Shows
The Asia Climate Finance PodcastEp67 Australia's Green Hydrogen Reality Check, ft Nick Smith, Global Decarbonisation AdvisoryEmail comments or guest ideas (to reply, include your email address)This episode dives deep into Australia's position as an emerging leader in the green hydrogen market, exploring both the immense potential and current challenges facing the industry. Nick Smith, a leading expert, shares insights from his unique perspective spanning corporate, government, and advisory roles, discussing major projects like the 1.8 million tonne Murchison Green Hydrogen Project in Western Australia and the infrastructure developments reshaping the sector. The conversation covers critical topics including cost reduction strategies, safety considerations, financing models, and the shift from export-focused to domestic market...2025-07-3153 minThe Asia Climate Finance PodcastEp66 Missing Link: Coordinating $45B in Southeast Asian Energy,, ft Maximilian Heil, GIZEmail comments or guest ideas (to reply, include your email address)Southeast Asia's energy transition faces a critical challenge: information fragmentation. With hundreds of projects, billions in investments, and countless stakeholders working across the region, coordination has been nearly impossible - until now. In this episode, we explore SIPET (Southeast Asia Information Platform for the Energy Transition), an open-source platform. Our guest, Maximilian Heil from GIZ, reveals how this innovative tool maps nearly 500 energy projects representing over $45 billion in investments across 10 ASEAN countries. We dive deep into the platform's three core tools - the knowledge hub, project...2025-07-1027 minThe Asia Climate Finance PodcastEp65 Financing strategies for Asia’s energy transition, ft Srini Nagarajan, British International InvestmentEmail comments or guest ideas (to reply, include your email address)In this episode, Joseph converses with Srini Nagarajan, who heads Asia for British International Investment (BII). BII is the UK’s development finance institution. It is focused on investing in sustainable infrastructure and businesses in developing countries to promote economic growth and support the UK's development goals. Between 2022 and 2026, BII plans to allocate at least 30% of its total new commitments by value to climate finance. It already has investments in almost 1,500 businesses across 65 countries in emerging economies, with total assets exceeding $10.9 billion. The conversation covers the cr...2025-06-2249 minThe Asia Climate Finance PodcastEp64 From bunker to biofuel: CBL's maritime energy transition, ft Venus Zhao, CBL InternationalEmail comments or guest ideas (to reply, include your email address)Banle Group’s Venus Zhao discusses how CBL International is revolutionising the maritime industry through sustainable biofuels. Its B24 biofuel blend reduces GHG emissions by up to 25% compared to conventional marine fuels. With operations across 60+ global ports and recent ISCC certifications, CBL is positioned to capitalise on the projected 50% growth in the green marine fuel market despite current supply constraints. Venus outlines how tightening IMO regulations are accelerating industry-wide sustainability adoption and shares CBL's vision to lead the maritime sector's transition towards net-zero emissions through diversification in...2025-05-2930 minThe Asia Climate Finance PodcastEp63 Blowing strong: the surge of wind energy in Asia, ft Mark Hutchinson, Global Wind Energy Council (GWEC)Email comments or guest ideas (to reply, include your email address)In this episode of the Asia Climate Finance Podcast, Joseph and Mark Hutchinson from the Global Wind Energy Council (GWEC) discuss the latest developments in the offshore wind industry, especially in Asia. Mark highlights GWEC's role in promoting wind energy through government-industry collaboration and expanding office presence in key Asian markets such as China, India, Vietnam, and the Philippines. He details the progress and challenges in specific countries, including Japan, South Korea, Vietnam, and the Philippines, and underscores the importance of policy stability and technological innovation...2025-05-1229 minThe Asia Climate Finance PodcastEp62 Audio Blog: US Policy Shakeup: A Global Clean Energy Shift? ft Joseph Jacobelli, Bougie Impact Capital LtdEmail comments or guest ideas (to reply, include your email address)In this special audio blog, host Joseph Jacobelli dives into the seismic shifts in US clean energy policy under the new administration. Discover how these changes are introducing uncertainty, leading to project cancellations, and potentially redirecting investments to Europe and Asia. With global clean energy markets expanding rapidly, could this shakeup fuel growth elsewhere? Join us as we explore the implications and opportunities arising from this pivotal moment in the energy transition.ABOUT JOSEPH: Giuseppe ‘Joseph’ Jacobelli is an Asia finance and ener...2025-04-2120 minThe Asia Climate Finance PodcastEp61 Asia's energy transition: where private capital sees value, ft Luke Edwards, BrookfieldEmail comments or guest ideas (to reply, include your email address)Asia is at the heart of the global energy transition, presenting a once-in-a-generation investment opportunity. In this episode, Luke Edwards of Brookfield discusses the crucial role of private capital in funding clean energy solutions, the challenges and opportunities in emerging markets, and how investors can navigate this evolving landscape. From large-scale renewables to business transformation strategies, discover what’s driving the shift to a low-carbon future — and why now is the time to act.RESOURCES:Brookfield Launches Emerging Markets Transition Fund with...2025-03-2746 minThe Asia Climate Finance PodcastEp60 Batteries and geopolitics: the race for battery supremacy, ft Tim Bush, UBSEmail comments or guest ideas (to reply, include your email address)In this 60th episode of our podcast we talk with Tim Bush, an analyst at UBS and a top expert in batteries and energy, about the fast-changing world of battery production. Tim provides a clear view of the global battery industry's complex challenges and opportunities. Tim‘s insights include China leading the way with lower costs and big capacity, and the US and Europe facing tough choices as they try to build their own battery supply chains while dealing with China's dominance. Tim highlights th...2025-03-0644 minThe Asia Climate Finance PodcastEp59 The reshaping of recruitment in Asia, ft Seth Peterson, Korn FerryEmail comments or guest ideas (to reply, include your email address)Korn Ferry's Seth Peterson reveals how AI and in-house recruitment are revolutionizing executive search in Asia's energy transition sector. Despite the current market slowdown in China, demand for ESG and sustainability talent in Asia Pacific is quite strong. Corporate culture and purpose emerge as key differentiators in attracting top executives. Seth forecasts AI expertise and data science becoming critical skills, while emphasizing that traditional career-building remains fundamental. His insights highlight