B.Grimm's CEO Harald Link argues that Thailand's high electricity costs are fundamentally driven by elevated natural gas prices, not the electricity market itself. He recommends the government accelerate negotiations with Myanmar to secure additional natural gas supplies—reducing reliance on volatile LNG imports and cutting energy costs by ~25%. The firm estimates a 3–5 year timeline for survey, drilling, and long-term contracts. Stable, affordable energy is critical for attracting advanced tech industries (semiconductors, AI, data centers), making this relevant for SMEs and policy planning.
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