Wendy Lo

Malaysia's EV registrations hit 4,352 units in February 2026—up 58%—but local content sits at just 20–30% versus Thailand's 40% requirement. BYD is reconsidering its assembly plans after MITI imposed an 80% export quota and MYR 100,000 price floor.

Enterprise Singapore's updated sustainability playbook sets 2030 targets of 15–25% energy and water intensity cuts for the sector's 1,500+ companies, whose SGD 11.2 billion in sales are 65% export-dependent.

Baker McKenzie advisors say energy and power reliability are now board-level M&A considerations for Taiwanese companies expanding in Vietnam, Thailand, and Malaysia—with deal structures being rewritten to absorb fuel price volatility.

Vietnam's EU steel exposure is 18x Thailand's, and factories using CBAM default values face EUR 616,000 more per 10,000-tonne shipment by 2030. RECCESSARY's webinar recap covers verified data infrastructure, CN code mapping, and DPPA execution risks.

The IMF warns Asia's oil and gas imports—nearly 4% of GDP—leave the region most exposed to Middle East disruption, with growth potentially falling to 2.4% in a downside scenario.

The Philippines has issued new ERC microgrid guidelines covering cost recovery and 24/7 service mandates, while WEnergy Global's Maharlika Consortium breaks ground on 24 off-grid microgrids serving 50,000 people across Palawan, Cebu, and Quezon.

Malaysia's largest solar developer Solarvest has completed a 108 MWp corporate green power project for Micron and NTT, with battery storage costs now at USD 90–100/kWh—down from USD 230 a year ago.

Analysts map how DPPA access, industrial ecosystem depth, and carbon market maturity will diverge between Vietnam and Thailand by 2030, 2040, and 2050—including CBAM cost modelling showing Vietnamese steel exporters face EUR 436,000 more per 10,000-tonne