Energy Shock Exposes Asia's Structural Vulnerability
The global energy price shock and supply disruptions amid the US/Israel-Iran war expose Asia’s dependence on Middle Eastern energy, concentrated trade corridors, and highly price-sensitive consumer demand. The immediate disruption is already affecting economies, companies and consumers across the region, but the bigger implication is more structural: energy security, supply chain optionality, and value-driven demand are becoming more central to business strategy in a more volatile operating environment.