Energy transition
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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
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
The great oil and gas reckoning of 2026
We are now in the midst of the biggest oil shock in history. The crisis has laid bare the fragility of fossil fuel supply chains and how vulnerable most countries are to disruptions.
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.