INSIGHT

EU carbon market outlook: How companies can prepare for carbon price rebound after 2027

To help companies quantify cost risks from EU ETS dynamics, this article models supply-demand—incorporating TNAC, emissions, and policy—to forecast scenario-based carbon prices.

• Carbon

Vietnam’s new time-of-use tariffs are forcing a rethink of RTS plus BESS strategies

Vietnam's Decision 963 concentrates peak pricing into a single 17:30–22:30 evening window, upending the economics of rooftop solar paired with battery storage (RTS+BESS) and stretching payback periods from 6–9 years to as long as 8–15 years.

• Renewable Energy Certificate

EU opens door to CBAM deductions, but Vietnam exporters may see little relief

The EU’s draft on CBAM carbon price deductions reveals a harsh reality. Under the current framework, Vietnam’s ETS is unlikely to secure meaningful CBAM deductions in its first three years, even as CBAM costs are expected to rise sharply.

• Carbon

EU carbon market outlook: How politics is shaping carbon prices in 2026

Since the start of 2026, EUA prices have experienced a sharp decline. Geopolitical tensions, energy price volatility, policy uncertainty, and the ongoing reform of the EU ETS have continued to shape market expectations and investor sentiment.

• Carbon

Nuclear energy renaissance in Southeast Asia: A role for China?

As Southeast Asian countries ponder the use of nuclear power, China looks set to be a key player, an expert says.

COP31 in the making – Implementation, Korean ambition and the action agenda

South Korea hosted UNFCCC Climate Week 3 & K-GX in Yeosu (Apr 20–25), offering key signals ahead of COP31 in Antalya.

CBAM reshapes competition between Thailand and Vietnam: Who gains the edge?

In January 2026, the EU’s Carbon Border Adjustment Mechanism (CBAM), comes into force, turning carbon emissions into a decisive factor in export pricing and market competitiveness.

• Carbon

Offshore wind and the long view: Why the Philippines must start now

As the Philippines faces rising energy demand, fuel import dependence, and climate risk, offshore wind offers a long-term pathway to stronger energy security, industrial growth, and system resilience.

• Renewable Energy Certificate

From ISO 17298 to IFRS nature disclosures: Mapping Taiwan's high-impact sectors in five charts

On Oct. 6, 2025, the International Organization for Standardization (ISO) released ISO 17298:2025, marking its first international standard focused on biodiversity. Unlike the policy-oriented Kunming–Montreal Global Biodiversity Framework (GBF) and the di

• Carbon

Vietnam's nuclear revival meets a tightening global uranium market

Vietnam’s return to nuclear power comes at a more complex moment than earlier policy cycles may have anticipated.

• Renewable Energy Certificate

Legal analysis for Vietnam's Certificate of Construction Acceptance for FiT energy project

Vietnam’s retroactive FiT disputes affecting 12GW of solar and wind projects have renewed investor concerns. The expert examines the role of Construction Completion Acceptance (CCA) in determining project eligibility and tariff entitlement.

• Renewable Energy Certificate

Vietnam's energy transition: A looming regulatory storm in the shadow of DPPA

Vietnam’s renewable energy sector is caught in a strange, somewhat contradictory moment. On one hand, the long-awaited Direct Power Purchase Agreement (DPPA) framework finally went live in March. By lowering the barriers for entry, it felt like the indust

• Renewable Energy Certificate