News
June 26, 2026
Taiwan 2026 power outlook: AI drives electricity demand, boosting low carbon opportunities
Taiwan recently released the latest National Electricity Supply and Demand Report, substantially revising upward its electricity demand forecast in response to continued semiconductor manufacturing expansion and the rapid development of AI data centers.
June 25, 2026From CBAM to Scope 3: How Thailand’s electronics, auto supply chains are navigating low-carbon transition
The impact of CBAM is extending beyond steel and aluminum to downstream electronics and automotive supply chains. If indirect emissions from electricity are included by 2030, CBAM costs for Thailand’s primary aluminum could increase by up to 4.45 times.
June 22, 2026Bonn talks: Why COP31’s electrification target matters for ASEAN energy markets
COP31's 35x35 target aims to raise electricity's share of final energy to 35% by 2035. ASEAN electricity demand grew 60% in a decade and needs USD 20B+ annually in grid investment to keep pace.
June 17, 2026Southeast Asia’s $160 billion fossil fuel import bill may become the new normal, IEA warns
IEA's Southeast Asia Energy Outlook 2026 says the USD 160B fossil import bill will become standard, not exceptional. Renewables overtake coal for growth by 2035, but the ASEAN Power Grid needs new financing.
June 15, 2026Thailand’s Gulf Energy explores new LNG, renewable projects in Vietnam
Gulf Energy operates 247 MW in Vietnam and is evaluating new LNG and wind projects. The company targets 40%+ renewables by 2033 and completed an USD 18.2B merger with Intouch to enter data centers.
June 15, 2026ASEAN Weekly: Philippine earthquake disrupts power grid; Foxconn targets Vietnam renewables with Brookfield
This week in ASEAN, energy resilience and corporate renewable energy investments took center stage. A 7.8-magnitude earthquake in the Philippines caused widespread outages, prompting the government to assess the resilience of power facilities.
June 12, 2026Vietnam pushes 1 GW Laos wind project as power demand surge drives import growth
Vietnam’s electricity demand is rising rapidly. In late March, daily power consumption surpassed 1 billion kWh for the first time.
June 10, 2026Foxconn, Brookfield to develop 1 GW renewables in Vietnam to cut supply chain emissions
Following Samsung’s landmark direct power purchase agreement (DPPA) in Vietnam, Foxconn on June 9 announced a strategic partnership with Canadian investment firm Brookfield to co-develop 1 GW of renewable energy capacity in the country.
June 09, 2026Why investors see energy resilience as Taiwan’s next AI challenge
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.
June 09, 2026Thailand’s biggest power price reform in two decades: A closer look at new tariff structure
Thailand is set to implement its first major electricity tariff reform in more than two decades. The new three-tier pricing structure follows a “use less, pay less; use more, pay more” principle, with rates for heavy users rising to THB 5 per kWh.