Part 2 of a series on ETM deals in Southeast Asia. 2024 will be a year of crosscurrents for Southeast Asia’s energy transition. With political risk running high, we look into the technical debates and developments that will determine how fast regional analysts and system planners can fill the gap between high-level policy statements and the functional roadmaps that markets need.

Changing national policies, shifting energy investment trends, and evolving electrification technology can make demand growth projections using trend-based forecasting obsolete. System designs that can enable operational and contractual flexibility to accommodate unpredictable demand patterns are important to cope with the increasing complexity.

Part 1 in a series on ETM deals in Southeast Asia. 2024 is shaping up to be the year when markets learn how Energy Transition Mechanisms (ETMs) will continue to evolve in different Southeast Asian markets. ETMs are initiatives aimed at financing early coal retirement transactions. Their flexibility can be a strength if it improves policy alignment—and begins to deliver a pipeline of bankable deals.

What if Singapore goes ahead with interconnection projects to support clean power purchase deals in Cambodia, Indonesia or Vietnam? Southeast Asia analyst Thu Vu's shares how our energy systems modelling platform can facilitate power system planning.