Malaysia Power Report

Providing expert analysis, independent forecasts and competitive intelligence on the power.

Report includes: BMI Industry View, Industry SWOT Analysis, Industry Forecasts, BMI's Petrochemicals Risk Reward Index, Economic Forecasts, Company Profiles and Global, Regional and Country Industry Overviews.

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  • Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market
  • Get a full view of the competitive landscape to assess your market position
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Malaysia Power Report
Product Price
$1,295.00

BMI View : The Malaysian power sector is set to grow 6.1% in 2016, followi ng an estimated expansion of 5.3 % in 2015. Growth in 2016 will be powered by the completion of major thermal projects.

Headline Power Forecasts (Malaysia 2015-2021)
2015e 2016f 2017f 2018f 2019f 2020f 2021f
e/f = BMI estimate/forecast. Source: EIA, UN
Generation, Total, TWh 144.960 153.850 163.660 171.460 181.010 190.810 201.190
Consumption, Net Consumption, TWh 136.0 144.1 152.3 160.3 168.3 177.6 186.6
Capacity, Net, MW 31,933.6 34,338.6 37,639.0 38,370.3 40,467.9 41,317.4 42,097.5

Latest Updates And Structural Trends

  • We believe Malaysia's nuclear agenda is overly ambitious given the high development costs, widespread public opposition and the regional geopolitical implications of developing nuclear capacity. Nevertheless, Malaysia will continue to push for domestic nuclear power, based on the country's desire to diversify the power mix away from hydrocarbons and boost long-term energy security.

  • Following the collapse of global oil prices in Q414, Tenaga Nasional Berhad (TNB) lowered its electricity tariff to reflect lower input prices. The fall in oil prices has likely shelved the expected hikes in electricity tariffs in Malaysia for the time being, although this could change in the event oil prices rebound over the medium term.

  • The country's energy sector is set to become more competitive, following the Electricity Commission's decision to hold a new power generation tender exercise to replace Power Purchase Agreements (PPAs), with first generation Independent Power Producers expiring in 2016-2017.

  • Malaysian energy company Malakoff has put online the 1,000MW coal-fired Tanjung Bin Energy power plant in the Malaysian state of Johor. The new facility, also called T4, is near to the company's existing 2,100MW coal-fired Tanjung Bin power plant. T4, developed by a consortium including General Electric (GE) and Mudajaya as part of a more than EUR1bn (USD1.13bn) contract, uses GE's steam turbine and generator technology, ultra-supercritical boiler and environmental control systems. The plant, which was connected to the national grid in October 2015, can produce sufficient power required to meet the needs of 2mn people. The electricity generated will be sold to local utility firm Tenaga Nasional Berhad under a 25-year power purchase agreement (Power-technology).

BMI Industry View
7
Table: Headline Power Forecasts (Malaysia 2015-2021)
7
SWOT
8
Industry Forecast
10
Malaysia Snapshot
10
Table: Country Snapshot: Economic and Demographic Data (Malaysia 2014-2019)
10
Table: Country Snapshot: Economic and Demographic Data (Malaysia 2020-2025)
10
Table: Country Snapshot: Power Sector
10
Malaysia Power Forecast Scenario
11
Electricity Generation And Power Generating Capacity
17
Table: Total Electricity Generation Data And Forecasts (Malaysia 2014-2019)
17
Table: Total Electricity Generation Data And Forecasts (Malaysia 2020-2025)
18
Table: Electricity Generating Capacity Data And Forecasts (Malaysia 2014-2019)
19
Table: Electricity Generating Capacity Data And Forecasts (Malaysia 2020-2025)
19
Electricity Consumption
20
Table: Total Electricity Consumption Data And Forecasts (Malaysia 2014-2019)
20
Table: Total Electricity Consumption Data And Forecasts (Malaysia 2020-2025)
20
Transmission And Distribution: Imports And Exports
21
Table: Electric Power T&D Losses Data And Forecasts (Malaysia 2014-2019)
21
Table: Electric Power T&D Losses Data And Forecasts (Malaysia 2020-2025)
21
Table: Trade Data And Forecasts (Malaysia 2014-2019)
21
Table: Trade Data And Forecasts (Malaysia 2020-2025)
21
Industry Risk Reward Index
24
Asia Risk/Reward Index
24
Table: Asia Power Risk/Reward Index (Scores Out Of 100)
28
Malaysia Power Risk/Reward Index
29
Rewards
29
Risks
29
Market Overview
30
Key Policies And Market Structure
30
Regulation And Competition
30
Sustainable Energy Policies
31
Pricing
32
Malaysia Power Projects Database
33
Table: Malaysia - Top 10 Projects By Capacity (MW)
34
Competitive Landscape
36
Tenaga Nasional Berhad (TNB)
37
Syarikat SESCO Berhad (SESCO)
37
Sabah Electricity Supply Sdn Bhd (SESB)
38
Malakoff
38
Powertek
39
YTL Power
39
Company Profile
40
Tenaga Nasional Berhad (TNB)
40
Syarikat SESCO Berhad
43
Regional Overview
45
Table: China Power Snapshot
48
Glossary
50
Table: Glossary Of Terms
50
Methodology
51
Methodology And Sources
51
Industry Forecast Methodology
51
Sources
54
Risk/Reward Index Methodology
54
Table: Power Risk/Reward Index Indicators
55
Table: Weighting Of Indicators
56

