Author: Giacomo Prandelli

When the Strait of Hormuz is seized, Asia does not simply face an energy problem. It faces an existential reckoning with decades of structural choices that prioritised economic growth over supply security. The current crisis, unfolding in real time since late February 2026, is not a warning shot. It is the event that energy analysts feared and policymakers deferred addressing. And no region feels its gravity more acutely than Asia. The geography of this crisis operates in concentric rings, and Asia sits dangerously close to the centre. South Asia takes the first blow. Tankers sailing from the Gulf reach Karachi…