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
Topics I explore
When renewables are cheap but the market is thin
Why low LCOE doesn't guarantee bankable revenue in small merchant markets.
Battery revenue stacking under shifting rules
Arbitrage, ancillary services, and capacity — what actually pays, and for how long.
Curtailment and the cost of an unready grid
How transmission limits quietly set the ceiling on the energy transition.
Designing a market for imports and interconnection
Singapore, the APAC supergrid idea, and what cross-border power really requires.
Carbon, policy, and the next decade of dispatch
How emissions pricing and policy reshape who runs, when, and at what price.
Where I've spoken
Asia Clean Energy Summit
Curtailment and the cost of an unready grid
Philippine Energy Forum
Renewables economics in a thin merchant market
Korea Energy Transition Conference
Battery revenue stacking under a new market design
Formats
Planning a session on APAC power markets?
If a topic here fits your event, let's discuss.