shortage.life · last_sync · 2026-07-03 16:59:58 UTCbuild 27d88d1 · node v22.22.2

// node

shortage.life
v0.3 · brussels · build f3a2c81
● online · 47/47 sources · 312ms

// $_ exec

$ shortage scenario get southeast-asia-grid-strain-2026
> status: 0.42 WATCH
> severity 3.0 / 5
> reviewed 2026-05-06

// readout · live

BRENT     $72.13/b ●
TTF       €44.25/MWh ●
OPEC_ORB  n/a
SPR_US    331.2 Mb ▼
FAO_FFPI  130.8 ▼
auto-refresh 60slatency 312msbuild 0.3.0commit f3a2c81UTC 00:00:00
$_TICKER
BRENT$72.13● 0.0%TTF€44.25● 0.0%HH$3.25● 0.0%SPR_US331.2 Mb17.0dEU_GAS47.7%18c avgFAO_FFPI130.8▼0.2%WHT$6.00/bu● 0.0%BRENT$72.13● 0.0%TTF€44.25● 0.0%HH$3.25● 0.0%SPR_US331.2 Mb17.0dEU_GAS47.7%18c avgFAO_FFPI130.8▼0.2%WHT$6.00/bu● 0.0%
~/scenarios/southeast-asia-grid-strain-2026·methodology: v3.2cite · /api/v1/scenarios/southeast-asia-grid-strain-2026
// SEASIA-GRID-2026 · WATCH

Southeast Asian grid strain.

11 Southeast Asian economies · power + manufacturing

WATCHSTATUSWATCH
WATCHPROBABILITY · INTERNAL0.42
WATCHSEVERITY3.0/ 5
WATCHLAST REVIEW2026-05-06
probability 0.42
READ MODE// long-form zoneEDITORIAL · scenario analysisscenario SEASIA-GRID-2026·last revision 2026-05-06
Scenario brief · v3.2 · 2026-05-06

Southeast Asian grid strain.

// The hypothesis

Heatwaves and import-fuel costs push Southeast Asian power systems toward their limits during peak demand.

11 Southeast Asian economies · power + manufacturing

// Modelled impact

Manufacturing hubs face brownouts and curtailment, raising costs for electronics, garment and automotive supply chains across the region.

Probability and severity are internal estimates on the v3.2 methodology. DEMO data, not for citation.

[ 01 ]  $_SIMULATOR · interactive impact model

$_SIMULATOR · estimated impact · client-side model
SPARE ABSORBED0.95mb/d
CUSHION REMAINING2.85mb/d
EST. PRICE SHOCK+43%
RECOVERY HORIZON118days

Illustrative client-side estimate from base spare capacity 3.8 mb/d. DEMO model, not for citation.

[ 02 ]  $_COMMODITIES · affected

GAS.TTFEU Gas TTF · spot $3.250/MMBtuOIL.BRTBrent Crude · spot $72.13/bbl

[ 03 ]  $_COUNTRIES · exposure

Indonesia / IDNregion Southeast Asia · stress 0.40Vietnam / VNMregion Southeast Asia · stress 0.44Thailand / THAregion Southeast Asia · stress 0.43Philippines / PHLregion Southeast Asia · stress 0.55Malaysia / MYSregion Southeast Asia · stress 0.36Cambodia / KHMregion Southeast Asia · stress 0.50Laos / LAOregion Southeast Asia · stress 0.50Singapore / SGPregion Southeast Asia · stress 0.46Brunei / BRNregion Southeast Asia · stress 0.34Timor-Leste / TLSregion Southeast Asia · stress 0.58Myanmar / MMRregion Southeast Asia · stress 0.78

[ 04 ]  $_SCENARIOS · related register

// HORMUZ-2026ELEVATED · prob 0.34// SANCTIONS-Q3WATCH · prob 0.58// WHEAT-2026MONITORING · prob 0.22// MALACCA-2026WATCH · prob 0.18// EU-COLDSNAP-2026WATCH · prob 0.41// MONSOON-2026WATCH · prob 0.27// BLACKSEA-HALT-2026ELEVATED · prob 0.31// GULF-REFINERY-2026WATCH · prob 0.23// SAHEL-FAMINE-2026ELEVATED · prob 0.62// SNAPBACK-2026WATCH · prob 0.36// PAKISTAN-FX-2026WATCH · prob 0.33// GULF-HURRICANE-2026MONITORING · prob 0.44// RAREEARTH-2026WATCH · prob 0.38// IRAQ-GRID-2026WATCH · prob 0.29// IBERIA-GRID-2026WATCH · prob 0.30// FR-NUCLEAR-2026MONITORING · prob 0.24// EU-GAS-2026ELEVATED · prob 0.46// EU-INDUSTRY-2026WATCH · prob 0.52// BALKANS-GRID-2026WATCH · prob 0.41// UA-GRID-2026ELEVATED · prob 0.55// NORTHSEA-2026MONITORING · prob 0.33// NORDIC-HYDRO-2026WATCH · prob 0.37// PANAMA-2026WATCH · prob 0.44// CARIBBEAN-FUEL-2026ELEVATED · prob 0.48// CUBA-GRID-2026ELEVATED · prob 0.57// ANDEAN-HYDRO-2026WATCH · prob 0.40// US-GULF-2026WATCH · prob 0.36// EASTASIA-LNG-2026WATCH · prob 0.45// CENTRALASIA-2026WATCH · prob 0.43// LEVANT-2026ELEVATED · prob 0.54// SOUTHASIA-FERT-2026ELEVATED · prob 0.50// CAUCASUS-2026MONITORING · prob 0.31// GULF-EXPORT-2026WATCH · prob 0.38// SAF-GRID-2026ELEVATED · prob 0.53// SAHEL-2026ELEVATED · prob 0.56// WAFRICA-POWER-2026WATCH · prob 0.47// EAFRICA-FX-2026WATCH · prob 0.46// MAGHREB-2026MONITORING · prob 0.30// CAFRICA-OIL-2026MONITORING · prob 0.34// ISLANDS-2026WATCH · prob 0.44// PACIFIC-FUEL-2026ELEVATED · prob 0.49// ANZ-ENERGY-2026MONITORING · prob 0.30// PACIFIC-CYCLONE-2026WATCH · prob 0.40