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Asia • 2026-04-17 09:30

Iran War Energy Shock Threatens Southeast Asia Supply Chains, May Benefit China

Energy-market volatility stemming from the US-Israeli war in Iran is prompting some Western buyers to prioritise supply chain stability, with early signs of order flows returning to China from Southeast Asia. Chinese exporters at the Canton Fair in Guangzhou reported increased inquiries from European and US buyers for home appliances and new energy products. Analysts suggest the disruption could give China a structural advantage in global manufacturing competition.

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