Featured insights
Analysis
Japan can reach net zero more cheaply with mature renewables than with unproven innovative thermal
New modelling finds a renewable-led transition reaches net zero at 7% lower cost, with stronger economic returns and far less emissions risk than betting on unproven abated thermal.
Analysis
Hydrogen and ammonia are costly for Japan's power sector
Power generation from hydrogen and ammonia plants would come at a significant cost premium and would be best reserved for peak demand and system stability.
Update
China's solar slowdown, seen from space: the Q2 2026 Solar Asset Mapper release
China's detected solar additions halved this quarter, whilst the Philippines posted the fastest growth among Asia's largest solar markets. TZ-SAM's latest data independently corroborates the slowdown reported on the ground.
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Analysis
Japan can reach net zero more cheaply with mature renewables than with unproven innovative thermal
New modelling finds a renewable-led transition reaches net zero at 7% lower cost, with stronger economic returns and far less emissions risk than betting on unproven abated thermal.
Analysis
Hydrogen and ammonia are costly for Japan's power sector
Power generation from hydrogen and ammonia plants would come at a significant cost premium and would be best reserved for peak demand and system stability.
Analysis
How we modelled 24/7 CFE and green hydrogen for India’s steel sector
Using our Indian power sector model to understand system effects, landed costs for steelmakers, and the assumptions behind them.
Analysis
Green steel, hour by hour: decarbonising India's steel
24/7 carbon-free electricity (CFE), green hydrogen, and shared renewable procurement together offer Indian steel a low-cost path to decarbonisation.
Analysis
Nusa Tenggara’s first solar gigawatt displaces Java’s coal, not local diesel
In our model, Nusa Tenggara's diesel fleet already sits idle by 2034. The first gigawatt of solar therefore displaces Java's subcritical coal instead, cutting 1.78 MtCO₂ a year at a net system cost of US$28.4 million (IDR 511 billion), around US$16 per tCO2 avoided
Analysis
Philippine solar could close the renewable share gap in 2030
Modelling shows the 35% renewable energy target drives 3 GW of additional solar capacity, while underperforming coal units taken offline increases reliance on firm capacity and adds 1 GW of geothermal
Analysis
Philippines coal obligations limit renewables despite fuel price shock
High fuel prices displace 37 TWh of Philippine fossil generation, but offtake rules keep 3 TWh of coal running, crowding out renewables and limiting system flexibility
Analysis
Philippine fuel shock scenario shifts investments to renewables but fossil lock-in remains
Under persistent fuel shocks, the Philippines could incur US$90.5bn in fossil system costs, with storage costs at just over 10% of this total, pointing to a cost-efficient path to reduce fuel dependence
