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China’s Project of the Century: Investment Opportunities in Yarlung Tsangpo Hydropower

A deep-dive into the $137–168B Medog Hydropower Station — planned capacity 60 GW, ~300 TWh/yr (≈3× Three Gorges).

Executive Summary (Free)

  • Scale & timeline: Formalized in Dec 2024; construction started Jul 19, 2025; first operations planned ~2033.
  • Strategic role: Dispatchable, baseload clean power anchoring China’s renewable transition & energy security.
  • Engineering: Five cascading stations; four ~20 km diversion tunnels through Namcha Barwa; 2,000 m drop in ~50 km.
  • Beneficiaries: EPC leader POWERCHINA; turbine/generator makers Harbin Electric & Dongfang Electric; UHV grid; raw materials; logistics.
  • Key risks: Transboundary water geopolitics; fragile plateau ecology & resettlement; seismicity; remote-site logistics; cost overruns.

What’s inside the full 30-page report

  • Company financials & valuation tables (P/E, P/B, EV/EBITDA), SWOT, peer comps
  • Business-chain map: EPC → turbines → materials → grid → logistics
  • Risk matrix & mitigation, scenarios, portfolio angles

Preview only — full data/figures available in the PDF.

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