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

  • Sustainable Finance

Does Asia have a ‘transition’ problem?

in FT Sustainable Views
  • Energy markets

Iran war’s global energy crisis sharpens China’s advantage in clean tech

in The Washington Post - AP
  • Energy markets

Iran war propels Asia’s EV market

in E&ENews - Politico
  • Sustainable Finance

‘Gas-to-gas’ transition bonds show dangers of Japanese strategy, thinktank says

in Environmental Finance
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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

ICMA Climate Transition Guidelines need greater clarity

The International Capital Market Association (ICMA) published its Climate Transition Bond Guidelines.....
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Efficient but still carbon-heavy: Japan’s gas transition bonds need credibility

Japan is a critical test case for energy transition finance in Asia. The country dominates the global transition bond market,..
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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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Indonesia’s Market Jitters Reflect A Confidence Test For International Investors

The recent bout of market volatility in Indonesia – marked by a sharp equity sell-off, sustained foreign outflows....
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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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All work

Does Asia have a ‘transition’ problem?

Asia is the world’s fastest-growing region and the most fossil fuel dependent, producing around.....
Read more
Download

Iran war’s global energy crisis sharpens China’s advantage in clean tech

Read more
Download

Iran war propels Asia’s EV market

The Iran war is expanding Asia’s interest in electric vehicles as governments and consumers look....
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‘Gas-to-gas’ transition bonds show dangers of Japanese strategy, thinktank says

'Gas-to-gas' transition bonds show dangers of Japanese strategy, thinktank says....
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All work