IEEFA Asia Pacific

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

? Celebrating Women Powering the Energy Transition! ? This International Women's Day, we recognise the brilliant women analysts at Institute for Energy Economics and Financial Analysis (IEEFA) South Asia, who are driving change, shaping policies, and accelerating the shift to a sustainable future. Their expertise fuels progress, their voices drive impact, and their dedication inspires a cleaner, more resilient world. ????? ??????????♀? To the women driving change—you are lighting the way to a sustainable energy future! ?? #IWD2025 #WomenInEnergy #SustainableFuture #Women'sDay #EnergyTransition

Experts discuss C&I and Rooftop Solar Surge: The Path Forward at ET EnergyWorld Solar Power Congress 2025. Panelists: ?? AMARANATH NARANAIAH – CEO, Karnataka Solar Power Development Corporation Ltd ?? Gajendra Kumar – Executive Director (EE), Railway Board, Ministry of Railways & Director, Railway Energy Management Company Ltd ?? Ashish Maheshwari – South East Asia Category Lead - Energy Procurement, Cargill ?? ishwarya shankaralingam – Director, Bharathi Solar private Limited Moderator: Vibhuti Garg, Director, South Asia, Institute for Energy Economics and Financial Analysis (IEEFA) Know More: https://bit.ly/49IuPlt #ETSolarCongress #renewablepower #solarefficiency #greenenergy #energy

? Celebrating Women Leading the Energy Transition! ? We’re proud to see Vibhuti Garg, Institute for Energy Economics and Financial Analysis (IEEFA)’s Director for South Asia, recognized among Gulf Intelligence’s Top 50 Female Energy Market Analysts! ?? Vibhuti’s work in advancing sustainable energy solutions and providing critical market insights continues to shape the future of energy in South Asia and beyond. Her recognition highlights the role of independent research in driving a cleaner, more resilient energy landscape. Congratulations to Vibhuti and all the inspiring women transforming the energy sector! ???? #IWD2024 #WomenInEnergy #SustainableFuture

At the Green Finance Alliance Conference 2025 in Mumbai, Institute for Energy Economics and Financial Analysis (IEEFA)’s Shantanu Srivastava, CFA joined an insightful discussion. He participated in Session 2: "Financing a Sustainable Future – The Role of Debt, Green Bonds, and Capital Sources in Driving Renewable Energy Growth." He highlighted the crucial role of policy and public financing in reducing risks for private investments in emerging clean energy technologies such as green hydrogen. Organized by FirstVIEW and powered by India Net Zero Alliance, SolarQuarter Global, WindInsider, EMobilityPlus, and EnergyStorage Pro, the session brought together industry leaders to explore how green finance can accelerate India’s clean energy transition. Key discussion points: ? The growing role of green bonds in funding renewable energy projects ? Alternative capital sources—private equity, sovereign wealth funds, and impact investors ? Innovative financial instruments like performance-linked loans and risk-sharing mechanisms ? How policy frameworks, tax incentives, and government support can enhance green bond adoption ? The potential of green finance in scaling hydrogen production and storage projects ??? Esteemed panelists included: ??Neha Kumar, Head, South Asia Programme, Climate Bonds Initiative ??Arnab Choudhury, EVP & Group Head, SBI Capital Markets ??Tushar Shah VP & Head – Corporate Advisory, HDFC Bank ??Heena Khushalani, Partner, Climate Change and Sustainability Services, EY India #GreenFinance #RenewableEnergy #Sustainability #ClimateAction #IndiaEnergy #NetZero

Institute for Energy Economics and Financial Analysis (IEEFA) and Forum for Future recently held an insightful discussion on India’s dependency on critical minerals imports. Strategies to reduce import reliance, boost domestic production and position India as a key player in the global supply chain was discussed. As India moves beyond just securing supply to building a responsible, future-ready sector, collaboration across government, industry, and civil society is more crucial than ever. What steps should India prioritise to strengthen its critical minerals strategy??Join the conversation. Share your insights in the comments.?? Saloni Sachdeva Michael | Charith Konda | Kaira Rakheja | Tanya Rana #SustainableDevelopment #CriticalMinerals #EnergyTransition #India #SupplyChain #Mining #Collaboration

