Power under geopolitical pressure: Asia's energy crossroads

​The Strait of Hormuz crisis has exposed the real cost of Asia's fossil fuel dependency — just as surging demand and an AI data center boom collide with it. Can Asia power its future affordably and reliably, or will today's fuel choices lock in tomorrow's price shocks?

​Asia’s power reality check

​The Hormuz crisis has become a live stress test for Asia’s power markets—and a preview of how quickly energy systems may be forced to adapt. Across the region, governments moved fast: policies shifted, fuel switching accelerated, conservation measures took hold, idle coal capacity was brought back into play, renewables gained traction, and the nuclear option drew renewed interest. The message is clear: when fossil fuel supply chains are disrupted, energy security quickly returns to center stage.

​Asia's long-term power market outlook

​Power demand in Asia will more than double over the next 20 years — fueled by fast growing economies and a surge in AI data center investment. Yet elevated gas and LNG costs are increasingly passing through to consumers, weighing on electricity bills. Can the region secure affordable, reliable power over the long-term? This session unpacks the competing fuels and technologies set to reshape the region's energy future – and what they mean for the long-term power prices.