PUBLISHER: Global Infrastructure Sherpa | PRODUCT CODE: 2132619
PUBLISHER: Global Infrastructure Sherpa | PRODUCT CODE: 2132619
One Malaysian utility has contracted 8.3 GW to data centres and is delivering 1,054 MW, both as at March 2026. In metropolitan Korea, 3 per cent of requested capacity has cleared the statutory assessment that now gates every project above 10 MW, as at July 2026. Australia's system operator tracks 225 projects and reports that more than 40 per cent have withdrawn or gone backwards in a single year. Singapore has provisionally allocated approximately 280 MW across two Call-for-Application rounds - eight awarded proposals, seven distinct applicant groups. Indonesia carries roughly 41 per cent of installed-capacity margin above peak load alongside connection lead times reported at up to two years, because the binding constraint is substations rather than generation. Japan's grid is split at two frequencies with 2.1 GW of conversion between them, and no demand-connection lead time is published at all.
The markets that look largest on announced capacity are not the markets that energise fastest, and in four of the six the two rankings are close to inverted. Every mark in the report is set by five gates applied identically at national and hub level, and listed in full - geography by geography, tranche by tranche, with the evidence and citation behind each - in chapter 1's Table 1.5 and in Appendix F, the dataset underlying every mark.
The six country chapters follow the same fourteen-section structure so they can be compared, but the conclusions are not forced into a common shape. Singapore's constraint is administrative. Australia's is state-level and now federally contested. Japan's is a frequency boundary and an unpublished demand queue. Korea's is a statutory assessment with a three per cent pass rate. Malaysia's is a contracted book eight times its metered load. Indonesia's is a substation problem wearing a generation surplus as a disguise. Treating these as variants of one story is the most common analytical error in the region.
Fifteen chapters in three parts, a pre-commitment verification checklist and six appendices, across 283 pages. Part I compares the region: the six-country scorecard, the regional project register, power systems compared, demand and customer evidence, site and infrastructure intelligence, design and delivery constraints, economics, capital and transactions, and commercial and procurement intelligence. Part II covers Japan, South Korea, Singapore, Malaysia, Indonesia and Australia, each on the same fourteen-section structure - decision summary, market structure and demand, hubs and emerging locations, verified capacity and pipeline, power availability, cost and connection timing, site and permitting constraints, fibre, water, cooling and physical risks, construction and supply chain, capital and economics, commercial opportunities and counterparties, a twelve-to-thirty-six-month outlook, implications by reader type, a country scorecard, and sources and verification points. Part III is the final decision framework. Appendices: methodology and the deliverability test, glossary, verification agenda, index, source register, and the ratings dataset. Systematic coverage is limited to the six markets named; mainland China, Hong Kong, Taiwan and India are not covered, and Thailand, Vietnam, the Philippines and New Zealand appear only where they bear on the six.
Investment committees, developers, operators, energy suppliers, lenders and vendors weighing a 50–200 MW commitment in Asia-Pacific who need the binding constraint named market by market, with the evidence and the date behind every figure.
Six markets, one question, and the answer in one paragraph.
What the evidence supports, stated as findings.
Definitions, evidence fields and the deliverability test.