Information in the Process of

Energy Planning
Estefanía Orquera
Consultant on Sustainable Energy
Information
Sustainable Energy Planning Program
Quito, Ecuador
September 9, 2016
Content:

 Energy planning
 Energy statistics
 Energy information systems
 Energy information committee
Energy planning: Concept

Energy planning is a process that develop or

modify policies in order to help to guide the
future of a local, national, regional or even
global energy system.
Energy planning: Importance

• Energy is very important for the country’s

development.

• Energy planning shows the country’ specific

situation and allows to establish energy goals in
different sectors.

• Energy planning is a fundamental tool of energy

policy.
 Energy Planning Manual

Legislation
Information Human
Planning Scenario Energy Forecast and
Management Resources
Process II Building IV Forecast V models VI Environment
III VIII
VII

Energy SWOT Energy National

Energy Policy Forecast
Diagnosis Analysis Agenda Energy Plan
Summary of the Development Stages of EPM
I. Energy Diagnosis.

II. Evaluation and formulation of the energy policy.

III. SWOT Analysis

IV. Establish guidelines for Forecast and the energy matrix

projection.

V. Strategies definition and action plans in the medium and long

term.

VI. Impact Assessment.

VII. Guidelines of the National Energy Plan.

EPM Implementation

1. Information gathering.

2. Development of Energy Diagnosis.

3. Interaction and review of the diagnosis and generation of an

agreed diagnosis.

4. Methodological training on the formulation of energy policies.

5. SWOT analysis and preliminary proposal for identification matrix

starting position
EPM Implementation

6. Energy Policy Matrix : Comparison between the starting matrix

and the objectives set in the real Energy Policy.

7. Objectives and Strategic Lines definition

8. Energy Agenda results

Input for the development of the Energy Forecast

Energy planning: Modalities
Regulatory planning
Book
plan
Produces

Indicative planning

book plan
Self regulation

Strategic planning

book plan
Regulator entity
Sustainable Energy Information Management Program
Energy Greenhouse
Statistics Effect gases Indicators
inventories
Economic – Energy Diagnosis Energy Projects,
•Hydrocarbons Energy - Energy Programs,
•Electricity Environmental
of Policies
Energy Forecast Energy
•Renewable Energy efficiency &
studies
•Nuclear Energy Sustainable Energy Sector Legislation
•Coal balances

IMPROVE
Energy statistics manual DATA
MANAGMENT

Energy
Energy Energy Goals Impact National
policy Forecast Strategy
diagnosis agenda definition assessment energy plan
review

Planning manual
Energy planning: Diagnosis
Demand Transformation Supply

Petroleum Petroleum
derivatives

Refineries Mineral
Distributed gas
coal
Final demand

Gas centers

Resources
Electricity Natural gas
Power stations

Coal yards
Charcoal
Firewood
other

Other secondary
Other
primary
 Energy planning: Sub-sectorial diagnosis

Hydrocarbons sub.

Product/year
Energy planning: Sub-sectorial diagnosis
Hydrocarbon diagnostic scheme
Energy planning: Sub-sectorial diagnosis
DISCOVERED Not DISCOVERED
CUMULATIVE
PRODUCTION PROVED
INFERRED HYPOTHETICAL SPECULATIVE
MEASURED INDICATED

FEASIBILITY
ECONOMIC
CERTITUDE IN ESTIMATION STOCK CERTITUDE
CERTITUDE
Energy planning: Sub-sectorial diagnosis
Electricity diagnostic scheme

Transformation
Final
Transformation
Logistics in the Generation and transmission and distribution Consumption
Facilities at each stage of

supply of fuel
Availability and risks of
the electrical chain.

Transformer stations
Petroleum

of medium or low
Conventional
Large
failure

Natural Gas power plants

Consumers

Electric transportation systems and

voltage
LNG
Mineral Coal
Industry

transformer stations
Nuclear
Trade
Uranium Power Services
Plants

hydro
Availability of resources

transformer stations
Hydroelectric Users
and their variations

(contributions of
(wind, Solar, etc.)

