Vantage Point

Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.

TOPIC: INFRASTRUCTURE

Vietnam’s energy conundrum: balancing decarbonization and industrial growth

January 30, 2025

National Energy Master Plan aims to increase renewable energy sources while addressing the challenges of energy reliability and stability through investments in LNG and nuclear power.

Israel shifts attention toward the Houthis in the Red Sea

January 22, 2025

With cease fires in effect with Hamas and Hezbollah, Israel is increasing its focus on the Houthi rebel group in Yemen, targeting their strongholds to secure maritime activity in the Red Sea and mitigate disruptions caused by Houthi attacks.

Rising demand for data centers and its impact on Southeast Asia-5’s energy landscape

October 17, 2024

Data localization policies in Southeast Asia-5 countries have increased local data centers by 28% between 2019 and 2023, intensifying electricity competition and challenging business expansion.

US Elections - economic policy signals from VP Harris

October 10, 2024

Vice President Kamala Harris released her economic plan. The bulk of her investments are poised to impact services with a smaller investment in modernization of traditional industries alongside advanced industries.

Thailand's political dynamics and their impact on the Eastern Economic Corridor (EEC) development

September 3, 2024

Thailand’s political parties agree that significant development is required to capture the historic investment flowing into Southeast Asia but power struggles over the specific industries and geographies left the path forward unclear.

Southeast Asian Leaders Unveil Ambitious Policies at 2024 Nikkei Forum

June 11, 2024

At the Nikkei Forum, Southeast Asian leaders shared insights on upcoming policy initiatives. Vietnam is prioritizing infrastructure and energy improvements. Malaysia aims to advance in the semiconductor value chain.

United States: IRA Faces Headwinds on Energy Transition

May 30, 2024

The IRA, in tandem with tightening restrictions on clean energy technologies sourced from China, has the potential shift the green technology value chain.