Industry Update: Energy (Power) APRIL 2, 2025
There are ongoing risks surrounding the policy-level target to lower electricity prices, aligning with our view that the Ft rate remains on a...
191 Views
Industry Update: Energy (Power) - MARCH 12, 2025
Tariff and Ft charge for May-August generating short-term positive sentiment for SPP players; risks related to government reducing electricity...
130 Views
Industry Update - Energy (Power) JANUARY 7, 2025
The power sector continues to face persistent negative factors, including the slower pace of the downward interest rate cycle, delays in the PDP...
196 Views
Industry Update Energy (Power) - DECEMBER 19, 2024
The Energy Regulatory Commission (ERC) announced the selection of winners for the RE 2.1 program, totaling 2,145MW (EGCO at 448MW, GUNKUL at 319MW,...
439 Views
Industry Update - Energy Sector (Power) - November 27, 2024
We expect declining gas costs to increase the opportunity for EGAT to reclaim the outstanding Ft burden and pose upside risk to IU margins in 2025E.
251 Views