Singapore, Monday, 17 March 2025 – Seraya Partners today announced the release of its latest whitepaper, “Unlocking Asia’s Infrastructure Potential,” highlighting the pivotal role of private capital in addressing Asia's massive $26 trillion infrastructure investment challenge through 2030.

The whitepaper examines how three megatrends, Energy Transition, Digitalization, and Regionalization, are driving new investment opportunities across developed and emerging Asia. An estimated $1.7 trillion in annual funding is required to sustain growth, modernize energy systems, and enhance digital and regional connectivity.

With Asia projected to account for 50% of global GDP by 2040, the whitepaper outlines the key forces shaping the region’s infrastructure landscape:

• Energy Transition: The shift from fossil fuels to renewables is driving substantial investments in offshore wind, battery storage, and grid modernization. Notably, private capital is driving investments in legacy assets transitioning to renewables, including coal-to-renewable repurposing and offshore wind projects.

  
  

• Digitalization: Home to over 50% of the world’s Internet users, Asia is experiencing surging demand for hyperscale data centers, fiber-optic networks, and AI-driven computing infrastructure. Additionally, DeepSeek’s advancements in lowering CAPEX costs for AI can potentially drive new demand for AI infrastructure in the region.

  
  

• Regionalization: Asia’s increasing economic integration continues to fuel large-scale infrastructure investments. Meanwhile, Trump-era tariffs, semiconductor export controls, and China’s ongoing decoupling from the U.S. are reshaping supply chains and investment flows, introducing new layers of complexity for infrastructure investors.

  
  

While over 90% of Asia’s infrastructure funding has historically come from public sources, the report details how private capital is becoming an essential driver of infrastructure development, particularly in high-growth sectors such as renewable energy, digital connectivity, and cross-border supply chains.

Download a copy of the whitepaper today.