Our 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 examine some of the major themes such as the ASEAN grid, offshore wind, and grid capacity. Mike truly offers some unique perspectives thanks to his vast experience and extensive work with corporates, governments, and financial institutions.
Link: research by The Lantau Group.
Previous Episode with Mike: Ep23 Temperature check on the energy transition in Asia, ft Mike Thomas, 20 December 2022
ABOUT MIKE: Mike Thomas is a founding partner at The Lantau Group with over 30 years of consulting experience, focussing on the energy sector. He advises a wide range of energy sector stakeholders on strategic, regulatory, and competition matters; sustainability; market design and development; and commercial transactions. Prior to co-founding in 2010, he headed the Asia Pacific Energy & Environment practice of a global consulting firm. Mike has an MPP from Harvard Kennedy School, United States and a BA in Economics from Carleton College, United States. More specifically, within the Asia Pacific region, he has led many significant engagements involving the robust application of economics and analytics to a wide variety of business, policy, and regulatory challenges affecting the electricity and gas sectors. He works extensively with multinationals on sustainability strategies, focussing on the best options in different markets, and on the regulatory and policy changes needed to support increasing renewable energy contracting options. He has testified or advised as an industry economic expert in commercial contract disputes before courts or arbitral panels in Malaysia, Singapore, Hong Kong, New Zealand, and Australia, and on disputed regulatory matters before regulatory authorities in New Zealand, Australia, and the Philippines. His experience in commercial matters includes market forecasts and revenue simulations for numerous renewable energy and conventional energy projects and market assessments in South Asia, North Asia, ASEAN, and Australia/New Zealand.
HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30- Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | FEEDBACK: Email the Host.