Generation

Low voltage
watersheds )
Residential
Potential (wind,
solar, biomass, Non Low Power
etc.) Conventional Demand
unconventional Generation
resources
Content:

 Energy Planning

 Energy Statistics
 Energy Information Systems
 Energy Information Committee
OLADE’s Commitment with Energy Information

The Strategic Objectives that guide the programs and projects of the current
management of the Executive Secretariat are:

1. To support institutional strengthening of the energy authorities of the Member

Countries
2. To consolidate a regional platform for knowledge management in the energy
sector
3. To spread good practices in the administration of the hydrocarbon and electricity
sectors
4. To contribute to sustainable energy development and social inclusion
5. To promote the integration and regional energy security
 International Recommendations for Energy Statistics

As reference the International Recommendations for Energy

Statistics (IRES) were taken .

Standards and guidelines about relevant concepts and

definitions, classifications, data sources, data collection
methods, quality assurance of data, metadata and
dissemination policies to ensure comparability between
countries and get better quality energy statistics.
 SIEE CONTENT
Standard International Energy Product Classification (SIEC)
Energy statistics Socio – Economics

Provide Provide
Hydrocarbons statistics statistics
Supply Energy Information

Electricity Renewable

Compilation and validation

Provide Statistical Data Provide
statistics statistics

Environmental Provide
statistics Provide Mining
statistics
 Energy Statistics

Generate

Generate

Indicators
Energy Balances

Generate
Generate

GHG Emissions Inventory

Generate
Statistical series
Energy Statistics: New trends

Energy matrix Renewable Energy Efficiency

change sources incentives
Content:

 Energy Planning
 Energy Statistics

 Energy Information Systems

 Energy Information Committee
Information Systems: definition and structure
Elements Relations Objectives

People

Tasks
Data Objectives
Activities

Resources

Information System
This elements are interrelated that intend to produce a result, with the following parts:
elements, relationships and objectives
Information Systems: life cycle

3 Determination
2 Identifying of needs 4 Diagnosis
problems and
opportunities

5 Proposal
1 Organizational
knowledge
(diagnosis)
6 System
9 System
design
maintenance

8 System
implementation 7 Codification
Information systems: types

Executive information systems

Executive
High command
Decision support system

Intermediate control
Management Information
Systems

Workers
System for the
processing of
transactions
Regional Energy Information System

Dynamic
System

Manages statistical forecast

Adaptable
socio-economic, legal data

Reliable
Information systems: SIER benefits

• Optimizes and facilitates the information

delivery from information providers.

• Integrates all information on the energy

sector.

• Allows the creation of indicators for

better analysis of the sector.

• Generating Energy Balances according

to the methodology of the country.
Information systems: SIER basics

* Hydrocarbons
subsectors * Electricity SUB-SYSTEMS
(which , how to classify?) * Coal
* Renewable
* Nuclear

* Exploration * Statistics
* Exploitation * Legal
activities * Transformation * Documentary
(which, how to classify?) * Transport * Forecast
* Storage * World
* Marketing * Services
* Consumption * Socioeconomic
* GIS
* Supply - demand
areas * Prices, costs, fees
(which, how to classify?) * Infrastructure
* Resources, reserves, potential
* Projects
* Environmental Impact
National Energy Information Systems
 Regional Energy Information Systems

• SIER – UNASUR (12 Counties)

• SIER – CARICOM_OECS (6 Countries)
• SIER – PETROCARIBE (19 Countries)
• SIER – CELAC (33 Countries)
Information systems: Regional OLADE

Data since
1970 to
present

Monthly and
annual data
from 27
Countries
Information systems: interaction with sources

Human physical
Resources Resources

Energy
Information
Committee
 forms
 questionnaires
 Polls
 technical reports
Information systems: interaction with users

Information
Human
management
resources

Energy Physical
Information resources
Committee
SIER users

Ministries
Agencies
Companies
Data base configuration Universities
 Administration Others
Energy information
Information systems: SIEE
Definition

SIEE is an information system developed jointly by the Member Countries and

OLADE to share and disseminate statistics in the energy sector, enabling

comparative analysis tools necessary to contribute to decision making.

SIEE: How it works
SIEE is fed by official data of
its member countries.

