Renewable energy

BOARDROOM MATTERS

Climate risks in volatile times

Climate competency is increasingly tied to revenue, investor confidence and long-term shareholder value

The Bac Lieu wind farm in southern Vietnam. Many Asia-Pacific economies are targeting substantial increases in clean electricity generation by 2035.

Asia-Pacific’s energy transition demands a labour market transformation

With a skilled and supported workforce, the region’s clean energy future will leave no one behind

Aluminium is vital for solar racking components such as rails, clamps, and brackets to mount solar panels.

Aluminium price spike from Middle East war fans costs for US solar industry

Higher installation costs are expected to trickle down to consumers

Nuclear power “is very much back in the conversation” in Asia, say industry observers.

As India and China surge ahead with nuclear energy, all eyes on Asean’s next move

The war in the Middle East beefs up the case for nuclear energy to underpin energy security

Mike Ng, chief sustainability officer of OCBC, says energy security and sustainability are increasingly converging priorities.

Costs of energy transition likely to go up over short term due to Iran war, says OCBC CSO 

The lender expects persistent inflationary pressures as central banks keep interest rates higher for longer

Concord New Energy took hits from higher curtailment rates and lower average tariffs in 2025.
ESG INSIGHTS

Issue 194: Concord New Energy’s Reit speculation; Year-end goal for Indonesia-Singapore clean-electricity trade

This week in ESG: Renewable energy player still evaluating possibility of spin-off; country’s leaders mull kick-off for green electricity trade

The Hormuz closure sharpens the logic behind renewables by reframing it as domestic supply; making system flexibility and resilience a policy priority; and accelerating electrification economics.
THE BOTTOM LINE

From Hormuz to home-grown power: Why the Middle East crisis strengthens the case for investing in Asia renewables

Forward-looking investors are backing companies that can orchestrate the entire energy system

Renewables are a bright spot for sustainable investment funds, as energy security concerns prompt governments and corporates to diversify their energy sources.
MIND THE GAP

Sustainable investing: Net inflows and relative returns slide

Outflows from the US may not be surprising, but the same is being observed elsewhere in the world

LNG may find a way to soldier on as a raw material for the chemicals industry, but prospects for the roughly 40% that goes into power generation look bleak.

Why US$70 should be the most worrying number for LNG

The number is a decent approximation for the price of LNG-fired electricity from an existing plant

Acen has a 7 GW renewable energy capacity spanning projects in operation, under construction and with signed agreements.

Ayala’s Acen slows funding push after profit slump, shelved rights offer

The clean-energy player is shifting from rapid expansion to disciplined execution