Philippines leads ASEAN energy-policy response amid Iran war

01The Story新闻事实

Indonesia, Malaysia, Thailand, Singapore, Vietnam and the Philippines introduced 73 energy policies between February 28 and August 31, 2026, as the Iran conflict disrupted shipping routes and raised oil and gas prices. The Philippines led with 22 policies, including 13 on renewable energy and electrification, while regional governments combined short-term fossil-fuel measures with longer-term clean-energy policies.伊朗冲突扰乱航运路线并推高油气价格之际，印度尼西亚、马来西亚、泰国、新加坡、越南和菲律宾在2026年2月28日至8月31日期间推出了73项能源政策。菲律宾以22项政策居首，其中13项涉及可再生能源和电气化；东南亚各国同时采取了短期化石燃料措施和长期清洁能源政策。

The six countries introduced 37 renewable energy and electrification policies and 29 fossil-fuel policies.这六个国家推出了37项可再生能源和电气化政策，以及29项化石燃料政策。
The countries introduced 24 long-term renewable energy and electrification policies, compared with six long-term fossil-fuel policies.这些国家推出了24项长期可再生能源和电气化政策，而长期化石燃料政策为6项。
The Philippines led with 22 total energy policies, including 13 renewable energy and electrification policies and nine fossil-fuel policies.菲律宾共推出22项能源政策，位居首位，其中包括13项可再生能源和电气化政策，以及9项化石燃料政策。
Japan Korea Marker LNG prices averaged USD 22 in August 2026, more than double the USD 10.8 pre-war average in February 2026.2026年8月，日本韩国标杆液化天然气价格均值为22美元，是2026年2月战前10.8美元均值的两倍以上。
Eighteen policies across the six countries focused on expanding solar capacity, while seven focused on energy storage.六国共有18项政策聚焦扩大太阳能容量，另有7项政策聚焦能源储存。

The regional response shows a split between short-term fossil-fuel relief and a larger long-term policy push toward renewables, electrification and energy storage.东南亚的政策应对呈现出明显分化：一方面通过化石燃料措施缓解短期压力，另一方面更大力度推动可再生能源、电气化和储能的长期转型。

024 Dimensions维度分析

Comparison对比

Policy mix: emergency relief versus structural change政策组合：应急纾困与结构性转型

Most fossil-fuel policies had implementation periods of less than six months, while renewable energy and electrification policies were more often designed for the long term. ZCA classified 24 clean-energy policies as long term, compared with six fossil-fuel policies.大多数化石燃料政策的实施期限少于六个月，而可再生能源和电气化政策更常被设计为长期措施。ZCA将24项清洁能源政策归为长期政策，而化石燃料长期政策为6项。

Long-term renewable energy and electrification policies长期可再生能源和电气化政策

February-August 20262026年2月至8月24 policies

Sixty-five percent of renewable energy and electrification policies were long term, compared with 21% of fossil-fuel policies.可再生能源和电气化政策中有65%属于长期政策，而化石燃料政策中长期政策占21%。
ZCA said renewable and electrification measures were viewed as long-term solutions, while fossil-fuel policies mainly provided temporary relief.ZCA表示，可再生能源和电气化措施被视为长期解决方案，而化石燃料政策主要用于提供临时缓解。

Cause因果关系

The Philippines takes the regional lead菲律宾在区域政策数量上领先

The Philippines introduced more energy policies than the other five countries, leading in both clean-energy and fossil-fuel measures. ZCA linked the lead partly to the country's national energy emergency declaration in March 2026.菲律宾推出的能源政策多于其他五国，并在清洁能源和化石燃料措施两方面均居首。ZCA认为，这一领先地位可能部分与菲律宾在2026年3月宣布国家能源紧急状态有关。

Philippines total energy policies菲律宾能源政策总数

22 policies22项政策

February-August 20262026年2月至8月

Philippines renewable energy and electrification policies菲律宾可再生能源和电气化政策

13 policies13项政策

February-August 20262026年2月至8月

February-August 20262026年2月至8月13 policies

Singapore renewable energy policies新加坡可再生能源政策2 policies

The Philippines fast-tracked at least 250 MW of solar capacity and introduced measures for electric vehicles, energy efficiency and rooftop solar.菲律宾加快推进至少250兆瓦太阳能容量并网，并推出涉及电动汽车、能源效率和屋顶太阳能的措施。
The national energy emergency included emergency relief measures and longer-term steps to accelerate renewables, electric vehicles and energy efficiency.国家能源紧急状态既包括应急纾困措施，也包括加快可再生能源、电动汽车和能源效率发展的长期措施。

Consequence影响推演

Price shock exposes import dependence价格冲击暴露能源进口依赖

Countries including the Philippines, Thailand and Singapore rely heavily on imported oil and gas for power generation. The rise in LNG prices has contributed to higher power prices, outages, larger subsidy bills and pressure on national budgets.菲律宾、泰国和新加坡等国高度依赖进口油气发电。液化天然气价格上涨导致电价上升、停电、补贴账单增加，并给各国预算带来压力。

