The first two months of 2025 were packed with engagements from international conferences to key stakeholder meetings. Together with our partners and contributors, our team has shared critical insights on Asia’s energy transition with diverse stakeholders.
The need for fact-based, data-driven analyses on energy transition has also become ever more pressing today. Our recent research highlights include:
Indonesia could gain substantial benefits from the electricity export plan to Singapore, including projected annual foreign exchange earnings of at least USD4.2 billion and a tax revenue increase of USD210 million or more a year.
China-Pakistan Economic Corridor (CPEC) project, the flagship project under President Xi Jinping’s Belt and Road Initiative, offers opportunities to change Pakistan’s energy sector, but there are security risks, bureaucratic delays, regulatory uncertainty, and financial arrears for CPEC power plants to overcome.
U.S. claims of imminent liquefied natural gas (LNG) exports to Japan overlook economic barriers, such as high shipping costs. In addition, higher borrowing and input costs are increasing U.S. liquefaction fees, and tariffs on China and steel will raise the costs of producing natural gas and constructing liquefaction terminals.
In December 2024, Adaro Energy Group completed the spin-off of its thermal coal assets into PT Adaro Andalan, renaming itself PT Alamtri Resources. Holding 15% of Andalan, Alamtri may now qualify for funding from two major financial institutions that had previously withdrawn from financing Adaro’s aluminum smelting project for environmental reasons under their respective ESG policies.
Please read the analyses in full for more details, and reach out if you’d like to discuss any of our findings.
Warm regards,
Paige Nguyen
Director, Asia Institute for Energy Economics and Financial Analysis
Latest Releases
Engagement Updates
Following the Mandiri Investment Forum 2025, Grant Hauber (IEEFA’s Strategic Energy Finance Advisor, Asia) and Mutya Yustika (IEEFA’s Energy Finance Specialist, Indonesia) attended stakeholder meetings with the teams at Bank Mandiri, IESR, and PT Sarana Multi Infrastruktur (SMI) in Jakarta.
Haneea Isaad, IEEFA’s Energy Finance Specialist, Pakistan, was invited to mentor at the Margalla School of Energy and Climate (MSEC) by Renewables First.
She held a session on the importance of economic and financial indicators for businesses in Pakistan. A workshop was also conducted on identifying key stakeholders for projects and how data and financial analysis could help attract seed funding.
Ramnath N. Iyer, IEEFA’s Lead for Sustainable Finance, was invited by the Asia Pacific Foundation of Canada to join the panel discussion on innovating for energy transition.
Iyer highlighted the importance of having the key enablers and building blocks for renewables: robust grids, competitive marketplaces, and transparency to attract finance.
Christopher Doleman, LNG/Gas Specialist, Asia, presented at a webinar co-organized by Solutions for Our Climate (SFOC) and IEEFA, highlighting how recent developments in LNG markets are shaping carrier markets.
Doleman explained that the recent collapse in charter rates for LNG carriers suggests an oversupply of shipping capacity. Managing weather-related risks adds costs to an already expensive fuel supply chain and complicates the ability of floating terminals to deliver energy securely, affordably, and reliably for emerging markets.
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