Insights

Market insights, delivered quarterly

Research on renewable energy investment trends, policy updates, and market opportunities across our target regions.

Featured ReportJan 2026

2026 Southeast Asia Solar Outlook: Policy Tailwinds Meet Capital Deployment

Our annual deep-dive into SEA solar markets — covering Vietnam's PDP8 implementation, Thailand's BESS incentives, and Philippines' Green Energy Auction pipeline. Based on 12 months of proprietary deal-flow data.

By Wei Chen, Managing Partner24 pages

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Market Report

Q4 2025: Southeast Asia Solar Deployment Accelerates

Vietnam and Thailand lead regional growth with 3.2 GW of new capacity, driven by favorable FIT policies and growing institutional investor appetite.

Dec 20258 min read

Policy Brief

EU Carbon Border Tax: Implications for Asian Developers

How CBAM will reshape export-oriented manufacturing energy costs and create new demand for renewable-powered industrial zones across Southeast Asia.

Nov 20255 min read

Research

Battery Storage: The Next Frontier in APAC Fund Returns

Our analysis of 50+ BESS projects across Australia and SEA reveals key return drivers: ancillary services revenue stacking and merchant exposure management.

Oct 202512 min read

Fund Updates

Equity Fund Q3 2025: Portfolio Update & NAV Report

Quarterly update covering 3 new project investments, portfolio NAV of $142M, and updated risk-return metrics across our 10 active equity positions.

Oct 20256 min read

Market Analysis

Australia's CIS Tender: Winners, Losers, and What's Next

Our take on the Capacity Investment Scheme outcomes — which projects won, why storage dominated, and implications for our Australian pipeline.

Sep 20257 min read

ESG

Impact Report: 480K Tonnes CO₂ Avoided Through Our Portfolio

Annual impact measurement across all fund vehicles, including Scope 1-3 emissions analysis, community engagement metrics, and biodiversity assessments.

Aug 202510 min read