the dual challenge companies face: embracing technological innovation while maintaining strong organizational values to secure future...2025-02-1425 minThe Asia Climate Finance PodcastEp58 A corporate leader driving Asia’s energy transition, ft. Giorgio Fortunato, GoogleEmail comments or guest ideas (to reply, include your email address)This episode features Giorgio Fortunato who leads Clean Energy and Power at Google in Asia Pacific. He outlines Google's dedication to clean energy, including its ambitious 24/7 carbon-free energy target by 2030. Giorgio explores the Asia Pacific region's unique challenges and opportunities, such as grid infrastructure development, diverse clean energy procurement strategies, and the crucial role of data transparency. He also shares specific examples of Google's successful clean energy projects across Australia, India, Japan, and Singapore, emphasizing the need for customized solutions to effectively address the diverse needs...2025-01-2332 minThe Asia Climate Finance PodcastEp57 Asia's energy transition: hybrids rise, gas adapts, and markets reform, ft Mike Thomas, The Lantau GroupEmail comments or guest ideas (to reply, include your email address)In Episode 57, leading Asia energy economist Mike Thomas of The Lantau Group shared insights on 2024 trends and the 2025 outlook. He highlighted improved investment fundamentals, growing demand for renewables, and significant market reforms in Malaysia and the Philippines. Looking ahead, Mike expects continued renewable growth despite geopolitical uncertainties, more solar-hybrid projects, and evolving challenges in gas flexibility. Mike also thinks that while nuclear power's future remains uncertain in Southeast Asia, small modular reactors show long-term promise.REFERENCES: TLG InsightsABOUT...2025-01-0344 minThe Asia Climate Finance PodcastEp56 Clean energy investing: Asia's transition, ft Gavin Adda, Peak EnergyEmail comments or guest ideas (to reply, include your email address)In this episode, we delve into the world of climate business, climate finance, and the energy transition in the Asia Pacific region, as seen through the lens of a major investor. Our guest is Gavin Adda, CEO of Peak Energy Development, a Singapore-based company backed by the $70 billion global infrastructure investor, Stonepeak Infrastructure Partners. We begin by exploring the critical role of power market deregulation in accelerating the energy transition. We delve into specific challenges and opportunities within this space. Additionally, we discuss the markets that...2024-12-1349 minThe Asia Climate Finance PodcastEp55 Driving Change: Eco-Friendly Solutions in the Mining Industry, ft Don Weatherbee, Regenx TechEmail comments or guest ideas (to reply, include your email address)In this episode, we dive into the fascinating world of eco-friendly mining technology with Don Weatherbee, CEO of Regenx Tech, a company specializing in recycling precious metals from catalytic converters. Don shares the company's unique hydro metallurgic process, which is more environmentally sound than traditional mining and smelting. We discuss the market for platinum and palladium, the potential for growth, and the challenges in the recycling industry. Don also reveals Regenx Tech's journey from a junior mining company to a pioneer in catalytic converter recycling, with...2024-11-1225 minThe Asia Climate Finance PodcastEp54 Taiwan's Offshore Wind: Boom or Headwinds?, ft Scott Hsu, K2 ManagementEmail comments or guest ideas (to reply, include your email address)In this episode we dive into Taiwan's offshore wind story with Scott Hsu. A veteran in Asia's wind power sector, Scott shares unique insights from Taiwan's remarkable journey to become an offshore wind powerhouse. From market dynamics to financing challenges, we explore how Taiwan is balancing ambitious renewable targets with local industry development.ABOUT SCOTT: Scott Hsu is the Country Director for Taiwan and the Philippines at K2 Management. Within this role, he advises clients on the development, construction, and management of...2024-10-2937 minThe Asia Climate Finance PodcastEp53 China's green gambit: deciphering its climate policies, ft Prof Christine Loh, HKUST Institute of the EnvironmentEmail comments or guest ideas (to reply, include your email address)This episode is the second part of the conversation with a truly exceptional guest: one of Asia’s pre-eminent thinkers on the environment and climate change, Professor Christine Loh. We explore climate policy and climate action in the Chinese Mainland and Hong Kong, examining the issues from a policy perspective. Given China's crucial role in global climate action, we began by discussing the nation's policies related to the environment, climate change, and energy.ABOUT CHRISTINE: Professor Christine Loh, SBS, JP, OBE, Chevalier de...2024-10-1543 minThe Asia Climate Finance PodcastEp52 Climate business & finance toolkit: skills for a changing world, ft Prof Christine Loh, HKUST Institute of the EnvironmentEmail comments or guest ideas (to reply, include your email address)This episode features a truly exceptional guest: one of Asia’s pre-eminent thinkers on the environment and climate change, Professor Christine Loh. We explore the crucial topic of climate business and finance education and capacity building. We started the conversation with Professor Loh on what exactly is the Institute for the Environment at the Hong Kong University of Science and Technology. And as you'll discover, the Institute's work goes far beyond that of a traditional think tank. It is the first of a two part discussion wi...2024-10-0838 minThe Asia Climate Finance PodcastEp51 The Climate Risk Modelling evolution: what we need to know, ft Martim Rocha, SASEmail comments or guest ideas (to reply, include your email address)Climate risk modelling plays a vital role in shaping informed decisions, managing risks, and driving strategic planning by empowering businesses, governments, and individuals to understand and quantify the impacts of climate change. It enables organizations to pinpoint and evaluate climate-related risks, meet regulatory requirements, safeguard financial stability, and fortify resilience. Furthermore, it underpins accurate insurance pricing and investment evaluations, while guiding public policy and resource allocation. In this episode, we are joined by renowned expert Martim Rocha. Together, we explore the high-level aspects of climate risk...2024-09-0351 minThe Asia Climate Finance PodcastEp50 Analysis of Asia national and corporate transition trends, ft Dr Sayuri Shirai, Asian Development Bank Institute Advisor of Sustainable PoliciesEmail comments or guest ideas (to reply, include your email address)In this episode we analyse national and corporate transition trends in Asia. We have invited a distinguished guest to discuss this topic: Prof. Dr. Sayuri Shirai. Dr. Shirai is an Advisor for Sustainable Policies at the Asian Development Bank Institute. She is also a professor of economics at Keio University. We discuss areas such as adaptation and mitigation in Asia. We also cover the phase-down or phase-out