中国可再生能源-中东冲突的影响-China Renewables_ Impact of Middle East conflict - II

25 March 2026 Equity Research Report China Renewables Equities Impact of Middle East conflict – II China The prolonged closure of the Strait of Hormuz could lead to gas deficit in Southeast Asia. According to our global Oil & Gas team, Asian markets, which source 26% of their LNG from Qatar and the UAE, are particularly exposed to supply risks (Gas markets: LNG balance in deficit, raising TTF forecast for 2026, 11 Mar 2026). According to IEA, gas power accounted for c24% of power generation in Southeast Asi ...