Pinned Tweet
The US is forming resource partnerships on critical minerals in Southeast Asia. What do they mean for value capture, industrial development, and energy transition?
@SENIKCentre @BoellStiftung SEA
th.boell.org/en/2026/05/29/u…
Pandu Sjahrir, the prominent Indonesian wealth fund executive who has publicly supported MSCI’s scrutiny of the nation’s stock market, is the co-owner of a brokerage sanctioned in connection with a stock-market manipulation probe bloomberg.com/news/articles/…
Andri Prasetiyo retweeted
Economics is a social science. Unlike the laws of physics, economic laws are neither timeless nor universal. They are historically contingent, shaped by social relations and institutions, and vary across time and space.
Andri Prasetiyo retweeted
All the governance issues mentioned in the MSCI statement are correct and severe, and Indonesian authorities have been very slow in resolving those issues. Criticism is severely needed.
But a few questions I think worth asking:
How severe is the market dysfunction in Indonesia relative to other markets in MSCI’s Emerging Markets index, such that it would justify the drop to Standalone Market status?
Is there a quantitative way of measuring this? My understanding is that market dysfunction—opaque ownership, coordinated trading—is not unique to Indonesia.
IIRC Turkey faces a lot of the same issues, and in many respects its economic governance is not that better than Indonesia’s—but the MSCI reaction has been different.
The more fundamental question: if the statement of a multinational financial institution can exogenously send the stock market of an emerging economy plunging down by 11%, do we not deserve better transparency of how that decision was made in the first place? Is this not too much power concentrated in a single entity?
If this happened in the US, one could expect congressional hearings already by the next week.
Andri Prasetiyo retweeted
🚨 MASSIVE CRASH: 🇮🇩 Rp 848,000,000,000,000 ($47 BILLION) wiped off Indonesia’s stock market as stocks plunge around 11.5%.
The biggest daily drop since 1998.
This is insane...
Andri Prasetiyo retweeted
Gas peaker plants are pretty much dead and buried now that battery prices are so low - and getting lower.
pv-magazine.com/2026/10/12/b…
Norway's controversial 2021–2024 reforms nearly doubled the tax on business wealth. Firms of affected owners did not invest less, and outmigration was limited to the very top, from @Mariusring nber.org/papers/w35854
Andri Prasetiyo retweeted
🎉 10 years. One mission. Accelerating climate action in Asia.
Here are 10 wins we helped secure.
When @forourclimate was founded in 2016, our goal was simple: advance evidence-based solutions and catalyze climate action in South Korea.
This month, we're reflecting on how far we've come and looking ahead to the challenges of the next decade.
1️⃣ Shift South Korea toward a coal phase-out by 2040
2️⃣ Advance corporate climate accountability through strategic litigations
3️⃣ Expose methane pollution and push for stronger regulation
4️⃣ Reframe South Korea's power system around renewable integration and market reform
5️⃣ Break through permitting barriers for solar and offshore wind deployment
6️⃣ Challenge false climate solutions and greenwashing
7️⃣ Advance electric naphtha cracking to decarbonize petrochemicals
8️⃣ Advance cleaner pathways for steel production
9️⃣ Increase financial risks for harmful LNG expansion projects
🔟 Help move green shipping corridors from concept to national policy
These are not just policy wins. They are proof that persistent advocacy can reshape markets, regulations, and public debate.
But the story isn't finished. The next decade demands faster action, stronger accountability, and deeper transformation.
Thank you to our partners, funders, allies, and communities who have made this journey possible.
📖 Explore our 10 Years, 10 Wins special edition and join us as we continue rewriting Asia's climate future.
#SFOC10Years #ClimateAction #EnergyTransition #ClimateJustice #AsiateFinance
Andri Prasetiyo retweeted
Bangkok Flooding Remains Severe in Some Areas Despite Easing Rain
Flooding remained severe in parts of Bangkok on September 27, although rainfall had eased after a low-pressure system moved toward Myanmar. Governor Chadchart Sittipunt said about 320 millimeters of rain had fallen over the previous two to three days, leaving canals full and flooding nearby roads and communities.
