Mike Thomas
The Asia Climate Finance Podcast
Ep77 Asia’s Energy Transition Outlook: Moving Faster Than the Policy Makers with Mike Thomas, The Lantau Group
- Published
- January 20, 2026
- Duration
- 46:18
- Summary source
- description
- Last updated
- Jun 10, 2026
Discusses investing, management.
Summary
Comments/ideas: ACFpod@outlook.comHost Joseph Jacobelli welcomes Mike Thomas, leading energy economist and founder of The Lantau Group (TLG), for their annual review and 2026 outlook. Mike argues that we have reached a historic tipping point where solar-plus-battery hybrids are now cost-competitive with traditional gas and coal, often without requiring a …
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Show notes
Comments/ideas: ACFpod@outlook.comHost Joseph Jacobelli welcomes Mike Thomas, leading energy economist and founder of The Lantau Group (TLG), for their annual review and 2026 outlook. Mike argues that we have reached a historic tipping point where solar-plus-battery hybrids are now cost-competitive with traditional gas and coal, often without requiring a premium for base-load-style power.The conversation dives deep into the "strategic pivot" in China that has led to a global battery fire sale, t
Themes
- investing
- management