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Gridwatch

Between MOSTI And PETRA: How Malaysia Is Dividing The Labor Of Going Nuclear

Data centers may consume 30% of Malaysia's national electricity by 2030, strengthening the case for firm, low-carbon baseload power.

Battery Storage Investment Stalls Without Market Frameworks, FESSIA Warns

The Philippines and Vietnam have the highest renewable penetration in Southeast Asia and the most immediate need for large-scale battery storage, according to FESSIA.

Ninh Thuan 1 Deal Revives Vietnam’s 2,400 MW Nuclear Plan

Hanoi revived its nuclear programme in 2024 after a nine-year halt. The March 23 Rosatom deal moves Ninh Thuan 1 from policy to legal framework.

Laos Ministry Of Industry And Commerce Eliminates Diesel Excise Tax As Fuel Station Closures Hit 42 Percent Nationwide

When Thailand briefly suspended fuel exports in early March, Vientiane petrol stations emptied within hours. A 12-million-litre emergency shipment bought time, but the structural dependency remains.

Indonesia’s Nuclear Ambitions Get Japanese Institutional Backing As NEPIO Formation Remains Pending

Japan's JGC Corporation is already on the ground in West Kalimantan, supporting NuScale Power's 462 MW SMR feasibility study. The March 15 MoC opens the door to additional deployment sites across the archipelago.

Southeast Asia And Asia Pivot To Coal As Hormuz Closure Destroys LNG Demand Across The Region

Asia spot LNG prices have doubled to three-year highs. Wood Mackenzie projects Northeast Asian LNG demand to fall 4–5 million tonnes through Q3 2026. The Philippines, Vietnam, and Thailand are all turning to coal simultaneously.

Four Hundred Million Barrels: What The IEA Release Can And Cannot Do For Asia

The IEA just authorized the largest oil reserve release in its 52-year history—400 million barrels to counter the Hormuz shutdown. Markets climbed back above $100 within days anyway.

Republic Act 12120 At The Center Of Philippines Energy Crisis Response As Senate Weighs Fuel Tax Relief

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.

Nam Dinh Vu Industrial Park Chosen For GE Vernova’s Third GlobalHVDC Manufacturing Site

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.

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