Areas along the Saen Saep, Prem Prachakorn and Prawet canals remained under close watch, particularly Bang Kapi, Lak Si, Lat Krabang and Suan Luang. Chadchart said major roads should improve within two to three days, but some flooded communities could take about two weeks to dry completely.
Thousands of residents have been evacuated. Bangkok authorities advised eligible staff to work from home and closed more than 400 city-run schools on September 28 to reduce traffic and ease pressure on flooded roads.
The Thai Meteorological Department said Bangkok could still receive isolated heavy rain despite improving conditions. Heavy to very heavy rain was forecast in western central Thailand, while waves could reach 2–3 meters in the upper Gulf of Thailand and upper Andaman Sea and exceed 3 meters during thunderstorms. Small boats should remain ashore through September 28.
#Thailand #Bangkok #ฝนตก #ฝนตกหนัก #น้ำท่วม #น้ำท่วม69 #น้ำท่วม2569 #น้ำท่วมกรุงเทพ
Andri Prasetiyo retweeted
#New in the Trends in Southeast Asia Series from #ISEASPublishing - No. 25/26: “Managing Indonesia’s Industrial Policy Bet: Capability and Competitiveness Builder or Costly Detour?” By Deasy Pane & Maria Monica Wihardja bookshop.iseas.edu.sg/public… iseas.edu.sg/articles-commen… #indonesia
More than six months after the start of the Iran war, JPMorgan’s oil analysts are stating what many traders have been saying privately for some time: the path to the end of the war is increasingly impossible to predict bloomberg.com/news/articles/…
Andri Prasetiyo retweeted
Indonesia has launched 14 new solar power projects totaling 5.3 GW, advancing a national strategy to install 100 GW of solar by 2029. The plan seeks to curb fossil fuel reliance by replacing diesel-based plants with renewable energy. reuters.com/business/energy/…
Andri Prasetiyo retweeted
It seems most people don't understand how severe the energy situation is right now in the Middle East.
As of Friday, Saudi Arabia's East-West pipeline has officially been shut down after recent attacks, putting -4 million barrels of daily oil exports at risk.
Meanwhile, the Bab el-Mandeb Strait is now at risk of being shut down, threatening up to -9 million barrels of daily oil supply.
All while the Strait of Hormuz is operating at ~20% of its pre-Iran War capacity, removing -15 million barrels of daily oil flows.
Combined, this represents nearly ~30 MILLION barrels per day of oil flows that are either offline or at risk.
Even after accounting for some overlap between these routes, the scale of the potential disruption is enormous relative to the ~100 million barrel per day global oil market.
This is one of the most severe energy supply situations in modern history.
Andri Prasetiyo retweeted
Saudi Arabia has shut down its crucial East-West pipeline after it was attacked on Thursday. ft.trib.al/znsPFSq
Andri Prasetiyo retweeted
And with the peso now trading at P62.70 against the US dollar, oil is set to be even more expensive.
More trouble. Good insights from this article by @ClaireJiao.
Asia’s economies will face a fresh test of resilience after oil again crossed the $100 threshold, with inflation running hot and fiscal and monetary policy already tight. bloomberg.com/news/articles/…
Mirwan Suwarso has actually reminded us
This Post is from an account that no longer exists. Learn more
Andri Prasetiyo retweeted
The expansion of electrification in China is driving down the share fossil fuels use across its industrial sectors ⚡
Electricity now supplies about three-quarters of final energy in light manufacturing sectors.
4/8
Andri Prasetiyo retweeted
The eruption of Anak Krakatau in Indonesia 🌋
Preliminary estimates suggest some sulfur dioxide reached the upper atmosphere — but only a tiny fraction of the amount released by Mount Pinatubo in 1991, which temporarily cooled the planet.
Andri Prasetiyo retweeted
article's author argues for greater state involvement in development citing China's EV industry & India's payment infra ie UPI as eg. While two are fundamentally different,both do show state can play a catalytic role in creating infra & enabling private sector growth.
How state control of companies can drive innovation ft.trib.al/OjMGLVq | opinion






























