Market Insights

Understanding the Markets
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Research on the energy transition, regional power markets, data centre delivery and ASEAN market entry, written for the people who have to hire against them.

Why We Publish This

Every paper comes out of live search work: conversations with developers, EPC contractors, operators, investors and the candidates they compete for across Asia Pacific.

The recurring theme is that the constraint on delivery in this region is rarely capital or technology. It is people, and specifically whether the right capability is in place early enough to matter. These articles set out where we see that constraint biting, and what it means for how employers structure and sequence their hiring.

If a piece raises a question about your own team or market, we are happy to discuss it directly.

The Slowest Clock cover page

Digital Infrastructure

The Slowest Clock

Three Southeast Asian governments have worked out that grid capacity, not land or tax, is the asset they actually control. What they do with that insight over the next eighteen months will separate the countries that acquire an industry from the countries that merely host one.

14 minute readRead article
The Third Order cover page

Infrastructure Investment

The Third Order

Capital is competing harder for yield than at any time since 2008, while the technology underneath data centre assets is changing faster than the models financing them. This paper asks whether investment teams are staffed for it.

11 minute readRead article
Selling Into a Market That Cannot Pay You cover page

Market Entry

Selling Into a Market That Cannot Pay You

Southeast Asia is the best growth market in the world for data centre and energy technology. Most suppliers risk losing deals they have already won on the technology, and the reason has nothing to do with their products.

9 minute readRead article
The Platform cover page

Infrastructure Investment

The Platform

Part Two of two. Four blocks of investment, the people already building them, where the capital is going, and the reason most of it will not get deployed.

11 minute readRead article
The Anchor Tenant cover page

Infrastructure Investment

The Anchor Tenant

Part One of two. How Southeast Asia's data centre boom stopped being an energy problem and became the region's best chance to finance its grid, its renewables and a good deal more besides.

8 minute readRead article
The Power Question cover page

Energy

The Power Question

Grid access, tariffs and renewable procurement now set the limit on data centre growth in Southeast Asia. That has turned an energy problem into a hiring problem, and very few operators are staffed for it.

8 minute readRead article
Where the Operators Will Come From cover page

Careers

Where the Operators Will Come From

The people who will run Southeast Asia's data centres mostly do not work in data centres yet. This is what transfers, what does not, and how the move actually gets made.

8 minute readRead article
The ASEAN Power Grid Moment cover page

Regional Analysis

The ASEAN Power Grid Moment

What cross border electricity trade means for developers and offtakers, and why the teams being assembled now will decide who delivers.

7 minute readRead article
Firming the Grid cover page

Sector Insight

Firming the Grid

Why battery storage in Southeast Asia is shifting from a technical add on to a bankable, investable asset class, and the specialist teams that will capture the returns.

6 minute readRead article
The Handover cover page

Digital Infrastructure

The Handover

Why Southeast Asia's data centre story stops being a construction story in 2027, and why the teams appointed now decide which assets earn their return.

8 minute readRead article
Asia Pacific's clean energy boom cover page

Energy Transition

Asia Pacific's clean energy boom

Hundreds of thousands of new roles across renewables, storage, hydrogen and grid infrastructure, and the widening skills gap that will shape the industry through 2030.

8 minute readRead article
Breaking into ASEAN cover page

Market Entry

Breaking into ASEAN

A practical guide for Western clean energy companies entering Southeast Asia, and why the first team you build decides the outcome.

7 minute readRead article

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Discuss These Markets With SCG Partners

If any of this research bears on a hire, a market entry or a team you are building, we'd welcome the conversation.