---
title: "Under the 12th Basic Plan for Electricity Supply and Demand, 27 units (13.6GW) reaching the end of… — 현대차증권 건설/유틸리티 신동현 — DecisionGateway"
description: "statement by 현대차증권 건설/유틸리티 신동현, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1d93f-ea11-7039-849b-0f43c681674e"
meta:
  "og:description": "statement by 현대차증권 건설/유틸리티 신동현, recorded recently — verbatim quote and source citation."
  "og:image": "https://dgw.tmarket.io/og.jpg"
  "og:image:alt": "White network of connected nodes crossed by a timeline on black"
  "og:image:height": "1024"
  "og:image:width": "1024"
  "og:title": "Under the 12th Basic Plan for Electricity Supply and Demand, 27 units (13.6GW) reaching the end of… — 현대차증권 건설/유틸리티 신동현 — DecisionGateway"
  "twitter:image": "https://dgw.tmarket.io/og.jpg"
---

> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

statement

# **Under the 12th Basic Plan for Electricity Supply and Demand, 27 units (13.6GW) reaching the end of their 30-year design life by 2036 will be replaced with LNG power plants (19 units, 9GW by 2030; 8 units, 4.6GW by 2036).**

A statement by 현대차증권 건설/유틸리티 신동현. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *2036년까지 설계수명(30년)이 도래하는 27기(13.6GW)를 LNG 발전소로 대체 예정(2030년까지 19기(9GW), 2036년까지 8기(4.6GW))*

hmsecresearchPublished 2026-11-05 [ Read source](https://t.me/hmsecresearch/6160)

## **Discussion**

## **Related claims**

[**LG Chem expects the Tennessee cathode plant to begin full-scale mass production from 1Q27, considering Ultium Cells' inventory and production plans, and aims to agree on mid-to-long-term supply volumes and compensation within the year.**LG화학 · prediction](https://dgw.tmarket.io/claims/01a1ccd9-b057-76ea-a658-2433cf9a89b1) [**About 5GW of capacity could be delayed from 2028 to 2029.**모건스탠리 · prediction](https://dgw.tmarket.io/claims/01a1da98-7041-7e9f-8b90-d5b083eae78b) [**LG Chem expects petrochemical oversupply to continue in 2027 despite some global plant closures, and projects about 29 million tons of new capacity additions versus about 8 million tons of closures in Northeast Asia through 2031.**LG화학 · prediction](https://dgw.tmarket.io/claims/01a1ccd9-afec-7569-91cd-1905825b88fb) [**Switching part of generation from liquid fuel to natural gas lets Senegal reduce dependence on more expensive oil products and cut emissions from power generation.**shipping00 · statement](https://dgw.tmarket.io/claims/01a1bbb3-1132-749e-b631-43fb900e1b82) [**More than 35 GW of variable generation is planned to be commissioned by 2035.**ЕАБР · commitment](https://dgw.tmarket.io/claims/01a1d780-8195-7c21-b5ad-99a818d66a4b) [**U.S. electricity consumption is projected to increase 39% by 2035 due to data centers, appliances and transport electrification.**cjdbj · prediction](https://dgw.tmarket.io/claims/01a1cce4-fa04-7b23-9410-177e24068dbc)

[All claims](https://dgw.tmarket.io/claims)

```json
{"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,500+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1d93f-ea11-7039-849b-0f43c681674e#webpage","@type":"WebPage","description":"statement by 현대차증권 건설/유틸리티 신동현, recorded recently — verbatim quote and source citation.","name":"Under the 12th Basic Plan for Electricity Supply and Demand, 27 units (13.6GW) reaching the end of… — 현대차증권 건설/유틸리티 신동현 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1d93f-ea11-7039-849b-0f43c681674e","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1d93f-ea11-7039-849b-0f43c681674e#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1d93f-ea11-7039-849b-0f43c681674e"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1d93f-ea11-7039-849b-0f43c681674e#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"Under the 12th Basic Plan for Electricity Supply and…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1d93f-ea11-7039-849b-0f43c681674e#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-05","isBasedOn":"https://t.me/hmsecresearch/6160","text":"2036년까지 설계수명(30년)이 도래하는 27기(13.6GW)를 LNG 발전소로 대체 예정(2030년까지 19기(9GW), 2036년까지 8기(4.6GW))","url":"/claims/01a1d93f-ea11-7039-849b-0f43c681674e"}]}
```

## Sitemap

See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.