Wendy Lo

Vietnam's Decree 243/2026 raises rooftop solar grid exports from 20% to 50% and formally opens DPPA to data centers. EVN warns retailer expansion risks shifting system costs to other grid users.

Singapore's Minister of State says carbon credit prices benchmark what companies will pay for Indonesian green power. IEEFA projects 11 GWp of solar and USD 6B in annual Indonesian foreign exchange at stake.

MTerra Phase 1 energizes 1,373 MW of solar and 3,300 MWh of storage, but Luzon grid exports remain capped at 750 MW. Aurora says solar cannibalization is now structural, making co-located storage critical.

10 EU states are blocking ETS2 as the Commission delays stricter CORSIA rules to Phase 2 in 2027. EU-compliant aviation credits could command a USD 5–6/tonne premium, driving Asian airline buying.

Philippines imported 4+ GW of Chinese solar in Jan–Apr 2026, driven by 17% Meralco price hikes cutting payback to 3.1 years. Huawei and Sungrow now supply 70–80% of Southeast Asian inverter demand.

THPCA VP Wichiene says Thailand's PCB supply chain must digitize factory data before it can decarbonize. The DPPA pilot still excludes PCB makers, leaving rooftop solar and I-RECs as the only options.

Thailand's ERC proposes reducing post-adder solar tariffs to THB 2.16/kWh for 3,878 MW across 561 contracts. Industry warns unilateral changes risk legal disputes and proposes DPPA redirect instead.

Indonesia's B50 mandate displaces conventional diesel demand and could save USD 9.4B in annual foreign exchange. Surplus diesel will be redirected to aviation fuel, with Pertamina-Boeing SAF cooperation underway.