of coal-fired power plants. Additionally, we explore corporate climate disclosure and transition planning.ABOUT DR SAYURI...2024-08-1540 minThe Asia Climate Finance PodcastEp49 Evaluating EVs, key minerals and China, ft Henry Sanderson, Benchmark Mineral IntelligenceEmail comments or guest ideas (to reply, include your email address)Episode 49 is about the related topics of electric vehicles, key minerals, and China. Our guest is Henry Sanderson. Henry is currently the executive editor of Benchmark Mineral Intelligence, a provider of supply chain and energy transition intelligence. This includes lithium, nickel, cobalt, electric vehicles, and the like. Henry and I first discuss his interest in EVs and the related minerals. Then we talk about his book Volt Rush, about EVs, about some of the key minerals, and finally on his thoughts about market developments over the...2024-07-2730 minThe Asia Climate Finance PodcastEp48 Three views on key aspects of climate finance in Asia, ft Dr Tim Cadman, Dr Tapan Sarker, Joseph JacobelliEmail comments or guest ideas (to reply, include your email address)This is a special episode. It is an abridged version of a webinar held in May 2024 on climate finance. There are three short presentations followed by a short Q&A session. You will hear the views from Dr Tim Cadman from the University of Southern Queensland, from Dr Tapan Sarker, from the same university, and from Joseph Jacobelli. Dr Cadman discusses some positive trends about action toward protecting the environment with some emphasis on biodiversity conservation. Dr Sarker focuses on the financing of the UN SDGs...2024-07-0354 minThe Asia Climate Finance PodcastEp47 Asia RE projects development “101”, ft Steve Shi, SungrowEmail comments or guest ideas (to reply, include your email address)In this episode, we focus on a crucial part of climate-related business and finance: the creation of renewable energy projects. This is a significant step towards a cleaner energy future. Our expert guest, Steve Shi, is a seasoned professional in renewable energy project transactions, with experience in North America and Southeast Asia. He will enlighten us on the necessary steps to develop clean energy projects and share his insights on key Asian electricity markets, including the Philippines, Vietnam, and Bangladesh.ABOUT STEVE....2024-06-0347 minThe Asia Climate Finance PodcastEp46 Climate finance addressing coal plants, ft Christoph Nedopil Wang, Griffith Asia InstituteEmail comments or guest ideas (to reply, include your email address)The phase-out of coal-fired power plants in Asia Pacific presents a significant challenge, requiring a delicate balance between environmental sustainability and economic feasibility. In this discussion, we are joined by Dr Christoph Nedopil Wang of the Griffith Asia Institute, who delves into case studies from Pakistan and Vietnam, offering valuable insights applicable to other Asian electricity markets. Notably, the conversation will explore innovative financial mechanisms that could facilitate the early retirement of coal plants while mitigating potential financial burdens.Resources: China coal...2024-05-1635 minThe Asia Climate Finance PodcastEp45 Offshore wind in 2023 and beyond, ft Mark Hutchison, GWECEmail comments or guest ideas (to reply, include your email address)The world’s offshore wind installed capacity reached 117 gigawatts in 2023, up 50% over 2022. It is projected to reach 320 GW by 2030. We discuss with Asia energy markets veteran Mark Hutchinson the recently released Global Wind Report 2024 by Global Wind Energy Council. We have a quick review of 2023, focus on a couple of the key take aways, share some thoughts on some key Asia Pacific offshore wind markets, discuss the state of capital investments and financing, and finally look beyond 2024. ABOUT MARK. Mark Hutchinson has ov...2024-05-0223 minThe Asia Climate Finance PodcastEp44 How innovative financing is powering energy efficiency, ft Alexander Ablaza, ClimargyEmail comments or guest ideas (to reply, include your email address)Scaling up energy efficiency can for 11 per cent of cumulative emissions reductions by 2030 according to the IEA. In this episode energy industry veteran Alexander Ablaza, explains why energy efficiency the most important pieces of the energy transition although it is often unjustifiably ignored. He discusses in detail business and finance trends in the sector as well as examining the many investments opportunities, and the challenges, with energy efficiency in the Asia Pacific region.ABOUT ALEXANDER: Alexander Ablaza is CEO of Climargy Inc...2024-04-1658 minThe Asia Climate Finance PodcastEp43 Climate business: fiction and reality, ft Genevieve Hilton & Steve WillisEmail comments or guest ideas (to reply, include your email address)In this episode podcast, we’re privileged to host two seasoned stalwarts of the heavy industry, Genevieve Hilton and Steve Willis. Their unexpected pivot has led them to channel their vast experience into a compelling work of fiction: ‘Fairhaven: A Novel of Climate Optimism’ (Habitat Press, 2024). This isn’t just a novel; it’s a beacon illuminating the pressing climate issues that our planet grapples with. Our conversation takes a deep dive into Genevieve’s and Steve’s transformative journey towards net-zero. We then shift our focus to three...2024-04-031h 01The Asia Climate Finance PodcastEp42 Boosting corporate clean energy purchases in Asia, ft Suji Kang, Asia Clean Energy CoalitionEmail comments or guest ideas (to reply, include your email address)One of the rapidly growing areas in climate business and finance is the purchase by corporations of clean energy. This is frequently referred to as corporate renewable energy procurement. Such purchases jumped 12% to 46 gigawatts in 2023 according to BNEF. Our guest is Suji Kang, the programme director of Asia Clean Energy Coalition, an organisation dedicated to corporate renewable energy procurement in Asia. Members include major multinationals such as Amazon, Google, Ikea, and many others. We discussed a variety of topics including the broad picture of what is...2024-03-1434 minThe Asia Climate Finance PodcastEp41 US and EU climate business and finance trends impacting Asia, ft Pamela Largue, Power Engineering Int'lEmail comments or guest ideas (to reply, include your email address)Some of the climate business and finance trends in Europe and the US are highly applicable to the Asian experience. In this episode, energy media specialist Pamela Largue provides some clarity on some of these trends. We first briefly chat about her organisation, Enlit World, an important source of sector news and trends through publications and conferences. We then discuss Pamela’s latest findings after participating at Enlit industry conferences in Europe (energy security) and the US (energy costs and the I.R.A.). Finally, we ha...2024-02-2724 min
Energy TransitionsHow to de-risk cleantech investments
The cleantech investment space is an ever-evolving and complex ecosystem, with increasing pressure to innovate and an increasing need for investment to bring new technology to fruition.
