No reserve release addresses the LNG gap. For gas-dependent grids in Singapore, Thailand, and the Philippines, the shortage is structural until Hormuz reopens.
Cape EMS Berhad's transformation story is one of the more closely watched on Bursa Malaysia's Main Market—a company that recorded its first annual loss in FY2024, returned to profit over the following two quarters, and is now announcing a structural pivot into renewable energy infrastructure. Execution against the CEB 2.0 roadmap and revenue contribution from Cape Renewables will be the key metrics for investors to track through 2026.
Bank Indonesia's foreign exchange reserves stood at USD 151.9 billion heading into the March decision—above the international adequacy standard but declining. The reserve trajectory is now a metric worth watching alongside the rate.