ASEAN’s renewable energy share fell for a decade while ministers added capacity and raised targets. AI offers a USD 67 billion fix by 2035 and is driving the data centre demand surge making that fix harder to execute.
ASEAN Bets Billions on AI After Missing Its Clean Energy Targets
When oil hit USD 100, Southeast Asia’s CFOs were already managing three simultaneous capital pressures: a structural shift to all-cash M&A, accelerating portfolio disposals and an AI investment pipeline blocked not by money but by talent. The Hormuz shock didn’t create the squeeze. It exposed it.
Indonesia floats Malacca Strait toll proposal after Iran charges Hormuz fees, Singapore rejects tolls as breach of international law, Thailand fast-tracks $31 billion land bridge to bypass Malacca, Vietnam-South Korea target $150 billion trade by 2030, and Philippines identifies eight priority sectors to attract foreign investment.
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