https://www.scmp.com/rss/522136/feed The latest news and top stories on Matt Gertken, chief geopolitical strategist at BCA Research. Known for his extensive 18-year experience, he oversees market-relevant policy developments globally, providing data-driven, non-partisan macroeconomic and policy research. His work involves a geopolitical approach to making investment recommendations, focusing on improving scenario analysis and capitalising on risks and opportunities. Before joining BCA in 2015, he was a senior analyst at STRATFOR.... en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Ji Siqi,Mia Nurmamat Ji Siqi,Mia Nurmamat The escalating conflict in the Middle East – which is sending oil prices soaring and disrupting shipping traffic along the Strait of Hormuz – should not pose an immediate threat to China’s crude supply, but will add urgency to the country’s energy security drive, analysts said. Since the United States and Israel launched strikes against Iran over the weekend, commercial traffic has largely come to a standstill along the Strait of Hormuz – a waterway linking the Persian Gulf with the Indian Ocean... https://www.scmp.com/economy/china-economy/article/3345135/iran-conflict-will-accelerate-chinas-push-become-energy-powerhouse-analysts-say?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3345135/iran-conflict-will-accelerate-chinas-push-become-energy-powerhouse-analysts-say?utm_source=rss_feed Mon, 02 Mar 2026 12:00:08 +0000 Kandy Wong Kandy Wong Bilateral trade between China and Russia reached its highest level of the year in July, with the latest customs data coming as US President Donald Trump has hinted that China could be next to join India in facing a 25 per cent punitive tariff over continued purchases of Russian oil. Total trade between China and Russia stood at US$19.14 billion in July, up 8.7 per cent from June, according to figures from China’s General Administration of Customs released on Thursday. But that marked a 2.8 per... https://www.scmp.com/economy/china-economy/article/3321111/china-russia-trade-hits-2025-high-trump-hints-25-tariff-over-russian-oil-imports?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3321111/china-russia-trade-hits-2025-high-trump-hints-25-tariff-over-russian-oil-imports?utm_source=rss_feed Thu, 07 Aug 2025 14:00:13 +0000 Kandy Wong Kandy Wong Even in the face of threats by US President Donald Trump to levy tariffs on countries that import Russian goods, analysts expect that China “will not stop” buying oil from its northern neighbour, given their mutually beneficial relationship of energy cooperation. Oil from Russia will continue to flow south over the long run because “China’s strategic goals require a stable and secure supply of critical resources such as oil”, said Matt Gertken, chief geopolitical strategist at BCA Research in... https://www.scmp.com/economy/global-economy/article/3320830/china-next-line-after-india-trump-tariff-threats-loom-over-russian-oil-purchases?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3320830/china-next-line-after-india-trump-tariff-threats-loom-over-russian-oil-purchases?utm_source=rss_feed Tue, 05 Aug 2025 14:00:08 +0000 Kandy Wong,Luna Sun Kandy Wong,Luna Sun Washington is widely expected to push China to commit to “large purchases” of US goods during trade negotiations in Sweden this week, but customs data shows that Chinese imports of a slew of American commodities have plunged or even halted entirely in recent months. Officials from Beijing and Washington begin a crucial third round of trade talks in Stockholm on Monday, with many analysts predicting the US side will focus on securing Chinese agreements to import more American oil, liquefied... https://www.scmp.com/economy/china-economy/article/3319848/chinas-imports-us-goods-plunge-amid-trade-war-complicating-phase-2-deal?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3319848/chinas-imports-us-goods-plunge-amid-trade-war-complicating-phase-2-deal?utm_source=rss_feed Mon, 28 Jul 2025 14:00:15 +0000