Power Sector: The important role of renewable energy amid energy security risks
Posted: Apr 9, 2026
-
In 1Q26, hydropower and coal-fired power output remained broadly stable, while gas-fired generation and RE increased in line with new capacity
-
additions. National power consumption rose 7.2% YoY. Several heatwaves led to spikes in demand, signaling stronger growth entering Q2-Q3.
-
Decision 363 on the “the National Energy Master Plan” emphasizes energy security, optimizing resources for renewable energy development and restarting nuclear power in the context of fossil‑fuel price shocks.
-
We favor companies that are well positioned to benefit from the expansion cycle of clean‑energy infrastructure, particularly HDG and PC1.
Share:
Relevant reports
Don't have an MBS account?
Open an accountStart trading and stay informed with timely updates and valuable reports from MBS.
If you have an MBS account, please register to receive reports from MBS.
Get the latest market updates and corporate insights from MBS.