Krungsri Research：2026年超越桶效应：中东冲突向东盟的溢出影响报告（英文版）

The 2026 Middle East conflict has disrupted global energy supply in ways that differ from past crises, particularly due to damage to multiple key energy infrastructure facilities. As a result, energy prices are likely to remain elevated for an extended period, even if the intensity of the conflict subsides.ASEAN economies are directly exposed to these risks due to their reliance on imported energy and production inputs transported through the Strait of Hormuz. The impact therefore extends bey