The Asia Climate Finance Podcast
The podcast is a journey into the multifaceted world of climate business and finance trends in Asia. Featuring experienced experts and hosted by author, analyst, and investor Joseph Jacobelli, the non-profit podcast, delves into the latest trends and challenges, empowering listeners to navigate Asia’s ever-evolving sustainability and decarbonisation landscape.
Filtered episodes(3)
- StandardSummaries onlyEp77 Asia’s Energy Transition Outlook: Moving Faster Than the Policy Makers with Mike Thomas, The Lantau Group
Published Jan 20, 2026
Mike ThomasComments/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
- StandardSummaries onlyEp57 Asia's energy transition: hybrids rise, gas adapts, and markets reform, ft Mike Thomas, The Lantau Group
Published Jan 2, 2025
Mike ThomasComments/ideas: ACFpod@outlook.comIn Episode 57, leading Asia energy economist Mike Thomas of The Lantau Group shared insights on 2024 trends and the 2025 outlook. He highlighted improved investment fundamentals, growing demand for renewables, and significant market reforms in Malaysia and the Philippines. Looking ahead, Mike expects continued renewable growth despite geopolitical uncertainties, more solar-hybrid projects, and evolving challenges in gas flexibility. Mike also thinks that while n
- StandardSummaries onlyEp40 Asia climate business and finance: the progress in 2023 and the road ahead, ft Mike Thomas, The Lantau Group
Published Feb 5, 2024
Mike ThomasComments/ideas: ACFpod@outlook.comOur guest is Mike Thomas who heads The Lantau Group, a Hong Kong-based consultancy, and who is one of the leading energy economics thinkers in the Asia Pacific region. As it is the beginning of the year, Mike evaluates a small sample of the many developments in the region’s climate business and finance in 2023. He also shares a few thoughts on 2024 and beyond. We discuss some specific markets including Malaysia, the Philippines, Singapore and China as well as ex