resources
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How the Iran War is Revealing Southeast Asia’s Energy Vulnerabilities: Singapore and Cambodia
The recent escalation of the conflict in Iran has sent shockwaves throughout global energy markets, but few regions have felt the structural impacts more intensely than Southeast Asia. Following the closure of the Strait of Hormuz, Singapore and Cambodia have been especially affected. Energy vulnerabilities revealed in these countries, one…
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Coercion by the Kilogram: Rare Earths and the Next Phase of US–China Competition
On April 4, 2025, China’s Ministry of Commerce imposed new licensing requirements on exports of seven rare earth elements (REEs) and their associated products, including permanent magnets. While not an outright ban, this move adds regulatory friction to the global supply of critical materials such as samarium, gadolinium, terbium, dysprosium,…


