Thailand's Power Development Plan (PDP 2026) faces delays due to major revisions needed to accommodate EV growth, data centre demand, and Net Zero commitments. The key debate centres on renewable energy targets: officials propose increasing renewables from 20% to 70% by 2027, but the article warns this creates grid instability risks without backup capacity. SMRs are being increased from 600 to 2,400 MW as a stable clean energy anchor, but renewable integration without battery storage and smart grid investment could drive data centre investors to Vietnam—stability, not just cleanliness, is the critical challenge.
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