Ministries of Energy

Energy Secretariats

U
S
E Public Organizations
R
S Private Organizations

Universities
SIEE Advisors
SIEE How it Works
Data Collection
FORM DESCRIPTION

The lack of data can F-01

F-02
MONTHLY REPORT OF NATIONAL DOMESTIC PRICES
MONTHLY REPORT OF FOREIGN PRICES
lead the policy F-03 INFORMATION ON THE MAIN ENERGY VARIABLES

making process F-03A

F-032
MONTLY REPORT FOR THE JOIN OIL DATA INITIATIVE
ANNUAL REPORT OF OIL MARKET
going to the wrong F-04 ANNUAL REPORT OF NATIONAL AVERAGE PRICE

policy choices. F-05

F-052
ANNUAL REPORT OF ENERGY RESERVES
ANNUAL REPORT OF POTENTIAL ENERGY
F-06 ANNUAL REPORT OF OIL FIELDS
F-062 ANNUAL REPORT OF COAL DEPOSITS
F-063 ANNUAL REPORT OF GEOTHERMAL FIELDS
F-064 ANNUAL REPORT OF HYDROELECTRIC PROJECTS
F-065 ANNUAL REPORT OF FOREST RESOURCES
F-07 ANNUAL REPORT OF EQUIPMENT - INSTALLED CAPACITY
F-072 ANNUAL REPORT OF ELECTRIC POWER
F-073 ANNUAL REPORT OF REFINERIES
F-074 ANNUAL REPORT OF RECOVERY PLANT FUEL AND LPG
F-075 ANNUAL REPORT OF PIPELINES
F-076 ANNUAL REPORT OF STORAGE FACILITIES
F-08 ANNUAL REPORT OF AUTOMOTIVE PARK BY TYPE OF FUEL
F-082 ANNUAL REPORT OF PARAMETERS OF OPERATION (AUTOMOTIVE PARK)
Reference forms for data gathering

OLADE_OLADE_SIEEForms (04-02-2013).xlsx
Monthly data questionnaire for hydrocarbons
SIEE How it Works

DATA PROCESSING

• Data reception: date is registered

• Non OLADE’s formats are converted to OLADE’s format
• Analysis and processing: check if all data is complete (otherwise
estimate/compare/request)
• OLADE’s forms are uploaded to the database (physic units)
• Calculating in caloric units using annual country calorific values
• Quality control: Analysis of data consistency. Verification with countries
• Data assessment (Timeliness, completeness, sustainability)
 SIEE Data since 1970
Prices Reserve and Inventories Supply - Demand
of Resources

World
Indicators Information

Modules organized by areas

Equipment and Economy Environmental

Energy Installations Impact
SIEE MANUALS

DATA PROCESSING

• Methodology for the Elaboration of Energy Balances

• Energy Statistics Manual 2011OLADE
• Methodology of Indicators-SIEN
• Greenhouse Gas Inventory Methodology SIEN
• Energy Economic Information 2011 SIEE OLADE
• User Manual for the Legal energy Information System-OLADE-SIEL
• Energy Planning Manual 2014-OLADE
Information systems: Energy Statistics 2015

LATIN AMERICA
ENERGY STATISTICS
Information through the OLADE’s specialists networks

OLADE's Network of Specialists

Content:

 Energy planning
 Energy statistics
 Energy information systems

 Energy Information Committee

Energy Information Committee

It is a group of specialists in the

energy sector.

In it participates effectively
representatives of the main
institutions linked or related to the
energy sector, who are interested in
providing and receiving updates.

Works as an interagency group of

advice in their respective areas.
Energy Statistics & Information Systems
• Specialist Group operates nationwide and inter-institutional board in their
respective areas.

• Representatives of public and private institutions.

Committee Information: structure
1. Technical Team

Constituted by the administrator of SIER, an energy specialist, a legal

specialist and a computer specialist

2. Sub-sectorial coordinators

Conformed by specialists from the Ministry or Department of Energy,

belonging to the technical areas

3. Advisory Group

It is integrated by specialist representatives related to the

energy sector
Committee Information: structure

Technical Team

 Administrator
 Computer specialist
 Energy specialist
 Legal specialist

Sub-sectorial
Advisory Group
coordinators
Hydrocarbons
 Hydrocarbons  Electricity
 Electricity  Renewable
 Renewable  Environmental
 Environmental  Legislation
 Legislation  Others
 Others
Energy Information Committee: functions
1. Technical Team
Coordinate with OLADE the implementation process or SIER
development in each country.
2. Sub-sectorial coordinators
Responsible for collecting, processing and/or analysis of statistics,
forecasting and information on hydrocarbons, electricity, renewable,
environment, research and technological development projects and
energy facilities, energy legislation and energy economics.

