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Territory & Conflict

The Philippines' Energy Emergency Is Reviving a Risky China Option

Published on May 04, 2026

Energy shocks have a way of making difficult ideas look practical.

 

With oil and gas disruptions in the Middle East hitting the Philippines, Manila has declared an energy emergency and is now revisiting options that would have been politically sensitive just months ago. One of them is back on the table: joint energy exploration with China in the West Philippine Sea.

 

In a March interview, President Ferdinand Marcos Jr. said the government was considering joint gas exploration in parts of the country’s exclusive economic zone. He framed the crisis as a possible opening for cooperation with Beijing—and even for easing long-standing tensions.

 

The signal matters. Under pressure, Manila appears willing to revisit an option with clear economic appeal—and equally clear strategic risk.

 

Why the Idea Looks Attractive

On paper, the case for joint exploration is straightforward. It can reduce financial costs, share technical risk, and speed up

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