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

Next week, IEEFA is hosting a session on "Mobilizing Green Finance for the Global South: Unlocking Capital Beyond Debt" at Berlin Energy Transition Dialogue 2025. ?? 20th March 2025 (Thursday) ?? Federal Ministry for Economic Affairs and Climate Action (BMWK), Berlin ? 13:30 - 15:00 ?? Our expert panel will explore alternative financing options beyond traditional debt, the role of MDBs and climate funds in blended finance, strategies to strengthen equity-based climate financing, the impact of carbon pricing on sustainable investments, and ways to enhance international collaboration for climate finance. The session will be moderated by Alasdair Docherty, Sustainable Finance & Data Analyst, IEEFA Europe. ?? Panelists: ? Shantanu Srivastava – Research Lead, Sustainable Finance & Climate Risk, IEEFA ? Jonas David – Research Director, Anthropocene Fixed Income Institute ? Dina Lorentz – Head Legal Advisory ESG & Sustainable Finance, PPI AG ? Sangeeth Selvaraju – Policy Fellow (Sustainable Finance - India and ASEAN), Grantham Research Institute on Climate Change & the Environment ? Antonella Battaglini – CEO, Renewables Grid Initiative ?? This is a hybrid event! ?? To attend the session online, please register here: https://lnkd.in/dhq5ycNx ?? Limited slots are available for in-person participation – register now: https://lnkd.in/dfhuFv2n #GreenFinance #SustainableFinance #ClimateAction #EnergyTransition #BerlinEnergyTransitionDialogue2025? ?

?? I’m excited to be at #BETD2025!? I’ll be in Berlin from March 17-21 with my Institute for Energy Economics and Financial Analysis (IEEFA) colleague Alasdair Docherty for the Berlin Energy Transition Dialogue 2025—one of the leading global forums on clean energy and finance. ???? While I’ll be attending the informal gathering on the 17th and other scheduled events on the 18th and 19th, I’ll be speaking and coordinating at the following key sessions: ?? Unlocking Energy Storage: From Global Pledges to Real-World Action ?? 11:30 – 13:00, 20th March 2025 ?? Mobilizing Green Finance for the Global South: Unlocking Capital Beyond Debt ? 13:30 – 15:00, 20th March 2025 ? Driving High-Ambition NDCs: How Emerging Markets Can Lead the Charge on a Clean Energy Future ?? 15:30 – 17:00, 20th March 2025 If you're attending, let’s connect ?? to discuss energy storage, climate finance, and energy policy to accelerate the transition to a clean energy future. ??? ?? Reach out if you’d like to meet! Beyond Fossil Fuels E3G #EnergyTransition #ClimateAction #GreenInvestments

?? 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