RE: Energy plan8 Jan 2026 08:49
This was posted on ADVFN but that Ronaldo bloke, no idea where he got it from?
1. Strategic Shift: From Fossil Fuels to Clean Energy
The 2026 plan marks a significant pivot from traditional fuel sources toward a "Clean Energy" oriented mix.
Decarbonization Target: The plan aims to reduce carbon intensity from 0.62 to 0.35 tonnes of CO₂/MWh.
Renewable Expansion: A massive push for solar energy is underway, with approximately 1,454 MW of new solar capacity scheduled for integration by February 2026.
Import Reduction: To combat the volatility of international prices, the 2026 strategy prioritizes domestic gas exploration (offshore) and the use of regional hydropower imports (e.g., from Nepal and Bhutan).
2. The Role of Coal and Ammonia
While the government has canceled several large coal projects (including Matarbari Phase II), coal remains a transitional necessity in 2026:
Capacity Mix: Coal currently provides about 20% of the national power supply.
Ammonia Co-firing: The master plan introduces "Advanced Technology" pathways, where existing coal plants will eventually be retrofitted to burn a mix of ammonia and coal (targeting a 20% ammonia blend by the mid-2030s) to lower emissions.