Energy Tracker Asia

Top Five Green Energy Stocks in India for 2026 Adani Green, Suzlon, Waaree Energies, Premier Energies, and ACME Solar have the best green energy stocks to buy in India.

India’s renewable-energy story is entering a multi-year growth phase. With 500 GW non-fossil capacity targeted by 2030, PPAs and grid upgrades are shaping predictable cash flows. Key players include ADANIGREEN, SUZLON, WAAREEENER, PREMIERENE, and ACMESOLAR.

Full analysis here.

Clean Energy Drove More Than a Third of China’s GDP Growth in 2025 [Op-Ed] Clean-energy sectors powered more than a third of China’s GDP growth in 2025, driving over 90% of investment gains and reaching a record 15.4 trillion yuan.

Clean-energy tech powered more than a third of China’s 2025 growth and over 90% of investment gains, totalling 15.4 trillion yuan. By value, it would be the 8th-largest economy if it were a country.

What does this mean for policy and global energy markets? #OpEd

@creacleanair.bsky.social

Philippines Weighs High-Stakes Carbon Pricing and Common Market Pitfalls [Op-Ed] The Philippines is pursuing a domestic carbon pricing path with an Emissions Trading System (ETS) through the Low Carbon Economy Investment Bill, aiming to mobilise private capital for climate resilie...

New policy analysis flags major guardrail gaps in the Philippines’ proposed ETS under the Low Carbon Economy Investment Bill.

Will a cap, safeguards for Indigenous communities, and robust governance be enough to ensure real emissions cuts?

Find the nuanced take in our op-ed.

Best Renewable Energy Stocks to Buy in 2026 From NextEra and Brookfield Renewable to solar manufacturers like First Solar and innovators like Nextpower, offer best renewable energy stocks to invest in.

2026 marked by a market-led clean energy rally. From utility-scale winners to solar manufacturers and specialised financiers, the sector blends stability, income, and growth as AI demand tightens the grid.

Explore the best renewables thesis in our new article.

energytracker.asia/best-renewab...

Best Renewable Energy Companies To Invest In 2026 NextEra Energy, Brookfield Renewable Partners, First Solar, Sungrow Power Supply etc. are some of the best renewable energy companies to invest in.

Powering AI's future requires a renewable energy build-out. Investment is flooding in. Here’s a look at the leading companies that combine scale, technology, and resilient business models for 2026 and beyond.

Renewable Energy Investment Opportunities in 2026 Global clean energy investment reached approximately USD 2.2 trillion, with renewables alone accounting for around USD 780 billion.

Renewables have moved from policy-led growth to infrastructure-scale deployment.

In 2025, approximately USD 2.2 trillion was invested in clean energy, with solar and storage at the forefront. Asia emerges as the investment hub, signalling a mature, selective market for the decade ahead.

Coal Power Drops in China and India for First Time in 52 Years After Clean-energy Records [Op-Ed] Coal power output fell in both China and India in 2025 for the first time in 52 years, despite rising electricity demand.

Historic milestone: coal power fell in both China and India in 2025 amid record clean-energy growth. The implications for energy transitions, grids, and global emissions are explored in depth.

Full analysis 👉

The Most Polluted River in India Is Not the Ganga or Yamuna India’s river pollution crisis has a new face: the Cooum in Chennai, now considered the country’s most polluted river.

The Cooum in Chennai is today India’s most polluted river, emblematic of a broader national crisis.

Our analysis identifies pollution sources, health risks, and policy gaps that hinder recovery across 46% of the country’s rivers.

Read the full piece: energytracker.asia/most-pollute...

Water Pollution in India and Its Toll on Rivers and People Water pollution in India has escalated into one of the nation’s most urgent environmental crises, threatening public health, ecosystems and the economy.

Water pollution in India remains a critical crisis in 2025, threatening health and livelihoods. Our latest piece breaks down the sources, impacts, and policy actions shaping the road to cleaner water.

Read more: energytracker.asia/water-pollut...

China’s Policymakers Face Big Choices After No Emissions Growth for 18 Months [Op-Ed] China’s emissions have stabilised or fallen since mid-2023, despite continued growth in fossil fuel demand, driven by a clean-energy surge in wind, solar, and rail-based transport.

