America’s foes see opportunity in Asia’s oil shock

能源危机与大国博弈

Economist

2026-04-01

5 分钟
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  • "Russia's voice in the global economy and geopolitics sounds even louder"

  • when the price of oil is above $100 a barrel,

  • Kirill Dmitriev, the boss of a Russian state investment fund, crowed in March.

  • Nowhere is this truer than in Asia,

  • where the Iran war has sent countries scrambling

  • to secure essential fuels and fertilisers.

  • On March 27th the Philippines announced it had bought 2.48m barrels of Russian crude,

  • the country's first purchase of Russian oil since the invasion of Ukraine in 2022.

  • In Mr Dmitriev's telling, with Brent crude at around $100 a barrel, Russia is now "impossible to ignore".

  • More alarming than the price of oil is the uncertainty of its continued supply.

  • Asia overwhelmingly relies on fuel and fertiliser imported from the Gulf,

  • where Iranian threats to the Strait of Hormuz

  • have forced ships to remain at anchor.

  • America's biggest rivals, China and Russia, are not letting the crisis go to waste.

  • Almost a dozen countries across Asia, including Indonesia, Thailand and Vietnam,

  • are lining up to buy Russian crude,

  • while America's stalwart partners, such as Japan and South Korea,

  • are contemplating whether to follow suit.

  • China is seeking deals of its own.

  • The new wave of energy diplomacy raises the prospect