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The report assesses the current state of critical mineral supply chains across ASEAN Member States, highlighting the region's role as a major producer of nickel, tin, and rare earths. It examines the impact of the energy transition and digital revolution, analyzing value chain stages from exploration to recycling. The study emphasizes the potential for regional integration, particularly in electric vehicle (EV) and battery manufacturing, while cautioning on the need for robust environmental, social, and governance (ESG) standards to attract investment and ensure sustainable development.

The document analyzes the vulnerability of the ASEAN region to climate change and evaluates the current mitigation and adaptation strategies of its member states. It argues that while ASEAN countries have ambitious Nationally Determined Contributions (NDCs), there is a significant disconnect between climate goals and trade policy. The author recommends reducing tariffs and non-tariff barriers on environmental goods, reforming fossil fuel subsidies, and utilizing WTO flexibilities for technology transfer to bridge this gap.

The 7th ASEAN Energy Outlook (AEO7) analyzes energy demand, supply, and electricity generation across the ASEAN region through four scenarios: Baseline, AMS Targets (ATS), APAEC Targets (APS), and Least-Cost Optimisation (LCO). It finds that without policy intervention, energy demand will triple by 2050 and fossil fuels will continue to dominate. However, implementing national and regional policies can significantly reduce total final energy consumption and greenhouse gas emissions. The report emphasizes the need for increased energy efficiency, higher renewable energy penetration, and regional grid interconnection to ensure energy security and sustainability.

The report examines the intersection of air pollution and labor markets in East and Southeast Asia, highlighting a significant gap in research and policy regarding informal workers. It finds that while formal sectors are regulated, informal workers—including street vendors and agricultural laborers—face high exposure with minimal social protection. Health burdens are highest in China and Mongolia for ambient pollution, and in Cambodia, Lao PDR, and Myanmar for household pollution. The report argues that current solutions are overly technocentric and fail to address the social inequalities and structural vulnerabilities that determine exposure levels.

The Indo-Pacific Economic Framework for Prosperity (IPEF) is a flexible economic initiative launched by the United States in May 2022 with 13 partner countries. Organized into four pillars—connected economy, resilient economy, clean economy, and fair economy—the framework avoids traditional tariff liberalization to prevent domestic political backlash. Early analysis suggests waning enthusiasm among partners, with some countries requesting transition periods for binding commitments and critics arguing that the lack of U.S. concessions on market access reduces the framework's credibility. While the U.S. aims to reassert influence in the region through technical assistance in decarbonization and digital standards, the durability of the IPEF remains uncertain as partners await tangible outcomes.

The ASEAN sustainable debt market experienced rapid growth in 2021, with GSS debt issuance reaching USD 24 billion and sustainability-linked instruments reaching USD 27.5 billion. Singapore remains the regional leader, while the green theme continues to be the most popular. The report highlights the emergence of the ASEAN Taxonomy for Sustainable Finance and the growth of local currency issuances, particularly in Singapore and Thailand.

The report examines the security implications of climate change in the South and East China Seas, focusing on the interplay between regional political cohesion and food prices. It presents four scenarios—ranging from high cooperation and low prices to high fragmentation and food insecurity—to illustrate potential risks, including social unrest, the failure of governance, and increased Chinese maritime aggression. The analysis emphasizes that climate change acts as a threat multiplier, exacerbating existing geopolitical tensions and socio-economic inequalities in Southeast and East Asia.

The document argues that the innovative policy responses used to combat the COVID-19 pandemic can be repurposed to mitigate systemic climate-related risks. It details how prudential regulations, such as stress testing and capital buffers, and monetary instruments, including collateral frameworks and corporate financing facilities, can be 'greened' to support a sustainable recovery in the ASEAN region. The brief emphasizes the need for clear roadmaps and mandatory climate disclosures to manage both physical and transition risks.

The ASEAN sustainable finance market reached a record high of USD 12.8bn in GSS bond and loan issuance in 2020. Singapore leads the region in volume, particularly through green loans for real estate, while Indonesia and Thailand show strong growth driven by sovereign issuances. The market is increasingly diversifying into sustainability-linked instruments and social bonds, although the latter remained less active in 2020. The report highlights the critical role of government support, the development of regional and national taxonomies, and the influence of Development Finance Institutions (DFIs) in scaling green infrastructure.

The report examines how MSMEs are integrated into regional and multilateral trade frameworks, noting a trend toward more sophisticated but often non-binding 'goodwill' provisions in newer 'next-generation' agreements. It highlights specific areas of support such as trade facilitation, public procurement, and e-commerce, while noting a persistent gap in the explicit integration of gender-specific MSME support.

