Reccessary

Reccessary RECCESSARY is the first media dedicated to providing real-time information and in-depth insights on renewable energy and carbon markets in Asia Pacific.

Taiwanese companies are running into an uncomfortable math problem: buying more green electricity can mean bigger losses...
27/05/2026

Taiwanese companies are running into an uncomfortable math problem: buying more green electricity can mean bigger losses.
Taiwan is weighing a mechanism to split surplus power from renewable energy certificates. Under the current bundled system, companies that sign CPPAs and generate surplus not only forfeit the certificates, they pay extra. The proposed unbundling has triggered double-payment concerns, and firms like Delta Electronics and Google are already recalibrating.

It's one signal in a week where Asia's energy rules visibly shifted:
🔋 Singapore locked in 1.2GW of Vietnamese wind, advancing its 4GW renewable import target
⚛️ Southeast Asia's nuclear revival is drawing China in as a key technology and financing player
📊 Cross-border clean energy investment across 5 ASEAN nations is compounding at 15% a year
🏭 Proposed GHG Protocol Scope 2 revisions could rewrite how every company counts its green power
🌍 The UK and EU agreed to link their carbon markets, redefining CBAM exemptions

The throughline: carbon accounting and energy procurement are no longer back-office tasks. They are competitive decisions.

Which of these shifts lands hardest on your 2026 planning?

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🔗 Links to all stories, the newsletter and the free trial are in the comments.

20/05/2026

📬 RECCESSARY opened a 14-day free trial to members today. Full platform access, cancel anytime in Member Center.

Existing members will receive separate notification with details.

Four pieces from this month worth starting with, all in the top reader saves:

🇪🇺 CBAM transition wrap-up, focused on what changes for non-EU exporters.

🇹🇼 Taiwan's first-year carbon fee data turned out messier than the policy summaries suggested.

🇻🇳 Vietnam's EVN tariff restructuring is quietly reshaping manufacturer site decisions across the region.

🌏 ASEAN's five-country ETS comparison moved faster in Q1 than most teams expected.

Roughly what 15+ pieces a month on the platform look like.

👉 Which one is on your team's plate this quarter?

🔗 Trial activation: comments.

15/05/2026

🌏 New Zealand just cut more than half of its mandatory climate disclosure regime. From 164 companies covered, the majority will fall out of scope.

But research from Auckland University of Technology, analyzing over 2,700 funds across Australia and New Zealand with over USD 500 billion in assets, points to a different conclusion: easing the disclosure rule doesn't ease the market pressure behind it.

📌 ESG ratings have shifted from a values signal to a risk signal. A 1% increase in past performance drives markedly larger inflows for high-ESG funds than for weaker sustainability profiles.

📌 Transition risk and physical risk trigger opposite capital flows. Policy pressure pushes money into sustainable funds. Extreme weather pulls money out of risk assets broadly.

📌 Exiting disclosure doesn't mean exiting market pressure. Companies that lag will face higher costs of capital, regardless of regulatory rollback.

ESG has shifted from a compliance item to a financing condition.

Full analysis 👇 in comments

🌏 COP31 hasn't started yet. But two climate gatherings in Yeosu, South Korea this April already showed where November's ...
14/05/2026

🌏 COP31 hasn't started yet. But two climate gatherings in Yeosu, South Korea this April already showed where November's Antalya summit is heading.

One word dominated every session: Implementation.

📌 The gap between pledges and action is still wide open. Most official interventions stayed at high-level vision, short on concrete solutions.

📌 Climate narratives still aren't reaching the people who must act. Markets see profit. Governments see national security. Finance sees stranded assets. Corporates see competitive edge. Few sessions tailored the message.

📌 The Action Agenda may now outweigh the formal negotiations. Zero waste, electrification, grid, green industrialization, finance at scale — these are the themes taking shape.

For companies, the smarter move isn't waiting for COP31's negotiated outcomes. It's reading how the Action Agenda's themes will land on your industry.

Full reflections from SFOC's team 👇 in comments

🇻🇳 Vietnam just made recycling a compliance threshold, not an ESG add-on.From April 25, producers and importers must mee...
13/05/2026

🇻🇳 Vietnam just made recycling a compliance threshold, not an ESG add-on.
From April 25, producers and importers must meet mandatory recycling rates between 9% and 22%, under the newly issued Decree 110/2026/ND-CP.

📌 Three product categories now in scope: packaging, electronics, batteries.

📌 Three compliance pathways: self-recycle, outsource to certified recyclers, or contribute to the Vietnam Environmental Protection Fund. Opting out is not on the menu.

📌 Rates will be reviewed every three years, with the first revision expected in 2029. The 22% ceiling today is likely the floor of a future cycle.

For Taiwanese businesses and multinational brands with Vietnam operations: packaging reduction, recyclable design, and local recycling partner selection are 2026 internal discussions — not 2029 planning items.

