Asia & Pacific
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Jun 2026
Factsheet: Ripple effects 100 days into the Iran energy crisis
Oil and gas disruption is hitting supply chains, global growth and consumer prices – especially in Asia. In response, countries are doubling down on clean energy.
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
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.
Apr 2026
Thai households with rooftop solar already save on bills. Raising the net billing cap could mean they save 77% more than households without
As the Iran war pushes up power prices, raising the cap on Thailand's net billing policy will cut household bills and encourage rooftop solar uptake.
Mar 2026
Middle East conflict underscores the urgency for Pacific Island Countries to electrify and switch to renewables
Dependent on imported diesel for most of their power, Pacific Island countries like Fiji, Vanuatu and Tonga could see refined fuel import costs rise to up to 11% of GDP as prices soar.
Mar 2026
Conflict in the Middle East is compounding the cost of Bangladesh’s delayed energy transition
Fossil fuel volatility is tipping Bangladesh into yet another energy crisis. Rapid deployment of renewable energy would reduce its exposure to repeated supply shocks.