͪվ

իվը ŧعʻ.-´

3ͧèѺͼԵ ẵѭҵ

BCPG 3,447 ҹç俿45MW

ѧҹ觡. STARK-SCI-AIѺҹ

BCPGغç俿Ǣ´鹡

GPSC鹷عŴٺѹQ4Щٴ205%÷1,480.

TPIPP ٸ1.3ҹ俿Ң-ҵ칫պ

TPIPPǴؾѹ.

BCPG´9,000ҹç俿Ҿѧ

իվը»աáԨѧҹ ç俿-´

TPIPP ç俿Ң

¹ ACE ѴἹŴԡĵ PM2.5

ѧҹʫ

ŧ

իվը ءŧع شç俿Ҿѧ觷2͹´

෤շŴ鹷عԵ

BCPG»Դŧç俿ҹ

ç Өششáѹա3͹

͹Ҥŧͧѹ

TOP蹺ѷ鹹дѺšҹ׹շ6ͧصˡ

OIL MARKET TREND

TASCO Ŵ͡63 4417%

ѹŴԵ ùҩش/ѹз

.Դèҭ ѹѺ繨Ҥ

ҹ 鹵ͧ12ҹ

GUNKUL ͺ100MW ѹչҹ

BANPUٿͻ Ѵ ҹ硫 ͹

ʹ.Ѻ͹췡Դ ѹ3俿Ἱ4 Թ˹Ѻ俿¹

GULF-BGRIM-PTTѺ ἹèѴù§Ͷ֧Ĵٽ

GULF-BGRIMѺѹзáԨç俿

Դ繡͹ 俿Ѵǧç俿

֧ͺغç俿

GUNKULչ.«ç俿´

§ҹ -ç俿-ع ꡫ͹ҤɰԨᴹ

ѡѧҹ-оѧѭ

ѧҹ ˹ع.Ѻ Ѻ-繨¹

Ѻʾѧҹ

鹡ç蹹ѹѧç ˵ؤҡá-ôշçдѺ

PSTCôҡMOU֡ ç͹ѹ- 6.5 ѹҹ

ù شҤҹѹ ໡- ѧᵡ

PSTCTPN֡ŧعͷ͹ѹ-

PTT 鹰ҹ觪ټŵͺ᷹4.2%Q41.7.

͹繹ѹູԹѡԴԧ͵Ǩͺ

Egat to run solar power trade test

.شáԨԴٿͻ

Ҩԧ ѹ駡ԹǤç俿Ҫ

俿ϨѺŵ Դͻ MEA EV

ͧع͹ѡѧҹǹ Ἱç俿Ҫ

ҹ˹عѰ᫹͡ Դҧ俿͹Ҥ

ҧἹѺ 췡Դ 3 俿Ҽ֡çùͧ ʹ.Ѻ俿¹

ç俿ҧѴἹѺ ȡ.šѹǹšз

鹷عҹԹ١ŧ

ç俿Ҿѧк

Ѵº Smart Metro

LNG hub comes together quickly

Oil market outlook

. (PTT)

ö-.ѹԴԡ 蹵Ǩö-ŴҤ

.Ѵ໭е

3 (ç) 俿˭ Ѵǧ¡ѧ

Ҵҳ纾ѧҹẵ EV

ʷ ҢҾѧҹ

ͺԴ-

SSP Թ˹ਡԹ

KUMWEL 15-20%

ѡࡳç俿Ҫ稡ҧ.. ʹѵҴɼǢͧ¡ѺԹ

30 ˡԨ MOU . ç俿Ҫ 28

غԴѺѧ¹ شç俿ẺκԴ˭شš

ѧͺҹǵ駻ԷҾ٧

TPN Թ˹к͹ѹҤҹ Ǻҹҧҹ-ҧ-Ŵغѵ˵

.Թ˹ҺҼšзʶҹó PM2.5

ѧҹ 췡Դ ѹѺ俿¹

ſ-.㨽ԡĵ

෾ ͺ .-.1 ١俿͢ѴԤ.

ç俿кѡС͹-˵

ſ-աз ѰŴѧԵ

.-.-.¢Ѻ͹ 췡Դç俿Ѩ

.㨸áԨ觾ѺɰԨѹǹ

GUNKUL1,867ҹç俿´

ſ-ա ʹ.Թ˹췡Դ

ŧ¹ ѵشҡù ԭ

վ Թ˹к觹ѹҧҤҹ Ѱվѧҹҧġѧѹ͹

. PM 2.5 ˹عö¹俿Ң» B10

TPN ·͢觹ѹҤ.§˹

GPSC移Դū9

GUNKUL COD 90 MW ͻ EPC 3 ҹ

ͺ

PTTEP 鹻ҳ 觫觡ҫ

IRPC Եչ IMO ˹عʹ´

ESSO 鹼ŧҹ 2 ѹҹپѹ

.Ŵ PM2.5

мԵӨҡ .ʹԴPPP/ŧع100,000ҹ˹عȡ.

