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May 2026
Clean energy stocks gain in value during Iran war
The Iran war's energy shock is accelerating the clean energy transition. 23 countries have announced new measures, clean energy funds are outperforming oil and gas, and investor sentiment on renewables is rising.
May 2026
Gradually, then suddenly
The energy transition has become a matter of energy security. Read more about how this plays out in April's news roundup.
May 2026
The Philippines could avoid 1.7 billion pesos in coal and gas import costs by meeting its 2030 solar target
The Philippines is responding to the energy crisis by fast-tracking over 1.4 GW of renewable energy. By meeting its 2030 solar target, and moving toward renewables in the long term, the country could avoid spending USD 28 million on fossil fuel imports, ensure energy security, and surpass national climate goals.
Apr 2026
Why betting on rising demand for met coal in Asia is a losing strategy
Met coal demand has peaked. As steel shifts to low-carbon EAFs to cut its 11% share of global emissions, further coal investment risks becoming a stranded asset.
Apr 2026
Europeans turn to clean energy amid fossil fuel price shock
The Iran war has triggered a massive surge in clean energy demand as high fossil fuel prices and energy security concerns drive European consumers toward solar power and electric vehicles.
Apr 2026
Economics of coal versus renewables in Southeast Asia’s energy crisis
The conflict in Iran has spiked oil and gas prices, driving a gas-to-coal shift that pushed Asia’s coal benchmark 20% above pre-war levels. Replacing planned gas expansions with solar and storage instead of coal could save ASEAN $4 billion by 2030 while providing essential price stability.