IEEFA Asia Pacific

?? Heading to Berlin Energy Transition Dialogue 2025? Let’s Engage! ? We’re excited to share that Institute for Energy Economics and Financial Analysis (IEEFA)’s Alasdair Docherty and Charith Konda will be in Berlin from March 17 to 21 for the Berlin Energy Transition Dialogue 2025! ?? This premier event unites global leaders, experts, and changemakers to shape the future of renewable energy, policy innovation, and sustainable finance. If you're attending, let’s meet and exchange ideas! ?? ?? Explore collaboration opportunities ?? Gain insights into IEEFA’s latest research ? Discuss #policy, #energytransition, and #climateaction in South Asia Feel free to reach out or drop a comment—we’re eager to engage in thought-provoking discussions and drive impactful change. Let’s make the most of this global gathering! ?? Stay tuned for insights and updates from Berlin! ???? #BETD2025 #RenewableEnergy #SustainableFuture

?? Let’s Talk Climate Finance at #BETD2025! I’ll be in Berlin for March 19-20, alongside my Institute for Energy Economics and Financial Analysis (IEEFA) colleague Charith Konda, ready to discuss key energy and finance challenges facing the Global South. ?? If you’re attending and want to talk about: ? Blended finance & alternative funding ? Scaling renewable investments ? The role of MDBs & policy action Let’s connect! Message me or comment below—let’s make this event count! #ClimateFinance #SustainableInvesting #GlobalSouth #BETD2025

Climate Change, Energy, and Leadership The impacts of climate change are undeniable—2024 was the hottest year on record, with disasters displacing millions. While climate change affects everyone, women often face the harshest consequences, with fewer resources to adapt. The journey of Institute for Energy Economics and Financial Analysis (IEEFA)’s Vibhuti Garg in the energy sector has been driven by the need for a sustainable transition. From power market reforms to renewable energy investments, she has worked to accelerate clean energy adoption and advocate for the Global South at international forums. Real change requires action—whether through policy, financing, or leadership. The energy transition is well underway, and ensuring equal opportunities will only make it stronger. Read the full article: https://lnkd.in/gtnRDBrx #ClimateAction #EnergyTransition #Sustainability #WomenInEnergy #Leadership

Welcome to the IEEFA Asia Pacific Insights LinkedIn #newsletter, which features valuable insights on issues related to?#energy markets, trends, and policies focused on a sustainable and profitable energy economy. In this edition, we focus on our latest releases from #Asia: ?? ?Grant Hauber (Strategic Energy Finance Advisor, Asia) commented that despite the Just Energy Transition Partnership (#JETP)’s changing leadership, the core international partners continue to support the JETP. Its associated low-cost, quick-to-build #renewable energy investments continue to be the appropriate formula for the challenges faced by emerging markets and developing economies. ?? Sam Reynolds (Research Lead, LNG/Gas, Asia) and Christopher Doleman (LNG/Gas Specialist, Asia) examined the U.S.-Japan Liquefied Natural Gas (#LNG) trading relationship, as well as Shell’s annual LNG Outlook together with Trey Cowan (Energy Analyst, Oil & Gas, U.S.). ?? Michelle K. (Energy Finance Specialist, South Korea) researched how the country could leverage its waste recycling systems to become a leading sustainable aviation fuel (#SAF) producer. ?? Haneea Isaad (Energy Finance Specialist, Pakistan) and Mustafa Hyder Sayed (Executive Director of the Pakistan-China Institute) detailed how the China-Pakistan Economic Corridor (#CPEC) project offers opportunities to change Pakistan’s energy sector. However, CPEC power plants have to overcome security risks, bureaucratic delays, regulatory uncertainty, and financial arrears. ?? Mutya Yustika (Energy Finance Specialist, Indonesia) explained how the country could gain substantial benefits from the #electricity export plan to #Singapore, including projected annual foreign exchange earnings of at least USD4.2 billion and a tax revenue increase of USD210 million or more a year. ?? Ghee Peh (Energy Finance Specialist, Asia Coal Markets) and Mutya Yustika followed up on Adaro Energy Group (now PT Alamtri Resources)’s spin-off of its thermal #coal assets into PT Adaro Andalan. Holding 15% of Andalan, Alamtri may now qualify for funding from two major financial institutions that had previously withdrawn from financing Adaro’s #aluminum smelting project for environmental reasons under their respective #ESG policies. We invite everyone to stay engaged with our research, publications, and events. ?

South Korea has expedited various projects and policies related to sustainable aviation fuel (SAF) since implementing a mandate in August 2024,?which requires?a?1% SAF blending?starting in?2027. The International Air Transport Association (IATA) projects that 449 billion liters of SAF will be needed by 2050 to achieve #netzero emissions in the #aviation sector. The South Korean government is in the process of designating #sustainableaviation fuel (SAF) as a ‘national strategic technology’. It has launched a task force to develop a mandatory SAF blending roadmap and plans to establish an experiment center in Seosan by 2031. ? In a new commentary,?Michelle K., IEEFA’s Energy Finance Specialist in South Korea,?highlights how the country’s advanced waste #recycling systems could be leveraged to support SAF production. Since reliable and consistent resource capture from recycling is key to creating second-generation fuels, #SouthKorea could utilize its recycling program for different SAF production pathways. ? “A domestic SAF supply chain is crucial for South Korea to take advantage of market opportunities. For example, the collection of used cooking oil, a vital feedstock for HEFA and coprocessing-based SAF production, could drive new businesses. Establishing a robust used cooking oil collection network would enhance #energysecurity and boost the competitiveness of local SAF producers and airlines.” ?? Read the commentary: https://lnkd.in/gZW2dvQS #decarbonization #sustainablefinance #greenaviation

