Kpler’s Post

Private capital is global and will move to markets where they get the best return for the risk taken. While we understand this, it’s not always easy for government to provide stable, predictable policies that encourage private capital. Since 2018, more private capital has flowed to developed markets especially the US and Europe due to incentives such as Inflation Reduction Act and the European Green Deal. Developing Asia is doing our part to provide such an environment. There’s good progress in Philippines, Indonesia and Vietnam to name a few. Second, while there is a lot of capital ready to finance good bankable projects, we need more risk capital for early stage project development or development capital. Many good RE projects in the region cannot come to market due to this reason. We need to de-bottleneck this piece and quickly. I made these points during a panel discussion at Singapore International Energy Week (SIEW) which focussed on financial Innovation for a resilient energy future. What a great opportunity to be in this session moderated by Vishal Agarwal and including Ramesh Subramaniam Luca Tonello Tadashi Maeda Sama Bilbao y Leon. Grateful to be able to join this esteemed panel.

Good time to reshare this article from WEF on the opportunities arising from the China-Gulf relationship. As the world’s economic growth is increasingly coming from the east, investors around the world recognize the importance of China and the Gulf region as growth engines, in key transformative areas such as technology, infrastructure and green finance, powered by the rich source of capital. That is a key opportunity for Hong Kong, connecting China, connecting the World! 💪🏻💪🏻💪🏻

The latest European Union-ASEAN Business Sentiment Survey reveals a record 59 percent of European businesses felt that the EU is not playing its part in supporting their interests in Southeast Asia, marking the highest level of dissatisfaction since the survey was launched in 2015. It is not just the companies talking; speaking to ministers, senior officials and policymakers across Southeast Asia as I regularly do, the EU is clearly missing key passes where other global players are all too eager to take possession. A case in point is the recent ASEAN Ministers for Energy Meeting in Vientiane, where most dialogue partners were present, but the EU was absent despite having so much to offer in areas like energy transition and the development of a regional power grid. Read more: https://lnkd.in/gPXwwcjJ #business #economic #cooperation #eu #asean #opinion #thejakartapost Chris Humphrey

Our Head of China Team, Wen Li, recently spoke to China Ship Survey Press, on how market dynamics and regulations are impacting the uptake of alternative fuels, both in Asia and globally. Li Wen highlighted that a lack of regulatory pressure is reflected in slower adoption rates and ongoing challenges in scaling up supply chains. Despite this, key players such as China, Japan, and Singapore are making strides in alternative fuel infrastructure developments. Read the full article ($) ⬇️ https://lnkd.in/eK4nawKA #MarineEnergy #Sustainability #Partnership #Digitalisation #Innovation #ESG #AlternativeFuels

China’s outbound investment in clean energy surges, solidifying its dominance in the supply chain of green technologies. In the first eight months of 2024, Chinese foreign investment rose 12.5% to Rmb 789.45bn ($112.2bn), with a focus on renewable energy and electrification projects. Since 2023, Chinese companies have committed over $109bn in 130 clean technology transactions. What does this mean? China is exporting not only manufacturing capacity but also technology and financing, building new industrial hubs globally. This shift, seen in countries like Thailand, Brazil, and Hungary, is reshaping global clean energy supply chains. Why is this important? As the U.S. and EU impose tariffs, Chinese companies are expanding overseas to dodge trade barriers and continue their green tech leadership. What are the Implications: China’s investment spree is creating new opportunities in emerging markets, while also raising concerns about its growing dominance in clean energy technology. Let’s discuss how this surge impacts global markets and potential investment opportunities! #China #Cleantech #Investment #GlobalSustainability #CleanEnergy #Geopolitics #ForeignInvestment 

Just published --> Delina, L. L., Nicolo Ludovice, Akihisa Mori, & Timothy Joseph Henares. (2024). From currents to controversies: Unveiling performances of and perceptions on #China's #investments in the #Philippine #grid. Energy Strategy Reviews, 53, 101407. Open access at https://lnkd.in/gQ_eig8A Highlights • Investigated the performance and perception of China's investments in the Philippine grid. • Combined insights from #internationalrelations, #sociopoliticaleconomy, and electricity system #transitions. •Identified underlying causes behind the modest performances and worsening perceptions of Chinese investments in the Philippine grid. •Provided recommendations on China-Philippines collaboration in energy sector development. We thank Nathaniel Sotomil, Chloe Chan, and Sen Jason Yeung for their help in data cleaning, and Yla Gloria Marie Paras for her legal review. This work was supported by the Japan Society for the Promotion of Science (Grant No 20KK0034). IMPORTANT NOTICE: The perceptions reported in the paper represent the views and opinions of the study respondents and do not necessarily reflect those of the authors and their respective universities. Cogent article also available --> Ludovice, N. P. P., & Delina, L. L. (2023). From concessions to competition: A journey through the evolution of the Philippine electric grid system, 1892–2021. The Electricity Journal, 36(7), 107319.

