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.