Topic: Energy

Encompassing fossil fuels, renewables, other sources and storage.

Key insights from Asia’s institutional investors on climate scenario analysis, decarbonisation, and fossil fuel policies

Meeting Notes | Asia Investor Group on Climate Change | February 2024

In a memo written by investors for investors, 16 investors managing over USD 6 trillion in assets under management shared rare candid insights on the realities and challenges of addressing the climate crisis in their investment portfolios.

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Strong Opportunities for Climate Progress in Korea

14 November 2023

The Asia Investor Group on Climate Change (AIGCC) welcomes Korea’s promise as a centre for climate innovation and industry, based on a series of high-level roundtables, seminars, and bilateral meetings in Seoul this month.

AIGCC launches initiatives for deforestation and energy transition

28 February 2023

AIGCC's investor practice program is meeting investors’ interest in two of the highest emitting sectors: energy and forestry and land use. There are unprecedented opportunities in Asia to accelerate financing energy transition and renewables.

Asian Utilities Engagement Program 21-22 Progress Report

Report | Asia Investor Group on Climate Change | July 2022

At AUEP’s one-year mark, three additional investors were joining the program, taking the combined assets under management or advice by the participating investors to $US 10 trillion. Two new focus companies have been added: PT Perusahaan Listrik Negara (Persero) (PLN) and Huaneng Power International. Indonesia will be an important focus country going forward as it works towards a just transition away from coal as currently, 14GW of coal-fired power is still expected to come online before 2030.

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Carbon Capture & Storage (CCS) in the decisive decade for decarbonisation: The Case For Asia

Report | Asia Investor Group on Climate Change | December 2021

This report aims to triangulate the reasoning of narratives where assumptions for CCS are being deployed to varying extents as part of corporate decarbonisation strategies. By providing a sector-level analysis of the prospect of CCS deployment, complemented with country perspectives, the report examines the cost competitiveness of CCS and seeds questions for investors to ask of companies with regards to their approach with CCS deployment.

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Indonesia and Vietnam can accelerate transition to clean energy and cut costs: new AIGCC ASEAN power sector analysis

20 October 2021

The cost of building new solar and wind energy in the Association of Southeast Asian Nations (ASEAN) is now cheaper than coal and gas, allowing the region to accelerate its net zero transition with the right policy reforms, a new analysis released by the Asia Investor Group on Climate Change (AIGCC) has found.

Power of ASEAN: Accelerating clean energy in Vietnam and Indonesia

Report | Asia Investor Group on Climate Change | October 2021

ASEAN is endowed with strong solar resources and, in selected locations, good wind resources. Based on our
quantitative assessment, the cost of building new solar and wind capacity is cheaper than building new
coal/gas capacity in ASEAN.

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Asia’s Net Zero Energy Investment Potential

Report | Asia Investor Group on Climate Change | March 2021

AIGCC estimates that the investment opportunity for Asia’s energy supply to achieve net zero to be in the region of USD26 trillion (2°C scenario) to USD37 trillion (1.5°C scenario) cumulatively from 2020 to 2050 (equivalent to 1.7 per cent to 2.0 per cent of Asia’s GDP). We expect more details on the required investment in the coming months when governments unveil their net zero roadmaps.

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