And while there have been some big investments over the past decade, a liquidity crunch, rising interest rates and geopolitical tumult are making the cleantech investment landscape tricky to navigate.
In this episode of the Energy Transitions Podcast, Joseph Jacobelli, managing partner of Bougie Impact Capital and host of The Asia Climate Capital Podcast, delves into identifying and mitigating the risks impacting...2024-02-0620 minThe Asia Climate Finance PodcastEp40 Asia climate business and finance: the progress in 2023 and the road ahead, ft Mike Thomas, The Lantau GroupEmail comments or guest ideas (to reply, include your email address)Our guest is Mike Thomas who heads The Lantau Group, a Hong Kong-based consultancy, and who is one of the leading energy economics thinkers in the Asia Pacific region. As it is the beginning of the year, Mike evaluates a small sample of the many developments in the region’s climate business and finance in 2023. He also shares a few thoughts on 2024 and beyond. We discuss some specific markets including Malaysia, the Philippines, Singapore and China as well as examine some of the major themes such as...2024-02-0550 minThe Asia Climate Finance PodcastEp39 Corporate transition strategies: what is the state now and what are the prospects, ft Summer ChenEmail comments or guest ideas (to reply, include your email address)Corporates play a crucial role in driving the energy transition. Their role is critical to accelerating change and addressing the pressing climate change challenges. It is critical for corporates to formulate transition strategies, beyond climate risk and other types of reporting. It is a tough hurdle given all of this is very new. Our guest is Summer Chen who is a Principal Consultant with ERM, a leading multinational consultancy firm. Summer works with corporates on the strategy front, among other things. In the episode, first Summer...2024-01-1429 minThe Asia Climate Finance PodcastEp 38 Building sustainable finance regulation: the ASEAN experience, ft Eugene WongEmail comments or guest ideas (to reply, include your email address) Decarbonisation efforts start with the commitment by a government. Once the broad policy is set, the real hard work of regulation begins. To understand and advance sustainable finance it is absolutely imperative to understand this work. In this episode our guest is Eugene Wong who shares his unique insights on the Southeast Asian experience. Eugene is the Chief Executive Officer of the Sustainable Finance Institute Asia. The Institute is a neutral, convening platform to bring together different stakeholders to advance the sustainability agenda in ASEAN (the A...2023-11-2456 minThe Asia Climate Finance PodcastEp37 Asia's clean energy boom: an in-depth investor view, ft Robert McgregorEmail comments or guest ideas (to reply, include your email address)Industry practitioners are a key source to understand the business and finance of the energy transition in Asia. In episode 37’s we have a conversation is Robert McGregor. Robert is the Chief Corporate Development Officer of Gurīn Energy, a pan-Asia renewable energy company. He has a long, illustrious, and unique career in the energy industry first in the UK and then in Asia. We had a broad-based and in-depth conversation on key topics revolving around clean energy. Robert shares his thoughts on the current state of th...2023-10-191h 18The Asia Climate Finance PodcastEp36 Insights into decarbonisation strategies of Asian corporates from a practitioner’s view, ft Albert SutantoEmail comments or guest ideas (to reply, include your email address) Corporates all over the world are under immense pressure to address their carbon footprint. They must worry about their own footprint as well as that of other companies their linked with, such as their suppliers. In this episode I chat with a specialist in this area, Albert Sutanto. Albert is the Southeast Asia Markets Manager at Mt. Stonegate Green Asset Management based in Taiwan. Albert shares his experience on how he helps corporates to identify and reduce their carbon footprints as well as raising their consumption of...2023-08-1646 minThe Asia Climate Finance PodcastEp35 Financing Asia’s decarbonisation and energy transition: an infrastructure finance view, ft Andrew KinlochEmail comments or guest ideas (to reply, include your email address)Asia will account for 50% or more of global energy transition investments in the next three plus decades. Financing is of primary importance and is a challenge. In this episode, Andrew Kinloch, a leading infrastructure finance expert, discusses some of these challenges. He looks at financing renewable energy projects in general and then he discusses in detail some of the challenges such as how to address Asia’s young coal fired power plants fleet. He also has interesting thoughts about the role of multilateral banks financial institutions.2023-07-2530 minThe Asia Climate Finance PodcastEp34 Solar energy and China: the past, present and future, ft Frank HaugwitzEmail comments or guest ideas (to reply, include your email address)The development of China's solar industry is key to the nation’s as well as the world’s net zero ambitions. Installed capacity was 392 GW in 2022 and is set to continue to grow further. In this episode, we speak to Frank Haugwitz who has been involved in the sector for over two decades. He is a Senior Advisor and China Representative of Apricum, a transaction advisory and strategy consulting company. We first briefly look at the history and background of the industry and identify the reasons behi...2023-06-281h 04The Asia Climate Finance PodcastEp33 Sustainability advisory: driving strategies and green finance solutions, ft Wee Boon Siong.Email comments or guest ideas (to reply, include your email address)Sustainability and green finance can be highly complex subjects as they comprise a multitude of disciplines. Recent years have seen the creation of a variety of advisor and consulting firms specialising on sustainability. In this episode, Wee Boon Siong, CEO of RHT Green which specialises in advising on sustainability and green finance, discusses how RHT Green helps corporates in their sustainability journey, something increasingly key to their operations and fund raising. Boon Siong provides insights on two