
Mayank Maheshwari
Energy Analyst for India and Southeast Asia at Morgan Stanley.
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Mar 23, 2026 • 4min
Asia’s Energy Dependence Meets a Narrow Strait
Mayank Maheshwari, Asia energy analyst focused on oil, LNG and regional markets, offers a clear look at Strait of Hormuz risks. He outlines how Middle East flows support Asia’s oil, LNG and propane. He highlights tight price signals and why inventories may not prevent early rationing. He flags LNG as an acute pressure point and connects energy disruptions to industry, chemicals and food supply strains.


