IEEFA Asia Pacific

Recognizing Women Driving the Energy Transition! ????? Proud to see Vibhuti Garg recognized among the Top 50 Female Energy Market Analysts by Gulf Intelligence! ?? Her insights and expertise continue to shape the evolving energy landscape. Her journey resonates deeply with the broader narrative of women at the centre of the energy transition—leading, innovating, and driving impact. Get a glimpse of her journey in the energy sector: ?? Women at the Centre of the Energy Transition: My Story - https://lnkd.in/gtnRDBrx Kudos to Vibhuti and all the incredible women who are making strides in the energy sector! ?? #WomenInEnergy #EnergyTransition #Leadership #Sustainability

IEEFA's?Michiyo Miyamoto?evaluates the Seventh Strategic Energy Plan (SEP) of #Japan in this new commentary, which highlights that heavy reliance on imported #fossilfuel does not enhance the country's #energy security. The SEP aims to increase the self-development ratio, a metric officially referred to as the “independent development ratio,” which encourages Japanese companies to invest directly in fossil fuel development and production abroad. A key focus of this strategy is ensuring a stable #naturalgas supply, which accounts for over 30% of Japan's power. Despite parallels with the more widely used self-sufficiency ratio, which measures a country’s domestic energy share, the self-development ratio has different implications for Japan. "Imported fossil fuels increase the country’s exposure to global market fluctuations and geopolitical risks while abdicating leadership in global #decarbonization efforts. Japan can ensure a more secure, stable, and affordable energy supply by prioritizing energy self-sufficiency targets and #renewableenergy." #energytransition #LNG #oilgas #climatefinance

India's burgeoning e-waste recycling industry is turning discarded batteries into valuable resources, addressing both environmental concerns and the demand for critical minerals. Companies like Lohum are at the forefront of this movement, extracting essential elements such as lithium, nickel, and cobalt from used batteries for reuse in production. This approach not only mitigates e-waste but also strengthens India's position in the global critical minerals market. According to me, the crucial role of efficient recovery methods and domestic supply chains in reducing India’s dependence on imported battery materials. "Companies that prioritise efficient recovery methods and build robust domestic supply chains will not only lead in market share but will also play a pivotal role in reducing India’s dependence on imported battery materials." As India continues to innovate in battery recycling, it moves closer to a sustainable and self-reliant energy future. IEEFA Asia Pacific Read the full article here: https://lnkd.in/gD8SVfaY #BatteryRecycling #Sustainability #CriticalMinerals

In #Pakistan, #China remains the largest investor in the #energy sector. However, Chinese investments face security concerns and financial hurdles, slowing progress on the China-Pakistan?Economic Corridor (CPEC). These challenges have stalled the next phase of CPEC, missing a key opportunity to drive further #investments in #cleanenergy and electric mobility, according to the Institute for Energy Economics and Financial Analysis (IEEFA)'s Haneea Isaad and?Pakistan-China Institute’s Mustafa Hyder Sayed. https://lnkd.in/gAd4svsB #energytransition #renewables #energyfinance

IEEFA's Grant Hauber explains why the Just Energy Transition Partnership, or #JETP, and its associated low-cost, quick-to-build #renewableenergy investments are the appropriate formula for addressing the challenges raised by volatile energy commodity markets, exchange?rate fluctuations, and potentially rising interest rates. The three JETPs for #Indonesia, #Vietnam, and #SouthAfrica represent more than USD45 billion in funding and seek to simultaneously encourage the early retirement of high carbon dioxide-emitting #fossilfuel power plants while accelerating their replacement with clean energy.?JETP's original countries (including the European Union), private sector partners, and philanthropies still support the package and want to realize the mechanism’s potential. Hauber explains that given the current U.S. administration’s?priorities?with regard to?#oilgas, especially #LNG, "U.S. withdrawal from JETP can be viewed as favorable for the energy transition since continued U.S. involvement in JETP may have led to delays or diversions from its intended transformative #sustainability goals." #energytransition #decarbonization #climatefinance https://lnkd.in/gFgH6Gwh

