AGP Executive Report
Last update: 10 minutes agoOil & Shipping: Houthi attacks on Saudi oil infrastructure and commercial vessels are raising fresh risks for Gulf energy supplies. India has raised the safety of its seafarers and tankers with Iran as tensions threaten key shipping routes. India’s Power Demand: Electricity use is expected to outpace overall energy demand through 2035, with data centres adding pressure. New Delhi is preparing a data-centre policy to manage power costs, while officials say a major nuclear build-out will require substantial investment. LNG Supply: Tokyo Gas is looking to the Philippines’ floating LNG terminal as a launchpad for expansion in Southeast Asia. Taiwan also plans to buy LNG from a proposed Alaska pipeline, diversifying its supply. China’s Solar Industry: The sector is still expanding globally, but leading Chinese manufacturers cut about 21% of their combined workforce in 2025 as excess capacity and losses persist.
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