Wendy Lo

Malaysia's Cabinet approved a mandate requiring 1,000+ shopping malls to install recycling facilities as a licensing condition. Full enforcement begins 2028, alongside 18 planned waste-to-energy plants.

SpaceX's IPO seeks USD 75B at a USD 1.77T valuation as AI1 targets solar-powered orbital computing. Blue Origin, Meta, and others are also pursuing space-based energy to bypass terrestrial grid limits.

Taiwan's AI and semiconductor industries could add over 5 GW of electricity demand by 2030, while 12-day gas reserves expose supply risk. Investors say energy resilience now shapes the investment case for Taiwan.

A magnitude 7.8 quake near Sarangani Province cut power across 24 villages in Mindanao. NGCP has largely restored transmission, with South Cotabato repairs still underway. DOE is assessing fuel and power assets.

Malaysia's PM Anwar backs ASEAN Power Grid as LTMS-PIP doubles to 200 MW. Southeast Asia needs USD 100B in transmission investment by 2045, with 35% of green capex still uncommitted.

Schneider Electric's sidecar moves power conversion outside AI racks heading toward 1 MW density, targeting 800V DC by 2027. US regulators are already drafting fault ride-through rules for AI campuses.

NVIDIA's DSX platform tackles AI factory overprovisioning—up to 40% wasted power—while Vera CPU delivers 1.8x faster agentic workloads. Taiwan supply chain now spans 150 partners for Vera Rubin.

New Wide Group cut Vietnam plant emissions 50% ahead of SBTi targets using biomass. But Scope 3 upstream materials now exceed Scope 1+2 combined—the next frontier for Taiwanese textile makers.