Southeast Asia — south-eastern region of Asia
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Thursday, October 8, 2026
Southeast Asia
south-eastern region of Asia
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In brief
Johor holds 850 MW of live data-center capacity and 2,700 MW in the pipeline as Hong Kong's TROOPS commits US$12 million to a Southeast Asia AI unit.
The US-Israeli war on Iran disrupted aluminum-can supplies to India, triggering Diet Coke shortages and a wave of “Diet Coke parties,” before Coca-Cola raised prices by over 10% and switched to more costly, larger cans from Southeast Asia as supply chains remain stressed by Hormuz disruptions. Some bottlers are also testing alternative packaging like 200-ml glass bottles, underscoring persistent packaging shortages and price inflation in India's beverage market.
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Amro Warns Asia Faces AI Correction Risks
AMRO's Oct. 5, 2026 report warns Southeast Asia, China, Japan and South Korea face AI correction risks after driving two-thirds of global AI-related trade growth; 2026 growth held at 4.1%.
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