Renewable energy

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

Sembcorp’s China renewables portfolio faces rising curtailment rates.
ESG INSIGHTS

Issue 192: Sembcorp’s renewable catalysts; South-east Asia’s geothermal potential

This week in ESG: Sembcorp shareholders approve S$0.16-per-share final dividend; Singapore requests geothermal feasibility study

Recent global advances in geothermal technologies have created new opportunities to harness sub-surface heat for power, heating and cooling needs, says EMA.

Singapore’s EMA to study potential of deploying geothermal energy

It is part of efforts to strengthen the Republic’s energy resilience and decarbonise the power sector

With an abundance of solar and wind, Asia has a credible path to reduce the region's vulnerability to energy crises.

Beyond Hormuz: Asia’s energy goals need a new road map

This moment is a pivotal opportunity for Asean to force a transition from security to self-sufficiency

Global additions of battery capacity grew by 46 per cent to 247 Gigawatt hours in 2025, says Ember.
ESG INSIGHTS

Issue 191: South-east Asia’s battery challenge; regional ESG debt issuance slows

This week in ESG: Asia’s renewable energy deployment at historic highs; South-east Asia new sustainable loans fall 46% in Q1 2026