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亚洲高度暴露于伊朗战争能源冲击:
菲律宾和越南约95%和~90%的原油进口来自中东。
其次是新加坡、韩国、台湾、马来西亚和泰国,各自从该地区进口约70%的原油。
亚洲两大石油买家印度和中国分别依赖中东提供其原油进口的约55%和~50%。
相比之下,土耳其、南非、突尼斯和中欧东欧等EMEA国家从该地区进口的석油不足20%。
亚洲能源危机正在迅速加剧。