Alex Turnbull
Investor based in Singapore and researcher affiliated with the Australian National University focused on energy topics. Known here for analysis of Asian energy security, LNG markets, nuclear restarts, and EV adoption.
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Apr 15, 2026 • 37min
War in Iran Is Already Reshaping East Asia's Energy Future
Alex Turnbull, a Singapore-based investor and ANU energy researcher, maps how the Iran war is jolting East Asia first. He digs into Hormuz disruptions, LNG cargoes being pulled toward Asia, and why poorer importers feel the pain earliest. He also explores Japan and Korea’s nuclear restarts, surging EV demand, and how solar plus storage could chip away at gas dependence.
