March 2021
In collaboration with Tecnon OrbiChem, TLG investigates the chlor-alkali industry in China; the second biggest user of electricity in the world. Diverse and complex, we analyse, summate, and summarise the industry, its producers, and cost structures.
We’ve been working in the region for over twenty years. Read about us and our history.
January 2021
In our first TLG On for 2021, we revisit UHV projects in China, something we have been tracking since 2012. We look at recent happenings and assess new data to reanalyse its future.
August 2020
How energy sectors react to COVID-19 depends upon the questions they ask and the insights they gain.
July 2020
In this new edition of Lantau Pique, we take a closer look at green power procurement and decarbonisation frameworks available to MNCs in Asia ...
June 2020
A deeper dive into initial COVID-19 impacts on the power sector throughout the Asia Pacific region.
June 2020
In this webinar Mike walks us through an evidence-based journey and deep dive into the issues and headline impacts of Covid-19 to the region.
May 2020
A quick peek at the impact of movement restrictions on power demand in a few Asian markets.
April 2020
This edition of our "TLG On..." series captures our analysis and perspective on the RPS scheme and the outlook of REC prices in Korea.
April 2020
REC 가격 하락이 지속되자 많은 이해관계자는 우려를 표명하고 대책 방안이 논의되기 시작하였다. 논의에 도움이 되고자, 란타우그룹은 본 글을 통하여 중장기 REC 가격 동향 분석에 대한 시각을 제시하고자 한다.
Many of our engagements involve the design, implementation, or critique of regulatory and market-based mechanisms.
We are here to help when things go wrong. We provide objective, defensible and robust analysis and expert testimony for arbitrations, disputes, and regulatory matters.
Energy is complex and dynamic. We use robust analysis, methodologies, models, and frameworks to find and measure the key drivers, opportunities, and risks in your business.
January 2020
All photographs in this calendar were taken by TLG staff and associates.
November 2019
In this edition of TLG On, we put China’s recent nuclear industry challenges in perspective.
Our power-side capabilities give us unique insights into the drivers of gas demand throughout Asia.
July 2019
Cost-reflective pricing brings benefits to both producers and consumers, especially given the complexity of energy markets.
July 2019
As presented by Sarah Fairhurst at Global Solar & Energy Storage China 2019, Shanghai, China.
December 2018
All photographs in this calendar were taken by TLG staff and associates.
November 2018
As presented by Sarah Fairhurst at the Solar and Wind Show 2018, Colombo, Sri Lanka.
November 2018
As presented by Sarah Fairhurst at Solar and Wind Show 2018, Colombo, Sri Lanka.
November 2018
Presented by Sarah Fairhurst at Solar & Energy Storage World Vietnam 2018, Ho Chi Minh City, Vietnam.
October 2018
Mike was invited to present at the Singapore Chapter of World Energy Council.
October 2018
Presented by Sarah Fairhurst, at Vietnam Solar Energy Summit 2018, Hanoi, Vietnam.
September 2018
Presented by Chris Starling, at POWER-GEN Asia 2018, Jakarta, Indonesia.
September 2018
Presented by Wendy Yong, at POWER-GEN Asia 2018, Jakarta, Indonesia.
September 2018
Presented by Zander Bischof, at POWER-GEN Asia 2018, Jakarta, Indonesia.
June 2018
Presented by Sarah Fairhurst, at Electrify Europe 2018, Vienna.
May 2018
Presented by Jan Stempien, at Power & Electricity World Philippines 2018.
May 2018
Presented by Jan Stempien, at Power & Electricity World Philippines 2018.
May 2018
Presented by Sarah Fairhurst, at Power & Electricity World Philippines 2018.
May 2018
Presented by Mike Thomas at the American Chamber of Commerce, Hong Kong.
April 2018
There are many stories behind China's power sector: blurred institutional boundaries, steps towards reform, and solutions with "Chinese characteristics".
April 2018
A concise business-focused introduction to China’s electricity sector.
April 2018
TLG is proud to announce the publication, by Palgrave Macmillan, of its first book, China's Electricity Sector.
Our expert-based Mainland China advisory service brings a global perspective.
April 2018
Contributing to policy analysis in China takes more than just data and knowledge.
January 2018
Among emerging trends and disruptions, electricity storage could bring the most profound challenges and opportunities for policymakers and sector alike.