China’s emissions have stalled, powered by a solar-wind buildout and rapid EV/rail adoption. Will policymakers curb coal faster or slow the pace of clean-energy expansion? Our latest #OpEd explains the pivotal choices ahead for 2030 and 2060 climate targets.

Is Renewable Energy Reliable in a High-demand World? Renewable energy has transitioned from the fringe to the backbone, with advancements in storage, forecasting, and smarter grids.

The path to 24/7 clean power is here: storage, forecasting, and smarter grids empower renewables to meet demand reliably. Read our quick explainer on how the transition is becoming a reality.

energytracker.asia/is-renewable...

Why Smog in Pakistan Is Worse Than Ever in 2025 Pakistan is gripped by a year-round smog emergency, with PM2.5 levels far exceeding WHO guidelines and cities like Lahore among the world's most polluted.

Pakistan’s air quality underscores the urgency for a systemic pivot to clean energy and smarter transport.

Find the evidence and recommended actions in our full article.

How Thailand Can Transition from Gas Dependency Risks to Clean Energy Gains [Op-Ed] Thailand’s growing dependence on imported Liquefied Natural Gas (LNG) bears the risk of becoming a costly vulnerability.

Thailand stands at a pivotal energy crossroads. A strategic transition to gas and accelerated adoption of renewables can boost resilience and competitiveness.

Experts from the CASE Project shares their opinion in our latest Op-Ed: energytracker.asia/how-thailand...

Renewable Energy Trends 2025: Capacity to Double by 2030 The IEA's 2025 renewable energy market analysis reveals that the goal to triple clean energy capacity remains out of reach.

Global renewable energy is growing fast but not fast enough.

Capacity is set to double by 2030, yet we’re still falling short of COP28 goals. The @iea.org says clearer policies, faster permitting, and better grids are key to closing the gap.

Smog in India: A Nation Struggling to Breathe Smog in India has reached crisis levels, with serious conditions setting into many of the India’s most polluted cities.

From Delhi to regional hotspots, explore what’s driving India’s smog and the policy actions needed to deliver clean air.

Time to Ride, Indonesia Electric Motorcycle Diaries [Op-Ed] Indonesia has the ingredients to become a global leader in electric motorcycles, with a huge domestic market, a culture of ingenuity, and a growing local ecosystem.

Indonesia’s e-motorcycle potential is huge, but requires coordinated policy and a strong domestic champion.

Discover the opportunities and barriers in our latest #OpEd

energytracker.asia/indonesia-el...

Is Renewable Energy Expensive? Or Is It the Cheapest Power Source on Earth? Renewable energy is not only the cheapest but also the fastest-growing source of electricity worldwide, even without subsidies.

The cost argument is over. Renewables have won.

Solar and wind are now significantly cheaper than fossil fuels, leading to record growth and lower energy bills. The data is clear.

#CleanEnergy #Renewables

The Cost of Electricity in Australia: Can Renewables Finally Bring Prices Down? Australia's energy crisis is deepening, with electricity bills soaring 27% above inflation in just two years.

Struggling to understand why power bills are soaring in Australia?

The short answer: gas and coal. The more nuanced truth: renewables are the key to bringing them down.

Find out more in our latest article.

Natural Gas in Australia: A Shrinking Role in a Renewable Era Natural gas in Australia is facing a crisis. The world’s second-largest exporter of LNG, Australia is on the brink of domestic shortages.

Australia’s gas future: export-driven pressures vs. renewables-led resilience. Our piece analyses the policy and market dynamics shaping the path forward.

Banking Indonesia Away From Coal [Op-Ed] Indonesia’s financial sector faces a pivotal test as coal demand wanes from China and India, forcing banks to reassess risk and accelerate a credible transition toward renewables.

Indonesia’s banks are reassessing coal-heavy portfolios as global demand shifts. Our latest op-ed outlines how stronger ESG governance and a renewables-led pathway can protect growth and climate goals.

Read more: energytracker.asia/banking-indo...

After Nuclear, Renewables Can Power an Energy-secure Taiwan After last month's defeat of a proposal to revive the country’s last nuclear power plant, Taiwan now has to decide its future energy mix.

