Category: Energy

Why Green Energy Will Be the Big Winner of the Iran Crisis

By Cobus van Staden, CGSP Head of Research Remember “no blood for oil”? Decades ago, the slogan emblematized opposition to the U.S. invasion of Iraq. Its logic subsequently shifted as the United States experienced a gas and oil revolution thanks ...

Analysis from Cobus van Staden

Why Green Energy Will Be the Big Winner of the Iran Crisis

By Cobus van Staden, CGSP Head of Research
Remember “no blood for oil”? Decades ago, the slogan emblematized opposition to the U.S. invasion of Iraq. Its logic subsequently shifted as the United States experienced a gas and oil revolution thanks to fracking. 

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Oil Shock Tests China’s Gulf Dependence, but Beijing’s Diversified Energy Strategy May Blunt the Impact

There appears to be mounting concern but not outright panic over the surge of oil prices on Monday, brought on by the war between the U.S./Israel, and Iran. Oil prices opened the week above $100 a barrel for the first time in four years in response to ...

China Prioritizes Energy and Diplomacy Over Iran Support

By Peter CATTERALL China has expressed its anger over Israeli-U.S. strikes on Iran, but, despite hits to its oil imports, will not risk its interests by confronting Washington and helping its long-standing partner, analysts say.

Hydrocarbon Pressure Builds as China Faces Energy Disruption

China is putting pressure on Iranian officials to ensure that oil and gas shipments keep moving through the Strait of Hormuz, according to a report by Bloomberg. The narrow waterway transports the vast bulk of Middle Eastern fossil fuels to ...

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, ...

China Stocks Steady as Surges in Energy, Defense Shares Offset Airline Losses; HK Drops

China's equity benchmarks were little changed on Monday in the wake of the Iran conflict as surges in energy, defense and gold stocks offset plunges in airline and tourism shares. Mainland sentiment was supported by expectations that Beijing may step in ...

Iran Nears Deal to Buy Supersonic Anti-Ship Missiles From China

By Gavin Finch, Parisa Hafezi and John Irish Iran is close to a deal with China to purchase anti‑ship cruise missiles, according to six people with knowledge of the negotiations, just as the United States deploys a vast naval force near the Iranian ...

As U.S. Engagement Wavers, Southeast Asia Finds a New Climate Partner in China

As aid from the United States and other Western countries dwindles and global trade tensions rise, Southeast Asia’s urgent need for green energy is finding a ready banker and builder in China. Experts caution that this shift is reshaping the region’s economic and strategic landscape at the ...

U.S. Warns on Chinese Energy Role During High-Level Venezuela Visit

U.S. Energy Secretary Chris Wright urged expanded American investment in Venezuela’s oil and gas sector during the highest-level U.S. energy-focused visit to the country in nearly three decades, following its invasion in January. He cautioned Venezuelan leaders against what Washington frames as ...

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 ...

Indonesian President Did Not Consult With Energy Ministry When Revoking China-Backed Hydro Permit, Official Says

Indonesia's energy ministry was not consulted before President Prabowo Subianto decided to revoke the permit of a China-backed hydroelectric power plant on the island of Sumatra, an official at the ministry, Eniya Listiani Dewi, said on Thursday. The government said on ...

Indonesian President Did Not Consult With Energy Ministry When Revoking China-Backed Hydro Permit, Official Says

Indonesia's energy ministry was not consulted before President Prabowo Subianto decided to revoke the permit of a China-backed hydroelectric power plant on the island of Sumatra, an official at the ministry, Eniya Listiani Dewi, said on Thursday. The government said on ...

China’s Heavy Reliance on Iranian Oil Imports

China, the world's largest crude importer, is the main buyer of oil from OPEC producer Iran, leaving Beijing uniquely exposed to any supply disruption from conflict in the Middle East. Beijing, which is also the biggest buyer of ...
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