January 2018
China's mid-winter gas shortage is challenging its environmental commitments, but the root problem remains weak price signals.
December 2017
All photographs in this calendar were taken by TLG staff and associates.
August 2017
Massive electricity oversupply and slowing rates of growth have led to persistent renewable energy curtailment in China.
July 2017
Financial Capital Maintenance is a key foundation stone for regulatory discipline, but challenges also remain around transparency and flexibility.
We have been helping clients engage in the Philippine electricity and gas sectors since 2007, giving us a unique depth of experience and understanding.
June 2017
China's Ultra-High Voltage transmission grid has expanded rapidly, but systemic over-supply of power is limiting future growth potential.
May 2017
Electricity data can help show how energy is being used in China: important information as policy reform and renewable energy curtailment continue.
May 2017
An Electricity Derivatives Market is overdue for the Philippines, but success will benefit from understanding local factors.
February 2017
Successful reduction of a carbon footprint requires innovation in both policy and financial instruments that takes account of local characteristics.
January 2017
Despite the success of renewables, continued R&D into new technologies along with innovative policy instruments remain crucial to longer-term success.
January 2017
Transparent, independent regulation can incentivise improvements; as the region's markets evolve, so too will regulation.
December 2016
Hong Kong's 2015 Competition Ordinance: the economic rationale behind, and guidance on, how to mitigate associated risks.
December 2016
All photographs in this calendar were taken by TLG staff and associates.
November 2016
Climate change governance is changing but policy can still be inconsistent; business needs to be flexible and understand the value of analysis.
October 2016
In Making it Happen we show how better economics can balance decarbonisation and electricity prices by Wasting Less Money on Decarbonization.
April 2016
Coal in China isn't going away; what is important is the context and efficiency of its use, and the control of emissions.
January 2016
Even as power emissions are reducing, China's air pollution and grid curtailment remain a problem; might recent UHV projects help?
December 2015
All photographs in this calendar were taken by TLG staff and associates.
June 2015
Sometimes policy appears to target symptoms rather than causes; better policy comes from addressing fundamental issues.
December 2014
All photographs in this calendar were taken by TLG staff and associates.
September 2014
China's shale gas has received plenty of attention, but it is incentives and policies that are needed to ramp up production.
March 2014
The Lantau Group was tasked with creating a Natural Gas Master plan for the Philippines.
February 2014
Regulated gas prices have stymied exploration, requiring expensive imports to satisfy demand and leaving open the question of how to close the price gap.
December 2013
All photographs in this calendar were taken by TLG staff and associates.
November 2013
Is shifting the fuel mix from coal to gas the solution for China, or are there smarter and more cost-effective routes to cleaner skies?
November 2013
The Lantau Group was tasked with creating a Natural Gas Master plan for the Philippines.
September 2013
Singapore's genco transactions assumed a rosy future but suffered when prices fell; fundamental analysis can tease out reality from optimism.
June 2013
Winner's curse can be a problem in any valuation, but confronting internal biases and engaging in objective reviews can mitigate the risks.
April 2013
Good policy comes not from guessing the future but from basing decisions on robust analysis: understanding value and assessing relevant costs.
March 2013
A functioning electricity market in a developing country is noteworthy, but there remain regulatory challenges to ensure success for the long term.
December 2012
China has gas in the ground but bringing it to generate power requires infrastructure, cost-reflective market prices, and the reform of dispatch.
December 2012
All photographs in this calendar were taken by TLG staff and associates.
December 2012
中国拥有天然气储量和潜在需求,但是大力发展天然气发电需要管道设施的支持, 反应成本的市场价格与调度改革.
October 2012
A functioning electricity market in a developing country is noteworthy, but there remain regulatory challenges to ensure success for the long term.
July 2012
Are the limitations of Single Buyer models holding Asia's power sectors back and allowing sub-optimal decisions to raise costs for stakeholders?
February 2012
China's market is huge and growing fast, but success benefits from understanding the risks; analytical frameworks bring additional advantages.
September 2011
Success takes rational analysis, prudence, resources, a grasp of both detail and the bigger picture, and an understanding of where value truly lies.
February 2011
Emission reduction policies may be affordable and technically feasible, but not necessarily cost effective; we explore Hong Kong's fuel mix policy.
January 2011
The Philippines' WESM is on the cusp of privatisation and expansion to include Visayas; Asia Pacific's most dynamic new market deserves a closer look.