The energy transition is a one-way race against time — and APAC is the front line.
Independent review on renewables economics, storage economics, grid bottlenecks, and power market policies across APAC.
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The Duck Curve Is Here: What MTerra’s Arrival Means for Every Other Solar Developer in Luzon
The Luzon solar market has reached an inflection point: MTerra's energisation has made solar cannibalisation a live market condition rather than a future risk, and every developer in the pipeline — contracted or not — needs to understand how the deepening duck curve affects their revenue assumptions. The article frames three questions developers must now answer, flags the nodal basis risk that contracted offtake doesn't fully hedge, and closes by reframing the duck curve as the investment case for battery storage.
December 2026 · PH
GEA4: Supporting Clean Energy or Subsidising Poor Siting Decisions?
GEA-4 awarded 9.4 GW of renewables — but a closer look shows the auction is quietly becoming a safety net for projects too poorly sited to survive the spot market.
September 2025 · PH
Beyond LCOE: How Grid Positioning Shapes Renewable Project Returns
In the Philippines' nodal market, a low LCOE no longer wins — what makes or breaks a renewable project's returns is where it plugs into the grid.
September 2025 · PH
Malaysia’s 400 MW/1,600 MWh BESS Auction (MyBeST): A Strategic Primer for RFP Bidders
Malaysia is procuring 400 MW / 1,600 MWh of battery storage before the grid forces its hand — and the winning bids will hinge on siting, cycling, and how much merchant risk developers are willing to price in.
June 2025 · MY
Green Dreams, Bankable Schemes: How to Thrive in the Philippine Power Market
Four routes to market, four risk profiles — here's how solar and wind projects actually get financed in the Philippines, and why technical rigour separates the bankable from the stranded.
May 2025 · PH