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This is a newsletter for investors.

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It takes a village - The EU’s new regulations on green supply chains will impact suppliers from countries like Vietnam, Cambodia, and Bangladesh, which are major hubs for Asia’s textile industry. With limited resources and capital to ensure compliance, these suppliers are seeking assistance from retailers to safeguard labor rights, human rights, and environmental standards. The varying green goals of different brands make it challenging for suppliers to determine the right course of action. It makes sense for brands to step in and support their suppliers to maintain competitiveness. If suppliers from these developing countries cannot meet the green requirements, retailers must resort to China- Asia’s largest garment producer, which could reduce their negotiation power.

The Corporate Sustainability Due Diligence Directive, EU Regulation on Deforestation-Free Supply Chains, and Ban on products made with forced labor will be applied in stages, with full application scheduled for 26 July 2029. Successful implementation of these initiatives will allow suppliers access to more favorable contracts with major buyers and retailers, thereby expanding their pool of potential partners and vice versa.

Singapore Government calling energy companies - The Energy Market Authority is committed to engaging credible and viable companies that can contribute to Singapore’s 2050 net zero ambition. They are open to explore various decarbonization pathways including hydrogen, solar, deep geothermal energy, nuclear energy, and carbon capture and storage technologies.

To date, Singapore has granted Conditional Licenses for 2GW electricity imports from Indonesia, granted Conditional Approval for 1.4GM from Indonesia, 1.2GW from Vietnam, and 1.75GW from Vietnam.

In (unclean) hot water - Jakarta, a bustling city of over 10 million, is facing a severe water crisis due to extreme weather, pollution, and underinvestment in water infrastructure. The city's water system struggles with high levels of salt, manganese, and iron, making tap water unsafe to drink. Only 15% of households had access to adequate drinking water in 2020, leading residents to rely on bottled water and polluted sources. Efforts to provide clean piped water have been inefficient, with only 67% of households currently receiving it.

Jakarta's water woes could benefit from European solutions, like stringent regulations and advanced infrastructure. Implementing large-scale water reuse and recycling in Jakarta requires cultural shifts and significant investment.

More green waves this way

Cambodia wants to be green - IFC Cambodia taps bankers first. But we’re sure any investors is welcome to invest.

First, Vietnam. Next, Indonesia - Singaporean fund invest aggressively in rooftop solar.

Southeast Asia’s battery - Laos boats the biggest wind power farm in SEA and exporting to other countries.

After battery storage comes battery recycling - Southeast Asian company opens 4 factories across 3 countries in 5 years.

Had fun riding the green waves? Hit reply, let us know!

Wish you a wonderful day.