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All governments have been confronted in 2022 with the need to rebalance actions around energy security (given Ukraine conflict) and inflation vs. net zero promises
misc · 2022 · framework_other
All governments have been confronted in 2022 with the need to rebalance actions around energy security (given Ukraine conflict) and inflation vs. net zero promises
 The situation further exacerbated by the recent Ukraine conflict and resulting inflation; effects likely to linger and slow down decarbonization actions
misc · 2022 · industry_trends
The situation further exacerbated by the recent Ukraine conflict and resulting inflation; effects likely to linger and slow down decarbonization actions
 SEA is challenged by fundamental questions as it plots a path to a green economy
misc · 2022 · problem_statement
SEA is challenged by fundamental questions as it plots a path to a green economy
$3 trillion — cumulative investment
 SEA has high potential for climate action; effectively tackling environmental issues requires holistic view across the multiple building blocks of the green economy
misc · 2022 · context
SEA has high potential for climate action; effectively tackling environmental issues requires holistic view across the multiple building blocks of the green economy
~60% — CO2 emissions
 A material economic and climate prize exists regionally in SEA if fully pursued
misc · 2022 · market_sizing
A material economic and climate prize exists regionally in SEA if fully pursued
$1T — Annual green economic opportunity
 To better understand near-term opportunity, this report assessed levers based on interviews with investors, sector screening, and deep dives of priority subsectors
misc · 2022 · context
To better understand near-term opportunity, this report assessed levers based on interviews with investors, sector screening, and deep dives of priority subsectors
10K — deals screened
 SEA's potential is attracting greater green investment: $15B since 2020
misc · 2022 · market_landscape
SEA's potential is attracting greater green investment: $15B since 2020
$15B — Green capital deployed
 Investment in the green economy cuts across multiple asset classes, deployed by a broad range of investors, with corporates being the largest
misc · 2022 · comparison_table
Investment in the green economy cuts across multiple asset classes, deployed by a broad range of investors, with corporates being the largest
$11B — Capital deployed
 The largest investors in the region, corporates deployed $11B since 2020
misc · 2022 · market_landscape
The largest investors in the region, corporates deployed $11B since 2020
$11B — Corporate green capital deployed
 $1B PE/VC funds invested since 2020, largely in start-ups scaling existing solutions
misc · 2022 · market_landscape
$1B PE/VC funds invested since 2020, largely in start-ups scaling existing solutions
$1B — PE/VC capital deployed
 $1B deployed by infra funds since 2020; investment themes similar to corporate
misc · 2022 · market_landscape
$1B deployed by infra funds since 2020; investment themes similar to corporate
$1B — Capital deployed
 Investors are focused on a select set of themes for future investments in SEA
misc · 2022 · key_messages
Investors are focused on a select set of themes for future investments in SEA
 Diverse range of decarbonization levers exist with varying degrees of tech maturity; this report considers 30 key levers for potential impact and invest-ability in SEA
misc · 2022 · framework_other
Diverse range of decarbonization levers exist with varying degrees of tech maturity; this report considers 30 key levers for potential impact and invest-ability in SEA
 Any potential investment for returns and climate impact is closely linked to three sectors (energy, nature, and agri-food) that capture 90% of SEA's carbon budget
misc · 2022 · market_landscape
Any potential investment for returns and climate impact is closely linked to three sectors (energy, nature, and agri-food) that capture 90% of SEA's carbon budget
90% — Carbon emission volume
 Potential investable sectors were screened for (1) carbon abatement potential and (2) multiple investment criteria, to arrive at a holistic view of relative attractiveness
misc · 2022 · heatmap_matrix
Potential investable sectors were screened for (1) carbon abatement potential and (2) multiple investment criteria, to arrive at a holistic view of relative attractiveness
 Which sectors today offer returns and can help meet regional targets to 2030?
misc · 2022 · framework_2x2
Which sectors today offer returns and can help meet regional targets to 2030?
