Insights

Data-driven analysis on decarbonising energy and heavy industry

Blog, Power TransitionZero Blog, Power TransitionZero

Southeast Asia’s balancing act

Changing national policies, shifting energy investment trends, and evolving electrification technology can make demand growth projections using trend-based forecasting obsolete. System designs that can enable operational and contractual flexibility to accommodate unpredictable demand patterns are important to cope with the increasing complexity.

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Blog, Coal, Southeast Asia TransitionZero Blog, Coal, Southeast Asia TransitionZero

Process, Not Product

Part one of a four-part series on ETM deals in Southeast Asia. 2024 is shaping up to be the year when markets learn how Energy Transition Mechanisms (ETMs) will continue to evolve in different Southeast Asian markets. ETMs are initiatives aimed at financing early coal retirement transactions. Their flexibility can be a strength if it improves policy alignment—and begins to deliver a pipeline of bankable deals.

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Report TransitionZero Report TransitionZero

Coal Refinancing in the Philippines  

The primary barrier to closing coal plants in many markets is the presence of long-term supply agreements, coupled with a lack of open data on the financial implications of these agreements.

TransitionZero’s Coal Asset Transition (CAT) tool for the Philippines covers all 58 of the countries’ coal units, backed by data from over 200 PSAs covering over 65% of generation from 2020 to 2023. CAT offers comprehensive asset-level insights into the Philippine coal fleet, including estimates on the cost of abatement and the cost of buying out remaining power supply agreements for each plant.

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Report TransitionZero Report TransitionZero

Cables to change the world

TransitionZero Report: Grids are net-zero lifelines and investing in grids today could save nearly $3 trillion in the global energy transition. These savings could be greater still when the system resilience and macroeconomic benefits of grids are considered. In this report, discover ten interconnector cables that, if built, could change the world.

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Blog Matthew Gray Blog Matthew Gray

Our secret master plan (don't tell anybody)

As many know, our initial product was computer vision algorithms to estimate productivity and emissions from large fossil fuel facilities in regions where data is unavailable or infrequent. However, not everyone knows our goal is to create a global standard for energy planning data. This is because our overarching purpose is to help ensure affordable and dependable clean energy for all, especially in low-income countries.

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Blog, Power Seb Kennedy Blog, Power Seb Kennedy

Dua Miliar alasan: Indonesia Dapat Melampaui Target Nol-Bersih

Menutup PLTU jelas mendatangkan keuntungan bagi Indonesia, baik dari sisi penghematan biaya maupun emisi. Caranya, mempercepat dekarbonisasi sektor ketenagalistrikan dengan memesiunkan dini PLTU yang paling tidak menguntungkan, dan aset-aset pembangkit berkinerja buruk. Hal ini terungkap dalam model sistem Future Energy Outlook (FEO) yang dilakukan TransitionZero.

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Blog, Coal Seb Kennedy Blog, Coal Seb Kennedy

Japan’s toxic narrative on ammonia

Southeast Asian countries are being misled about the emissions savings potential of co-firing ammonia with coal. New analysis by TransitionZero confirms that converting Asian coal power plants to run on ammonia would be an immense waste of capital that could do more climate harm than good.

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Blog, Coal Seb Kennedy Blog, Coal Seb Kennedy

China goes rogue on new coal

China is doubling down on coal in a bid to prevent more summer power shortages. But more capacity will only add to the structural underutilisation, operational inefficiencies and financial losses blighting the county’s electricity system.

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Blog, Power Seb Kennedy Blog, Power Seb Kennedy

Pakistan’s power predicament

A nationwide blackout during a sovereign debt crisis encapsulated the profound challenges facing Pakistan. Deep reforms are needed to tip the economic scales away from reliance on volatile fossil fuel imports and towards clean domestic energy sources.

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Blog, Gas Seb Kennedy Blog, Gas Seb Kennedy

Is gas-fired power back in the money?

Wholesale gas prices collapsed at the end of 2022, making gas-fired power generation profitable in Europe for the first time in months. But the economics of gas power plants remain extremely challenged, while those of renewables are still much more compelling.

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Blog, Coal, Water Seb Kennedy Blog, Coal, Water Seb Kennedy

Thirst for (clean) power

Coal saved China’s hydro-reliant provinces during this summer’s extreme drought. But using thermal plants to prop up the grid during dry periods risks exacerbating the problem of water stress.

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