Sandeep Pai

Person

Last mentioned: Mar 26, 2026

Timeline

  1. Regional Coal Pivot

    India, South Korea, and SE Asian nations officially increase coal usage to cover energy shortfalls.

  2. Iran Conflict Escalates

    War disrupts shipments through the Strait of Hormuz, slashing LNG availability.

  3. US LNG Push

    United States expands LNG exports to Asia as a cleaner alternative to coal.

  4. China Coal Expansion

    China builds record coal capacity to ensure energy security ahead of global volatility.

Stories mentioning Sandeep Pai 1

commodities Bearish

Asia Pivots to Coal as Iran Conflict Disrupts Global LNG Supply Chains

The escalating conflict in Iran has severely restricted the flow of Liquefied Natural Gas (LNG) through the Strait of Hormuz, forcing major Asian economies to revert to coal-fired power. This strategic shift to ensure energy security is delaying decarbonization goals across India, China, and Southeast Asia while highlighting the region's vulnerability to Middle Eastern geopolitical shocks.

2 sources