CHINA INCREASES INVESTMENTS IN VIETNAM, BOOSTING KEY INDUSTRIES Chinese investments in Vietnam are rising, targeting high technology, renewables, supporting industries, electronics, and green finance. In the first five months of 2024, Vietnam attracted over $11.07 billion in foreign investment, up 2% year-on-year. Singapore led with $3.25 billion, followed by Hong Kong, Japan, China, and South Korea. China led in new projects, with 1.126 billion USD invested in 347 new projects. Chinese investment into Vietnam surged to $4.47 billion in 2023 from $2.92 billion in 2021. Vietnam welcomes Chinese investors in developing high technology, renewable energy, supporting industries, electronic components, electric vehicles, electric battery, essential infrastructure, international financial centres, green finance, smart cities, ecological industrial parks, and free trade zones. More: https://lnkd.in/gHyks5fB CEL Demand Supply Alignment  www.cel-consulting.com #CEL #Demand #Supply #Alignment 

👏 The release of Mario Draghi's report on EU competitiveness earlier this week is an important milestone! It highlights a key reality: #decarbonisation and #competitiveness must go hand in hand for the energy transition and Europe to succeed. Congratulations to Mario Draghi and his team (Derck Koolen) for the publication of a comprehensive strategy, that identifies the need for a joint decarbonisation and competitiveness plan. It identifies several main challenges, including bringing down #EnergyPrices while decarbonising the economy 🚀 : - High energy costs in Europe are an obstacle to growth, while lack of generation and grid capacity could impede the spread of digital tech and transport electrification. ☀ ''A central element in accelerating decarbonisation will be unlocking the potential of clean energy through a collective EU focus on grids.'' 💸 ''By reforming Europe's energy market end-users can see the benefits of clean energy in their bills.'' We at Sympower could not agree more with the analysis and recommendations to solve Europe’s challenges. Indeed, the report clearly addresses the increasing needs for flexibility, and calls for further proposals to help accelerate the supply of cheaper power generation sources! How so? 🔋 🏭 - Reinforcing system integration, storage and demand flexibility to keep total system costs in check with a competitive uptake of renewables. 📍 - Developing a mapping of EU flexibility needs and a strategy fostering investment in flexibility assets. 🚧 - Eliminating barriers to flexibility I could go on, but I strongly encourage you to read more here: https://lnkd.in/dz5h6bFD Although the implications of the report are not clear yet, we hope that such suggestions will be taken by the next Commission and new Commissioners, and feed into the future #cleanindustrydeal!

China's economy soared to new heights in 2023, fueled by a remarkable surge in clean energy investments. With a record-breaking contribution of 11.4tn yuan ($1.6tn), the clean-energy sector played a pivotal role in China's economic growth, accounting for 40% of the GDP expansion. Solar power, electric vehicles, and batteries, collectively known as the 'new three,' took the lead in this clean energy revolution, attracting a 40% year-on-year increase in investment, reaching 6.3tn yuan ($890bn). This feat not only exceeded global investments in fossil fuels but also positioned China as a major player in the global transition towards sustainable technologies. #CleanEnergy #ChinaEconomicGrowth #SustainableFuture

The European Union and the United States continue to foster a robust economic relationship, with mutual benefits for industries on both sides of the Atlantic. 🌍   Spain plays an important role in this transatlantic trade, being one of the top EU countries exporting to the U.S. 🇪🇸📈 Spanish industries—ranging from renewable energy to high-tech manufacturing—contribute significantly to this partnership. Spain's renewable energy companies have become key players in the U.S. market, leading the way in solar and wind energy projects. 💼🔋   This collaboration not only boosts economic growth but also promotes innovation and sustainability on a global scale. More information here: https://lnkd.in/eCHwFg9W   #TransatlanticTrade #SpainUS #EUTrade #EconomicGrowth #Sustainability #Innovation #RenewableEnergy #TradePartnerships