{"market_id":"malaysia","generated_at":"June 2026","schema_version":"1.0","claim_count":6,"claims":[{"claim_id":"pgiq:claim:malaysia:pgiq_tier:june-2026","claim_type":"opinion","status":"active","subject":{"market_id":"malaysia","geography_id":"pgiq:geo:malaysia"},"predicate":"pgiq_tier","value":{"base":3,"label":"Workable"},"unit":null,"definition":"PGIQ tier for siting a large new electricity load; a directional screen, not a connection guarantee","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"expert_judgment","method_source_label":null,"confidence":{"source_quality":"n/a (opinion)","coverage":"all rated markets","model_uncertainty":"n/a","opinion_confidence":"Med"},"sources":[{"publisher":"PGIQ methodology","title":"PGIQ methodology","url":"https://powergridiq.com/methodology","published_at":null,"retrieved_at":"June 2026","locator":"tier definitions","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Southeast Asia's hottest data-centre destination, the Johor cluster next to Singapore, with a fast-track Green Lane connection pathway. The limits are a rising, newly unbundled tariff, a coal-and-gas grid, and looming demand strain on TNB.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:969d624157b9091f42c587de8161e0c3f891ce995d72bce4fd25d2a965574e2f"},{"claim_id":"pgiq:claim:malaysia:recurring_power_cost:june-2026","claim_type":"estimate","status":"active","subject":{"market_id":"malaysia","geography_id":"pgiq:geo:malaysia"},"predicate":"recurring_power_cost","value":{"low":90,"base":100,"high":115},"unit":"USD/MWh","definition":"recurring energy, network, delivery, taxes and levies per MWh; EXCLUDES customer-funded connection capital","project_archetype":"100mw_flat_95pct_lf_transmission_level","as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"triangulated","method_source_label":null,"confidence":{"source_quality":"triangulated","coverage":"2 public fragments","model_uncertainty":"band spans structuring outcomes","opinion_confidence":"n/a"},"sources":[{"publisher":"Malaysia RP4 voltage-based tariff (Plus Xnergy)","title":"Malaysia RP4 voltage-based tariff (Plus Xnergy)","url":"https://www.plusxnergy.com/july-2025-tnb-tariff-update-what-malaysian-businesses-need-to-know/","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"},{"publisher":"Data centers brace for higher bills (w.media)","title":"Data centers brace for higher bills (w.media)","url":"https://w.media/data-centers-in-malaysia-brace-for-higher-electricity-bills/","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"},{"publisher":"Malaysia RP4 voltage-based tariff (Plus Xnergy)","title":"Malaysia RP4 voltage-based tariff (Plus Xnergy)","url":"https://www.plusxnergy.com/july-2025-tnb-tariff-update-what-malaysian-businesses-need-to-know/","published_at":null,"retrieved_at":"June 2026","locator":"price components","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":{"formula":"sum(components)","model_version":"pgiq-rating-v2","inputs":[{"component":"Energy","usd_per_mwh":58},{"component":"Network","usd_per_mwh":28},{"component":"Capacity","usd_per_mwh":10},{"component":"Retail & other","usd_per_mwh":4}]},"contradictions":[],"supersedes":null,"note":"TNB's new voltage-based RP4 tariff (July 2025) unbundles the bill into energy, capacity (about 4.66 sen per kWh), network (about 12.85 sen per kWh) and retail, plus an automatic fuel adjustment. High-voltage data centers pay more of the network and capacity charges.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:edb56c734e889f2570b260bed3b5e5f8fa3e6495b318016db270f921b755072f"},{"claim_id":"pgiq:claim:malaysia:connection_wait:june-2026","claim_type":"estimate","status":"active","subject":{"market_id":"malaysia","geography_id":"pgiq:geo:malaysia"},"predicate":"connection_wait","value":{"low":12,"base":24,"high":36},"unit":"months","definition":"from a complete application being accepted to full firm energization of the nominated MW, expressed as a band. Initial, phased, temporary and conditional energization are separate, earlier milestones. Derived from the operator process and market evidence rather than a measured project cohort.","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"modelled","method_source_label":"proxy","confidence":{"source_quality":"Med","coverage":"band, not a measured cohort","model_uncertainty":"stage durations overlap and vary by project","opinion_confidence":"n/a"},"sources":[{"publisher":"TNB Green Lane pathway (Bloomberg)","title":"TNB Green Lane pathway (Bloomberg)","url":"https://www.bloomberg.com/news/articles/2025-11-26/malaysia-s-data-center-hub-tightens-approvals-on-water-worries","published_at":null,"retrieved_at":"June 2026","locator":"process stages","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":{"formula":"sum(stage_durations)","model_version":"pgiq-rating-v2","inputs":[{"stage":"Green Lane application","months":3},{"stage":"Grid study & connection offer","months":6},{"stage":"Network works","months":9},{"stage":"Construction & energization","months":6}]},"contradictions":[],"supersedes":null,"note":"TNB's Green Lane cuts connection toward 12 months, but Johor's water limits gate the largest builds.