60%+ — Carbon abatement potential
 What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
misc · 2022 · section_divider
What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
 What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
misc · 2022 · section_divider
What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
 Investment in nature-based solution projects, and carbon credit trading are important levers to reach Net Zero
misc · 2022 · market_landscape
Investment in nature-based solution projects, and carbon credit trading are important levers to reach Net Zero
$20B — Market opportunity
 Significant potential value in developing projects and trading carbon credits
misc · 2022 · value_chain
Significant potential value in developing projects and trading carbon credits
$15-17B — Estimated SEA market size ($B, 2030)
 Investment opportunities focus on project development in Indonesia & Malaysia, with potential to build out carbon credit trading in SEA
misc · 2022 · strategic_options
Investment opportunities focus on project development in Indonesia & Malaysia, with potential to build out carbon credit trading in SEA
15-17 — SEA market size ($B, 2030)
 Ability to scale is capped by project viability, and implementation of Article 6 frameworks; full potential can be quickly unlocked with better access and policies
misc · 2022 · initiative_list
Ability to scale is capped by project viability, and implementation of Article 6 frameworks; full potential can be quickly unlocked with better access and policies
 What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
misc · 2022 · transition
What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
 Precision agriculture and farmer service platforms present large potential opportunity to drive yield improvements and reduce related emissions
misc · 2022 · market_landscape
Precision agriculture and farmer service platforms present large potential opportunity to drive yield improvements and reduce related emissions
$30B — TAM
 Precision agriculture and farmer service platforms are most attractive due to regulatory support, market adoption readiness, and big addressable market
misc · 2022 · comparison_table
Precision agriculture and farmer service platforms are most attractive due to regulatory support, market adoption readiness, and big addressable market
~8-16B — Market size ($B, 2030)
 Within precision agriculture and platforms, Malaysia, Thailand and Vietnam are most attractive due to infrastructure readiness and strong regulatory support
misc · 2022 · market_landscape
Within precision agriculture and platforms, Malaysia, Thailand and Vietnam are most attractive due to infrastructure readiness and strong regulatory support
2-3 — Estimated SEA market size
 Issues with accessibility and economics are limiting the market adoption at scale; full potential can be unlocked through concerted gov't/industry/finance actions
misc · 2022 · initiative_list
Issues with accessibility and economics are limiting the market adoption at scale; full potential can be unlocked through concerted gov't/industry/finance actions
 What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
misc · 2022 · section_divider
What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
 Solar will drive largest impact in energy transition; sustained investment in C&I and utility-scale projects will be critical to enable the transition across SEA
misc · 2022 · market_landscape
Solar will drive largest impact in energy transition; sustained investment in C&I and utility-scale projects will be critical to enable the transition across SEA
$20B — Investment opportunity
 C&I and utility-scale project development are most attractive investment opportunities, due to maturity of market and potential returns
misc · 2022 · value_chain
C&I and utility-scale project development are most attractive investment opportunities, due to maturity of market and potential returns
12-15% — Project IRR
 Specific investment opportunities reside with Malaysia and Philippine C&I projects and selective utility-scale projects in Indonesia, Vietnam and Thailand
misc · 2022 · market_landscape
Specific investment opportunities reside with Malaysia and Philippine C&I projects and selective utility-scale projects in Indonesia, Vietnam and Thailand
11-13 — Estimated SEA market size ($B, 2030)
 Investment opportunities in mainly project development (both onshore and offshore) to drive next wave of energy transition
misc · 2022 · strategic_options
Investment opportunities in mainly project development (both onshore and offshore) to drive next wave of energy transition
$10B — Investment opportunity
 Attractive investment opportunity in offshore project development due to higher return and potential, selective opportunity in operating onshore projects
misc · 2022 · value_chain