aspects. He first discusses, the actual nuts and bolts...2023-05-2346 minThe Asia Climate Finance PodcastEp32 One of green finance's pillars: deep dive into the real world of carbon exchanges, ft Bill PazosEmail comments or guest ideas (to reply, include your email address)Carbon exchanges are an important component of sustainable finance as they enable the sale of carbon credits to reduce emissions. In this episode, we have Bill Pazos, Co-founder and Co-CEO of the AirCarbon Exchange (ACX), which won Environmental Finance’s Best Carbon Exchange award twice. The discussion starts with an overview of the role of carbon exchanges and Bill’s views on the current state of carbon markets and trading. We then delve into ACX's history, shareholders and stakeholders, operations, how carbon credits are organised on the...2023-05-0957 minThe Asia Climate Finance PodcastEp31 Private equity's take on circular economy investment opportunities in Asia, ft Ellen MartinEmail comments or guest ideas (to reply, include your email address)A circular economy transforms goods nearing the end of their useful life into resources for reuse. It aids climate action in three ways. It complements decarbonization measures, it supports the sustainable scaling of the clean energy transition, and it enhances adaptation to a changing climate. The value creation opportunity is US$4.1 trillion, according to one estimate. Our guest, Ellen Martin from Circulate Capital, is greatly involved in investing in this space. In the podcast, she first provides some background on the circular economy in general and...2023-04-2545 minThe Asia Climate Finance PodcastEp30 Past the ESG acronym – research and key green finance and investors’ issues, ft Charles YontsEmail comments or guest ideas (to reply, include your email address)Hundreds of billions of dollars in global assets follow ESG principles. The massive growth seen in the past few years is set to continue, estimate various investments banks. This means that ESG research has become one of the pillars of green finance, socially responsible investing, impact investing and the like and is becoming part and parcel of standard investment research. In this episode, one of the region’s most respected ESG analysts, Charles Yonts who heads Asian ESG Research at Macquarie Group, first discusses the basics of...2023-04-111h 03The Asia Climate Finance PodcastEp29 Are offshore wind investments and financing booming? ft Mark HutchinsonEmail comments or guest ideas (to reply, include your email address)Offshore wind generation capacity is one of the fastest growing forms of green energy globally. It will rise 10-fold this decade – to 330 GW by 2030 from about 34 GW in 2020 –based on one estimate (Wood McKenzie) and will need tens of billions of dollars. Our guest, Mark Hutchinson is one of Asia’s leading veteran experts in the energy sector in general and clean energy in particular. In our conversation we first discuss the current state of the US and European offshore wind markets. We then deep dive into t...2023-03-2846 minThe Asia Climate Finance PodcastEp28 The Blue Economy, an ocean of business and investments prospects, ft Mike AbundoEmail comments or guest ideas (to reply, include your email address)The Blue Economy’s annual turnover is US$3–6 trillion (UN), which some estimate will double by 2030, presents a growing opportunity for business and investment. In this episode, Dr Mike Abundo, CEO of OceanPixel, first offers a clear and detailed definition of the Blue Economy, its ecosystem, including ocean and marine clean energy, as well as the intersection with decarbonisation and the energy transition. Mike also discusses the data management and intelligence angle. We then move to OceanPixel as a case study in the Blue Economy with Mike...2023-02-271h 27The Asia Climate Finance PodcastEp27 Carbon markets and trading: where are we headed? what about China? ft Julien HageEmail comments or guest ideas (to reply, include your email address)The global carbon markets are an important source for funding the decarbonisation needed to mitigate the climate crisis. The compliance and the voluntary global carbon markets amount to almost US$1 trillion or so. They are set to grow dramatically. The smaller of the two, the voluntary one, will grow five-fold by 2030 from US$2 billion in 2022, Shell and BCG expect. China will be a key player in the growth given it has the world’s largest carbon market. Julien Hage from CICC Asset Management first shares his th...2023-02-1447 minThe Asia Climate Finance PodcastEp26 Japan domestic and global green growth ambitions(?), ft Mika OhbayashiEmail comments or guest ideas (to reply, include your email address)The Japanese government should be treating decarbonisation with the outmost importance and urgency. It is one of the largest energy consumers in the world – fifth largest oil consumer for example –and it is almost totally reliant on fossil fuel imports. The authorities did set out a net zero road map which has been broadly criticised for not being robust. Our guest, Mika Ohbayashi of the Renewable Energy Institute in Japan, is uniquely qualified to discuss the government’s renewable energy past track record as well as its pat...2023-01-3037 minThe Asia Climate Finance PodcastEp25 EV charging – one of the keys to Asia’s decarbonisation path, ft Vincent YipEmail comments or guest ideas (to reply, include your email address) The Asian and global electric vehicle market is massive and growing fast. One of the many forecasts put the value of the sector to rise six-fold, to almost $1,110 billion by 2030 from about $180 million in 2021. Key to the growth of EVs, and thus to decarbonisation and the energy transition, is the charging and the companies that operate the charging infrastructure. Our guest is Vincent Yip, the Chief Executive Officer of Cornerstone Technologies Holdings Limited. The listed company specialises in the supply and installation of EV chargers, infrastructure, a...2023-01-171h 15The Asia Climate Finance PodcastEp24 Real estate, smart cities and decarbonisation trends, ft Johan TellvikEmail comments or guest ideas (to reply, include your email address)The real estate sector accounts for about two-fifths of global carbon dioxide emissions meaning it plays a direct key role in decarbonisation and a major