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hydro power generated akan berkurang sbb air di empangan kurang. terpaksa diganti dengan gas asli. skrg gas asli naik harga. tenaga solar tidak dapat memenuhi
Huge CAPEX required due to the approved data centres unless data centres have to pay for all these required and additional CAPEX or pay “special” (higher) electricity tariff rates to facilitate targeted cost recovery.
Always a safe stock to hold in a diversified portfolio amidst the global economic uncertainties. Electricity consumptions will be high due to Super El Niño effect until middle next 2027 coupled with the emergence of completed data centres. Hefty electricity bills for the Rakyat in the next few months and Government might need to implement steps to reduce the adverse effect on the middle classes soon.
Data centres already accounting for ~ 10 per cent of total electricity consumptions in the country. % will increase significantly (exponentially ?) as more approved data centres are completed in the next few years. Will businesses and Rakyat be facing hefty electricity pass through costs (AFA, SST as not easy to consume < 600kWh in view of El Niño weather, etc.) going forward since TNB need to commit humongous CAPEX to expand grids due to huge electricity demand from data centres ? Let’s monitor our monthly TNB bills for the next 6 months (from September 2026) and beyond.