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#1The Malacca Dilemma: Why 80% of East Asia's Energy Runs Through a 1.5-Mile Bottleneck/#2De-Dollarization vs. Market Reality: Inside the BRICS Currency Architecture/#3The Rare Earth Monopoly: Why the West Cannot Build F-35s Without Chinese Minerals/#4Bypassing Suez: How the INSTC Corridor Connects Mumbai to St. Petersburg via Chabahar/#5The SMR Revolution: Small Modular Reactors and the New Atomic Geopolitics/#6Resource Nationalism: How the Lithium Triangle is Rewriting Mining Contracts/
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Naval corridors, border security, defense procurement, and deterrence doctrines.

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The Malacca Dilemma: Why 80% of East Asia's Energy Runs Through a 1.5-Mile BottleneckDefense & SecurityTrending
November 10, 2026•7 min read

The Malacca Dilemma: Why 80% of East Asia's Energy Runs Through a 1.5-Mile Bottleneck

Over 100,000 vessels traverse the Strait of Malacca annually, carrying nearly a third of all global trade and four-fifths of East Asia's crude oil imports. We dissect the geopolitical vulnerabilities, the Andaman & Nicobar naval shield, and the feasibility of alternative land bridges.

Dr. Vikramaditya Sen

Dr. Vikramaditya Sen

Senior Fellow, Maritime Security & Indo-Pacific Strategy

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