Since the US and Israel launched strikes on Iran, Brent crude has surged past $80 a barrel, reigniting the geopolitical risk premium. Sim Moh Siong, a commodity strategist at OCBC explains how the protracted disruptions through the Strait of Hormuz, OPEC+’s production response, and what elevated oil prices could mean for global growth and Asian economies.

Since the US and Israel launched strikes on Iran, Brent crude has surged past $80 a barrel, reigniting the geopolitical risk premium. Sim Moh Siong, a commodity strategist at OCBC explains how the protracted disruptions through the Strait of Hormuz, OPEC+’s production response, and what elevated oil prices could mean for global growth and Asian economies.

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Opinion and analysis of today&rsquo;s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Morning Brief

Geopolitics and the Crude Oil Reaction

Malaysia’s constitutional reform agenda faces renewed uncertainty following the resignations of two PKR MPs. Syahredzan Johan the MP for Bangi shares his view on how parliamentary numbers, political consensus and reform momentum might affect the two key reforms promised including a limit on the Prime Minister's term.



Image Credit: Shutterstock

Malaysia’s constitutional reform agenda faces renewed uncertainty following the resignations of two PKR MPs. Syahredzan Johan the MP for Bangi shares his view on how parliamentary numbers, political consensus and reform momentum might affect the two key reforms promised including a limit on the Prime Minister's term.Image Credit: Shutterstock

Promised Reforms and the Parliamentary Numbers Game

Malaysia’s automotive sector posted another strong month of growth in April, driven by new model launches and resilient consumer demand. But with targeted fuel subsidy reforms, tighter EV import rules, and rising global supply chain risks beginning to reshape the industry, how sustainable is the current momentum, and what challenges could define the outlook for the rest of 2026?


Image Credit: Shutterstock

Malaysia’s automotive sector posted another strong month of growth in April, driven by new model launches and resilient consumer demand. But with targeted fuel subsidy reforms, tighter EV import rules, and rising global supply chain risks beginning to reshape the industry, how sustainable is the current momentum, and what challenges could define the outlook for the rest of 2026? Image Credit: Shutterstock

Can Malaysia’s Auto Sales Momentum Hold Up?

Iran has submitted a revised 14-point peace proposal to the US amid ongoing threats of military escalation and rising tensions in the Strait of Hormuz. With Tehran offering limited nuclear concessions while demanding sanctions relief and an end to the naval blockade, how serious is this attempt at de-escalation, and what would the failure of these talks mean for global energy markets, regional stability, and economies across ASEAN?



Image Credit: Shutterstock

Iran has submitted a revised 14-point peace proposal to the US amid ongoing threats of military escalation and rising tensions in the Strait of Hormuz. With Tehran offering limited nuclear concessions while demanding sanctions relief and an end to the naval blockade, how serious is this attempt at de-escalation, and what would the failure of these talks mean for global energy markets, regional stability, and economies across ASEAN?Image Credit: Shutterstock

Geopolitics and the Crude Oil Reaction

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