DayOne and TNB explore up to 1.5 GW of on-site power generation to advance Malaysia's energy resilience and digital economy
A proposed large on-site power project could add significant electricity supply capacity for industrial and digital loads in Malaysia.
Source →The trace
How it reaches your house.
Starting from Diesel/gas generator engine (100 kW–3 MW+), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Diesel/gas generator engine (100 kW–3 MW+) →Stands to benefitA large new on-site power buildout would raise demand for diesel/gas generator engines, and Caterpillar's 32% share plus long replacement lead time make it a strong beneficiary.
84% confidenceDiesel/gas generator engine (100 kW–3 MW+) →Stands to benefitCummins Inc.CMI
More generator-engine orders for Malaysian on-site power projects would directly support Cummins, which holds a 22% share with long lead times.
82% confidenceDiesel/gas generator engine (100 kW–3 MW+) →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.