Tag energy security

Thailand’s Energy Supply Under Wartime Pressure

Thailand’s production sites are facing an energy risk many companies still underestimate. The renewed escalation between Israel and Iran has put the Strait of Hormuz back under military pressure - and with it a critical supply route for LNG, on which Thailand is increasingly dependent. With almost sixty percent of Thailand’s electricity generation tied to natural gas, the issue is no longer limited to fuel prices; it directly affects power costs, grid stability and the operational security of every production line. For automotive, electronics and logistics companies, this is not the time to wait and observe. Energy contingency plans, load-prioritisation procedures and supply-chain buffers need to be reviewed now.

Follow the Oil -Part 1- How Washington Is Dismantling China’s Energy Supply

Syria, Venezuela, Iran, Panama. The list of U.S. military operations and pressure campaigns over the past 25 years reads like an atlas of global oil reserves. No coincidence — but the operational logic of a closing window. Washington has known since the 2016 RAND study that China must be contained before it reaches military parity with the United States, and that window closes around 2026. What has followed is the systematic dismantling of China's energy supply: seizing the world's largest oil reserves in Venezuela, bombing China's most important oil supplier in Iran, severing the Belt and Road land corridor through Syria, and expelling Chinese port operators from Panama. Follow the oil. It tells you more about the future of the world order than any press conference ever will.