indirect role in the energy transition. This is something particularly important to Asia given the region has eight of the top ten largest urban agglomerations worldwide. Our first guest for 2023 is Johan Tellvik who is the CEO of ESG Real Estate Lab. He shares his experience and insights on the latest trends in real estate and smart cities when it comes...2023-01-0348 minThe Asia Climate Finance PodcastEp23 Temperature check on the energy transition in Asia, ft Mike ThomasEmail comments or guest ideas (to reply, include your email address)In Episode 23, the last for 2022, we measure the current temperature of the energy transition in some key Asia economies with one of the region’s most experienced and respected energy economist and consultant, Mike Thomas. He explains how the region is rapidly transitioning today though it came very late in the game. He broadly talks about the great amount of investment interest and activity that he has been witnessing. Some of the selected countries discussed include Australia, India, Malaysia, the Philippines, Thailand, and Vietnam. Finally, he of...2022-12-201h 04The Asia Climate Finance PodcastEp22 Temperature check on Asia transitional finance, ft Anastasios ZavitsanakisEmail comments or guest ideas (to reply, include your email address)It is a ideal time to take a temperature check of the state of sustainable finance in Asia as the year draws to an end. The episode’s guest is an expert in all things sustainable finance given his background and interactions with regulators, corporations, and investors. Tasos Zavitsanakis if the head of Sustainable Finance for Greater China at UBS’ APAC Sustainable Finance Office. We first define sustainable and transitional finance and then focus down on the evolution of this area in Asia. We evaluate where we s...2022-12-061h 03The Asia Climate Finance PodcastEp21 Asia's sustainable finance elephant topic: insuring projects, ft Jan NapiorkowskiEmail comments or guest ideas (to reply, include your email address)Our guest is Jan Napiorkowski, global head of clean energy at Ariel Re. Jan first discusses his background and his work in insurance in clean energy, an area which is vital to sustainable finance. The elephant topic! Then we launch into two sections. In the first part of the episode, we look at some of the basics. Namely, the insurance and reinsurance of clean energy projects in the world in general and in Asia in particular. In the second part of the discussion, we take a...2022-11-221h 06The Asia Climate Finance PodcastEp20 Views from an energy transition tech provider ft Nicolas LeongEmail comments or guest ideas (to reply, include your email address)Welcome to the 20th episode. Our guest is Nicolas Leong from Wärtsilä Energy, based in Tokyo. We first discuss the company, a leading technology provider, as a case study of a firm heavily involved in the energy transition and decarbonization in Asia. A firm which, amongst other things, is focused on grid balancing gas engines and energy storage systems. Nicolas also shares his thoughts and insights about Japan and the developments there on the clean energy front, as well as his thoughts on the net zer...2022-11-081h 05The Asia Climate Finance PodcastEp19 Major business and finance shifts in Australia, Singapore clean energy, ft Andrew KoscharskyEmail comments or guest ideas (to reply, include your email address)Andrew Koscharsky, Energy Markets Project Director at Australia’s Squadron Energy, shares his views on Singapore as a Asian clean energy hub at the operational level and at the sustainable finance levels. We compare and contrast two highly different clean energy markets Singapore and Australia and he evaluates key recent developments and challenges they each markets face. Other topics include LNG as part of the sustainability discussion as it is still the best firming capacity to help accommodate renewable energy into a grid. Also, Andrew discusses ene...2022-10-2549 minThe Asia Climate Finance PodcastEp18 Climate finance and Asian corporates’ net zero journey, ft Piers TouzelEmail comments or guest ideas (to reply, include your email address)Brief yet comprehensive discussion on current developments in climate finance in mainland China, Hong Kong, in Taiwan. We first touch on the recent evolution of international Environmental and Social Performance Standards related to project financing. We then discuss what international banks require to make a project “bankable”. We talk about some of ERM’s experiences with companies and financial institutions and assess if there is a standard approach or methodology that companies can use on their journey to Net Zero.ABOUT PIERS. Piers...2022-10-1132 minThe Asia Climate Finance PodcastEp17 How is the financing of Southeast Asia’s energy transition progressing, ft John YeapEmail comments or guest ideas (to reply, include your email address)Southeast Asia is a massively important region given its population of almost 700 million and fast-growing energy consumption of 30 exajoules – the EU’s was 57 EJ. Many of the individual economies in the region are in the process of decarbonizing. Given the bulk of them are still developing, financing the energy transition is a crucial aspect. We discuss with one of the region’s thought leaders, John Yeap of Pinsent Masons, about three areas. We address, developments in regulatory consistency and transparency, which is absolutely key to any invest...2022-09-271h 02The Asia Climate Finance PodcastEp16 An inside view to China clean power trading, ft Fulvio BartolucciEmail comments or guest ideas (to reply, include your email address)SUMMARY. We discuss with Fulvio Bartolucci the current state as well as the future of renewable energy trading in the world’s largest electric power market, China. Fulvio, a highly experienced industry participant and GM at Tera Energies, first provides his insights on the nation's energy transition from brown to green emphasising the country’s advantages and disadvantages in undertaking the transition. We then assess the current state of electricity trading and direct power sales in general, and that of renewable energy trading in part...2022-09-131h 04The Asia Climate Finance PodcastEp15 A down-to-earth view of sustainable investing and finance in Asia, ft Stephanie ChoiEmail comments or guest ideas (to reply, include your email address)Summary. In-depth discussion with UBS Global Wealth Management’s Stephanie Choi about sustainable investing (SI) and finance. The discussion first puts SI into the global context as well as the regional one. Then Stephanie tackles SI products from a variety of perspective. Stephanie also clearly unpacks some of the SI critique which has been grabbing headlines recently and offered her insights as to what SI is supposed to do and what it cannot address. Other areas examined include corporates’ attitudes, SI in Asia...2022-08-3052 minThe Asia Climate Finance PodcastEp14 ESG finance and investing and decarbonisation: reality vs babble, ft Matt OrsaghEmail comments or guest ideas (to reply, include your email address)Summary. Ep.14 is a comprehensive, insightful, and honest discussion on ESG and sustainable finance and investing with Matt Orsagh, a thought leader on the subject. It is a lively two-way chat covering all of the latest key trends and developments globally and putting Asia in the global context. Matt also honestly addresses why we are where we are and where we are going ESG-wise, including why it used to be easier and now it’s a lot more complex. He offers a rich array of...2022-08-1659 minThe Asia Climate Finance PodcastEp13 Decarbonising Asia through carbon markets and finance, ft Charles BedfordEmail comments or guest ideas (to reply, include your email address)Summary. Carbon finance and investing is a crucial area of development in climate and sustainable finance. Fund flows have been increasing exponentially and currently only the tip of the iceberg can be seen from the perspective of opportunities. It is a topic which is complex and, in some marketplaces, generates quite a bit of controversy. The Asia Climate Capital Podcast guest, Charles Bedford, unpacks carbon from the sustainable finance and investment perspective in general and in particular in the Asia Pacific context. Charles is...2022-08-0255 minThe Asia Climate Finance PodcastEp12 SMEs’ Green Investing in Midst of Australia’s Energy Crisis, ft Rebecca TilbrookEmail comments or guest ideas (to reply, include your email address)Summary. In episode 12 we go back to discuss Australia because of important recent developments in terms of clean energy policy as well as an ongoing energy crisis. Policy-wise the newly elected government is proving to be serious about shifting the energy system to a green and sustainable one. Crisis-wise, the nation has seen its national electricity market temporarily suspended, power supply failures and electricity prices have been skyrocketing. We discuss with our guest Rebecca Tilbrook these issues and then focus on corporate action. Within...2022-07-1953 minThe Asia Climate Finance PodcastEp11 Global views on Asia clean energy projects financing, ft Robert ToddEmail comments or guest ideas (to reply, include your email address)Summary. In Ep11 we had the pleasure of chatting with a deeply experienced financier about the financing of clean energy projects around the world, Robert Todd from CIBC Capital Markets, a leading North American financial institutional with a global footprint. He first touches on the key trends that he is experiencing in his day-to-day work and then digs in deeper into some of these areas, including the growing role of partnerships and also the shift for single assets investments to a more systematic approach. H...2022-07-0733 minThe Asia Climate Finance PodcastEp10 Financing Australia’s Path to a Global Clean Energy Leader, ft Tim BuckleyEmail comments or guest ideas (to reply, include your email address)Summary. The episode, recorded on June 16 20022, is an important discussion. It is about Australia evolving into a regional or even global clean energy leader from being a laggard. The Australian energy market may be small by Asian standards, but it has a leading global place in the energy markets. Innovation, ample capital, and a new clean energy-friendly government is going to change things quite a bit. The show’s guest is one of the region’s prominent thought leaders, Tim Buckley who heads the Austr...2022-06-211h 10The Asia Climate Finance PodcastEp9 Singapore’s Public and Private Green Drive, ft Lathika Chandra MouliEmail comments or guest ideas (to reply, include your email address)Summary. In this episode nine we focus on the relative success of the green drive adopted in Singapore. We tried to dig into the various business and finance aspects of the current state and the future outlook of Singapore’s transition towards a green and sustainable future. A transition which has been supported by government but also actively driven by local and international corporations. We first look at Singapore’s clean energy landscape and gauge the various government efforts, including the national decarbonisation-related policies and s...2022-06-0758 minThe Asia Climate Finance PodcastEp8 Asia's macro hurdles faced by private equity, ft Fabian D'AvolaEmail comments or guest ideas (to reply, include your email address)Summary. The podcast focuses on the challenges faced by private equity firms when investing in clean energy projects in Asia. Asia Renewable energy expert Fabian D’Avola provides is insights on some of the key current issues as well as his outlook on the issues. In the first part, Fabian details his background in the clean energy industry as well as introducing Glennmont Partners and the firm’s strategy in Asia. He then spotlights some key issues, including clean energy projects’ land usage, grid capaci...2022-05-2448 minThe Asia Climate Finance PodcastEp7 Real and high impact environmental financing, ft Jean-Marc ChampagneEmail comments or guest ideas (to reply, include your email address)Summary. The conversation started with a discussion on bankable nature solutions. These are financially viable projects which support the development of more climate resilient and sustainable landscapes and economies. Their bankability enables projects to accelerate scaling and replication, realizing large-scale positive impact on nature and communities (WWF). We then took a deep dive into public and / or private financing examples and track record, as well as going through several examples of successful proof of concept projects, About. Jean-Marc. Jean-Marc is th...2022-05-101h 03The