Driving context, clarity and credibility for Asia’s energy transition pathways.

Energy Shift Institute is an independent nonprofit energy finance think tank that looks at Asia’s energy transition from within the region.

What we do

Thought leadership publication

We will drive innovation in strategic finance, and policy, while also exploring technology opportunities and risks.

Active market engagement

Stakeholder engagement accompanies our research to understand all perspectives, ambition and implementation challenges and opportunities.

Simplifying the complex

We understand, translate and share intricate and nuanced energy transition insights with our stakeholders.

In the media

Energy markets
Jan 22, 2026

Rising coal demand overshadows Southeast Asia’s transition to renewable energy

Energy markets
Jan 21, 2026

Hydropower deal boosts grid integration in ASEAN

Critical Minerals
Jan 15, 2026

Indonesia finalizing reduced nickel ore output target for 2026

Energy markets
Jan 14, 2026

Industrial Transformation in ASEAN: A Cluster-Driven Model for Regional and Global Collaboration

All media

"Asia confronts new climate reality at Bangkok summit amid global setbacks"

"Solar squeeze: US tariffs threaten panel production and jobs in Thailand"

"PH, Asean urged to push for RE amid US trade uncertainty — study"

Our work

Follow our work and latest energy finance debate on LinkedIn.

Asia’s “Transition” Problem: A Wakeup Call for Climate-Aligned Investors

Sustainable Finance
Jan 9, 2026

Across Asia, “transition finance” now sits at the centre of every regional climate conversation. Yet, it is one of the..

Decoding Asia’s Transition Taxonomies: Why 1.5˚C remains an elusive goal

Sustainable Finance
Dec 16, 2025

Asia’s transition taxonomies were intended to direct capital towards decarbonisation. Instead, they have revealed a more fundamental problem...

Part 2 of 2 Indonesia’s Coal Exports: Courting Southeast Asia is a stop-gap measure

Energy Markets
Dec 1, 2025

Indonesia’s coal sector may be hitting the limits of market diversification. Its closest customers, in East Asia, Southeast Asia and..

A dual-track approach to mineral-led industrialisation in Indonesia: EVs and batteries lead the headlines, but metallurgical applications are more..

Critical Minerals
Nov 26, 2025

In the next ten years, EV and batteries produced in Indonesia will not consume more than 1% of its current..

Part 1 of 2 – Indonesia’s Coal Exports: Structural headwinds from China lurk behind cyclical facade

Energy Markets
Oct 28, 2025

The Indonesian coal story has suffered an export shock inflicted by its biggest buyer, calling attention to structural changes that....

Two Mining Powerhouses, Two Different Standards: Contrasting Taxonomies in Indonesia and Australia

Sustainable Finance
Jul 28, 2025

Australia’s science-driven framework puts real decarbonisation at the centre, while Indonesia’s regulatory approach leaves coal....

Rising coal demand overshadows Southeast Asia’s transition to renewable energy

Jan 22, 2026

https://www.washingtonpost.com/business/2026/01/22/southeast-climate-fossil-coal-energy-renewable/1245f838-f756-11f0-9ceb-4c268b6e1369_story.html..

Hydropower deal boosts grid integration in ASEAN

Jan 21, 2026

outheast Asia's push to knit together its power grids got a boost with the renewal of a multilateral hydropower deal..

Indonesia finalizing reduced nickel ore output target for 2026

Jan 15, 2026

Indonesia may set its 2026 nickel ore production target at about 250....

Industrial Transformation in ASEAN: A Cluster-Driven Model for Regional and Global Collaboration

Jan 14, 2026

ASEAN’s energy transition will not hinge solely on technology availability, but on the credibility and predictability of its financial and..

All work