IEEFA Asia Pacific

After spinning off its thermal #coal assets, Adaro Energy Group, the world’s sixth-largest coal #mining company, will have access to financing from two banks that previously withdrew funding for its aluminum smelter project in February?2023. The question arises whether banks’ coal exit policies should be modified to examine coal revenue at the group level rather than the operating level to incentivize the scaling down of coal operations. Read this commentary by IEEFA’s Ghee Peh and Mutya Yustika: https://lnkd.in/g4uTA4na #energytransition #decarbonization #energyfinance #sustainability

#LIVE : Panel Discussion 2: Financing a Sustainable Future – The Role of Debt, Green Bonds, and Capital Sources in Driving Renewable Energy Growth Key discussions revolved around the impact of #greenbonds on the renewable energy market, the role of alternative capital sources like private #equity and sovereign wealth funds, and the importance of innovative financial instruments such as #performance-linked #loans and #risk-sharing mechanisms. Panelists also examined the impact of government #incentives, #policy frameworks, and tax credits on the availability of #debtfinancing, emphasizing the need for policy adjustments to enhance the role of green bonds in financing hydrogen production and storage projects. Esteemed Panelists: ??Ms. Neha Kumar, Head, South Asia Programme, Climate Bonds Initiative ?? Mr. Arnab Choudhury, Executive Vice President & Group Head, SBI Capital Markets ??Mr. Tushar Shah, Vice President & Head – Corporate Advisory, HDFC Bank ?? Ms. Heena Khushalani, Partner, Climate Change and Sustainability Services, EY India ?? Mr. Shantanu Srivastava, CFA, Sustainable Finance and Climate Risk Lead, Institute for Energy Economics and Financial Analysis (IEEFA) Get more insights about the event: https://lnkd.in/gnNqQ9v6 Organizer: FirstVIEW Powered By: India Net Zero Alliance, SolarQuarter Global, WindInsider, EMobilityPlus, EnergyStorage Pro #GreenFinanceWeekIndia2025 #PowerNetworking #JioConventionCentre #MumbaiEvents #Business #Sustainability #LiveFromMumbai #GreenFinance #ImpactInvesting #CarbonMarkets #EnergyTransition #SustainableInvestments #ClimateAction #NetZero #FinancialInnovation #Decarbonization #ESGInvesting #GreenBonds #VentureCapital #SustainableGrowth #ClimateResilience #CleanTech #ResponsibleInvesting #GreenEconomy #FutureOfFinance #InvestmentOpportunities #EnergyFinance #India

Many thanks to the Asia Pacific Foundation of Canada and my fellow panelists for the discussion on “Innovating for energy transition”, a topic turning ever more important by the day with growing resource nationalism going hand in hand with geopolitical/economic challenges. There was agreement that cost was no longer the key roadblock – #renewables have already ended that argument, and are usually the cheapest in most jurisdictions. Innovating for #energytransition increasingly means having other key enablers and building blocks in place – robust grids capable of handling newer (also cheaper and indigenous, hence more secure) sources of power; competitive marketplaces that don’t penalize newcomers while cosseting incumbents; and transparency which in turn attracts finance. Great discussion and ideas from Nathan Andrew Nelson, Milana Trifkovic, Saarthak Khurana and Ben Cashore. Institute for Energy Economics and Financial Analysis (IEEFA)

Excited to announce that Vibhuti Garg, Director- South Asia, Institute for Energy Economics and Financial Analysis (IEEFA) will be joining us as a distinguished speaker at the 4th Edition of ET EnergyWorld Solar Power Congress 2025! Join us on 7th March 2025 at the Hyatt Regency, New Delhi, as we discuss the future of solar energy and renewable innovation with industry leaders and visionaries. Don’t miss this opportunity to gain insights from the best minds in the energy sector! Register Now- https://bit.ly/49IuPlt #ETSolarCongress #renewablepower #solarefficiency #greenenergy #energy

Following the first summit between Japanese Prime Minister Ishiba Shigeru and U.S. President Donald Trump in early February 2025, both leaders announced an intention to increase “exports of U.S. liquefied natural gas (#LNG) to?#Japan?in a mutually beneficial manner.” President Trump claimed that?Japan?would start importing U.S.?LNG?“immediately” and in “record numbers.” However, these announcements mask important realities about the U.S.-Japan?LNG?trading relationship that are cause for skepticism, according to Institute for Energy Economics and Financial Analysis (IEEFA)'s Sam Reynolds and Christopher Doleman in their new commentary. "First, recent political announcements have?not?been accompanied by commercial deals between private?LNG?buyers and sellers. Second, the economics of key U.S. projects like #Alaska?LNG?remain questionable, and Asian buyers have resisted signing onto the project for years. Third,?Japan’s?LNG?demand has fallen sharply over the past decade, and the country is now reselling more?LNG?overseas than ever before." #energy #climatefinance #NatGas

