Overview
While Europe weans off Russian gas, the Middle East is deepening its energy trade with Asia. New infrastructure—like the UAE–India undersea cable and Saudi–China refineries—signals long-term energy realignment.
Key Developments
- LNG megadeals between Qatar and China
- UAE’s ADNOC investing in downstream assets in Southeast Asia
- India–Gulf trade corridor under India–Middle East–Europe Economic Corridor (IMEC)
Implications
- Asia becomes primary demand center for fossil fuels
- Gulf states diversify away from Western markets
- Petro-yuan may gain regional traction
Takeaway
The energy map is pivoting eastward—making Asia the anchor market of the next energy era.