renewables

Waiting to transition to renewables is a losing game for companies

Morgan Stanley expects annual spending on fossil fuels and dependable energy sources to double compared to recent years.

Morgan Stanley sees US$5.5 trillion Asia energy investment boom driven by AI, energy security

A display hall of a data centre cluster in China. Power demand from China’s data centres is projected to rise to 500 billion kilowatt-hours between 2026 and 2030.

China’s push for green power use in AI projects faces hurdles: experts

Foundit Insights Tracker data show that green jobs’ share of total hiring posts has increased to 4.4 per cent in the first five months of 2026, from 2.8 per cent in 2023.
ESG INSIGHTS

Issue 198: UBS cuts Asia ESG staff; S-E Asian renewables assets face high climate risk

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

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

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 European Union Emissions Trading System remains the most efficient instrument for limiting harmful emissions.

How should Europe respond to the energy shock?