Sam Reynolds, Research Lead, LNG/Gas, Asia at the Institute for Energy Economics and Financial Analysis (IEEFA), discussed the liquefied natural gas (LNG) outlook for Asia and the Philippines during an interview with ABS-CBN News Channel (ANC).?According to Reynolds, the ability of emerging markets to afford #LNG, especially in markets like the #Philippines, which are already paying some of the highest electricity prices in Asia, is in doubt. “The priority for the country should be to lower the cost of #electricity for household consumers. And the clear way to do that is to increase the volume of #renewables, like wind and solar, coming into the system. These are the cheapest and most secure energy sources.” ? He also emphasized that LNG is not a transition fuel. “Based on studies, LNG is very dirty as #methane is very harmful to the climate. It’s not affordable, especially for countries like the Philippines, which deals with climate disasters. LNG infrastructure can’t operate in severe and even moderate weather conditions, so the idea that LNG will provide #energysecurity is misconstrued. LNG is actually a pathway to energy insecurity.” ? Watch the interview here:?https://lnkd.in/g2pKK-2d ? #EnergyTransition #OilAndGas

On 5 December 2024, the Adaro Energy Group, the world’s?sixth-largest?#coal mining company, completed the spin-off of its thermal coal assets into PT Adaro Andalan (Andalan). The Adaro Energy Group (ADRO) was renamed PT Alamtri Resources (Alamtri). After the spin-off, Alamtri holds 15% or 1.2 billion shares of Andalan, with Adaro Strategic Capital holding 41% or 3.2 billion?shares. According to current accounting standards and bank thresholds for thermal coal-related financing, two major financial institutions could fund Alamtri, as IEEFA's Ghee Peh and Mutya Yustika explain in this new commentary. DBS Bank and Standard Chartered had previously withdrawn from financing Adaro’s #aluminum #smelting project in February 2023 for environmental reasons under their respective #ESG?policies. Institute for Energy Economics and Financial Analysis (IEEFA) notes that under the current minority ownership of 15% of Andalan, Alamtri may now be able to access financing from these banks despite their environmental pledges. #energytransition #decarbonization #climatefinance #sustainability

Solutions for Our Climate (?????) for Our Climate (SFOC) and the Institute for Energy Economics and Financial Analysis (IEEFA) invite you to our webinar,?Environmental and Financial Risks in LNG Infrastructures,?scheduled at 5:00 PM KST (9:00 AM CET) on 27 February 2025 (Thursday). ? A recent collapse in charter rates for liquefied natural gas (LNG) carriers suggests an oversupply of shipping capacity. Join IEEFA's Christopher Doleman and our fellow panelists to discuss how recent developments in #LNG markets are shaping carrier markets and to highlight the findings of?our latest briefing on the fair-weather reliability of floating terminals. ? Speakers include: ? Christopher Doleman | IEEFA "The rise of the LNG portfolio players and the floating LNG import terminals" ? Rachel Eunbi SHIN |?SFOC "Stakeholders of LNG Shipping Industry & FSRUs and Key Project Development" ? Thomas Houlie | Climate Analytics "Global energy transition's impact on the LNG shipbuilding industry" ? Milena Pressentin | Environmental Action Germany (Deutsche Umwelthilfe) "FSRU litigation case in Germany" ? James Hiatt | For a Better Bayou "Critical environmental impact of LNG carriers" ?? Register here: https://lnkd.in/grgK-B53 #OilAndGas #EnergyTransition

Australia’s #Gas Crisis: Time for Policy Reform ?? In a new briefing note, Joshua Runciman, lead gas analyst for IEEFA Australia and former director of the ACCC's Gas Inquiry,?highlights the worsening gas supply-demand outlook in Australia. ?? Despite increased production, most gas is being exported, leaving domestic users with high prices and supply gaps. Key points ?? LNG exports absorb most of new production, worsening domestic supply. ?? The ACCC has warned of looming supply gaps by 2027-2029. ?? Policy solutions like diverting LNG exports to the domestic market and boosting energy efficiency are crucial to addressing these challenges. To secure energy for domestic industries and households, it’s time for proactive #policy reform and smarter energy management. Diversion of #LNG exports and investments in electrification can help mitigate future supply risks. Read more ?? https://lnkd.in/gYbuTkgz #EnergyPolicy #GasSupply #AustraliaEnergy #LNG #Sustainability #EnergySecurity

The Institute for Energy Economics and Financial Analysis (IEEFA) is excited to announce the launch of our newest regional showcase page: IEEFA North America! With the launch of this dedicated showcase page, our goal is to provide you with the latest insights, analysis, and data from the experts on IEEFA's North America team. In our latest report, two of our analysts examined the opportunities and challenges facing hydrogen as an alternative fuel for maritime shipping: https://hubs.li/Q037gmC20 Whether you're looking for updates on hydrogen and other emerging technologies, #LNG, fossil fuel divestment, or #petrochemicals, our North America team has got it covered. Follow IEEFA North America today for IEEFA content tailored specifically to the North American #energytransition! #EnergyPolicy #GreenEnergy #Sustainability #Renewables #RenewableEnergy #Canada #UnitedStates #Mexico #PuertoRico