Wendy Lo

Vietnam's northern grid hit a record 29,667 MW as temperatures neared 40°C. PDP8 projects are falling behind, and El Niño from July could cut hydropower output further.

Eco Wave Power's onshore wave systems cost ~USD 1.5M/MW at commercial scale and can plug directly into coastal data centers. Taiwan's Suao Port is its first Asia-Pacific market, with 400 MW identified.

The Philippines has secured 16.9 GW via green energy auctions, but S&P Global forecasts only 27–28% renewable share by 2030. Solar WACC runs 10–11%—3 to 4 points above regional peers.

Castrol deployed 1.5 GW of liquid-cooled AI capacity in the past year and is tracking green PPA demand, LNG-backed gas turbines, and solid-state battery deployments as next data center power trends.

Indonesia's Danantara subsidiary DSI will become sole export channel for coal, palm oil and nickel. IDX fell 3.54% on the announcement as S&P warned of execution risk and trade disruption.

Singapore will undergo a 2027 IAEA nuclear review covering 19 readiness areas—from grid stability to waste management—as 95% gas dependency and rising demand push SMRs back into focus.

Thailand's new energy minister proposes higher tariffs for data centers to fund smart grid upgrades, cuts rooftop solar permits to 7 days, and explores a Middle East strategic petroleum reserve hub.

EVNGENCO1 plans USD 167M across three reservoir floating solar projects totalling 270 MW, building on Vietnam's first 47.5 MWp Da Mi plant. Masdar's 300 MWp Malaysia project signals regional scale-up.