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  "documentTitle": "Southeast Asia’s Green Economy 2022 Report",
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      "text": "Digging deeper into investor action, one sees many bright spots across asset classes and themes – yet far from full potential",
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      "text": "Note: (1) Sized in annual revenue; (2) Commercial and industrial; (3) Original equipment manufacturer",
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      "text": "Renewables (Solar and Wind) represent a $30B opportunity by 2030. Corporate investment in renewable energy solutions is accelerating in the region and accounted for at least $6.6B in corporate green investments since 2020. For Solar, we expect clear opportunities in C&I projects in Philippines and Malaysia, with continued potential in utility scale projects. For Wind, there's also a clear opportunity for onshore and offshore wind project development in Vietnam and Philippines, given capacity requirement (to fulfill bold targets), favorable geography and attractive returns (8-15%). Both Wind and Solar are growing due to tech maturity and attractive returns, but still need a conducive market structure (e.g., allow scaled play), grid upgrades, and improvement in bankability of projects to accelerate trajectory to full potential",
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      "text": "Electric mobility represents a $50B opportunity by 2030 with challenges to ramp up and scale. E-mobility looks poised to take off in Indonesia, Thailand, and Vietnam, especially for two-wheeler electric vehicle manufacturing and sales. While foreign OEMs dominate vehicle and cell manufacturing, there are opportunities to partner with foreign OEMs to set up SEA battery manufacturing plants. To unlock the full potential with E-mobility, SEA countries need to improve market access and overcome transition costs, with proper incentives and infrastructures",
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      "text": "Encouraging growth in green investment observed over 2020 and 2021. SEA has high potential for sustainability impact. Transitioning key sectors and developing the green economy still offers a huge prize: $1T annual economic opportunity by 2030. We have seen the potential country commitments in SEA green investments accelerate over the past 12 months. More than $15B new green capital has been deployed since 2020 - half of that deployed in the most recent three quarters. Key corporate investments (~75% of green capital) have focused on Renewables and Built environment. PE/VC firms are investing in start-ups scaling next-gen solutions in Alternative proteins and E-mobility niches such as two-wheeler electric vehicles",
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