Rindu solar rosmah

Marine ecosystem will be destroyed. Also it will be challenging to maintain because seawater is highly corrosive. Not too mention the marine lives that will acculmulate and cause blockages.

Since solar farm is 54x better than oil palm then should encourage landowners to work with TNB who has the grid.

Solar power could generate 54X more profits than palm oil — Maybank

https://theedgemalaysia.com/node/714041

Then why those DC in Europe using seawater r still operating?

For reasons, few planters are investing in solar power.

U are smart.

Liquid cooling jer la
Topkek

Nuke plant inkambingggggg.




God bless malaysia, soon we will witness mushroom boom

Care to share the reasons? Cos YTL spent 429 milllion to buy 1640 acres of JB land n going to use 275 acres for a DC with supporting solar farm. I think this is the one that using Nvidia AI GPU annouced recently. At 262k/acre YTL got it really cheap.


In 2021, YTL Power’s 70%-owned subsidiary Sultan Iskandar Power Station had purchased 664 ha of oil palm estates for RM429mil from Boustead Plantations Bhd with the intention to develop large-scale solar plants.

RHB Research said 275 acres of the land is being carved out to develop a 500MW Green Data Centre Park with a total investment value of RM15bil, with the DC being owned by YTL Data Center Holdings Pte Ltd, a wholly subsidiary of YTL Power.


For Phase 1 of the project, it said YTL Power is investing RM1.5bil to build a Tier-III certified facility equipped with the ability to accommodate up to 72MW of capacity.

“The three-storey building consists of two wings of Data Hall suites and mechanical and engineering rooms and also eight Data Hall suites spread over two wings per floor, with a total of 24 Data Hall suites,” it said in a report.

The research house added that eCommerce firm Sea Ltd will be the anchor tenant for the 32MW information technology load hyperscale DC.

Construction of the facility is ongoing and the first 8MW is expected to be put on stream by the first quarter of financial year ending June 2024, with the remaining 24MW to come online progressively.

This post has been edited by MGM: Sep 3 2024, 07:29 AM

On the ongoing expansion of its RE portfolio, TNB shared that details are being finalised for the 1.4GW Paka Repowering project, while the new 2.1GW Kapar combined cycle gas turbine is still being detailed out due to the still operating generation units.

Meanwhile, the first phase of the hybrid hydro-floating solar photovoltaic project is expected to achieve commercial operation in 2025 with plants in Chenderoh (45 megawatt peak) and Temenggor (300 megawatt peak).

TNB’s RE portfolio stands at 4.3GW, with ongoing expansion plans for an additional 6.2GW comprising 4.4GW of solar, 1.5GW from wind and 0.3GW from hydropower.

you think so? I think it is more like dev country throw low value tech to malaysia, and escape ESG responsibility

So these developed countries must be stupid to have DC. Developing countries should avoid to be stupid to pls their people.

The top 20 countries with the most data centers are the United States (5,388), Germany (522), the U.K. (517), China (449), Canada (336), France (315), Australia (306), Netherlands (300), Russia (255), Japan (219), Italy (168), Mexico (166), Brazil (163), India (152), Poland (143), Hong Kong (122), Singapore (99)

This post has been edited by MGM: Sep 4 2024, 07:30 AM

TNB shares rally as power demand rises
Corporate News
Wednesday, 04 Sep 2024

PETALING JAYA: Tenaga Nasional Bhd’s (TNB) share price hit a fresh high yesterday after the utility giant recently reported its strongest quarterly net profit in more than five years.

With the market turning more bullish on TNB amid increased power demand from industries and households, the stock closed higher by 34 sen or 2.34% at RM14.90 per share, making it the third biggest gainer yesterday.

On an adjusted basis, this was the highest share price for TNB. Year-to-date, TNB’s share price has surged by over 49%.

Analysts have said that strong electricity demand from data centres and higher exports of renewable energy (RE) are expected to drive national utility operator TNB’s growth over the next few years.

According to CIMB Securities Research, the strong data-centre demand had led to TNB estimating a higher 3% to 4% demand for the financial year ended Dec 31, 2024 (FY24) versus previous estimates of 2.5% to 3% growth.

The company anticipates strong electricity demand to be sustained over the second-half of 2024, as well as over FY25 and FY26.

TNB completed connection to seven data centres in the first half of 2024 with total generation capacity of around 1,070MW, with an additional 3.2GW from 21 data centre projects in the supply-application stage.

he research house added that this should help alleviate pressure on electricity tariffs, thereby providing support for the likely increased capital expenditure on TNB’s regulated assets during Regulatory Period 4 (RP4) to RP5, in line with the National Energy Transition Plan.

“This is a key positive as this could indicate higher projected electricity demand going into RP4 versus the 1.7% growth parameter embedded in RP3,” the research house said.

RP4 runs from 2025 to 2027.

Meanwhile, Hong Leong Investment Bank Research (HLIB Research) said TNB is finalising RP4 details with the Energy Commission and clarified that the previously guided RM90bil investment for 2025 to 2030 is inclusive of capital expenditure for new power plants, with the energy transition portion of the expenditure expected to be RM6bil per year versus RM3.2bil in FY24.

“We expect TNB’s allowable capital expenditure and allowable returns under RP4 will be heavily subjected to the potential increase in power demand by the rapid emergence of data centres in Malaysia and the expected increase in RE exports regulated by Energy Exchange Malaysia to neighbouring countries.

“Hence, we expect stronger regulated earnings growth from 2025 onwards driven by the higher regulated asset base,” the research house said.

On the ongoing expansion of its RE portfolio, TNB shared that details are being finalised for the 1.4GW Paka Repowering project, while the new 2.1GW Kapar combined cycle gas turbine is still being detailed out due to the still operating generation units.

Meanwhile, the first phase of the hybrid hydro-floating solar photovoltaic project is expected to achieve commercial operation in 2025 with plants in Chenderoh (45 megawatt peak) and Temenggor (300 megawatt peak).

TNB’s RE portfolio stands at 4.3GW, with ongoing expansion plans for an additional 6.2GW comprising 4.4GW of solar, 1.5GW from wind and 0.3GW from hydropower.

Source: https://www.thestar.com.my/business/busines...er-demand-rises