The Lantau Group

The Lantau Group

Business Consulting and Services

The analysis of power meets the power of analysis: shaping the energy transition in Asia

About us

We advise energy stakeholders, including commercial investors, governments and regulators, as well as major energy users on energy markets, procurement, regulation, design, strategy, and transactions. We focus uniquely on Asia Pacific. We have specialized in these markets for nearly 30 years and have leading teams, models, and credentials. We can conduct business in almost any Asian language and our experience in energy markets and regulatory frameworks helps define not just incorporate best practices. We have offices in Singapore, Malaysia, India, Mainland China, Korea, Thailand, Philippines, Hong Kong, and have deep historical connections and experience in Australia and New Zealand.

Industry
Business Consulting and Services
Company size
51-200 employees
Headquarters
Delhi, Manila, Hong Kong, Singapore, Seoul, Shanghai, Bangkok, Kuala Lumpur
Type
Privately Held
Founded
2010
Specialties
Asian energy market performance and analysis, Commercial valuation and transaction support, Business and regulatory strategy, Price projections, market drivers, and trends, Renewable energy and sustainability policy, Electricity markets, Renewable Energy, Electricity market modelling, Business strategy, Regulatory design and application, Energy market reform, REC Markets, Procurement support, Natural gas and LNG economics and strategy, and All forms of storage

Locations

  • Primary

    Delhi, Manila, Hong Kong, Singapore, Seoul, Shanghai, Bangkok, Kuala Lumpur, SG

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Employees at The Lantau Group

Updates

  • Something old, but new, but old. Based on work TLG has been doing in Asia Pac for decades..... We take the markets we know so well and have served for so long and elevate them into the subscription services era. With so much more to come. You may know our more widely published China Quarterly. And you may have heard of our growing team in India. You may not know we've been advising throughout ASEAN and Korea for decades. Covering the largest part of the global energy transition from our front row seats in Delhi, Shanghai, Singapore, Kuala Lumpur, Manila, Bangkok, Seoul, Hanoi, and Hong Kong. Our roots are deep.

    View profile for Mike Thomas, graphic

    Managing Director at The Lantau Group

    With rapidly changing economies, an accelerating energy transition, increasing customer push for appropriately sourced green electricity, changing policy and regulatory landscapes, new market risks, and a multitude of sector investors and market participants, it was time to go beyond bespoke. Building on decades of Asia Pacific focused commercial transactions support, regulatory economics, market design, and public policy, TLG has launched a suite of services for energy stakeholders facing opportunities and challenges in a dynamic and often confusing world. With a growing subscriber base, TLG offers a range of services from monthly or quarterly market tracking to customised monitoring and reporting for teams located far away from Asia seeking an alternative perspective, and from quarterly price curve reports, to advanced, bespoke support to investors in ground breaking projects, like Terra Solar. Reach out for more information.

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  • The Lantau Group reposted this

    View profile for Alok Kumar, graphic

    Director at The Lantau Group | Professor of Practice at IIT Roorkee , Former Power Secretary Government of India | Infrastructure, Energy Transition, Electricity Regulation

    It was a great pleasure to deliver theme presentation today on ‘Power Sector Reforms: The evolution of Power Sector Reforms in India and Important Milestones’ in International Conference on Reimagining of Electricity Industry for the Future organized by IET Sri Lanka Network at Colombo. My presentation covered various reform initiatives starting from opening up generation in 1991 upto launching of GDAM and RDSS. My key suggestion was to pay attention to neutrality of transmission access, rational transmission pricing for renewables with low CUF, and attracting private sector participation in transmission through competitive bidding for cost reduction. It was heartening to learn that a broad consensus is emerging for taking up grid interconnection with India for connecting to BIMSTEC region. A presentation on new policy intent (attached PDF) in the conference informed that new Government is likely to amend the Act passed in June 2024 but with intent to continue the reforms. They want to focus on solar (2 GW in five years) and grid strengthening. Wholesale energy markets are targeted in five years and till then unbundled entities will continue in government ownership with single buyer model, along with open access regime and need based private sector participation in transmission sector. Competitive procurement is planned to be followed. Mini grids owned by communities will be promoted for RE based generation. Key driver of reforms will be cost reduction in power generation by promoting RE. Interesting developments ahead to be watched…

  • At TLG we are analytically inclined, we strive to get to the bottom of things, to understand first, and then devise strategies, frameworks or whatever is needed to move forward. Passion keeps us focused. Not blind passion just to do something for the sake of doing it, but passion to care about doing things right and doing the right thing. Today all of us at TLG join GWEC in celebrating Jitsai Santaputra's recognition and award. To all the others who are out there working to inspire and make a difference, we salute you too.

