직수입, 개별요금제 방식의 천연가스 도입에 따른 평균요금제 가격의 상승을 고려한 전력구입비 변화에 대한 계량적 분석

Abstract

This study shows that due to the existence of individual/direct imports, the power generation cost of average gas tariff generators increases, and as a result, KEPCO’s power purchase cost increases. The core assumption of the analysis was that KOGAS would contract individual/direct import contract volumes under the same conditions and reflects them in the average rate plan price. Analysis using data from November 2022 to October 2023 showed that electricity purchase costs increased by 0.65 trillion won/year due to individual/direct imports. Even when using the conservative assumption that KOGAS has significantly lower gas import competitiveness compared to direct importers, the costs increased. It also should be noted that, due to individual/direct imports, the cost of introducing gas for power generation decreased by KRW 0.28 trillion/year during this period. KRW 0.93 trillion/year (KRW 0.28 trillion/year + KRW 0.65 trillion/year) is believed to have been attributed to profits of individual/direct import generators and profit of renewable generators. In addition, non-generation direct import businesses also generate 1.25 trillion won/year gain, and this amount is also passed on to the majority of citizens who use the average gas tariff. Considering this situation, government should develop some changes in the compensation method for generators in the electricity market.