Tau qhov twg los: reccessary.com
Lub zog hluav taws xob hauv Malaysia xav tias yuav pom kev loj hlob ntawm cov phiaj xwm hnub ci hauv xyoo 2024, vim cov tsev neeg thiab tuam txhab nrhiav kom txo nqi hluav taws xob thiab txo cov pa roj carbon hneev taw.
Qhov no yuav muaj txiaj ntsig zoo rau hnub ci engineering, kev yuav khoom, kev tsim kho, thiab commissioning (EPCC) cov tuam txhab xws li Tenaga Nasional Bhd (TNB), Pekat Group, Solarvest Holdings thiab Samaiden Group.
Raws li AmInvestment Bank (AmInvest) Kev Tshawb Fawb, qhov kev thov rau lub hnub ci yuav zoo li los ntawm lub ru tsev ntu, hnub ci ua liaj ua teb, thiab cov chaw khaws ntaub ntawv.
"Kev thov rau lub hnub ci ru tsev yuav nce ntxiv raws li kev lag luam thiab cov tuam txhab lag luam nrhiav kom txo cov nqi hluav taws xob thiab cov pa roj carbon hneev taw.
"Lub hnub ci EPCC cov tuam txhab cia siab tias yuav tau txais txiaj ntsig los ntawm kev nthuav tawm cov phiaj xwm hnub ci hauv 2024," nws hais.
Nws tau taw qhia tias nyob rau theem ib ntawm Corporate Green Power Program (CGPP), 563 MW ntawm lub hnub ci muaj peev xwm tau muab tsub rau ntau lub tuam txhab thiab xav tias yuav raug xa mus rau qhov kawg ntawm 2025.
AmInvest Kev Tshawb Fawb tau hais tias nws xav tias cov nyiaj tau los ntawm cov phiaj xwm hnub ci yuav nce ntxiv raws li tus nqi ntawm cov hnub ci vaj huam sib luag tau poob qis.
Yog li ntawd, muaj peev xwm rau cov tuam txhab sau npe rov qab zoo raws li CGPP, nws tau hais.
"Tus nqi ntawm cov hnub ci vaj huam sib luag yog kwv yees li 18 US xees ib kWh tam sim no piv nrog qhov siab ntawm 31 US xees ib kWh hauv 2022.
"Off-takers yuav tsum yog viv ncaus tuam txhab uas muag ntawm cov yeej," nws hais tias, taw tes rau Sime Darby Plantation, uas yuav muag ntsuab zog raws li CGPP rau Sime Darby lossis Sime Darby Property, ua piv txwv.
Zuag qhia tag nrho, AmInvest Kev Tshawb Fawb tau tuav nws txoj haujlwm "hnyav" ntawm lub zog hluav taws xob, hais txog lub hnub ci pom kev rau cov tuam txhab hluav taws xob feem ntau raws li nws cov kev pabcuam, xws li TNB, Malakoff Corp, Mega First Corp thiab YTL Power International.
Tus brokerage kwv yees qhov xav tau hluav taws xob hauv Peninsular Malaysia kom nce 2% hauv 2024.
Nws tau hais tias cov nqi se ntxiv rau cov neeg siv hluav taws xob yuav zoo li txuas ntxiv mus rau thawj ib nrab ntawm lub xyoo no, tab sis ntawm tus nqi qis dua, vim tias cov nqi hluav taws xob thiab roj tseem muaj siab dua li cov nqi siv tau teev tseg hauv Regulatory Period 3.
Kev Tswj Xyuas Lub Sij Hawm 4, suav nrog 2025 txog 2027, yuav zoo li yuav nthuav tawm thaum kawg ntawm lub xyoo no, nws hais.
Nrog pov tseg-rau-zog (WtE) cov nroj tsuag tau txais kev txaus siab, AmInvest Kev Tshawb Fawb tau hais tias qhov kev cia siab rau kev lag luam pov tseg yog qhov zoo vim tias qhov ntim ntawm cov pov tseg tau kwv yees nce mus rau 19 lab tons hauv 2050 los ntawm 14 lab tons hauv 2021.
"Kedah, Pahang thiab Johor yuav nthuav tawm cov txheej txheem sib tw rau WtE cov nroj tsuag hauv xyoo 2024," nws hais ntxiv tias Malakoff thiab YTL Lub Hwj Chim yuav zoo li yuav twv rau cov haujlwm.
Tsis tas li ntawd, AmInvest Kev Tshawb Fawb tau hais tias nws xav tias kev xa tawm hluav taws xob los ntawm Peninsular Malaysia mus rau Singapore yuav pib hauv thawj ib nrab xyoo 2024, thaum Sarawak yuav zoo li xa tawm hluav taws xob rau Singapore hauv 2032.
Nws kuj tau sau tseg tias YTL Lub Hwj Chim Seraya yuav yog tus xa hluav taws xob rau kev sim ob xyoos kom xa 100 MW los ntawm Malaysia.
Singapore npaj yuav xa tawm mus txog 4, 000 MW ntawm cov hluav taws xob qis carbon tsawg los ntawm 2035, ua rau 30% ntawm nws cov hluav taws xob.
AmInvest Kev Tshawb Fawb tau hais tias TNB yuav tau txais tus nqi them dawb rau kev siv nws daim phiaj sib txuas thiab cov sib txuas sib txuas. Tsis tas li ntawd, nws tau hais tias TNB tseem yuav tau txais txiaj ntsig los ntawm kev loj hlob ntawm cov chaw khaws ntaub ntawv hauv Malaysia, vim tias qhov kev thov hluav taws xob los ntawm cov chaw no rov muaj dua.
Nws tau qhia tias qhov kev thov hluav taws xob los ntawm cov chaw khaws ntaub ntawv tau kwv yees kom tshaj 5, 000 MW hauv xyoo 2035, ceeb toom tias TNB tau kos npe rau daim ntawv cog lus xa hluav taws xob nrog yim tus neeg ua haujlwm hauv cov ntaub ntawv, tag nrho txog li 2,000 MW.
