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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On 9 September 2026, IEMOP reported that the Visayas price in the WESM averaged 18.59 PHP/kWh in the August billing period, against 4.80 PHP/kWh in Luzon. Coal outages triggered the spike, but the system’s design determined the magnitude of the scarcity event. Two implications follow for developers in the Visayas.
October 2026 · PH
Storage is no longer optional for many new renewable projects in the Philippines—but making those batteries profitable is the bigger challenge. This article breaks down where the returns could come from– from energy arbitrage and reserve markets to firming contracts—and why location may be just as important as battery size.
September 2026 · PH
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.
July 2026 · PH
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
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 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
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