Wendy Lo

Temasek's sustainability investments hit SGD 49B but portfolio emissions stayed flat at 21M tCO2e. SIA and Sembcorp account for 62% of total. Alinta Energy acquisition will push emissions higher near-term.

PTTEP's full platform reuse cuts 3,270 tCO₂e and costs 35–50% vs new builds. Southeast Asia's 200+ fields ceasing by 2030 face a USD 100B decommissioning bill—but Thailand's rules don't require reuse assessment.

Danantara signed MoUs with Keppel Electric and Sembcorp to advance 3.4 GW of Indonesian power imports to Singapore by 2035, alongside an Article 6 carbon market pact and CCS cooperation on Batam.

RECCESSARY's Bangkok seminar showed recycled aluminum saves €21/tCO₂e today and avoids €6,243 in CBAM costs by 2034 vs €230 for recycled. Suppliers covering 70% of brand footprints face audit-ready data demands.

ASEW Bangkok 2026 brought 350+ exhibitors with 150+ from China. Taiwan's AcBel, Neopower, URECO, and Delta Electronics Thailand targeted data centers, EV fleets, and rooftop solar procurement gaps.

Thailand's auto parts makers face a two-year window before CBAM could cover wheels and gearboxes by 2028. Maxion's Thailand plant reaches 25% renewables vs 40–55% at its India facilities.

Thailand is ASEAN's largest PCB base with THB 200B in investment since 2022, but renewables cover only 3% of power use. DPPA access is limited to data centers, leaving PCB makers reliant on rooftop solar and I-RECs.

Thailand's new PDP targets 60% clean electricity by 2050—50% renewables plus 10% SMR. But manufacturers say data centers get priority under the current Utility Green Tariff while established industry waits.