In Focus

Coal plant exit hurdle looms in Southeast Asia as $135b capital remains unrecovered, IEA says

Utilities sit on stranded assets, delaying retirements and extending repayment cycles.

Middle East conflict delays RE projects by up to 12 months, Rystad says

Developers face extended timelines as logistics and financing conditions tighten.

India power demand seen rising 5% on higher cooling needs, coal reliance

Coal inventories stayed near 18 days supporting thermal generation into FY27.

China ousts western rivals from global top five wind suppliers

In China, wind turbine manufacturers installed 18,291 units in 2025.

Japan coal shift falls short of replacing Hormuz LNG supply

Utilities limit coal buying amidst uncertainty over the disruption duration.

Restrictive funding looms for thermal coal miners, Fitch Ratings says

Market funding is likely to be more restrictive than that for the energy transition.

China and India power Asia-Pacific’s growth in global solar expansion

China installed an estimated 278.9GW of solar capacity in 2025 alone.

Bangladesh power costs climb despite falling coal and oil prices

Primary energy imports increased to 62.5%, exposing deeper reliance on external supply.

China faces soaring electricity needs amidst data centre boom

The buildout will also boost the country's renewable energy consumption.

South Korea to boost nuclear generation to 29.8GW by 2035

Despite initial uncertainty, strong public backing has ensured the continuation of the nuclear roadmap. 

Market pricing squeezes renewable margins and slows capacity expansion in China

Solar and wind expansion cools as profitability replaces scale driven investment model.

Asia gas power feels oil shocks with delay

Take-or-pay LNG deals limit operators’ ability to adjust output.

Global hydropower hits record 4,437TWh in 2025 but share of electricity falls

Global electricity demand growth continues to outpace hydropower expansion.

Decentralised solar undercuts grid costs in rural Southeast Asia

GoRental systems deliver power at a fraction of the grid cost.