Setting the scene: Asia investment slowdown and the Middle East conflict
Why is Asia facing a far more severe fuel availability threat than the US press is reporting? Tim Burroughs frames the context of reduced investment in Asia during Q1, then asks Ganen Sarvananthan to compare sentiment at Milken with the on-the-ground reality in Asia. Ganen reveals how the Straits of Hormuz crisis is creating a hidden crisis for countries like India — and why Russian oil is becoming the uncomfortable alternative. Watch to find out what the press is missing.