FastFrame Light

Curated reports for decision-makers who need clarity, quickly.

Available reports

Our current FastFrame Light catalogue. New reports are published regularly.

Looking for insight on a different topic? Contact us to explore whether our FastFrame Bespoke service might suit your needs.

Our current FastFrame Light catalogue. New reports are published regularly.

Looking for insight on a different topic? Contact us to explore whether our FastFrame Bespoke service might suit your needs.

Battery storage in Southeast Asia (August 2025)

Frames the battery opportunity in Southeast Asia through a commercial lens.

Covers project-level LCOC, tariff signals, grid and land constraints, policy initiatives, and investor dynamics by market.

Frames the battery opportunity in Southeast Asia through a commercial lens.

Covers project-level LCOC, tariff signals, grid and land constraints, policy initiatives, and investor dynamics by market.

Thai corporate PPAs (August 2025)

Analyses the economics, bankability, and policy barriers of Thailand’s C&I PPA market.

Breaks down load profile challenges, wheeling limits, price spreads, and developer margin compression.

Analyses the economics, bankability, and policy barriers of Thailand’s C&I PPA market.

Breaks down load profile challenges, wheeling limits, price spreads, and developer margin compression.

Rare earths in Southeast Asia (August 2025)

Assesses the real potential for Southeast Asian REE production to enter global supply chains.

Highlights Myanmar-China flows, Thailand’s processing ambitions, policy gaps, and permitting challenges.

Assesses the real potential for Southeast Asian REE production to enter global supply chains.

Highlights Myanmar-China flows, Thailand’s processing ambitions, policy gaps, and permitting challenges.

Powering the cloud: How Southeast Asia’s data centre boom is redrawing the energy investment map (August 2025)

Examines how power demand from hyperscalers is driving new energy project requirements.

Maps regional data centre growth, capacity bottlenecks, PPA structures, and grid/land friction points.

Examines how power demand from hyperscalers is driving new energy project requirements.

Maps regional data centre growth, capacity bottlenecks, PPA structures, and grid/land friction points.

Gridlocked growth: Southeast Asia’s infrastructure bottleneck (August 2025)

Focuses on the commercial risk posed by transmission delays across key Southeast Asian markets.

Provides market-by-market buildout data, project queues, permitting frictions, and investor workarounds

Focuses on the commercial risk posed by transmission delays across key Southeast Asian markets.

Provides market-by-market buildout data, project queues, permitting frictions, and investor workarounds

Wired for failure? Transmission risk in Southeast Asia (August 2025)

Dissects transmission system fragility and its implications for renewables rollout and bankability.

Includes reserve margin metrics, curtailment maps, and grid reform tracking across Vietnam, the Philippines, and Thailand.

Dissects transmission system fragility and its implications for renewables rollout and bankability.

Includes reserve margin metrics, curtailment maps, and grid reform tracking across Vietnam, the Philippines, and Thailand.

LNG in ASEAN: Short-term fix or long-term play? (August 2025)

Evaluates whether new LNG regas capacity across ASEAN supports baseload or transitional roles.

Reviews project pipelines, utilisation risk, capacity overhangs, and regional gas import dynamics.

Evaluates whether new LNG regas capacity across ASEAN supports baseload or transitional roles.

Reviews project pipelines, utilisation risk, capacity overhangs, and regional gas import dynamics.

Offshore wind: The next gigawatt race in Vietnam and the Philippines (August 2025)

Frames offshore wind development through a lens of execution feasibility and commercial realism.

Analyses site control, policy timelines, investor appetite, and offshore cost benchmarks.

Frames offshore wind development through a lens of execution feasibility and commercial realism.

Analyses site control, policy timelines, investor appetite, and offshore cost benchmarks.

EV infrastructure in ASEAN: What’s investable, what’s noise? (August 2025)

Cuts through the hype to assess where EV charging infrastructure offers credible investment angles.

Breaks down business models, utilisation risk, tariff issues, and state vs private rollout structures.

Cuts through the hype to assess where EV charging infrastructure offers credible investment angles.

Breaks down business models, utilisation risk, tariff issues, and state vs private rollout structures.

Zones of control: Special economic zones in Southeast Asia (August 2025)

Looks at how SEZs and industrial policy are being used to control capital and drive manufacturing strategy.

Compares policy models, anchor investor profiles, land access, and sectoral positioning across Vietnam, Thailand, and Indonesia.

Looks at how SEZs and industrial policy are being used to control capital and drive manufacturing strategy.

Compares policy models, anchor investor profiles, land access, and sectoral positioning across Vietnam, Thailand, and Indonesia.

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ARROWSMITH

CAPTIAL ADVISERS

Arrowsmith Capital Advisers Pte. Ltd.

68 Circular Road

#02-01

Singapore 049422

ARROWSMITH

CAPTIAL ADVISERS

Arrowsmith Capital Advisers Pte. Ltd.

68 Circular Road

#02-01

Singapore 049422

ARROWSMITH

CAPTIAL ADVISERS

Arrowsmith Capital Advisers Pte. Ltd.

68 Circular Road

#02-01

Singapore 049422