The guide outlines opportunities for Southeast Asian nations to 'recover better' from the COVID-19 pandemic by shifting economic stimulus toward sustainable energy. It identifies significant untapped potential in energy efficiency, particularly in buildings and cooling, and advocates for increasing the share of renewable energy in the power mix. The document highlights macroeconomic benefits, including GDP growth and job creation, while proposing eight enablers for a successful transition, such as eliminating fossil fuel subsidies and declaring a moratorium on new coal-fired power plants.

The 6th ASEAN Energy Outlook (AEO6) projects that ASEAN's energy demand will grow significantly by 2040, driven by GDP and population growth. While the region currently relies heavily on fossil fuels, the report models four scenarios—Baseline, AMS Targets (ATS), APAEC Targets (APS), and Sustainable Development Goals (SDG)—to evaluate the impact of national and regional policies. The APS is the only scenario that meets the APAEC target of a 23% renewable energy share in total primary energy supply (TPES) by 2025. Key findings highlight the potential for solar PV growth, the necessity of improving air conditioner efficiency, the role of biofuels in transport, and the importance of the ASEAN Power Grid for regional integration. The report also emphasizes the social and environmental costs of continued fossil fuel reliance, noting that ambitious policies could sharply reduce GHG emissions and social costs.

The guide provides a comprehensive overview of green financing in the ASEAN region, detailing available debt and equity instruments, credit enhancement tools, and a step-by-step process for issuing green bonds, sukuk, and loans. It highlights the role of governments, banks, and development finance institutions in scaling up private capital to meet an estimated USD3tn green investment need by 2030.

The report finds that there is no single 'good practice' model for investment laws in ASEAN, as their functions vary significantly by country—ranging from managing entry approvals to granting incentives. Some members, such as Singapore, have no specific investment law, relying instead on general and sector-specific legislation. A key distinction is made between national investment laws and investment treaties; the report notes that ASEAN investment laws generally lack the vague, broad investor rights (such as 'fair and equitable treatment') and the general consent to investor-state arbitration typically found in treaties. The author argues that investment laws cannot be evaluated in isolation and must be understood as part of a broader national regulatory regime.

The report analyzes the climate pledges of 18 Asian countries, finding that while energy and transport are primary mitigation focuses, there are significant gaps in quantified climate finance requirements and the integration of gender and social inclusion. It highlights a regional disparity in disaster risk reduction planning, with South Asian countries generally showing higher levels of integration than their South-East Asian counterparts.

The 5th ASEAN Energy Outlook (AEO5) analyzes energy trajectories for 10 ASEAN Member States through 2040. It compares a Business-as-Usual (BAU) scenario with two target-based scenarios: the AMS Targets Scenario (ATS) and the ASEAN Progressive Scenario (APS). The report finds that while the region is on track to meet energy intensity targets, achieving the 23% renewable energy share by 2025 requires significantly more ambition than current national targets provide. It highlights a continuing heavy reliance on fossil fuels, particularly coal in the power sector, and projects increasing import dependency for natural gas and crude oil. The report recommends strengthening energy efficiency and renewable energy policies, including the use of auctions and expanding renewables beyond the power sector, to improve energy security and reduce CO2 emissions.

The report analyzes the volatility of the South China Sea, focusing on the legal battle between the Philippines and China at the Permanent Court of Arbitration. It explores the strategic rivalry between the US and China, the difficulties of joint resource development, and the potential for ecosystem-based governance. The EU maintains a position of 'principled neutrality,' advocating for UNCLOS and the rule of law to ensure regional stability and freedom of navigation.

The report links the expansion of the palm oil industry in Southeast Asia to the use of fire for land preparation, which frequently results in uncontrollable landscape fires. These fires, particularly those on drained peatlands, release hazardous particulate matter that causes an estimated 110,000 deaths annually in the region. The document highlights the exacerbating role of climate-driven droughts and the significant economic losses in tourism and industry, while calling for a global shift toward deforestation-free and peat-free palm oil production.

The document analyzes how comprehensive 'WTO-plus' agreements like the TPP and TTIP influence South Africa's regional trade goals. It argues that while direct GDP impacts may be modest, these agreements create risks of preference erosion—particularly in clothing and textiles—and set new global benchmarks for regulatory coherence, intellectual property, and investment that South Africa and TFTA members must adapt to avoid isolation.

The document addresses the limited utilization of ASEAN-led free trade agreements (FTAs) by micro, small, and medium-sized enterprises (MSMEs) and seeks to provide recommendations to improve their access to these commercial pacts.