Fossil fuels
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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
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
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.
Offsetting is no substitute for emissions cuts
Governments are increasingly relying on future carbon removal to meet climate targets. But evidence shows offsetting is not an exact substitute for cutting emissions and overreliance could undermine global efforts to limit warming.
Feb 2026
Asian countries most at risk from oil and gas supply disruptions in Strait of Hormuz
If the US attacks Iran, the Middle Eastern nation may disrupt or block the shipping route. Japan's energy system is most exposed to disruptions.
Feb 2026
New dealer, same problems
January's news roundup focuses on the geopolitical implications of supply and demand dynamics, raising concerns in Europe over its continued dependence on gas imports, while US ambitions for more drilling are threatened by persistent oversupplies.