JKM LNG average priceJKM液化天然气均价

August 20262026年8月22 USD

The Iran crisis was described as the second energy crisis in Southeast Asia in five years, following the 2022 Russia-Ukraine war shock.伊朗危机被描述为东南亚五年内经历的第二次能源危机，此前2022年俄乌战争曾造成能源价格冲击。
Malaysia saw a fourfold increase in subsidies during the 2022 fuel-price shock, while Thailand posted a deficit in its Oil Fuel Fund.在2022年燃料价格冲击期间，马来西亚补贴增加了四倍，泰国石油燃料基金则出现赤字。

Future signal前瞻信号

Solar and storage move from policy to grid deployment太阳能和储能从政策走向并网部署

The policy response included concrete measures to expand solar, rooftop generation and storage. The Philippines is connecting solar and battery capacity to the grid, while Vietnam commissioned its first large-scale grid-connected battery storage system.各国政策应对包括扩大太阳能、屋顶发电和储能的具体措施。菲律宾正在将太阳能和电池容量接入电网，越南则投运了首个大型并网电池储能系统。

Philippines solar capacity being connected to the grid菲律宾正在并网的太阳能容量

250 MW250兆瓦

20262026年

Philippines battery storage being connected to the grid菲律宾正在并网的电池储能容量

450 MWh450兆瓦时

20262026年

Vietnam large-scale battery output capacity越南大型电池储能输出容量

50 MW50兆瓦

July 20262026年7月

Singapore raised its 2030 solar deployment target to 3 GWp.新加坡将2030年太阳能部署目标提高至3吉瓦峰值。
Indonesia announced plans in March 2026 to add 100 GW of solar over the next three years.印度尼西亚在2026年3月宣布计划在未来三年增加100吉瓦太阳能容量。
Vietnam's first large-scale grid-connected battery storage system had 50 MW of output capacity and 100 MWh of storage.越南首个大型并网电池储能系统拥有50兆瓦输出容量和100兆瓦时储能容量。

03Timeline时间线

2026-02-28 The policy-monitoring period for the Iran crisis began.伊朗危机政策监测期开始。
2026-03 The Philippines declared a national energy emergency; Indonesia announced plans to add 100 GW of solar over three years.菲律宾宣布国家能源紧急状态；印度尼西亚宣布计划在三年内增加100吉瓦太阳能容量。
2026-07 Vietnam commissioned its first large-scale, grid-connected battery energy storage system.越南投运首个大型并网电池储能系统。
2026-08 ZCA completed its analysis of the February-to-July policy and energy-market window.ZCA完成对2月至7月政策和能源市场窗口的分析。
2026-08-31 The six-country policy-counting period ended, with 73 energy policies recorded.六国政策统计期结束，共记录73项能源政策。

Key takeaway核心结论

The Iran-related energy shock prompted immediate fuel-security measures, but the larger policy trend across Southeast Asia favored longer-term renewable energy, electrification and storage.伊朗相关能源冲击促使东南亚采取即时燃料保障措施，但区域更大的政策趋势是推动可再生能源、电气化和储能的长期发展。

04What to Watch后续关注

Whether the Philippines can connect the announced solar and battery capacity to the grid and bring 1.471 GW of renewable energy and storage online by the end of April 2026.菲律宾能否将已宣布的太阳能和电池容量接入电网，并在2026年4月底前推动1.471吉瓦可再生能源和储能上线。
How governments balance emergency fuel procurement and subsidies with longer-term renewable energy and electrification measures.各国政府如何在应急燃料采购和补贴与可再生能源、电气化长期措施之间取得平衡。
Whether direct renewable-power purchasing, rooftop solar and electric-vehicle measures expand beyond the policies already introduced.可再生电力直接采购、屋顶太阳能和电动汽车措施是否会在现有政策基础上进一步扩大。
Whether elevated oil and LNG prices continue to pressure power prices, outages, subsidies and national budgets.油价和液化天然气价格高企是否会继续推高电价、停电风险、补贴支出和财政压力。

05Uncertainties不确定因素

ZCA noted that some policies counted in the analysis may have been in the pipeline before February 28, 2026.ZCA指出，统计中的部分政策可能早在2026年2月28日之前就已在筹备。
The 225 rolling six-month comparison windows are not independent because adjacent windows share five of six months.用于比较的225个滚动六个月窗口并非相互独立，因为相邻窗口有五个月重叠。
ZCA said its hand-picked comparisons with other crises may omit additional geopolitical events that affected oil-price volatility.ZCA表示，其与其他危机进行的人工选取式比较可能遗漏了其他影响油价波动的地缘政治事件。

06Sources信息来源

Philippines leads Southeast Asia’s energy policy push amid Iran war | Daily GuardianPhilippines leads Southeast Asia’s energy policy push amid Iran war | Daily Guardian Daily Guardian · 2026-10-06

Share this analysis 分享此深度分析

X Facebook LinkedIn WhatsApp