Will the China and US Battle Spill Into APAC?

In this paper, we discuss:

• Rising US-China tensions spilling into APAC, driven by competition over energy and strategic resources;
• Growing threats to China’s oil supply through disruptions in key suppliers and chokepoints;
• The risk of escalation in Asia, including a potential shift toward Taiwan;
• Southeast Asia’s strategic dilemma as it navigates between competing great powers;
• The increasing importance of maritime chokepoints and supply routes in shaping regional dynamics.

Download PDF: APAC – April 2026