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Southeast Asia's power sector: what the IEA's 2026 Outlook changed, and why it matters
The IEA just published its Southeast Asia Energy Outlook 2026, and the story is in the deltas versus 2024. The framing flipped from transition to energy security. Data centres jumped from footnote to headline demand driver. Coal was revised up ~10%, not down. Gas went from bridge fuel to import liability. And the renewables ambition, real as it is, stays gated by a cost of capital at twice advanced-economy levels. Here's what it means for investors, developers, and policymake

Ricardo Reina
6 days ago6 min read


Indonesia's power transition: the ambition is set, delivery is the test
What a least-cost model of Indonesia's power system tells us about getting from a coal-heavy grid to a solar-and-storage one, and where it could stall

Ricardo Reina
Jun 125 min read


Why renewable adoption in Asia-Pacific is harder than it looks
Despite ambitious targets and strong corporate demand, renewable energy adoption across APAC continues to face structural challenges. This article unpacks the key barriers—and why solving them requires system-level change, not just more projects.

Ricardo Reina
Apr 63 min read


The hidden bottleneck: why grid connection is becoming the biggest constraint for data center growth in Asia-Pacific
As data center demand accelerates across Asia-Pacific, securing power has become the critical path to deployment. This article explores the structural challenges behind grid connection delays—and the practical levers developers can use to accelerate timelines and engage more effectively with utilities.

Ricardo Reina
Mar 113 min read


From pipeline to financial close: why energy transition projects struggle to become bankable in Southeast Asia
Southeast Asia has a strong pipeline of energy transition projects, but many fail to reach financial close. This article examines the core bankability barriers—and the financial and structural solutions needed to unlock capital at scale.

Ricardo Reina
Feb 32 min read


From age-based maintenance to risk-based decisions: the case for health and criticality indices in power grids
Most utilities still maintain their networks using age-based or time-based maintenance. But as grids become more complex and capital constraints tighten, this approach is no longer sufficient. The next frontier lies in combining asset health and criticality into a single risk-based framework—enabling utilities to prioritize interventions, optimize spend, and make more defensible decisions across their asset portfolio.

Ricardo Reina
Nov 25, 20252 min read
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