Ep77 Asia’s Energy Transition Outlook: Moving Faster Than the Policy Makers with Mike Thomas, The Lantau Group

Ep77 Asia’s Energy Transition Outlook: Moving Faster Than the Policy Makers with Mike Thomas, The Lantau Group

Author: Joseph Jacobelli January 20, 2026 Duration: 46:18
Comments/ideas: ACFpod@outlook.com Host 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 sa...

Hosted by author, analyst, and investor Joseph Jacobelli, The Asia Climate Finance Podcast offers a grounded, practical look at how capital and commerce are responding to environmental pressures across the continent. Each conversation moves beyond theoretical discussion to examine the real-world mechanics of funding green technology, managing climate risk, and building sustainable business models. Joseph brings together a range of experienced voices from the field-investors, entrepreneurs, and policy thinkers-to unpack the complexities of decarbonisation and where the opportunities lie. This isn't just about high-level trends; it's about the operational challenges and financial innovations shaping Asia's future. The discussions provide actionable insight for professionals looking to understand the intersection of profit and planet, making sense of a rapidly shifting landscape. Tune into this non-profit podcast for candid analysis that cuts through the noise, helping you grasp the economic and investment implications of the region's climate transition.
Author: Language: en-gb Episodes: 84

The Asia Climate Finance Podcast
Podcast Episodes
Ep20 Views from an energy transition tech provider ft Nicolas Leong [not-audio_url] [/not-audio_url]

Duration: 1:05:30
Comments/ideas: ACFpod@outlook.com Welcome to the 20th episode. Our guest is Nicolas Leong from Wärtsilä Energy, based in Tokyo. We first discuss the company, a leading technology provider, as a case study of a firm heav…
Ep16 An inside view to China clean power trading, ft Fulvio Bartolucci [not-audio_url] [/not-audio_url]

Duration: 1:04:55
Comments/ideas: ACFpod@outlook.com SUMMARY. We discuss with Fulvio Bartolucci the current state as well as the future of renewable energy trading in the world’s largest electric power market, China. Fulvio, a highly expe…