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Seminar

The Strait of Hormuz Crisis: Implications for Trade, Supply Chains, and Sustainable Investment

The seminar brought together policymakers, researchers, and business representatives to examine the economic and geopolitical implications of the Strait of Hormuz crisis.

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Details

The Strait of Hormuz is one of the world’s most critical maritime chokepoints, essential for the transportation of crude oil, LNG, and other energy-related products. Recent geopolitical tensions in the Gulf region have increased concerns over disruptions to global trade, energy security, inflation, and the stability of international supply chains. These developments have also created growing uncertainty for investment decisions and long-term economic planning.

 

This international seminar brought together policymakers, researchers, and business representatives to examine the economic and geopolitical implications of the Strait of Hormuz crisis. Discussions focused on the resilience of global trade and supply chains, the impact of rising geopolitical risks on regional and global economies, and policy responses to increasing economic fragmentation. The seminar also explored how current instability is reshaping foreign direct investment (FDI) patterns and influencing sustainable development strategies in an increasingly uncertain global environment.  

Agenda

Wednesday, September 16 2026

 

Welcome Remarks

  • Mr. Paul Linnarz, Country Representative Japan, KAS Japan Office and Director, Regional Economic Programme Asia (SOPAS)

 

Keynote Speech: Economic Impacts of the Strait of Hormuz Crisis

  • Dr. Jayant Menon, Visiting Senior Fellow, ISEAS-Yusof Ishak Institute, Singapore
  • Mr. Philip M.A. Hoffmann, Member of the German Bundestag (CDU)

 

Panel 1: Energy Security, Strategic Investment, and Supply Chain Resilience under Geopolitical Risk


Panelists:

  • Dr. Prabir De, Professor, Research and Information System for Developing Countries (RIS), India
  • Dr. Nathan Gray, Senior Research fellow, The Institute for International Trade (IIT), Adelaide University, Australia
  • Ms. Nikita Singla, Visiting Fellow, Trade Facilitation & Logistics, Isaac Centre for Public Policy, Ashoka University, India
  • Discussion and Q&A moderated by
    Mr. Pana Janviroj, Executive Director, Institute for Strategic Policy, Thailand  

 

Panel 2: The Strait of Hormuz Crisis and Rising Costs of Everyday Life

 

Panelists:

  • Ms. Priyanka Kishore, Founder and Principal Economist, Asia Decoded, Singapore
  • Dr. Josef Yap, Emeritus Research Fellow, Philippine Institute for Development Studies (PIDS), The Philippines
  • Dr. Eoin Drea, Senior Researcher, Wilfried Martens Centre for European Studies, Belgium
  • Dr. Wannaphong Durongkaveroj, Associate Professor of Economics, Ramkhamhaeng University, Thailand
  • Discussion and Q&A moderated by
    Mr. Shojiro Kusumoto, Project Manager, KAS Japan SOPAS


Panel 3: Financial Geopolitics, Market Uncertainty, and Shifting FDI


Context Setting:

  • Dr. Willem Thorbecke, Senior Fellow, Research Institute of Economy, Trade, and Industry (RIETI), Japan

Panelists:

  • Dr. Eoin Drea, Senior Researcher, Wilfried Martens Centre for European Studies, Belgium
  • Mr. Tom Becker, Economist, Trade, Investment and Innovation Division, United Nations Economic and Social Commission for Asia and the Pacific (ESCAP)
  • Dr. Darmp Sukontasap, Chairman of the Executive Board, Krungthep Sophon PCL; Director, International Institute for Trade and Development (ITD), Thailand
  • Mr. Anushka Wijesinha, Co-Founder/Director, Center for A Smart Future, Sri Lanka
  • Discussion and Q&A moderated by
    Mr. Naoyuki Haraoka, Advisor, Japan Economic Foundation (JEF) 

 

 

Thursday, June 18 2026


Panel 4: Labour Markets, Employment Challenges, and Investment Shifts in Times of Crisis

 

Panelists:

  • Dr. Christian Viegelahn, Regional Economist, Regional Office for Asia and the Pacific, International Labour Organization (ILO)  
  • Dr. The Anh Pham, Dean of the Faculty of Economics, National Economics University, Vietnam
  • Mr. Dandy Rafitrandi, Researcher, Department of Economics, Center for Strategic and International Studies (CSIS), Indonesia
  • Discussion and Q&A moderated by
    Mr. Shojiro Kusumoto, Project Manager, KAS Japan SOPAS

 

Panel 5: Changing Geography of FDI and Global Value Chains


Panelists:

  • Ms. Anita Prakash, Research Lab Asia, India
  • Dr. Maria Monica Wihardja, Fellow, ISEAS Yusof-Ishak-Institute, Singapore
  • Dr. Paras Kharel, Executive Director, South Asia Watch on Trade, Economics and Environment (SAWTEE), Nepal
  • Discussion and Q&A moderated by
    Mr. Shojiro Kusumoto, Project Manager, KAS Japan SOPAS  


Public Event: “Navigating Global Uncertainty: Energy Security, Inflation, and the Future of Cross-Border Investment in the Indo-Pacific”

 

Opening Announcement
 

  • Mr. Paul Linnarz, Country Representative Japan, Director Regional Economic Programme Asia (SOPAS, KAS)  

 

Presentation: “FDI and Global Value Chains: From Dependent Development to Embedded Reciprocity”  

  • Dr. Josef Yap, Emeritus Research Fellow, Philippine Institute for Development Studies (PIDS), The Philippines

 

Panel Discussion: "Trade, Investment and Economic Resilience in an Era of Global Uncertainty"


Panelists:

  • Dr. Jayant Menon, Visiting Senior Fellow, ISEAS-Yusof Ishak Institute, Singapore
  • Ms. Priyanka Kishore, Founder and Principal Economist, Asia Decoded, Singapore
  • Ms. Nikita Singla, Visiting Fellow, Trade Facilitation & Logistics, Isaac Centre for Public Policy, Ashoka University, India
  • Mr. Dandy Rafitrandi, Researcher, Department of Economics, Center for Strategic and International Studies (CSIS), Indonesia

Moderation:

  • Mr. Pana Janviroj, Executive Director, Institute for Strategic Policy, Thailand


Networking Reception

  • Toast Speech by Ms. Arfiya ERI, Member of the House of Representatives (LDP)

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Contact

Shojiro Kusumoto

Shojiro Kusumoto
Project Manager, Regional Economic Programme Asia (SOPAS)
shojiro.kusumoto@kas.de +81 3 6426 5941