Full coverage 👇 in comments

12/05/2026

⏳ Free access through May 13
The 2026 DJBIC results (formerly DJSI) just landed. Taiwan extended its lead while Southeast Asia's representation continues to diverge.

📌 Taiwan
World Index up from 34 to 38 companies. Four new entrants this cycle: Winbond, Powerchip, Zhen Ding, Advantech. Taiwanese firms now make up 48.2% of the Emerging Markets Index — a reflection of industrial structure aligning with index methodology, more than broad ESG strength.

📌 Southeast Asia
Thailand keeps the broadest sector spread with 14 companies. Singapore drops to 5 after Sembcorp exits. Malaysia is down to just one — Top Glove — after PETRONAS Chemicals fell from all tiers.

📌 The methodology shift that matters
The Media and Stakeholder Analysis (MSA) framework now includes a "severe" controversy tier that can trigger zero scores across entire question groups. Unresolved cases now carry forward year over year.

Giant Manufacturing's 2024 exit after the US forced-labor detention order is the warning case. Domestic compliance no longer equals international compliance.

Full coverage 👇 in comments

🌏 ASEAN Sustainability This Week (May 4–10)The Middle East energy crisis ran through almost every headline this week.📌 A...
11/05/2026

🌏 ASEAN Sustainability This Week (May 4–10)
The Middle East energy crisis ran through almost every headline this week.

📌 ASEAN Summit in Cebu shifted to a scaled-back format under energy pressure. Member states accelerated the ASEAN Power Grid framework (including submarine cable regulation) and pushed to operationalize the ASEAN Petroleum Security Agreement.

📌 Malaysia portable solar station prices have risen around 20% since February, as households hedge against power disruption risk.

📌 Jakarta committed to 10,000 electric buses by 2030 and signed with sovereign wealth fund Danantara to build two new waste-to-energy plants. New waste sorting rules can carry penalties up to three months in jail.

📌 Vietnam's rooftop solar directive is gaining real traction across manufacturers, hotels, and households reporting tangible payback.

Full weekly recap 👇 link in comments

🌿 The 2026 International Sustainability Summit wrapped in Taipei this week. Three signals from the floor worth tracking:...
07/05/2026

🌿 The 2026 International Sustainability Summit wrapped in Taipei this week. Three signals from the floor worth tracking:

📌 IUCN warned that decarbonizing without a biodiversity lens can accelerate ecosystem loss. Climate, pollution, and nature can't be siloed.

📌 Taiwan firms have made progress on circular economy and climate targets. Nature-regenerative strategies are still early. IUCN and Delta Electronics are starting to close the gap through biodiversity frameworks.

📌 Financial institutions like Cathay Financial are moving past capital provision into deal structuring. Nature finance now depends on both financing innovation and corporate demand.Nature-positive is moving into the core of Taiwan corporate strategy.

Full coverage:
https://www.reccessary.com/en/news/nature-positive-taiwan-corporate-sustainability

☀️ Vietnam’s rooftop solar push is starting to show real market traction.Under Directive No. 10/CT-TTg, Vietnam is encou...
05/05/2026

☀️ Vietnam’s rooftop solar push is starting to show real market traction.

Under Directive No. 10/CT-TTg, Vietnam is encouraging faster rooftop solar deployment and stronger energy conservation nationwide.

📌 The key targets:
Rooftop solar should account for 20% of planned local capacity by 2030, while annual self-consumed installations are expected to rise 10% for public institutions and households.

🏭 Early benefits are already visible.

Manufacturers are using rooftop solar to increase renewable energy use. Hotels are exploring installations to improve energy independence. Households are seeing lower daytime electricity bills.

⚡ For businesses, rooftop solar is becoming more than an electricity-saving option.

It is becoming part of Vietnam’s energy security and competitiveness strategy.

Read the full RECCESSARY article to understand the 3 signals behind Vietnam’s rooftop solar push:
https://www.reccessary.com/en/news/vietnam-rooftop-solar-new-directive-gains-early-traction

🇵🇭 Convenience stores and fast food chains are quietly rewriting how ASEAN companies buy green power.From May, all 25 La...
04/05/2026

🇵🇭 Convenience stores and fast food chains are quietly rewriting how ASEAN companies buy green power.

From May, all 25 Lawson Philippines stores will run on 100% renewable electricity through ACEN Renewable Energy Solutions. McDonald's Philippines just signed onto the same Retail Aggregation Program (RAP) with EvoEnergi.

Here's the structural shift behind the headlines 👇

⚡ From June 2026, RAP opens to companies using as little as 100 kW per month. That covers mid-sized retail, F&B, and office tenants — not just heavy manufacturing.

🌏 Compare regional thresholds: Vietnam's DPPA stuck on grid bottlenecks. Thailand's pilot reserved for 50 MW+ data centers. Philippines: 100 kW.

For ASEAN-active retail and consumer brands, this just bumped the Philippines up the green power priority list.

How are your ASEAN sites sourcing renewable electricity right now? 👇
https://www.reccessary.com/en/news/philippines-rap-lawson-mcdonalds

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