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:964093b7f959911eee36d7a1db10bce3a3462c5dbaa60a650803b8cca1ffff58"},{"claim_id":"pgiq:claim:malaysia:scheduled_change:june-2026:1","claim_type":"fact","status":"active","subject":{"market_id":"malaysia","geography_id":"pgiq:geo:malaysia"},"predicate":"scheduled_change","value":{"base":"TNB delivers about RM43 billion of grid upgrades","effective":"2025 to 2027","year":2025},"unit":null,"definition":"a dated, already-announced event that will affect a large load sited here. A published fact with a source, not our forecast.","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"reported","method_source_label":null,"confidence":{"source_quality":"cited announcement","coverage":"stated timing 2025 to 2027","model_uncertainty":"announced timing can slip","opinion_confidence":"n/a"},"sources":[{"publisher":"TNB invests RM43 billion to upgrade grid (w.media)","title":"TNB invests RM43 billion to upgrade grid (w.media)","url":"https://w.media/malaysias-tnb-invests-rm-43-billion-to-upgrade-grid/","published_at":null,"retrieved_at":"June 2026","locator":"announcement","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Determines whether the Johor cluster's concentrated demand can be served without straining TNB capacity.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:f807b0334f7cc81e32c239e986d72a221576f1ea8677a319fa637858c137f591"},{"claim_id":"pgiq:claim:malaysia:forward_adequacy:june-2026","claim_type":"estimate","status":"active","subject":{"market_id":"malaysia","geography_id":"pgiq:geo:malaysia"},"predicate":"forward_adequacy","value":{"base":"watch","label":"Adequacy flagged"},"unit":null,"definition":"forward firm-supply adequacy for a prospective large new load; level vocabulary none|watch|elevated|severe","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"modelled","method_source_label":null,"confidence":{"source_quality":"modelled read","coverage":"market-level","model_uncertainty":"not site-specific","opinion_confidence":"n/a"},"sources":[{"publisher":"TNB invests RM43 billion to upgrade grid (w.media)","title":"TNB invests RM43 billion to upgrade grid (w.media)","url":"https://w.media/malaysias-tnb-invests-rm-43-billion-to-upgrade-grid/","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Data centers could reach about 43% of Peninsular Malaysia's TNB capacity if all approved sites ran at full load. TNB is investing about RM43 billion to keep pace, but concentrated Johor demand strains the system.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:cd18ba13289c7afb13d95792289301082b27cbb13c8d5ec16a652e9604a02201"},{"claim_id":"pgiq:claim:malaysia:regulatory_momentum:june-2026","claim_type":"opinion","status":"active","subject":{"market_id":"malaysia","geography_id":"pgiq:geo:malaysia"},"predicate":"regulatory_momentum","value":{"base":"favourable","direction":"improving"},"unit":null,"definition":"direction and steadiness of the rules governing large-load connection (stroke-of-pen risk)","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"expert_judgment","method_source_label":null,"confidence":{"source_quality":"cited dated developments","coverage":"market-level","model_uncertainty":"n/a","opinion_confidence":"Med"},"sources":[{"publisher":"PGIQ methodology","title":"PGIQ methodology","url":"https://powergridiq.com/methodology","published_at":null,"retrieved_at":"June 2026","locator":"regulatory momentum","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"TNB's Green Lane pathway cuts data-centre connection times toward 12 months from 36 to 48, backed by about RM43 billion of grid investment. WHAT WOULD CHANGE IT: The RP4 tariff rising sharply or concentrated Johor demand overwhelming the fast-track.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:0d1230acdc39ad7aeb8c341241c45f5a1f880d5afb2b80a8b51aaf72c69271d4"}],"gaps":[{"predicate":"delivery_reliability_saidi","requires":"measured regulator outage record","state":"not_assessed","reason":"no regulator outage series compiled for this market yet","blocks_project_case":true},{"predicate":"average_operational_carbon_intensity","requires":"average operational carbon intensity","state":"not_assessed","reason":"no grid snapshot compiled for this market yet","blocks_project_case":false},{"predicate":"local_deliverability","requires":"capacity at the substation you would connect to","state":"not_assessed","reason":"no operator publication of area or substation capacity found for this market","blocks_project_case":true}],"note":"A gap is not evidence that the risk is absent. It means we have not assessed it."}