Taiwan’s energy mix is shifting fast. Can a renewables-led blueprint outpace gas in delivering secure, climate-aligned power?

Aiqun Yu and Cheng Cheng Wu from @globalenergymon.bsky.social argue for a renewables-forward blueprint to reduce gas dependency.

Trump’s Environmental Policy: Is "Climate Change the Greatest Con Job Ever"? While Trump's climate policy rollbacks have destabilised global efforts, they are also paving the way for Asian nations.

Analysis: The vacuum left by the US retreat on climate policy is being filled not by a single nation but by a cohort of ambitious Asian economies. Here’s how the landscape of environmental leadership is being reshaped in real time.

#ClimateChange

Where There is a Will, There is Collaboration [Op-Ed] As climate risk grows, a clear, collaborative climate agenda from major economies like China, India, Brazil and EU is essential.

Can a truly multipolar climate agenda emerge among China, India, Brazil, and the EU?

Explore the geopolitics, finance, and resilience needed to protect vulnerable communities and global supply chains in our latest Op-ed.

How Trump’s Tariffs Are Rewriting Asia’s Clean Energy Future Donald Trump's tariffs on Asian imports are rippling through the region, reshaping energy policies and prompting a regional realignment.

US tariff moves are altering Asia’s energy map—from solar modules to LNG. We break down the likely economic and policy impacts for major markets and the region’s path to renewables.

Foreign Direct Investment in Bangladesh: The Economic Impact Bangladesh’s foreign direct investment in power and energy has entrenched fossil fuels, leaving renewables a mere 3% of electricity and worsening energy poverty and overcapacity.

Bangladesh’s heavy fossil–fuel FDI has blocked renewables, pushing higher energy poverty. With renewables at just ~3%, urgent policy and investment reforms are needed for a green, resilient future.

#Energy #Bangladesh

Floating Wind Farms: Indonesia’s Deepwater Bet Against Coal Despite emissions reductions from renewable energy, including floating wind farms, coal still supplies energy for half of Southeast Asia’s electrical grid.

From pilots to power: Indonesia’s floating wind strategy hinges on permits, offtake, and financing. The clock is ticking for climate progress. #EnergyTransition

Coastal Communities Bear the Brunt of Thailand’s LNG Boom [Op-Ed] Thailand's push to achieve carbon neutrality by 2050 relies heavily on expanding LNG infrastructure, but this fossil fuel remains a significant environmental and health threat.

Thailand’s plan to boost LNG to reach carbon neutrality raises alarms: pollution, water contamination, and health risks threaten local communities in Rayong. With renewable energy abundant and cleaner, why is the focus still on fossil fuels?

#CleanEnergy #ClimateAction #Thailand

Solar Energy in Nigeria: A Reliable Alternative To A Struggling Grid Solar energy in Nigeria is stepping in where the grid falls short. Mini grids, rooftop PV and batteries are cutting diesel costs.

Nigeria’s solar market is on the rise, with more than 5 million people benefiting from mini-grids and solar home systems.

Despite modest current capacity, the country’s vast solar potential and high diesel power costs create a compelling case for strategic investment.

Asia’s Proposed Coal Projects May Reverse Recent Declines, Significantly Increasing Methane Emissions [Op-Ed] Global coal mine capacity saw its lowest increase since 2015, but with over 2,200 Mtpa still in development—primarily in China and India—the risk of future expansion remains high.

Coal mine expansion slowed in 2024, but over 2,200 Mtpa of proposed capacity — mainly in China and India remains in development. Future methane emissions could rival Japan’s entire yearly GHG output.

Read our latest Op-Ed by the @globalenergymon.bsky.social 's team.

AI Data Centre Development in Japan and Clean Energy Transition Japan's new strategy is to co-locate AI data centres and clean energy. If it succeeds, Japan’s AI boom can avoid derailing its climate goals.

AI’s rapid growth is skyrocketing data centre energy use, risking setbacks in climate progress. Japan’s new “Watt-Bit Collaboration” aims to align data centres with renewables, but hurdles like location mismatches and energy definitions threaten to slow progress.

#AI #ClimateAction #Renewables