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Why betting on rising demand for met coal in Asia is a losing strategy
Asia & Pacific Briefings Coal

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.

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Europeans turn to clean energy amid fossil fuel price shock
Briefings Europe Renewables

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.

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Economics of coal versus renewables in Southeast Asia’s energy crisis
Asia & Pacific Briefings Coal

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.

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Photo of a man installing an array of four solar panels on the roof of a small building. Another roof with solar panels on is visible in the background.
Asia & Pacific Briefings Renewables

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.

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A ferry boat moored off the harbour area in Suva, Fiji.
Asia & Pacific Briefings Oil and gas

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.

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Overhead energy power lines in Bangladesh against a dark blue sky. The country is facing an energy crisis, impacting power generation, as conflict in the Middle East blocks fuel imports.
Asia & Pacific Briefings Oil and gas

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.

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