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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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Who Controls the Battery Age? Congo, China, and the New Resource Order

The U.S., Japan, and other G7 countries are scrambling to secure critical minerals to end their reliance on Chinese-controlled supply chains. Every week, there's news of another mining deal for cobalt, lithium, and other resources essential to powering 21st century technology. ...

Indonesia Seeks to Diversify Partners for Its New Rare Earth Industry but Moving Away From China Will Be Difficult

Indonesia sits on a geological treasure trove of rare earth minerals, and the government is eager to tap into the wealth they could bring. While it knows how to find, mine, and sell the highly sought-after critical materials, it confronts a ...

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 ...

Nickel Gains After Indonesia Cuts Quota for World’s Biggest Nickel Mine

Nickel climbed on Thursday, after Indonesia sharply cut this year's mining quota for PT Weda Bay Nickel, the world's biggest mine for the critical mineral. The most-active nickel contract on the Shanghai Futures Exchange SNIcv1 climbed 2.49% to 140,570 yuan ($20,366.86) a metric ton as of 0250 GMT. The Shanghai contract surged ...
China’s Fuel Export Ban to Further Tighten Asia Supply
Oil storage tanks at Tsing Yi port in Hong Kong on March 17, 2026. (Photo by Peter PARKS / AFP)
China's ban on exports of diesel, gasoline and jet fuel is poised to exacerbate fuel shortages and further boost prices for Asian industry and transportation buyers already grappling with tightening supplies caused by the U.S.-Israeli war against Iran. Even before the ban, ...
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