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How the Strait of Hormuz Disruption Exposed Southeast Asia’s Fragile LNG Strategy

Conflict in the Middle East has only intensified over the past two years. The recent disruption of the Strait of Hormuz, the world's most critical energy chokepoint, has sent shockwaves across Southeast Asia, a region heavily dependent on fossil fuel imports.  ...

With Chen Heyi

Independent China-Southeast Asia Analyst

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How a U.S. Sanctions Waiver Will Squeeze China’s Access to Cut-Rate Iranian Oil
A crude oil tanker berths at the crude oil terminal at the port in Qingdao, in China’s eastern Shandong province on March 19, 2026. (Photo by CN-STR / AFP)
China, the world's top crude importer, has been the main buyer of oil from OPEC producer Iran in recent years, but will face competition and higher prices after the U.S. issued a 30-day sanctions waiver on Iranian oil. Beijing, which has also been ...

How the Strait of Hormuz Disruption Exposed Southeast Asia’s Fragile LNG Strategy

Conflict in the Middle East has only intensified over the past two years. The recent disruption of the Strait of Hormuz, the world's most critical energy chokepoint, has sent shockwaves across Southeast Asia, a region heavily dependent on fossil fuel imports.  ...

China Steps In as Malaysia’s Data Center Surge Puts the Power Grid to the Test

Since 2024, Malaysia has emerged as a main data center hub in ASEAN, challenging Singapore’s long-standing dominance. As of early 2026, Malaysia has 34 existing data centers with 33 upcoming, according to data from the Malaysia Digital Investment Department.  However, ...

The Three Faces of Chinese Investment in Southeast Asia: SOEs, POEs, and MNEs

In 2025, China remained a top-three source of Foreign Direct Investment (FDI) in Southeast Asia, following only the U.S. and intra-Southeast Asian flows. While much of the investment falls under the umbrella of the Belt and Road Initiative (BRI), it is important to distinguish between broad ...

As China Builds the Grid, Laos’s Power Ambitions Enter a New Phase

2026 marks a strategic turning point for Laos in its ambition to become the “Battery of Southeast Asia”, with two mega power transmission projects advancing this year. On the first day of January 2026, the 230 kV Thavieng-Mahaxay transmission line ...

China and ASEAN Enter a Pivotal Year, With Trade, AI and the South China Sea in Play

As 2026 begins, the China-ASEAN relationship is evolving across several fronts, including trade, Artificial Intelligence, infrastructure development, and South China Sea. With the ASEAN's chairmanship held by the Philippines, the year opens with distinct political and institutional dynamics for the region.  ...
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