Posted by Sslee > 2022-01-04 09:43 | Report Abuse

How you know JHDP is able to achieve lower heat rate?

This is provided the power plant is able to achieve the targeted plant efficiency. Ie achieving lower than agreed heat rate in generating electricity

Posted by newbie8080 > 2022-01-04 10:08 | Report Abuse

Inefficiency tends to increase as the power plant aged due to wear and tear of equipments, parts and machineries. After certain timeline, the company would need to prepare capex to perform periodic maintenance to ensure efficiency remains at certain%.

Posted by calvintaneng > 2022-01-04 13:28 | Report Abuse

Forget about Jaks coal fired power plant

USA already find fault with Malaysia glove on Esg concern

USA is turning to Renewable energy and might impose ban on nations using polluting coal fired power plant in future

https://www.youtube.com/watch?v=STK2EIvOFj8

Posted by mita29 > 2022-01-04 14:25 | Report Abuse

Calvin Tan, do you know USA has 246 coal fired plants? How do they ban others for using coal when they have so many themselves? Don't simply spit out nonsense without checking facts.

https://en.wikipedia.org/wiki/List_of_coal-fired_power_stations_in_the_United_States

Posted by mita29 > 2022-01-04 14:38 | Report Abuse

If US is so concerned about climate change. They need to ban bitcoin/crypto already like China did.

A small data center has been set up next to a coal-fired power plant in Missouri to mine Bitcoin.
https://www.datacenterdynamics.com/en/news/ameren-deploys-bitcoin-mining-data-center-at-coal-power-plant/


A Bitcoin miner is buying power plants to mine crypto now
https://sea.mashable.com/tech/17647/a-bitcoin-miner-is-buying-power-plants-to-mine-crypto-now

Posted by stockraider > 2022-01-04 14:40 | Report Abuse

This uncensored is siding with the most evil country in the world, the USA, who have more than 850 war bases around the world & have killed million & million of innocent people by conducting wars in various countries loh!

This naive uncensored is a stooge to USA and he want lecture us on evil ah ?? This is a big hypocrisy mah!

He should go back & study loh!

China different loh, it is a great nation & never interfere & attack other nations mah!

China love & protect its people loh!

Do not believe or manipulated by evil uncensored loh!

Posted by BLee > 2022-01-04 15:10 | Report Abuse

Leave politics aside, ESG is for Now and our future generation.

In theory, energy input equals output plus losses. If the optimum is already 9500 BTU/kWH, it will only get worse with equipment aging due to efficiency losses. More pollution will be created with less efficient equipment.

Taking the Taxi as an example, 1 month might not see aging of the Taxi and congestion on the road. What happens after 5, 10 or 25 years later? It will get worse, action shall be taken as soon as possible. Go Green as soon as possible.

JAKS made the right move to go into green energy, instead of relying on coal power plants. Whoever follows Glasgow COP26 will know how green energy will be produced at a lower cost and more efficient in the near future compared with coal power plants. Many countries have already taken the decision of not building new coal power plants, retiring or converting existing coal power plants to other energy feedstock..

Happy trading.

Posted by stockraider > 2022-01-04 15:30 | Report Abuse

The point for solar...is that u generate power during the day mah!

What happen at nite leh ?

Posted by BLee > 2022-01-04 15:58 | Report Abuse

Hi stockraider, now everything go hybrid, day time power generation stored by very efficient battery system..for night time use.

Posted by Gotyou > 2022-01-05 20:57 | Report Abuse

I won't take the Chinese partner as ignorance as many of us here not to understand the physics of coal power plant and left out the aging factor in its negotiation with the Vietnamese government.

Posted by i3gambler > 2022-01-07 08:09 | Report Abuse

What I know about typical IPP contract in Malaysia:
1) Contract 20 - 25 years.
2) Buyer to decide when to connect or not to the power grid.
3) If connected, Seller will get more revenue and profit.
4) If not connected, Seller to pay a fixed amount provided the plant is ready to be connected, Seller revenue and profit will be minimum.
5) End of contract, two alternatives, both Buyer and Seller can agree to extend with new rate, or Buyer take over and pay an amount as per the contract.
6) Fuel is cost plus basis.

So my concern is during the long 20+/- years:
1) If there is many new local IPP in future, foreign IPP will be the last one to be connected, is there any provision in the Contract to protect foreign IPP?

Posted by Jack Khan > 2022-01-07 08:37 | Report Abuse

Carbon tax coming soon!

Posted by Gotyou > 2022-01-07 08:57 | Report Abuse

i3gambler, JHDP is guaranteed capacity payment for 25 years and capacity payment makes up 80% of the total tariff payment.

Posted by Gotyou > 2022-01-07 08:58 | Report Abuse

Jack Khan, JHDP is protected from change of law