Attractive investment opportunity in offshore project development due to higher return and potential, selective opportunity in operating onshore projects
12-15% — Project IRR
 Attractive investment opportunity mainly in Vietnam and Philippine in both offshore and onshore, given large future potential (due to geography) and appealing returns
misc · 2022 · market_landscape
Attractive investment opportunity mainly in Vietnam and Philippine in both offshore and onshore, given large future potential (due to geography) and appealing returns
15% — Project IRR
 Opportunities exist, however scaling of investment in both C&I and utility projects requires continued extended incentives, market structure changes and financing
misc · 2022 · initiative_list
Opportunities exist, however scaling of investment in both C&I and utility projects requires continued extended incentives, market structure changes and financing
 What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
misc · 2022 · transition
What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
 Significant potential in energy-saving cooling technologies and green building product exists in the near-term; untapped opportunities vs other decarbonization levers
misc · 2022 · market_landscape
Significant potential in energy-saving cooling technologies and green building product exists in the near-term; untapped opportunities vs other decarbonization levers
$40B — TAM
 Though majority of lies value is in new buildings, opportunities in building operations (e.g., cooling, automation) are more investible in short term with quick payback
misc · 2022 · market_landscape
Though majority of lies value is in new buildings, opportunities in building operations (e.g., cooling, automation) are more investible in short term with quick payback
20-25 — Estimated SEA market size ($B, 2030)
 Most attractive opportunity in efficient cooling solutions, with large potential for green building materials and product
misc · 2022 · market_landscape
Most attractive opportunity in efficient cooling solutions, with large potential for green building materials and product
$25bn — Estimated SEA market size ($B, 2030)
 Market maturity and awareness still in early stage in many countries; full potential requires the right policy, financing and market education and could be easily done
misc · 2022 · initiative_list
Market maturity and awareness still in early stage in many countries; full potential requires the right policy, financing and market education and could be easily done
 What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
misc · 2022 · transition
What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?
 Opportunity for investors near term are focused on two-wheelers (2Ws), partnering with OEMs for local manufacture, and develop charging infrastructure
misc · 2022 · strategic_options
Opportunity for investors near term are focused on two-wheelers (2Ws), partnering with OEMs for local manufacture, and develop charging infrastructure
$50B — Market opportunity
 Attractive opportunity to manufacture 2Ws, with bulk of value in manufacturing
misc · 2022 · market_landscape
Attractive opportunity to manufacture 2Ws, with bulk of value in manufacturing
25-30 — Estimated SEA market size ($B, 2030)
 Opportunity for local players to progressively install and operate charging infrastructure, given expected growth in demand as EVs penetration matures
misc · 2022 · value_chain
Opportunity for local players to progressively install and operate charging infrastructure, given expected growth in demand as EVs penetration matures
2-3 — Estimated SEA market size ($B, 2030)
 Indonesia, Thailand, Vietnam emerging as EV hotspots (especially in 2W manufacturing) in SEA, given strong vehicle-manufacturing expertise
misc · 2022 · market_landscape
Indonesia, Thailand, Vietnam emerging as EV hotspots (especially in 2W manufacturing) in SEA, given strong vehicle-manufacturing expertise
92% — EV production share
 Challenges with regulatory frameworks and incentives hinder faster scaling; full potential can be unlocked with more actions from governments
misc · 2022 · strategic_options
Challenges with regulatory frameworks and incentives hinder faster scaling; full potential can be unlocked with more actions from governments
 These prioritized sectors offer a range of accessible thematic investment plays; Built environment, EVs, Forest conservation and Renewables are most attractive
misc · 2022 · matrix_nxn
These prioritized sectors offer a range of accessible thematic investment plays; Built environment, EVs, Forest conservation and Renewables are most attractive
 SEA's path to 1.5°C: A material gap remains between reality and aspirations
misc · 2022 · problem_statement
SEA's path to 1.5°C: A material gap remains between reality and aspirations
$3 trillion — Investment gap
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