    🌟 The winner for this year's Revolutionaries: The Steve Sawyer Award: South East Asia Edition - Jitsai Santaputra! 🌟 🎉 We are thrilled to announce Jitsai Santaputra as this year’s winner of Revolutionaries: The Steve Sawyer Award at GWEC's APAC Wind Energy Summit in Incheon, South Korea! ➡️ Based in Bangkok, Thailand. Jitsai is the co-founder of Youth for Energy Southeast Asia (Y4E-SEA), and a Consultant at The Lantau Group, where she provides in-depth analysis on energy markets across the Asia Pacific. 🌱 With a background in renewable energy, Jitsai has made significant contributions to the solar energy sector, having previously worked as a Senior Business Development Manager at SPCG Public Company Limited to drive new solar projects. But it’s her passion for the just energy transition that truly sets her apart. 🌍 Jitsai is a Just Energy Transition Advocate, representing the youth voice at major global platforms such as #COP26, #COP28, #APEC, and the #G20 Youth Summit, where she champions the inclusion of youth and women in energy decision-making. ➡️ In 2023, she co-founded Youth for Energy Southeast Asia, a non-profit dedicated to empowering young leaders driving the just energy transition across the region. Her work, leadership, and advocacy have earned her the title of #SDG7 Global Youth Ambassador for Southeast Asia for Sustainable Energy for All and TED Countdown for 2023-24. 🌟 Congratulations on this well-deserved recognition! We can't wait to see the incredible impact you’ll continue to make in the years to come. Read Jitsai's response to winning the award below. For more information on Revolutionaries: The Steve Sawyer Award, visit: https://lnkd.in/ebWQmv9 Founding Partners of the award: Global Wind Energy Council (GWEC), Greenpeace and REN21. #RevolutionariesAward #EnergyTransition #YouthLeadership #WindEnergy #Sustainability #CleanEnergy #ClimateAction #WomenInEnergy #JustTransition #GWEC #COP29 #YouthForEnergy #SDG7 #CircularEconomy #FutureOfEnergy #ClimateLeadership

  • Thanks Tata. The road ahead still remains longer and harder. Commitments are still not enough. And yet there is progress being made because many, like Khun Jitsai (Tata), are working so hard to mobilise, educate, inspire, and lead.

    View profile for Jitsai Santaputra, graphic

    Climate Action | Just Energy Transition | The Lantau Group | REvolutionaries Steve Sawyer Memorial Awardee 2024 | SDG7 Youth Amb. 2023-24 | WEF Global Shaper

    Reflections on #COP29 #Baku. Let me break it down to three parts - part 1 on my thoughts on official COP29 outcomes, part 2 on my role as lead youth delegate for #Thailand, and part 3 on my own activities. Part 1 on my thoughts on COP29 outcomes. I am disappointed that the final decision on a new collective quantified goal on climate finance (#NCQG) was 300 billion USD per year until 2035, when there are many research-backed voices in the negotiation and outside the negotiation, calling for 1 trillion USD per year. This is alarming, to think that many lives will be lost due to this serious shortage of needed #climatefinance, and those lives will be in the most vulnerable communities, the least polluting communities. It is truly troubling that many countries are still trying to delay or deny the quantum (total amount) and flow of climate finance, despite the effects of climate change induced severe “natural disasters” are affecting everyone around the world already. Part 2 on my role as lead youth delegate. On the request of Thailand’s Ministry of Natural Resources and Environment Department of Climate Change and Environment, I took on the role of the lead youth delegate, to amplify #climateaction among youths. It was a long process to finalise logistics, coordinate schedules, set opportunity preference, but I am proud to say that we supported 16 Thai youth delegates to have speaking time on panels, to participate as workshop members or volunteers, to meet several ministers, hosted a regional discussion on LCOY, and a fashionshow. I look forward to building more structure around how youths can engage with Thailand's climate policy, and starting the Thailand Youth Climate Council will hopefully be a tool to do that. Part 3 on my own activities, I mainly focused on supporting our youth delegates and meet stakeholders for 2025 plans for Youth for Energy Southeast Asia (Y4E-SEA). - Panel Speaker on technology transfer and capacity building for #globalsouth at Botswana Pavilion. - Moderated a panel on youth empowerment in energy transition at the SDG7 Pavilion Sustainable Energy for All (SEforALL). - Panel speaker on #youthenagement in APAC at BRICS IDEAS pavilion. - Co-led “Threads of Change: Sustainable Fashion Show for Climate Action” at the Thai Pavilion, with special thanks to our partners Global Alliance of Universities on Climate, Entertainment + Culture Pavilion. This has been my 3rd COP. And every time it ends, I think to myself, “is it worth it”? Worth the time, effort, and financial cost to prepare for and to attend? Let me just say that if the former prime minister of Thailand did not go to #COP26 Glasgow to make the #netzero commitment, our national energy plans would not be as ambitious as they are today. So for me, COPs do make a difference, it is the largest stage for world leaders to take the spotlight and commit, and it has tangible outcomes and targets that we, the people, can hold the governments accountable for.

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  • A little something we do because the energy transition is just so darn interesting.

    View profile for Mike Thomas, graphic

    Managing Director at The Lantau Group

    Next edition coming out soon, along with our regular Philippines, South Korea, Malaysia, Singapore, Vietnam, and Mainland China Quarterly. Constantly evolving. Built on three decades of APAC experience. Market background, outlook, and scenario-based price curves. Over time we'll roll out more features, data access, and innovative analytical tools. The Lantau Group

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  • Proud of our team. On the ground and in the midst of the energy transition throughout Asia.

  • The Lantau Group reposted this

    View profile for David Fishman, graphic

    Senior Manager at The Lantau Group

    The 500 MW Phase 1 of Shenzhen Energy's 2 GW solar PV + storage facility connected to the grid in China last week. This site is in the desert outside of Kashgar Prefecture, Xinjiang. The project also includes 125 MW/500MWh of battery storage. Hard to appreciate the scale of a 500 MW solar PV facility until you see it like this. When fully built, the project will occupy 78,000 mu (or about 52 sq km) of prime Kashgar desert.

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