Western Australia’s Growing Addiction to Gas: A Burning Issue for Industry and the Nation ?? While much of Australia is moving away from fossil fuels, Western Australia (WA) continues to rely heavily on gas, with consumption growing at an alarming rate. A new briefing note from Institute for Energy Economics and Financial Analysis (IEEFA) highlights key concerns and opportunities for transformation. Key Takeaways: ?? WA’s high reliance on gas for electricity and industry clashes with its abundant renewable energy resources. Electrifying industry could improve productivity, raise efficiency, and save on maintenance costs. ?? WA’s gas consumption is already the highest in Australia and is forecast to continue growing, driven by industrial expansion. ?? The state’s electricity system lags behind the eastern states in transitioning to renewables, particularly at remote mining and industrial sites that are still heavily reliant on gas-based electricity. ?? Government must provide stronger incentives and support for industries like LNG, ammonia and alumina to transition to cleaner technologies. Amandine Denis-Ryan, CEO of IEEFA Australia, and Cameron Butler, guest contributor, call for urgent action to avoid locking WA into a future of increasing gas dependency, which could lead to higher prices and industry challenges. IEEFA's Recommendations ↙? ??? Create a clear roadmap for gas demand reduction with specific targets. Encourage renewable energy for new mining projects and green hydrogen for ammonia production. ?? Electrify existing gas-intensive industries, such as LNG processing, and support this with targeted trials and financial incentives. ?? WA has the potential to lead the global energy transition, but only if it takes decisive action now. ?? Read the full briefing note https://lnkd.in/gs3ksWfP #EnergyTransition #RenewableEnergy #GasAddiction #Sustainability #IEEFA #GreenHydrogen #Renewables #Australia #EnergyPolicy #LNG #Ammonia?

On 04 March 2025, the U.S. government sent messages to the governments of #Indonesia, #Vietnam, and #SouthAfrica that it was withdrawing from the Just Energy Transition Partnership (#JETP). IEEFA’s Grant Hauber highlights that despite the change?in leadership, the core international partners continue to support the JETP.?Its?associated low-cost, quick-to-build #renewableenergy investments continue to be the appropriate formula for the challenges faced by emerging markets and developing economies. Here are the key findings: ?? The U.S. exit from the Just Energy Transition Partnership (JETP) can be viewed as favorable for the energy transition. Given the U.S. administration’s contradictory priorities to drill for #oilgas and enhance liquefied natural gas (#LNG) sales overseas, its continued involvement may have led to delays or diversions. ?? Despite the U.S. withdrawal, critical financing and support for the JETP remains. #Germany and #Japan have partnered as co-leaders to fill the U.S.’s vacated leadership position in Indonesia’s USD20 billion JETP. ?? Shifting geopolitics and uncertain global economics highlight the need for the energy transition. Current U.S. policies contribute to market volatility, rising #fossilfuel prices, exchange rate fluctuations, and higher financing costs for fossil-fueled power investments. ?? Accelerated deployment of renewable energy can create a natural near-term hedge against global volatility by switching energy supplies to stable, non-dollar-denominated, indigenous resources.

In a new commentary, IEEFA's?Sam?Reynolds, Christopher Doleman and Trey Cowan examine?Shell’s latest Liquefied Natural Gas (#LNG) Outlook and highlight how the underlying rationale for rapid LNG demand growth masks fundamental flaws in the LNG growth proposition and financial risks for investors. ? The company assumes LNG will provide the largest share of global natural gas demand growth through 2040, disregarding that in the last 20 years, most incremental demand has been met by gas that is domestically produced, not traded. ? “Shell’s newest outlook differs from previous years by downplaying LNG’s role in the power sector and no longer emphasizing claims that LNG can displace coal in Asia.?Instead, it highlights LNG infrastructure investments and potential LNG use for transport in #India and #China.” #natgas #oilgas #energy #climatefinance

India’s #rooftopsolar market is bubbling with new energy, even though there are some roadblocks. During 2024, about 4.59 GW of new rooftop solar capacity was added in the country, a 53% increase compared to 2023. India’s commercial and industrial (C&I) sector is at the forefront of the solar rooftop revolution. With rising energy costs and sustainability commitments, businesses are increasingly turning to solar rooftops as a reliable, cost-effective solution. However, challenges remain. At ET EnergyWorld Solar Power Congress 2025, we discussed the ?? Green Energy Open Access Policy and Adoption ?? Incentive Schemes ?? Top Drivers of C&I Sector Growth in Solar ?? Tech & Innovation as Levers in Sustaining Corporate Interest AMARANATH NARANAIAH Gajendra Kumar Ashish Maheshwari ishwarya shankaralingam IEEFA Asia Pacific Sudheer Pal Singh Vinay Kumar Bhati

The U.S. and Japanese governments have announced their intention to increase liquefied natural gas (LNG) trade, but IEEFA’s Sam Reynolds warns that things may not go according to plan. #Japan is reselling large volumes of #LNG into other markets rather than pulling cargoes off the water, and the global gas market is about to be flooded with new supply that could cause prices to fall, presenting financial risks for LNG traders. “So not only is there a glut materializing but you have these legacy importers contributing to that glut by reselling, which increases the available supply and lowers prices further," says Reynolds.? ? In Southeast Asia, new #gas power plants are far more expensive to run when compared to #coal and #renewables. Gas producers and traders have been hanging on to the hope that a gas glut will drive the price of the fuel down far enough to change the calculus for Southeast Asia, but it’s a risky move and one that marries short-term brinksmanship with expensive long-term infrastructure plans and contracts. ? Read more:?https://lnkd.in/gKMXV2_6 ? #oilandgas #energytransition