Energy Ministry Unveils New PDP, Boosting Clean Energy to 89% to Meet AI Demand

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โดย InfoQuest·TH·Read original
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Energy Minister Eknat Prompan said at the Thailand Focus 2026: Reignite Thailand event that the government has improved measures and regulations to ensure that the arrival of data centers does not burden the public. New investors will be responsible for the additional costs of importing gas for electricity generation, and more options will be provided through direct power purchase agreements (Direct PPA). Meanwhile, the new Power Development Plan (PDP), covering 25 years until 2050, sets a roadmap towards the Net Zero target by 2050, with renewable energy accounting for more than 60%, combined with carbon capture technology, and could push the share of clean energy up to 89% if carbon capture faces cost constraints. The government also has a 200 billion baht loan facility for energy transition to support the public and small entrepreneurs, such as rooftop solar installations under the Net Billing system, while modernizing the power grid. The National Energy Policy Committee has completely lifted the previous 2,000 megawatt quota restriction on access to the clean energy market. Harald Link, Chairman of B.Grimm Power Public Company Limited, said that society should not panic over data centers competing for water resources, as most operators use air cooling systems, and Thailand can rely on seawater desalination plants in the Gulf of Thailand. Yaniv Ghitis, Chief Commercial and Investment Officer of Digital Edge DC, said that the data center and AI business is a 20-year long-term game, and praised the Ease of Doing Business measures under the leadership of BOI. Large data center campus projects in Chonburi and Rayong will create significant employment, and the company proposed establishing an industry association to strengthen cooperation between the public and private sectors.

Impact on stocks 1

Energy Transition & Power Demand▲ · 1 stocks

Theme Impact 6

Off-coverage companies 1

Digital EdgePrivate▲ Positive
Demandrelevance

Data center and AI business growth in Thailand, with large campus projects, increases demand for Digital Edge's services.

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