PDP 2026 Power Stocks and Data Center Demand

Thansettakij•Economy•6d ago

Reader Briefing

The PDP 2026 plan is expected to benefit power generation companies and data center related stocks.

•Public hearings for the PDP 2026 plan will be held within early September.
•The PDP 2026 plan is expected to be announced by late September 2026.
•The PDP plan must be designed to support the growth of Data Center businesses and future Solar energy projects.
•GULF and GUNKUL are expected to benefit from the PDP plan's support for data centers and solar energy.
•GULF may benefit further if Thailand's data center establishment conditions become stricter because GULF already possesses necessary licenses.
•GPSC is identified as the highest beneficiary because the primary scenario emphasizes increasing electricity production from gas-fired power plants.
•Gas-fired power plant emphasis increases the opportunity for GPSC to renew power purchase agreements (PPA).
•GULF, GPSC, and BGRIM will overall benefit from the plan adjustment, while WHAUP will benefit from data center growth.

Full article content is available on the original source.

PDP 2026

A power development plan expected to be announced by late September 2026.

GULF

A power operator that possesses various licenses and is expected to benefit from the PDP 2026 plan and data center growth.

GUNKUL

A company expected to benefit from the PDP plan's support for data centers and solar projects.

A company assessed as the highest beneficiary of the PDP plan due to the focus on gas-fired power plants.

BGRIM

A company that will benefit from the overall adjustment of the PDP plan.

WHAUP

A company that will benefit significantly from the growth of data centers.

Thailand(ประเทศไทย)ℹ️

The location where data center establishment conditions are mentioned.