The Malaysia Power Report features BMI Research's market assessment and independent forecasts covering electricity generation (coal, gas, oil, nuclear, hydro and non-hydro renewables), electricity consumption, trade, transmission and distribution losses and electricity generating capacity.

The Malaysia Power Report also analyses the impact of regulatory changes, recent developments and the background macroeconomic outlook and features competitive landscapes comparing national and multinational operators by sales, market share, investments, projects, partners and expansion strategies.

Key Benefits

  • Use BMI's independent industry forecasts for Malaysia to test other views - a key input for successful budgeting and strategic planning in the power market.
  • Target business opportunities and risks Malaysia's power sector through our reviews of latest power industry trends, regulatory changes, and major deals, projects and investments in Malaysia.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Competitive Landscape analysis.

Coverage

BMI Industry View

Summary of BMI’s key industry forecasts, views and trend analysis, covering power markets, regulatory changes, major investments, projects and company developments.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the power sector and within the broader political, economic and business environment.

BMI’s Power Forecast Scenario

Forecasts to end-2024 for all key indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecasts:

  • Generation: Electricity generation total, thermal, coal, natural gas, oil, nuclear, hydropower, hydro-electric pumped storage and non-hydropower renewables.
  • Transmission and Distribution Losses: Electric power transmission and distribution losses.
  • Trade: Total imports and exports.
  • Electricity Consumption: Net consumption.
  • Electricity Capacity: Capacity net, conventional thermal, nuclear, hydropower and non-hydroelectric renewables.

BMI’s Power Risk Reward Index

BMI’s Risk Reward Indices provide investors (power companies, service companies and equity investors) looking for opportunities in the region with a clear country-comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide indices of highest to lowest appeal to investors,

Market Overview

Structure, size and value of the industry sector; overview of the industry landscape and key players; an assessment of the business operating environment, sustainable energy policies, pricing and the latest regulatory developments.

Key Projects Database

Details and analysis of all current and planned developments (new ventures, capacity expansion and other investments) across the sector broken down by location, sector type, capacity, value, companies and operational status.

Competitive Landscape

Illustration of the power industry that exploits our data-rich, in-depth analysis of the leading players in the sector and examination of operational results, strategic goals, market position and the potential for investment.

Power Outlook long-Term Forecasts

Regional long-term power forecasts covering electricity generation, consumption and capacity for thermal, hydroelectric and nuclear power. These are supported by a country specific  overview, alongside an analysis of key downside risks to the main forecasts.

Regional Overview

Providing BMI’s near-term economic outlook for the region as a whole, as well as taking a close look at countries of particular interest and the latest trends and developments.

Sources

The Power Market Reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports, including Energy Information Administration (EIA), World Bank (WB) and United Nations (UN).