Global Energy Shock: Southeast Asia & China Effects & Countermeasures - E679

Is the era of cheap energy over for Southeast Asia? In this special three-person debate, Jeremy Au, Jianggan Li, and Valerie Vu break down the reality of the current energy crisis and its disproportionate impact on Vietnam, China, and Singapore. As oil prices spike by 30-50% in some markets, the team explores the second and third-order consequences that most businesses are missing. From the sudden reduction of traffic in Ho Chi Minh City to China’s multi-decade "Coal and Renewables" diversification strategy, this episode is a deep dive into geopolitical resilience. Key in...