Asia Climate Finance PodcastEp6 Cool and profitable energy efficiency investments, ft Jim MaguireEmail comments or guest ideas (to reply, include your email address)The Podcast. Energy efficiency (EE) may well be the misunderstood piece of the energy transition. To many EE is all about money saving. In reality EE projects offer attractive returns to asset owners and investors. In the episode, Joseph Jacobelli and Jim Maguire first demystify EE and highlight examples and case studies in Asia. As usual, first the guest briefly explains how he got involved in Asia’s decarbonisation efforts. Then Jim digs into cooling efficiency in Asia. Finally, he offers some forward thinking on...2022-04-261h 03The Asia Climate Finance PodcastEp5 The digital de-risk of clean energy investments in India, ft. Arun KumarEmail comments or guest ideas (to reply, include your email address)Content. In this episode, Joseph Jacobelli discusses with India power expert Arun Kumar how to go about digitally de-risking clean energy investments in India. Joseph first asks Arun about how he became involved in Asia’s energy transition. Then they discuss the crossover of digitalisation and clean energy projects investments and what is the role of digital energy technologies and solutions in reducing the investment risks in clean energy projects. Finally, Arun offers some forward-looking thoughts on the subject. About Arun. ...2022-04-1245 minThe Asia Climate Finance PodcastEp4 Putin's War impact on Asia's decarbonisation, ft. Joseph JacobelliEmail comments or guest ideas (to reply, include your email address)In this audioblog, podcast host Joseph Jacobelli details how Russia's invasion of Ukraine has a negative short term impact on Asia's path to net zero emissions but beyond the 24-month horizon, the region's outlook for decarbonisation remains bright.Full article published in the April 2022 edition of The Energy Industry Times.Production and artwork: Joseph Jacobelli. Music: The Open Goldberg Variations by Kimiko Ishizaka. Feedback: theasiaclimatecapitalpodcast@gmail.comFEEDBACK: Email Host | 2022-03-2713 minThe Asia Climate Finance PodcastEp3 The rise of corporate power purchasing contracts in Asia, ft. Steve LuEmail comments or guest ideas (to reply, include your email address)Conversation about corporate power purchasing agreements (CPPAs) featuring Steven Lu, a four-decade energy and banking veteran.We first discuss how to become part of the energy transition in the Asia Pacific region from the jobs perspective. Then we dig deep into the current dynamics of CPPAs in the region. Finally, we do a bit of crystal gazing on the outlook of CPPAs in the region in the next several decades. About Steve: He is a seasoned project and structured finance b...2022-03-2254 minThe Asia Climate Finance PodcastEp2 Asia's offshore wind market is booming and blowing, ft. Mark HutchinsonEmail comments or guest ideas (to reply, include your email address)Conversation with Asia energy markets thought-leader Mark Hutchinson on the present and future of Asia's offshore wind market, including Vietnam.About Mark: he has over 30 years of energy sector experience, including 25+ years consulting and research experience in Asia. He has expertise in strategic advice, finance, M&A, contract negotiations and due diligence in the power & renewables, and oil & gas sectors. He is the chair of the Southeast Asia Task Force for the Global Wind Energy Council. Mark works with the GWEC members...2022-03-1532 minThe Asia Climate Finance PodcastEp1 The business+finance of Asia's energy transition, ft. Joseph JacobelliEmail comments or guest ideas (to reply, include your email address)This first episode discusses the key elements of Asia's massive energy transition, including two fundamental drivers, the two transformations, and the related climate finance elements. This audio-blog allows for a better understanding of all of the key elements.Feedback is really important so as to make the content useful and relevant to you and other listeners. So, please “like” this podcast in whatever podcast app you use and also please send us your comments, thoughts, and ideas for topics: theasiaclimatecapitalpodcast@gmail.comPro...2022-03-0120 min
The Asia Climate Finance PodcastEp0 The "why" and the "what" of The Asia Climate Capital PodcastEmail comments or guest ideas (to reply, include your email address)Welcome to the Asia Climate Capital Podcast. I’m your host Joseph Jacobelli. I would like to tell you the “what” and the “why” of the podcast series.First, the “what”? The Podcast is about identifying and discussing current and future business and finance trends in the energy transition in Asia from the capital markets perspective. For most of the episodes I will be joined by an expert guest.Second, the “why?” I’m an analyst, author and investor focused on the net zero emissions p...2022-03-0101 minThe Asia Climate Finance PodcastTrailer | The Asia Climate Capital PodcastEmail comments or guest ideas (to reply, include your email address)Transcript. Hello there. This is Joseph Jacobelli. I am the host of The Asia Climate Capital Podcast where we talk about what's going on in the world of | decarbonisation and the energy transition in Asia, with finance and economics in mind and linking ESG and sustainability issues. Please listen to The Asia Climate Capital Podcast on Spotify, Apple Podcasts, or wherever you get your podcasts. Thanks! Production and artwork: Joseph Jacobelli. Music: The Open Goldberg Variations, Kimiko Ishizaka. 2022-03-0100 min
QE.it PodcastIl mercato delle rinnovabili in Asia: opportunità per le impreseJoseph Jacobelli, managing partner e fondatore di Asia Clean Tech Energy Investments, analizza in questo audio il mercato energetico asiatico, confrontandolo con quelli europei ed extraeuropei.
Nell'intervista, realizzata dal giornalista di QualEnergia.it Lorenzo Vallecchi, è emerso il quadro di un continente orientato a raccogliere la sfida della decarbonizzazione: è in corso anche un’adozione di massa delle tecnologie digitali per rendere più flessibili ed efficienti la generazione e la distribuzione elettrica da fotovoltaico, eolico e dalle altre rinnovabili.
Tutta l’area avrà bisogno di massicce forniture di nuova energia entro il 2050: da 3 a 5 volte quella consumata attualmen...2022-01-2843 min