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Power On: APAC

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Recent highlights from the APAC power and renewables sector: The Hormuz blockade impacts regional pricing and renewable supply chains; the EU solidifies policies to protect manufacturers

Table of contents

    • Executive summary
    • 1. Mideast war drives surge in global demand for Chinese renewables, insiders say
    • Figure 1. Global solar module manufacturing capacity, 2022-2028 (GW dc )
    • 2. China issues assessment measures for carbon peak, neutrality goals
    • Figure 2. China power sector emissions (mtCO 2 e)
    • 3. Malaysia utilities sector backed by solar surge, nuclear plans in energy overhaul
    • Figure 3. Capacity share in Malaysia for 2024 vs 2035 comparison (GW)
    • 4. Heavily reliant on gas for decades, Thailand now finds it no longer cheap nor clean
    • 3 more item(s)...

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  • Document

    Power On APAC May 2026.pdf

    PDF 446.96 KB