Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.

In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia’s transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility.

Key insights include:

· How Asia’s infrastructure build-out differs from Western markets

· Why energy security is becoming inseparable from the energy transition

· Where capital is flowing across renewables, grids, storage, and interconnection

· How public-private partnerships can help mobilize transition finance

· Why execution bottlenecks, permitting, and offtake frameworks remain critical

· Where AI, innovation, and rising demand may reshape future infrastructure needs

Key moments:

00:00 Asia Infrastructure Boom

01:06 Live From EcoSperity

03:16 Energy Transition Now

04:20 Southeast Asia Grid Challenge

06:43 West vs Asia Reality Check

08:58 How APAC Investors Deploy Capital

11:26 Scaling Projects and Labor Crunch

13:17 Where Capital Flows and Bottlenecks

15:13 Five Year Outlook and Innovation

17:23 Wrap Up and Disclosures

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Asia infrastructure investing, energy transition, infrastructure, capital markets, megaforces, renewables, energy security, sustainable investing

Sources: IEA World Energy Investments 2025, Southeast Asia; IEA World Energy Investments 2024; IEA Global Energy Review 2026, Electricity generation mix for selected regions, 2025; IEA Integrating Solar and Wind in Southeast Asia; IEA Southeast Asia Energy Outlook 2024; IEA Global Energy Review 2026, Electricity generation mix for selected regions, 2025; Singapore Monetary Authority Press Release 2024; IEA data and charts energy investments; Urban Population in Southeast Asia, 2023-2050, IEA

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263: Asia’s Infrastructure Moment: The Investment Opportunity Behind the Energy Transition

The Bid - An Investing Podcast from BlackRock

263: Asia’s Infrastructure Moment: The Investment Opportunity Behind the Energy Transition