What’s Fueling the Future of Energy in Asia?

Tim Chan, Morgan Stanley's Head of Asia Sustainability Research, interviews Mayank Maheshwari, the Energy Analyst for India and Southeast Asia, about the significant shift in global energy, focusing on nuclear power and natural gas adoption. The discussion covers the rising global investment in nuclear power, driven by energy security concerns and the growing demand from tech companies. They analyze the current state of nuclear energy adoption in Asia, with a particular focus on the challenges and opportunities in Southeast Asia. The conversation also explores the complementary roles of natural gas and nuclear power, the increasing global consumption of natural gas, particularly in Asia, and the evolving role of nuclear power in sustainability frameworks and green taxonomies. Finally, they discuss the investment implications of these trends, including the price premium commanded by nuclear power in certain regions and the best ways to invest in the natural gas sector.