When Supply Lines Become Fault Lines

Can Japan and South Korea keep the lights on amid Indo-Pacific tensions? As rising geopolitical frictions threaten critical maritime routes, Johannes Hollunder analyses how the energy import dependencies of Japan and South Korea expose them to external shocks. Drawing on lessons from Europe’s 2022 energy crisis, he examines both countries’ vulnerabilities, evaluates their mitigation strategies, and considers whether renewable expansion could secure their long-term energy resilience.