The electricity generation industry is under the low-carbon energy transition as a result of national emission reduction goals and investor expectation on business sustainability.
This directly influences the allocation of funds for more renewable investments and forces the optimization of fossil-fuel assets. The transition is also leading to stricter pollution control requirements and standards, carbon pricing mechanism, and climate information disclosure, which may affect the funding cost and long-term competitiveness. Nevertheless, this also serves as the opportunities to access clean energy and green funds, which will make the investment portfolio more flexible.
Energy transition investment
RATCH emphasizes the allocation of capital to assets and projects that concretely support the energy transition. This includes an increase in the proportion of renewable energy investment, the development of high-efficiency energy projects, the investment in emission control technologies, and the preparation of investment portfolio for future energy policies and regulatory changes. These investments are driven by the goal to create economic value and concurrently reduce structural risks for the company group’s long-term sustainability.
Investment management and growth in energy transition
| Key indicator: | Investment in low-carbon businesses |
| Short term (1–2 years): |
Study clean energy technologies |
| Medium term (3–5 years): |
Battery Energy Storage System (BESS), clean energy, and future energy projects |
| Long term (5 years or more): |
Create new revenue streams and continuously increase the proportion of revenue from low-carbon businesses to support future growth |
Projects related to energy transition
The company has invested in clean energy projects, forest-based greenhouse gas removal projects, and low-carbon initiatives to support the energy transition and optimize asset management. These include wind, solar, and hydropower projects, as well as battery systems that enhance the performance and reliability of power plants.
Clean energy power plant projects under construction and development
| Project Type | Location | Project Name | Installed capacity (MW) | Equity (%) | Equity installed capacity (MW) | Project status |
|---|---|---|---|---|---|---|
Wind farm
|
Austraqlia | Lincoln Gap 3 | 252.00 | 100.00 | 252.00 | Development |
| Vietnam | Ben Tre | 80.00 | 74.50 | 59.60 | Construction | |
| Philippines | Nearshore WF (San Miguel) | 448.99 | 49.00 | 220.00 | Development | |
| Offshore WF (Lucena) | 448.99 | 49.00 | 220.00 | Development | ||
Solar farm
|
Thailand | Solarist Thungfai | 252.00 | 51.67 | 13.95 | Construction |
| Australia | Marulan | 80.00 | 100.00 | 152.00 | Development | |
| Philippines | NPSI (Bacolod) | 145.00 | 49.00 | 71.05 | Construction | |
 Hydropower |
Lao PDR | Sekong 4A-4B | 355.00 | 60.00 | 213.00 | Development |
| Lao PDR | Sibundong | 73.70 | 50.00 | 36.85 | Development | |
| Vietnam | Song Giang 1 | 12.00 | 46.23 | 5.55 | Construction | |
Battery Energy Storage System
|
Australia | BESS Lincoln Gap 2 | 10.00 | 100.00 | 10.00 | Construction |
| BESS Lincoln Gap 3 | 100.00 | 100.00 | 100.00 | Development |
