Philippines DOE Secretary Garin warned of a potential 16% power rate increase by April as Qatari LNG deliveries stalled after the Strait of Hormuz closure. Domestic gas is now central to the government's short-term response.
Vietnam's Revised PDP8 calls for a nationwide HVDC system and $33.4 billion in grid investment by 2035. The GE Vernova factory is the first major manufacturing commitment directly tied to that infrastructure pipeline.
Vietnam's Dung Quat and Nghi Son refineries were placed under enhanced operating directives this week, a quiet indicator of how seriously the government is treating domestic refining continuity as a grid security issue.