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China energy security

China energy security
China must ensure an adequate supply of energy, including coal, gas and crude oil, to support its 1.4 billion people. According to the 14th five-year plan for 2021-25, China must supply more of its own energy needs by 2025, while advocating for larger domestic oil and gas production and clean energy cooperation with other countries, including the United States.
Workers at an auto parts factory in Sihong, in eastern China’s Jiangsu province, on March 3. Photo: AFP
China exports

Iran war energy shock threatens Southeast Asia’s supply chains. A win for China?

US and European importers are shifting some orders back to China – but not everyone is optimistic.

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Science

Chinese trucks could go 100% electric, halving road transport oil use: industry

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Electric & new energy vehicles

China’s energy mismatch

Hydrogen energy

China fast-tracks hydrogen strategy to ‘scale-up’ phase to boost energy security

China targets ‘bold innovation’ as falling renewable-energy costs allow it to leverage 50 per cent share of global green hydrogen production capacity.

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A bus is refuelled with hydrogen from a fuel cell in China’s Shandong province. Photo: Getty Images
North Korea

Opinion | After years of neglect, China emerges as North Korea’s ‘top priority’

In a world of shrinking options and rising risks, Pyongyang recognises its alliance with Beijing is too important to ignore.

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US, Israel war on Iran

US officials claim China is ‘hoarding’ oil. What does the data say?

While US Treasury Secretary Scott Bessent said China is stockpiling crude amid the Iran war, the numbers suggest Beijing is facing a supply crunch.

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US, Israel war on Iran

Hormuz blockade: shipping body slams transit fees as 20,000 seafarers stranded

A ‘retrograde’ toll proposal by Tehran risks similar charges in other vital waterways, warns global association for merchant shipowners and operators.

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A person points at a website tracking marine traffic and showing commercial vessels on the edge of the Strait of Hormuz near the Iranian coast last month. Photo: TNS
US, Israel war on Iran

Which countries are most vulnerable as US imposes Persian Gulf blockade?

Nomura says more than 90 per cent of the crude oil imported by Japan and the Philippines comes from the Middle East.

Central Asia

China turns to central Asia as US blockade in Hormuz chokes global energy flows

Chinese vice-premier to visit major gas field in Turkmenistan as Beijing aims to shore up energy security and diversify away from volatile maritime routes.

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China trade

‘Cancelling orders’ in China: Hormuz oil crisis hits transport and manufacturing

Analysts and industry insiders say higher costs are squeezing margins, with some of China’s wary industrial heartland compelled to make day-to-day purchases.

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Employees work on an assembly line producing smartphone holders at a plastic-accessories factory in China’s Guangdong province earlier this month. Rising oil prices are driving up production costs for plastic manufacturers. Photo: Reuters
New Energy

Why China’s green energy strategy may shield it from the Iran war oil shock

As war in the Persian Gulf triggers volatility in global oil markets, Beijing sees its energy system as a stabilising force.

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Employees work on the production line of solar panels at a workshop of Jiangsu DMEGC New Energy on February 25, 2026, in Sihong county, Suqian city, in China’s Jiangsu province. Photo: VCG via Getty Images
China economy

Opinion | Why Latin America is becoming indispensable to China

Latin America fits Beijing’s need for alternative partners with uncomfortable precision. That is a problem for Washington.

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US, Israel war on Iran

Yuan tokens and oil-linked fees? China experts propose ‘innovative’ Hormuz tolls

Analysts warn Trump’s ‘joint venture’ plan with Iran could formalise grey zone, while Beijing balances roles as mediator, energy importer.

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War and conflict

Opinion | For Asia, US-Iran ceasefire offers little relief – and much uncertainty

What may be coming is neither stable peace nor uninterrupted war, but something in between: a prolonged condition of managed instability.

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Demonstrators against military action in Iran after US President Donald Trump said he had agreed to a two-week ceasefire with Iran, outside the White House in Washington on April 7. Photo: Reuters
China exports

As Iran war jolts global oil, can China’s energy storage tech blunt the impact?

Strong overseas demand, fuelled by the rise of AI-powered systems, could continue amid Iran war pressures, analysts say.

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An aerial drone photo taken on July 30, 2025 shows a shared energy storage station at an industrial park in Minning, a town in Yongning county in Yinchuan, capital of northwest China’s Ningxia Hui autonomous region. Photo: Xinhua
Solar energy

China powers up major Southeast Asian solar project amid Iran war shock

The installation boasts more than two million solar panels and comes online as global fossil fuels face unprecedented disruption.

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Africa

Opinion | Beijing’s supply-chain hedging strategy can help African food security

While governments must avoid swapping one dependency for another, Beijing’s inroads could help enhance food security efforts.

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China trade

China enforces new supply chain security rules as Iran war shakes markets

The new regulation makes protecting China’s supply chains a national security issue – and allows Beijing to punish any entities that threaten them.

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China is taking steps to shore up its supply chains amid rising global uncertainty unleashed by the US-Israel war on Iran. Photo: AP
China-Australia relations

‘Neighbours matter’: China, Australia vow more contact amid global tension

Premier Li Qiang says ‘Beijing is willing to import more high-quality Australian products, expand and upgrade bilateral trade’.

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Renewable energy

China starts work on solar plant under extreme conditions, amid energy crisis

Beijing will build the world’s highest-altitude parabolic trough solar thermal facility on the Tibet Plateau to diversify power sources.

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Aviation

Chinese airlines shed weight, add flights over Russia to trim fuel costs

Some carriers have even removed non-essential items like in-flight magazines from their planes.

An Air China plane at Moscow’s Sheremetyevo Airport. Photo: Shutterstock
US, Israel war on Iran

Strait of Hormuz crisis

China remains relatively sheltered by its strategic oil reserves and investment in clean energy, even as Iran’s blockade of the Strait of Hormuz sparks a global energy crisis.

Strait of Hormuz crisis
War and conflict

Opinion | Iran war is changing East Asia’s energy and strategic plays

States like China and Russia that can provide energy, industrial inputs, strategic reassurance or room for manoeuvre are gaining weight.

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Mainland China

Open Questions | Iran war to test China’s self-reliance, Goldman Sachs economist says

Andrew Tilton, Goldman’s chief Asia-Pacific economist, on Iran conflict’s impacts, why exports continue to drive China’s growth and an end to its housing slump.

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New Energy

Premier Li Qiang pushes AI-powered, next-gen energy system amid global shocks

Beijing is moving to modernise the power grid, putting innovation and flexibility at the heart of its strategy.

Premier Li Qiang learns about the development of a new energy power base in southwest China’s Sichuan province, on Tuesday. Photo: Xinhua
US, Israel war on Iran

Chinese airline regulator faces dilemma as Iran war sends fuel costs soaring

Pending announcement from regulator, two airlines reveal plans for sixfold increase in surcharges.

A China Eastern Airlines plane takes off from Shanghai Hongqiao International Airport. Photo: Xinhua
Mainland China

Australia and Japan face jet fuel supply crunch as China cuts exports

Both Australia and Japan are heavily reliant on Chinese jet fuel, but shipments have plunged in recent weeks amid the Iran war.

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US, Israel war on Iran

Why spike in fertiliser prices could boost China’s political clout

Beijing could see its regional leverage grow as the Iran war hits supply, though weaponisation of exports is unlikely, analysts say.

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