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How restructuring PLN’s transmission business could lower financing costs: IEEFA | News | Eco-Business | Asia Pacific

Abatify Summary

Nature & Climate Perspective

**Accelerating the restructuring of PLN's transmission grid is critical to unlocking renewable energy integration and preventing massive locked-in coal emissions across Indonesia. **

  • Grid modernization facilitates the rapid displacement of fossil fuels, directly mitigating localized air and water pollution that threatens Indonesia's mega-diverse terrestrial and marine ecosystems.
  • Improved transmission capacity enables the phase-out of high-emitting coal plants, indirectly protecting surrounding forests and LULUCF carbon sinks from degradation associated with coal mining expansion.
  • Establishing a resilient, renewable-ready grid is foundational to stabilizing regional microclimates and protecting Indonesia's vulnerable coastal ecosystems from severe climate-induced sea-level rise.

Market & Policy Outlook

**Transitioning PLN's grid financing model from public budgets to private capital markets is essential to lower capital costs and scale the issuance of high-integrity market instruments. **

  • Unbundling PLN's transmission business paves the way for transparent energy accounting, allowing Indonesia to generate verifiable I-RECs and transfer ITMOs under Article 6.2 frameworks with reduced double-counting risks.
  • Securing private investment for transmission infrastructure ensures that future grid-connected offset projects meet the additionality and permanence requirements of the ICVCM Core Carbon Principles (CCPs).
  • A decarbonized and restructured grid enables multinational corporations operating in Indonesia to credibly claim Scope 3 emissions reductions and meet stringent Science Based Targets initiative (SBTi) criteria.
PLN’s transmission business puts Indonesia’s energy transition needs at risk unless reformation occurs to change the company’s reliance on national budgets.

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