MARKET & ESG · ATYRAU VALUE · ENERGY + INDUSTRY + COMPUTE

Atyrau does not simply need electricity. It needs the quality of energy that can carry industrial upgrading

Atyrau is both a strategic oil, gas and petrochemical centre and a region with room to extend into future industrial and digital infrastructure. In that context, the energy question is not only whether power exists. It is whether power is stable enough, continuous enough and controllable enough to support industrial growth with confidence. HuaLin Energy is built around that need.

MARKET DRIVERS

Regional Drivers

Resource abundance, industrial concentration and clear room for upgrading mean that Atyrau satisfies the three core conditions for an energy project at the same time.

Deep oil, gas and gas-resource foundations

Atyrau is one of Kazakhstan’s core oil and gas industrial clusters, giving large-scale gas power projects a grounded resource context.

Petrochemical and industrial growth drive stable load

The more mature the industrial base, the stronger the need for continuous, dispatchable and bankable electricity.

Grid reinforcement expands the strategic horizon

As transmission corridors continue to strengthen, the project may serve not only local demand but also a broader regional power geography.

Energy capability can extend toward compute infrastructure

If the region begins to host AI data centers and other next-generation loads, independently controllable power becomes a strategic asset.

WHY THIS FITS

Why the Project Fits the Region

The fit between HuaLin and Atyrau is not a simple case of ‘gas exists, therefore build a plant’. It is about connecting resource depth, industrial demand and the next layer of regional upgrading.

What Atyrau needs is not a short-term patch to the power system. It needs energy infrastructure capable of supporting continuous industrial production and future high-grade loads. Gas power, with its stability, dispatchability and better emissions profile, is a practical answer to that requirement.

Because HuaLin is designed for phased development, the region can see earlier capacity, earlier reliability benefits and earlier operational learning, while still retaining a path to larger scale and greater efficiency over time.

Core roleIndustrial load + regional power security + standalone supply for AI data centers
Project logicPhased delivery, expanding value, long-term operations
Regional meaningSupporting industrial growth and energy resilience
Strategic horizonWider transmission reach and Energy + Compute integration
MODERNIZATION VALUE

A practical modernization path for Kazakhstan power plants

The GE 9E + GE 6B in-stock platform is not only for one project. It also offers a practical route for moving from legacy thermal assets to modern gas-fired generation.

Higher-efficiency power generation

A mature gas-fired platform can deliver higher-quality power output under the same fuel conditions than older, less efficient pathways.

Better emissions and lower water-use pressure

Combined-cycle operation and low-emissions combustion reduce emissions intensity, while ACC lowers dependence on water.

Stronger reliability and grid resilience

Proven machines, modular systems and standardized O&M improve long-term stability and are well-suited to demanding industrial and grid environments.

More modern plant management

From equipment organization to operating systems, the platform is closer to modern plant standards and supports digital, standardized and platform-based upgrades.

ESG FOUNDATIONS

ESG & Social Responsibility

For HuaLin, ESG is not an added label. It is the baseline for long-duration operations, stakeholder trust and social relevance.

A more constructive emissions pathway

Compared with traditional high-emission routes, gas-fired generation offers a stronger position on carbon intensity and SOx / NOx control.

Local employment and skills development

Construction and operations can stimulate local engineering, services and O&M capabilities while creating employment and training effects.

Engineering standards and operating safety

From design and installation to commissioning and long-term operations, the project is organised around industrial-grade safety, maintainability and reliability.

Energy aligned with regional development

The project’s social value lies not only in power output, but in providing a more stable foundation for industrial investment and future infrastructure expansion.

STRATEGIC OUTLOOK

Strategic Outlook

Making energy capability match the needs of next-generation infrastructure — that is the strategic core.

Standalone supply for AI data centers

If the region begins to host high-continuity compute demand, HuaLin can provide relatively independent, controllable and stable power support.

Compatible with both industrial and digital loads

The platform is built to serve traditional industrial demand while retaining the ability to extend toward higher-quality, always-on digital loads.

From power plant to integrated energy platform

The long-cycle value of the project comes from its ability to adapt to regional industrial upgrading rather than remaining a single-asset generation story.