AGP Executive Report
Last update: 2 hours agoCritical Minerals: ASEAN leaders adopted a declaration committing the bloc to develop a strategy spanning mining, processing, manufacturing and recycling, aiming to strengthen regional supply chains for the energy transition and other industries. Energy Security: With Middle East supply disruptions driving concern at the Manila summit, the Philippines is exploring access to emergency oil stocks in Indonesia and Thailand through pilot agreements. ASEAN is also pushing regional petroleum reserves and power-grid links. Indonesia highlighted its B50 biodiesel programme and plans for 100 GW of solar. Power and Gas: India is targeting 900 GW of clean-energy capacity by 2035 and has approved a 1,150-kV corridor to move clean power. China aims for 300 GW of energy storage by 2030, while its utilities are boosting coal and gas supplies for winter. Domestic Supply: Australia’s proposed law to reserve up to 20% of LNG exports for local use faces a Senate vote, with industry and unions warning delays could threaten jobs and raise energy costs. The Visayas grid also remains vulnerable despite the return of major generating units.
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