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Southeast Asia Energy Outlook 2026 Southeast Asia’s energy challenges and emerging opportunities
…Interest in nuclear power is growing as Southeast Asian countries look for firm, low-emissions electricity to meet rising demand and diversify power systems. Indonesia, the Philippines and Viet Nam have set development targets, while Malaysia, Singapore, Thailand and Myanmar are considering nuclear. Nuclear could strengthen electricity security by providing firm power, reducing fossil fuel imports and complementing renewables. However, projects require strong regulatory institutions, skilled workforces, public trust, clear financing models and careful partner choices, since reactor technology, fuel supply and financing arrangements can create decades-long dependencies. Competitiveness depends heavily on construction costs and financing conditions: nuclear supports…
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Global Hydrogen Review 2025 Southeast Asia
…Viet Nam all have hydrogen strategies in place, and there is an opportunity to implement policies encouraging fuel shifting in existing applications, as well as on certification.Projects in the pipeline for low-emissions hydrogen production to 2030 add up to almost 480 ktpa. More than 90% of this in Indonesia and Malaysia; two projects alone represent nearly half of this capacity. To date, 6% of the capacity in the pipeline has reached final investment decision (FID).Indonesia, Malaysia and Viet Nam have sufficient existing ammonia demand to enable economies of scale in low-emissions ammonia production. Indonesia and Malaysia also have this…
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Energy and AI Energy supply for AI
…also invest directly in co-located renewables. Even so, new demand from data centres is a significant near-term driver of growth for natural gas-fired and coal-fired generation, through both higher utilisation of existing assets and new power plants. Natural gas and coal together are expected to meet over 40% of the additional electricity demand from data centres until 2030. After 2030 SMRs enter the mix, providing a source of baseload low-emissions electricity to data centre operators. Currently, hyperscalers are among the key corporate backers of SMR development. Coupled with the ongoing growth of renewable electricity generation…
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Financing the ASEAN Power Grid Executive summary
…region’s resources. Previous analysis has found that higher levels of connectivity can significantly reduce operational costs, curtailment of variable renewable energy output and total generation capacity needs compared to a scenario of weak power system integration. Better utilisation of low-emissions generation can also prevent deepened dependencies on fossil fuel imports that are prone to supply shocks, as witnessed during the 2022-2023 global energy crisis which caused regional subsidies for fossil fuel consumption to soar. Optimising both variable renewable and flexible resources across countries requires a strong degree of trust, regulatory and technical co-ordination, robust business models…
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China’s Official Energy Finance in Emerging and Developing Economies Dashboard
…and distributed renewable power projects.Transport: Energy-related infrastructure and assets linked to the transport of people and goods, including railways, urban transit systems, ports and fuel or electricity supply for transport. It includes transport electrification and efficiency-related investments where applicable.Nuclear generation: Electricity generation from nuclear power plants, including new reactor construction, life extensions and major refurbishments of existing nuclear facilities.Industry: Energy use and energy-related infrastructure in industrial activities, including manufacturing, construction and processing industries such as steel, cement, chemicals and aluminium. It includes projects related to industrial energy supply, efficiency improvements and low-emissions industrial…
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Chile 2050 Energy Transition Roadmap Executive summary
…renewable energy potential. The Atacama Desert boasts some of the world’s highest solar irradiance levels, while the Magallanes region offers wind resources that are among the best available anywhere. Chile ranks among the top global producers of critical minerals with around one-fifth of lithium supply, almost one-quarter of copper, and is the second-largest producer of molybdenum. These mineral resources, combined with world-class solar and wind, mean that Chile is well placed to play a key part in multiple supply chains.Chile has already made significant strides in its energy transition. The share of low-emissions…
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Global Hydrogen Review 2026 Key questions about hydrogen
…used in multiple applications, which allows governments to adapt its use to their national contexts. In addition, the multiple conversion steps in the hydrogen supply chain mean there is additional flexibility in the degree of domestic production for each of these steps. Nevertheless, the use of hydrogen to enhance energy security also introduces a trade-off with cost, since low-emissions hydrogen is more expensive than production from unabated fossil fuels in most regions.The contribution of hydrogen to energy security will take time to materialise. A single project can take several years to execute, and wider system impacts de...
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Global Hydrogen Review 2025 Production prospects to 2030
…volume of low-emissions hydrogen production that can feasibly be in operation by 2030. To evaluate announced projects, we have developed a methodology based on the status, size, location and target end-use sector of the projects, to assess the likelihood of 2030 operation. Projects that are under construction or at FID comprise more than 3 Mtpa of production that can be deemed almost certain (equalling more than 4 Mtpa when also considering operational projects). An additional 6 Mtpa has strong potential to be operative by 2030, but unlocking this volume will depend on closing the cost gap with unabated fossil fuel-based…
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Renewables 2022 Transport biofuels
…for transport fuels at 2022 levels. However, 2030 targets remain unchanged. Robust growth over the next five years will help meet climate and energy security goals Total global biofuel demand expands by 35 000 MLPY or 20% over 2022-2027 in the main-case forecast. Growth in renewable diesel and biojet fuel consumption is almost entirely in advanced economies. Here, policies designed to reduce GHG emissions are driving demand because these fuels can be produced with low GHG emissions, blended at high levels and made from wastes and residues. In fact, nearly 70% of renewable diesel and biojet fuel came…
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Bioenergy
Led by bioenergy, renewable fuels could approach 6% of energy demand from industry, buildings and transport in 2030
By 2030, renewable fuels are set to account for 5.5% of energy consumption from the industry, building and transport sectors. Demand is due to expand in all regions, but it is concentrated in China, Brazil, Europe, India and the United States, which collectively support more than two-thirds of the forecasted growth. All five countries and regions have dedicated support policies for several – and, in some cases, all – renewable fuels. These vary by fuel, sector and country, but they often include…