վ Թ˹к觹ѹҧҤѹ͡§˹ Ѱվѧҹҧġѧѹ͹ѹ

áȡ.--ҷ͹ ѹŴԹҹ 3Ѩ¶ç俿

Թ蹢Դç俿

ʹѵ ѹȡ.ҹҡç俿Ҫ

.֡෤ا-Ŵ鹷عѡš

PTT: drought likely to limit production

GPSC prepares two share purchases for 2020

.ǧ駡зüԵ鹷ѹ͡

͹ѵԾ鹷 ت Ե

ͧع͹ѡϨѴ

ӹѡѪ BANPU ˹նҹ

PTTEPҴչʵç俿ҡҫ¹

.Ѻͭ蹵ԴкԨԷԷҾç俿

EA 37.50 ҹ LPD

Դ͢͡俿

俿ҵ鹷عӷš

ѧҹ俿ҪNER-UACͤԡԹ

MILL246.47ҹ 49%IGPT¸áԨBusduct

WHAUPŸáԨCLMVʹ

蹷ͧ-IRPC4,200ҹش2ç俿ҡҫ120MW

ʹѵ ׹ѹ þѧҹʾǨͺժͧԹͧ

Թѵ ἹPDP

ʹѵ ѹç俿Ҫ

ҵðҹ͡.ầѰͤʹ

.-蹪෤¾Ѳç俿

ѹżش 98

Egat eyes digital tech in operations

Թù TOP

IRPC ¢觹ѹҧ

駵Ҵҧ ŴѹǹҤҾ..չԴá

Իʾŷ (TASCO)

EPG 鹷ҹ ѹ-ҷ͹

2563 ѧչѹö 10 Դ͹

ѴҹͺسѹԵä稡ʹ͢鹡

BPP signs share purchase pact with Japans Global

SUPER غ 23.80 MW չ 20-25% ѧԵ 1,200 MW

BPP ç俿͹㹭

Сûٻ ˹عСͺ͡ LNG ·

Сáç俿 EGCo ٧ش 465%

BPP Ǻѷ·ع 10.5 ҹ 鹸áԨ俿ҭ

SUPER 190. ෡ ѧԵ 23.80M

BPPGlobal㹭19.9%ٷҧءáԨç俿͹-ô

٨º Energy for ALL ˡԨ ء鹪ԧ400

ç俿Ҫ 鹷ҧ ҹ

.Ѻ çҹ á ѴëҡἧʧҷԵ-ẵ

ʹѵ Ŵ͡Թɵþѧҹ

SSE ෤ WXA4567

SUPER 63 ѧԵ 1,200

Panel suggests easing rules for LNG trade

BP bucks gloom in oil industry

ѹѺʵдѺš

SEAOIL 駻ҳͧѹԺ ŧ L53/48 - 1P 37%

໡+ŴѧԵ 5 ʹ ù觼šзʹҹѹ

PTG ˹عѹ B10

ԴԵͺ23

.ѧŴ PM2.5 ´عǡжѹٵþ

ͷ.Թ˹໭Ŵ

ἹٻѧҹѹԨ俿-ҫ

ҹŧعç俿͹

ѧҹط¡ŧع

֡ʹ ԧç俿Ҫ2.8ʹҹ ѧҧԡĵ

BWG ETC дع ѺѧԴ IPO

SSP ԹŤ

PSTC ʹἹç͹Ҥ ءਡ͢¼Եѳѧҹ

ҵðҹ ầ Ҵ..ҽ׹ͤء

֧ç俿ҪŴ鹷ع

ͧǨ.Ѻ¡ ͹ѵç俿ҢТѴ.繺ѷСŪҭá

բմ15ԡູԹ-

ùҡѹԺ

ѧҹ֡¹ѹѴ˹ѡҵáŴ

Ŵ蹾

ʵ Թͧç俿

CHOW㹭

SPCGҧ 俿Ҫ-IRR10%

CHOW˹١俭蹴ѹáԨѧҹ

TRC300ҹءѧҹ 秫-ҧç俿Ҫ

BGRIMá54.

㹹Ң

.Թ˹͡俿

ª

Oil traders offer deals to service cars

ѧҹ е鹻 ź10

6¹ѹѴ໭Ŵ PM 2.5

OIL MARKET TREND

ѧҹ֡ҹѹŴPM2.5ѴŴҤҹѹͧ٧ش50%

ִ

Ѻʾѧҹ

ѰѴ2.5

.-ѹŴ蹾

ѧҹشPM2.5

ʹѵ èҢ͹ҹ

蹷ͧ4.2ѹҹ2ç俿ҹԤի

TMIչԡͺ4 ͺ2ç俿3.96MW

GULF-PTTչѴ5.. ᨧἹŧعѧ3

WP5¸áԨLPGúǧ ͡ԨçԵЫѧ-ͧ

EPCO ᨧꡡþ

.ѧҹ秢͹ҹ Թè¹-٪-

BANPU

ʹѵ Թ«͢͹ҹ ˹عѺ俿Ҥ

WPᵡŹҧԺ ءáԨ-ç俿

.ǹա͹ç俿Ҿй˹

.ǹçŴѧҹ ֧俿Ҫǹ

ЪѲҪͺç俿Ҩй

ҧͧѧҹ

Oil Market Outlook

૿ź 10

PTTEP

ORʹͧºҤѰ Ǩ´ 10- 20

BAFS ѺطŧعͧѺҹ-͹ͧ

PTG 5ѹ.§ҹ¢¹ѹ20%

PTTORء»ѹʹ»չ2-3%

¢»-ԡ˹Թͻù

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ԴǴź 10

PTTEP

ҧԴԨóç俿

.-.秵çҹẺ ӨѴҡἧʧҷԵẵ

B10 ѧҹԹ

һҤ 5-6 ҷ

B10 ҧŻѹ׹

PTTOR sees 2-3% fuel sales growth

...еԴѹ

.ԵԵ觹ت

ξ觹ѹԺ

ʹ¹ѹ 63 2-3%

ҧҡִҢ¹ѹ 5 ..

٢͹ѧ Ҥ 2563