Event Alert! The 4th Edition of ET EnergyWorld Solar Power Congress 2025 is set to take place on 7th March 2025 at Hyatt Regency, New Delhi! ???? This premier event will bring together industry leaders and visionaries to discuss the future of solar energy and renewable innovation. ? Panel Discussion: C&I and Rooftop Solar Surge: The Path Forward ?? Date & Time: 7th March 2025 | 2:15 PM - 3:00 PM (+/- 10 mins) ?? Moderator: Institute for Energy Economics and Financial Analysis (IEEFA)’s Vibhuti Garg ?? Key Discussion Points: ? Green Energy Open Access Policy and Adoption ? Solar Rooftop Market Growth - Decoding the Incentive Scheme ? Top Drivers of C&I Sector Growth in Solar ? Tech & Innovation as Levers in Sustaining Corporate Interest ?? Esteemed Panelists: ??@Amarnath Naranaiah, Chief Executive Officer, KSPDCL ??Gajendra Kumar (EE), Railway Board, Ministry of Railways & Director, Railway Energy Management Company Ltd ??Ashish Maheshwari East Asia Category Lead- Energy Procurement, Cargill ??Keshav Singhal, Head - Environment & Sustainability, Noida International Airport ??ishwarya shankaralingam, Director, Bharathi Solar ?? If you're attending, don’t miss this insightful conversation on the future of solar energy. #SolarPower #RenewableEnergy #Sustainability #GreenFuture #EnergyTransition #SolarInnovation

A new report by Institute for Energy Economics and Financial Analysis (IEEFA) and JMK Research & Analytics reveals that India’s renewable energy tendering market has reached record highs, with 73 GW of utility-scale tenders issued in 2024—driven by the government’s annual bidding mandate. However, this rapid expansion comes with mounting execution challenges that could slow progress toward India's 2030 renewable energy targets. Key challenges impacting project realisation: ? Tender Undersubscription – In 2024, 8.5 GW of capacity remained undersubscribed—5x higher than in 2023—due to complex tender structures, aggressive bidding, and transmission infrastructure delays. ?? Delays in Power Sale Agreements (PSAs) – Over 40 GW of PSA capacity remains unsigned, largely due to expectations of falling tariffs and prolonged approval processes at the state level. ? Tender Cancellations – Since 2020, 19% of issued renewable energy capacity (38.3 GW) has been cancelled due to issues in tender design, market demand, and offtake uncertainties. ?? Way Forward: To ensure sustained growth, India must focus on not just issuing tenders but also securing offtake agreements before auctions. Stronger enforcement of Renewable Purchase Obligations (RPOs) and policy clarity will be key to restoring investor confidence. The transition to wind-solar hybrids and energy storage highlights a growing demand for improved power quality—but without a streamlined execution process, these gains may be at risk. ??Read the full report??: https://lnkd.in/gXCefcn2 ? ??Read the press release??: https://lnkd.in/gbs8H9QD Vibhuti Garg | Prabhakar Sharma | Ashita Srivastava | Deepalika Mehra #RenewableEnergy #EnergyTransition #GreenFinance #Sustainability #ClimateAction

#Singapore has been interested in importing clean #electricity from #Indonesia since 2021, and #renewable electricity imports are expected to help the country achieve its emission targets. IEEFA's?Mutya Yustika?explains in this new commentary that Indonesia's green electricity export permit, while being withheld, can boost the development of the domestic renewable #energy manufacturing industry and strengthen its #supplychain sector,?and create job opportunities for more than 80,000 workers. Due to the countries’ geographical proximity, transmission costs for electricity transfers between the two nations are much lower than those of other countries. This locational advantage makes energy trade between Indonesia and Singapore highly profitable. Yustika also highlights the projected annual foreign exchange earnings of at least USD4.2 billion and a tax revenue increase of USD210 million or more a year for Indonesia. "To ensure equitable benefits, Indonesia could specify an export capacity quota, a special tariff for renewable energy electricity that reflects the market price, realistic local content requirements, and a fair allocation of carbon credit benefits." #energytransition?#decarbonization?#climatefinance

?? IEEFA Australia Monthly Newsletter - February Edition ?? Welcome to the latest edition of the IEEFA Australia newsletter, your go-to source for critical financial analysis and updates on the ongoing energy transition. In this edition, we cover some of the most pressing topics in the Australian energy and industrial sectors: ?? Could reallocating #LNG exports more than address Australia's upcoming gas shortfalls? We dive into how this strategic move could mitigate supply challenges. ?? Australia's #Coal Production: With production limits far exceeding actual output, why are we still approving new coal mine developments? ?? Industrial Heat Pumps in New Zealand: New Zealand has successfully kick-started industrial heat pump deployment with relatively modest funds. Can Australia replicate this success and accelerate the energy transition? ?? Challenges for Green Shipping Fuels: Green shipping faces substantial barriers, and dirty hydrogen could undermine the sector's decarbonisation efforts. We explore the roadblocks to a sustainable shipping future. ?? Read the full newsletter now to stay informed on the latest developments in the energy transition ?? https://lnkd.in/gSsfttp9 Our team at IEEFA Australia is committed to bringing you thought-provoking insights and updates that drive critical conversations on Australia's energy future ?? Follow us for more #EnergyTransition #IEEFAAustralia #LNGExports #GreenShipping #IndustrialHeatPumps #CoalDevelopment #EnergyPolicy