This edition of our "TLG On..." series captures our analysis and perspective on the RPS scheme and the outlook of REC prices in Korea.
In this edition of TLG On, we put China’s recent nuclear industry challenges in perspective.
TLG is proud to announce the publication, by Palgrave Macmillan, of its first book, China's Electricity Sector.
China's Ultra-High Voltage transmission grid has expanded rapidly, but systemic over-supply of power is limiting future growth potential.
An Electricity Derivatives Market is overdue for the Philippines, but success will benefit from understanding local factors.
Transparent, independent regulation can incentivise improvements; as the region's markets evolve, so too will regulation.
Coal in China isn't going away; what is important is the context and efficiency of its use, and the control of emissions.
Sometimes policy appears to target symptoms rather than causes; better policy comes from addressing fundamental issues.
Regulated gas prices have stymied exploration, requiring expensive imports to satisfy demand and leaving open the question of how to close the price gap.
Singapore's genco transactions assumed a rosy future but suffered when prices fell; fundamental analysis can tease out reality from optimism.
Good policy comes not from guessing the future but from basing decisions on robust analysis: understanding value and assessing relevant costs.
Are the limitations of Single Buyer models holding Asia's power sectors back and allowing sub-optimal decisions to raise costs for stakeholders?
The Philippines' WESM is on the cusp of privatisation and expansion to include Visayas; Asia Pacific's most dynamic new market deserves a closer look.
REC 가격 하락이 지속되자 많은 이해관계자는 우려를 표명하고 대책 방안이 논의되기 시작하였다. 논의에 도움이 되고자, 란타우그룹은 본 글을 통하여 중장기 REC 가격 동향 분석에 대한 시각을 제시하고자 한다.
There are many stories behind China's power sector: blurred institutional boundaries, steps towards reform, and solutions with "Chinese characteristics".
Financial Capital Maintenance is a key foundation stone for regulatory discipline, but challenges also remain around transparency and flexibility.
Electricity data can help show how energy is being used in China: important information as policy reform and renewable energy curtailment continue.
Successful reduction of a carbon footprint requires innovation in both policy and financial instruments that takes account of local characteristics.
Climate change governance is changing but policy can still be inconsistent; business needs to be flexible and understand the value of analysis.
Even as power emissions are reducing, China's air pollution and grid curtailment remain a problem; might recent UHV projects help?
China's shale gas has received plenty of attention, but it is incentives and policies that are needed to ramp up production.
Is shifting the fuel mix from coal to gas the solution for China, or are there smarter and more cost-effective routes to cleaner skies?
Winner's curse can be a problem in any valuation, but confronting internal biases and engaging in objective reviews can mitigate the risks.
China has gas in the ground but bringing it to generate power requires infrastructure, cost-reflective market prices, and the reform of dispatch.
A functioning electricity market in a developing country is noteworthy, but there remain regulatory challenges to ensure success for the long term.
China's market is huge and growing fast, but success benefits from understanding the risks; analytical frameworks bring additional advantages.
Success takes rational analysis, prudence, resources, a grasp of both detail and the bigger picture, and an understanding of where value truly lies.
Emission reduction policies may be affordable and technically feasible, but not necessarily cost effective; we explore Hong Kong's fuel mix policy.