At the annual Berkshire Hathaway shareholder meeting, Warren Buffett stressed the importance of an "intelligent energy policy" for the US. As the US energy market enters a critical transition phase, Berkshire Hathaway Energy (BHE) will be investing approximately US$14.7 billion over the next three years in power transmission and distribution infrastructure, accounting for more than 45% of its total capex. This signals an acceleration in the US toward an era of smart grids that integrate renewable energy and energy storage systems.

China dominates global solar manufacturing with an 85% market share, a position that has prompted strategic shifts in US policy. During former President Joe Biden's administration, the Inflation Reduction Act (IRA) offered substantial subsidies, enticing Chinese solar firms to establish US-based factories. In contrast, President Donald Trump has signaled intentions to repeal the IRA and escalate tariff wars, further accelerating Chinese manufacturers' rush to build American facilities.

The US recently imposed final anti-dumping duties on solar cell and module manufacturers from four Southeast Asian countries—Malaysia, Vietnam, Thailand, and Cambodia—with rates of 34.4%, 395.9%, 375.2%, and a staggering 3,521% for Cambodia.

Copenhagen Infrastructure Partners (CIP) has achieved financial closure for the Fengmiao offshore wind farm's first phase, marking a milestone as the first fully financed project in Taiwan's third phase (Zonal Development) of offshore wind development.

Amid the ongoing AI boom, data center operators have been constantly searching for stable, low-carbon, and eco-friendly energy sources to power their ever-growing computing operations. Geothermal energy has consequently become increasingly favored by the AI industry.

A large-scale blackout in Spain and Portugal on April 28, 2025, highlighted the need for resilient power grids during energy transitions. With Taiwan set to retire its last nuclear reactor by May 17, 2025, the growing reliance on intermittent renewable energy raises concerns about the country's grid stability. Taiwan's isolated grid necessitates the swift development of smart grids and energy storage to reduce outage risks during extreme events.

As China's homegrown AI models, such as DeepSeek, expand into manufacturing, healthcare, education, and infrastructure, particularly power supply, has become crucial for sustaining large-scale AI deployments.

Geothermal energy has become one of the few areas of consensus in America's polarized energy policy debate, garnering support from both the Biden administration and the incoming Trump administration for different but complementary reasons.

The Johor-Singapore Special Economic Zone (JS-SEZ), jointly established through contracts signed by Malaysia's Johor state and Singapore, has recently become a focal point for the entire Southeast Asian supply chain. This week, the JS-SEZ Business and Investment Forum was held in Johor Bahru, where stakeholders exchanged views on the future development of the economic zone.

To prevent Chinese solar products from circumventing origin rules, the US Department of Commerce recently announced tariffs on solar products from Southeast Asian countries, with rates reaching as high as 3,521%. Regarding the impact of these tariffs, HD Renewable Energy (HDRE) chairman Edward Hsieh stated that since the company does not export any goods to the US, the direct effect is minimal. However, overall market fluctuations may still cause some indirect impacts.

The US has imposed sweeping new tariffs on solar products from four Southeast Asian countries, raising concerns among Malaysian manufacturers over the impact on their operations and clean energy ambitions.