SEA Weekly - Episode 16: What's Driving ASEAN Supply Chain Risk Repricing Across Frontier Markets
**June 14, 2026**The best supply chain news ASEAN frontier markets have had all year landed on Friday night — a US-Iran peace deal that could unwind the Strait of Hormuz risk premium. But Miguel Santos argues the peace deal only fixes one axis. Governance risk — in Myanmar, Indonesia, Thailand, and the Philippines — is now repricing upward on its own axis, and the two vectors do not cancel. Emily Chen hosts Miguel Santos for a deep dive into the multi-axis risk model: why energy costs may be heading down, but the net risk premium for frontier supply chains may not fall nearly as much as a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.