Four weeks into the Iran war and closure of the Strait of Hormuz, the energy crisis across Asia has entered a more complex and uncertain phase. The Indo-Pacific is now grappling with a sustained price shock driven by elevated geopolitical risk premiums and supply chain reconfiguration, with some countries facing acute physical supply shortages. Governments were initially more concerned about price volatility than outright shortages, as noted in BGA’s regional energy update from March 9. This dynamic … Continue Reading
BGA India Managing Director Anuj Gupta argues that a $100 oil environment is exposing India’s deep industrial vulnerabilities. Rising energy, logistics and input costs are squeezing margins across pharmaceuticals, fast-moving consumer goods, manufacturing and utilities. He warns this is a structural stress test, demanding faster energy transition, supply chain resilience and proactive policy responses rather than short‑term fixes.
(March 20, 2026)
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Chayamon Srisongkram
