As of mid-2026, China remains the centre of gravity in the EV world.
Taiwan has struggled to secure LNG supplies through May and finalised contracts covering roughly half of June demand, but additional procurement costs are expected to reach into the billions of US dollars to complete.
There will be no real winners in traditional tourism this summer – only airlines, tourist destinations and central banks left counting the cost.
Capital with adversarial Chinese or Pakistani ownership will hit a wall that each successive regulation has made harder to get around.
Fitch Ratings has warned that emerging markets in Asia could face rising cost pressures across agribusiness sectors and food supply chains if a prolonged US-Iran conflict continues to disrupt fertiliser supplies further into the planting season.
The European Union has already, for all intents and purposes broken away from the US. It is only a matter of time before the Quad either ceases to function or decides to go its own way, without the US.
According to an outlook forecast report by the Asian Development Bank, the broad Asia region including its many developing high growth economies are facing what can be best described as the most complex set of headwinds in years.
The world needs a stable Asia – East and West – and would be better served by the removal of the current Iranian regime. Only in the removal of said regime will Beijing be forced back into a more constrained, less opportunistic global role.
From South Korea to Indonesia to Bangladesh, governments are increasingly turning back to coal-fired power generation to help offset a widening shortfall in LNG imports.