During the Berlin Energy Transition Dialogue 2025 (BETD), the executive director of the E+ Institute, Rosana Santos, highlighted Brazil's strategic position in the global climate agenda.? ? In the panel “Driving High-Ambition NDCs: How Emerging Markets Can Lead the Charge on a Clean Energy Future”, mediated by Romeo Bertolini (NDC Partnership), Rosana debated the challenges and opportunities of clean energy for emerging countries with experts Felipe Arango García (Transforma), Charith Konda (Institute for Energy Economics and Financial Analysis (IEEFA) and Agus Praditya Tampubolon (Institute for Essential Services Reform (IESR)). ? One of the central points was Brazil's enormous potential in renewable sources. With 110 GW of installed hydroelectric capacity and one of the best wind capacity factors in the world (55-58%), the country can guarantee energy security without relying on natural gas as a transition fuel. The country can optimize the use of hydroelectric plants as natural batteries and free up their capacity to balance the electricity matrix, allowing greater penetration of renewable sources. ? However, challenges such as limitations in energy transmission in the Northeast and the need to revise the model for dispatching power plants still need to be overcome. In addition, Rosana criticized the application of the concept of additionality in countries with a high share of renewables, as this can generate energy waste and prevent more efficient use of existing infrastructure.? ? ?? Share this post and contribute to the debate on Brazil's role in the global energy transition. ? #EnergyTransition #ClimateLeadership #Brazil #COP30 #BRICS #SustainableFuture #BETD2025?

??PowerPulse: India Corporate Dashboard? Latest edition of PowerPulse newsletter is here!?The Indian power sector is evolving rapidly, with major developments in clean energy, thermal capacity and green financing. From billion-dollar renewable investments to record-high coal production, this quarter has been eventful. Check out the key highlights from 3Q FY2025! ?? ?? Renewable Energy Growth: ?? JSW Energy acquires O2 Power (4,696MW capacity) ?? Tata Power secures $4.25B financing from ADB ?? SJVN partners with Bihar for 1GW pumped storage ?? Thermal Power Focus: ?? NTPC approves 8GW of new thermal capacity ?? NLC India & RVUNL plan a 3×125MW thermal plant + 2GW renewables ?? Investment Surge: ?? PFC secures ￥120b (~?65B) green financing from JBIC ?? PGCIL gets $200m green loan from Sumitomo Mitsui ?? Market Trends: ?? Power firms see mixed returns; ReNew & Borosil lead gains ?? India’s power demand grows 2.7% YoY, but market prices dip Stay informed with PowerPulse—your go-to for power sector insights! ??? ?Download and stay informed about India’s power sector: ?https://lnkd.in/gSapGjGF ?? Subscribe to our PowerPulse newsletter: https://lnkd.in/gmHen_6N Shantanu Srivastava, CFA | Gaurav Upadhyay | Tanya Rana #PowerPulse #RenewableEnergy #EnergyTransition #IndiaPowerSector #Sustainability

Unlocking Public Capital for India’s Critical Minerals As India races towards net-zero, securing critical minerals like lithium and nickel is essential. The Rs16,300 crore (US$1.9 billion) National Critical Mineral Mission is a bold step, but with global investment needs exceeding US$2 trillion by 2050, smart public capital deployment is crucial to drive massive private capital, say Institute for Energy Economics and Financial Analysis (IEEFA)'s Labanya Prakash Jena, CFA, SCR and Saurabh Trivedi. ?? Key Challenges:? ??High capital intensity & long project timelines.? ??Price volatility & regulatory uncertainties.? ??Less than **10% of India’s mineral potential** tapped. ?? The Solution? Smarter Financing:? ? Government-backed loans & guarantees to de-risk projects.? ? EXIM Bank & PSUs leading overseas acquisitions.? ? Blended finance & strategic financing to attract private capital. Read the full article: https://lnkd.in/gDBYg7sX #CriticalMinerals #EnergyTransition #SustainableMining #NetZero

‘Is India’s economy insulated from Trump’s tariffs?’ Click here to access full podcast: https://lnkd.in/gDBB4V8p Vibhuti Garg Institute for Energy Economics and Financial Analysis (IEEFA) #Oilandgas #Trump #Tariff

?? Power storage isn’t a "nice-to-have"—it’s an essential part of a #fossilfree power system. But without strong policies, market incentives, and investment in long-duration energy storage, #renewables will continue to face curtailment, and grid congestion will slow progress. At #BETD2025 with E3G, Institute for Energy Economics and Financial Analysis (IEEFA), National Energy System Operator, E+ Energy Transition Institute Long Duration Energy Storage Council (LDES Council) Regulatory Assistance Project (RAP), we’ll discuss: ? National strategies to scale power storage. ? The role of storage in tackling grid bottlenecks. ? How to align finance & policy to unlock investment. It’s time to bridge the gap between ambition and action.