3. Advisory Group
Responsible for the collection, compilation, supply or statistical
analysis, foresight, technical information facilities,
environmental impact or sector legislation in their respective
organizations.
Energy Information Committee: Functions
1. Technical Team

 System Administrator
 Coordinate with OLADE
 Coordinate and manage information
 Identify issues
 Organize meetings
 Maintain the system
 Link between OLADE and the Statistical Information Committee
 Inform the Committee of Statistical Information
 Promote the dissemination of the System
 Energy expert
 Assess the integrity and representation of information.
 Recommend to the Committee on Information on energy issues .
 Promote use of the system
Energy Information Committee: Functions
1. Technical Team

 Computer specialist
 Installation and system upgrade.
 System Administration.
 Technical Support.
 Computer technical link with OLADE.

 Legal specialist
 Assess the integrity and representativeness of the legal
information.
 Coordinate the legal energy information processing.
 Support the improvement of data collection.
 Promote the dissemination of legal energy information.
 Recommend improvements in legal energy matters.
 Promote legal analysis.
Energy Information Committee: Functions
2. Sub-sectorial coordinators

 Provide technical support in energy fields.

 Facilitate interaction with the Advisory sub-sector.
 Maintaining the criteria for consistency, accuracy and timeliness
of information.
 Manage the compilation and updating of the sub-sector
information.
 Establish the requirements of the Ministry or Entity that implants
the system.
 Define the parameters (configuration) related to the subsector.
Energy Information Committee: Functions
3. Sub-sector advisers

 Establish a suitable procedure for the flow and management of

statistics.
 Define the configuration of the system.
 Implementation, management and maintenance of the system.
 Manage access to external system users.
 Advise the Statistical Committee.
 Define the parameters of the information related to their
subsector.
 Facilitate access to information and cooperation.
 Establish criteria for consistency, accuracy and timeliness of
information.
 Supply management and consolidating information.
Energy Information Committee: Formalization

 SIER Administrator shall convene a working meeting with representatives of

entities linked or related to the energy sector, belonging to the areas of
processing and/or analysis of statistics and information, in order to present
the features, activities, scope and benefits of the system and apply for
participation as SIER Advisors.
 It is recommended that the Committee will be formalized by a resolution or
regulation issued by the Ministry or Secretariat.
 It is also recommended to agree on a procedure to allow the representative
of each entity to be designated officially.
Energy Information Committee: MOU
 Purpose

 Procedures

 Goals

 Energy Balances

 Indicators

 Variables

 Responsibilities

 Securities (Data Protection)

 Conformity
Energy Information Committee: Protocol and resolution

Treaty to which procedures, mechanisms and functions are established

in relation to the Establishment of the Energy Information Committee,
in which the signatories agree to recognize the jurisdiction of the
creation of this committee.

"The States Parties to this Protocol have agreed as follows: "

“CONSIDERING:

That Resolution No. XX- XXXX, creating the Haitian Energy Information
Committee, of August 30, 2013, the Ministry of ... By which Provisions and
responsibilities , structure, organization and general powers are defined ...
Energy Information Committee:
Provision of information policies

“The Haitian Energy Information Committee shall establish a minimum

standard of performance in terms of information supply conditions to
be met by information providers with whom an agreement is signed, in
order to ... .”
 Energy Information Committee: Benefits

 It provides an essential platform for decision-making in the

energy planning process.

 Improving management capabilities and processing of energy

statistics; optimizing time and frequency of the provision and
dissemination, as well as improving the quality of energy
information.

 Integrates information on the energy chain to establish uniform

criteria for standardization, ensuring the reliability of the results.

 Helps to measure the sustainable energy development of

countries at national level.