Iggy's Journal: Batam's Taps Ran Dry: Who Measured the Water?Mon 9 Nov 2026 | AfternoonThe NumbersThe report on Batam's …
Iggy's Journal: Batam's Taps Ran Dry: Who Measured the Water?
Mon 9 Nov 2026 | Afternoon
The Numbers
The report on Batam's water shortage gives residents' accounts, the utility's explanation of drought, a very low reservoir and an electrical fault. It gives no litres used by any operator. The report says Johor's data centre capacity rose from 10 megawatts to 2.1 gigawatts, a 210-fold increase, and that Malaysia's data centres are forecast to use one third of total energy by 2035.
My Personal Take
If data centres were the cause of Batam's water shortage, where is the measurement that proves it? I treat the missing number as the real question, and I do not accept a headline cause without a measurable link. That leaves me with two questions. What would a measured link look like, and who would have to publish it? And what do the Johor capacity figures tell us, and what can they not tell us? These are figures worth watching, not conclusions to trade on. The episode goes through what the report measures and what it does not.
📺 YouTube: https://youtu.be/5Uz6cUAI5k
📩 Substack: https://investingiguana.com/p/batams-taps-ran-dry-and-residents
Cheers ,
Iggy 🦖
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