Thẻ: Energy crisis

Impact of Trump 2.0 on Southeast Asia’s Energy Geopolitics

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Fulcrum.sg Published 3 Mar 2025 Mirza Sadaqat Huda

Trump’s rent-seeking foreign policy pertaining to energy and critical minerals will force Southeast Asian countries to do what they least desire: making a choice between China and the US.

The Trump administration’s insular and rent-seeking foreign policy will significantly alter the geopolitics of energy transition in Southeast Asia. This will manifest in two ways. First, the potential cessation of US involvement in the region’s energy sector will heighten fears of China’s dominance in energy infrastructure projects — including the ASEAN Power Grid (APG). Second, Trump’s intentions of using critical minerals as a bargaining chip for providing military assistance, if applied to the ASEAN region, will impact the regional vision for sustainable mineral development.

The shutting down of the United States Agency for International Development (USAID), an important player in the energy sector, will intensify existing fears of China’s dominance in electricity transmission and generation. As shown in Table 1, China provided approximately US$534 million in aid to the region’s energy sector in 2022, accounting for more than a quarter of the total share. Comparatively, the US provided only US$23.7 million, or 1 per cent of total energy-related aid to Southeast Asia. In addition, the China Southern Power Grid Company and State Grid Corporation of China own and operate significant portions of the national grids in Laos and the Philippines, respectively.

China Leads in Energy Aid

Table 1 Energy-related aid to Southeast Asia 2022 (excerpt) (USD, in %)

Donor Amount Contribution
China 534 million 26
ADB 368 million 18
Germany 274 million 13
Canada 231 million 11
South Korea 211 million 10
Japan 167 million 8
World Bank 90.0 million 4
EU Institutions 42.3 million 2
France 42.2 million 2
AIIB 34.8 million 2
United States 23.7 million 1

The table is modified from Lowy Institute’s (2024) Southeast Asia Aid Map.

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Organization of the Petroleum Exporting Countries – OPEC in a Changing World

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cfr.org

Western leaders have long criticized OPEC’s power to raise oil prices, and the bloc continues to influence the global market even as U.S. oil production has soared and alternative energies have come to the fore.  

Russian and Emirati energy ministers speak alongside the OPEC secretary-general in Vienna.
Russian and Emirati energy ministers speak alongside the OPEC secretary-general in Vienna. Joe Klamar/AFP/Getty Images

WRITTEN BY Anshu Siripurapu and Andrew Chatzky Last updated March 9, 2022 2:25 pm (EST)

Summary

  • The Organization of the Petroleum Exporting Countries (OPEC) is a group of oil-rich countries that together control nearly 40 percent of the world’s oil supply.
  • Russia’s war in Ukraine has caused global oil prices to surge, giving the bloc more leverage. 
  • However, as the world shifts away from fossil fuels, OPEC’s power could diminish.

The Organization of the Petroleum Exporting Countries (OPEC) is a bloc of thirteen oil-rich member states spanning the Middle East, Africa, and South America. Combined, the group controls close to forty percent of world oil production. This dominant market position has at times allowed OPEC to act as a cartel, coordinating production levels among members to manipulate global oil prices. As a result, U.S. presidents from Gerald Ford to Donald Trump have railed against the oil cartel as a threat to the U.S. economy.

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Pakistan’s nationwide power cuts highlight escalating economic crisis

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Washingtonpost.com

By Pamela Constable and Shaiq Hussain January 24, 2023 at 4:39 a.m. EST

ISLAMABAD, Pakistan — Three weeks ago, Pakistani authorities ordered all markets, restaurants and shopping malls to close early, part of an emergency plan to conserve energy as the country of 220 million struggled to make overdue payments on energy imports and stave off a full-fledged economic collapse.

But the measures were too little, too late. On Monday morning, the country’s overburdened electrical system collapsed in a rolling wave of blackouts that began in the desert provinces of Baluchistan and Sindh but quickly spread to nearly the entire country, including the densely crowded cities of Karachi, Lahore and Rawalpindi.

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Three myths about the global energy crisis

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Russia is not winning the battle for supplies nor disrupting efforts on climate change and clean power

ft.com FATIH BIROL\

https://www.ft.com/content/2c133867-7a89-44d0-9594-cab919492777

The writer is executive director of International Energy Agency

As the global energy crisis continues to hurt households, businesses and entire economies worldwide, it’s important to separate fact from fiction. There are three narratives in particular that I hear about the current situation that I think are wrong — in some cases dangerously so.

The first is that Moscow is winning the energy battle. Russia is undoubtedly a huge energy supplier and the increases in oil and gas prices triggered by its invasion of Ukraine have resulted in an uptick in its energy income for now. But its short-term revenue gain is more than offset by the loss of both trust and markets that it faces for many years to come. Moscow is doing itself long-term harm by alienating the EU, its biggest customer by far and a strategic partner. Russia’s place in the international energy system is changing fundamentally, and not to its advantage.

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India’s Energy Crisis

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MITtechnologyreview: Can India modernize its manufacturing economy and supply electricity to its growing population without relying heavily on coal—and quite possibly destroying the global climate?

An old man wakes on the floor of a hut in a village in southern India. He is wrapped in a thin cotton blanket. Beside him, music wails softly on a transistor radio. A small wood fire smolders on the floor, filling the space with a light haze; above it,the bamboo timbers of the hut’s roof are charred to a glossy black.
The man’s name is Mallaiah Tokala, and he is the headman of Appapur village, in the Amrabad Tiger Reserve in Telangana state. On his forehead he wears the vibhuti, the sacred daub of white ash. He is uncertain of his exact age, but he is well into his 10th decade. He has lived in this village his whole life, a period that encompasses the tumultuous 20th-century history of India: the rise of Gandhi, the Salt March, the end of the Raj and the coming of independence, Partition and the bloodshed that followed, the assassination of Rajiv Gandhi and the dawning of a new era of sectarian violence and terrorism. And now he has lived long enough to witness the coming of electricity to Appapur, in the form of solar-powered lights and TVs and radios.

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