Driving context, clarity and credibility for Asia’s energy transition pathways.

Energy Shift Institute is an independent nonprofit energy finance think tank that looks at Asia’s energy transition from within the region.

About us

What we do

Thought leadership

We drive innovation in strategic finance, and policy, while also exploring technology opportunities and risks.

Active market engagement

Stakeholder engagement accompanies our research to understand all perspectives, ambition and implementation challenges and opportunities.

Simplifying the complex

We understand, translate and share intricate and nuanced energy transition insights with our stakeholders.

In the media

  • Energy markets

Iran war pushes Asian nations into energy triage as they conserve power

in PBS News
  • Energy markets

Asian governments scramble to secure Russian oil

in Nikkei Asia
  • Energy markets

US trade pact offers Indonesian nickel sector China alternative

in S&P Global
  • Sustainable Finance

One piece in the energy transition jigsaw

in Sustainable Investor
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All media

"Asia confronts new climate reality at Bangkok summit amid global setbacks"

"Solar squeeze: US tariffs threaten panel production and jobs in Thailand"

"PH, Asean urged to push for RE amid US trade uncertainty — study"

Our work

Follow our work and latest energy finance debate on LinkedIn.

Linkedin-in

Navigating Indonesia’s RKAB policy shifts and coal fundamental risks: Harum Energy diversification strategy

PT Harum Energy Tbk reduced its reliance on coal revenue from 88.0% in 2023 to 34.4% in 2025....
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Asia’s “Transition” Problem: A Wakeup Call for Climate-Aligned Investors

Across Asia, “transition finance” now sits at the centre of every regional climate conversation. Yet, it is one of the..
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Decoding Asia’s Transition Taxonomies: Why 1.5˚C remains an elusive goal

Asia’s transition taxonomies were intended to direct capital towards decarbonisation. Instead, they have revealed a more fundamental problem...
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Part 2 of 2 Indonesia’s Coal Exports: Courting Southeast Asia is a stop-gap measure

Indonesia’s coal sector may be hitting the limits of market diversification. Its closest customers, in East Asia, Southeast Asia and..
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A dual-track approach to mineral-led industrialisation in Indonesia: EVs and batteries lead the headlines, but metallurgical applications are more..

In the next ten years, EV and batteries produced in Indonesia will not consume more than 1% of its current..
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Part 1 of 2 – Indonesia’s Coal Exports: Structural headwinds from China lurk behind cyclical facade

The Indonesian coal story has suffered an export shock inflicted by its biggest buyer, calling attention to structural changes that....
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Iran war pushes Asian nations into energy triage as they conserve power

The escalating war with Iran is pushing parts of the world into energy triage....
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Asian governments scramble to secure Russian oil

Asian governments are scrambling to secure supplies of Russian oil after the U.S. temporarily waived....
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US trade pact offers Indonesian nickel sector China alternative

A US-Indonesia trade deal may not end China's influence on Indonesia's nickel industry....
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One piece in the energy transition jigsaw

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