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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.
A map showing the Strait of Hormuz is seen in an illustration. Photo: Reuters
War and conflict

Opinion | Another war, another trade chokepoint crisis. Who is hit the hardest?

Those with narrow trade structures are hit the hardest but those with broad networks of partners, such as China, tend to be more resilient.

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US, Israel war on Iran

China’s Russian oil imports spike in early 2026, but Iran war changes outlook

US, Israel war on Iran

Strait of Hormuz tensions rise as Iran reportedly charges ships for safe passage

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China stock market

Chinese stocks shake laggard image amid oil shock as green transition pays off

China’s push into renewables helps shield its markets from the latest oil turmoil, with analysts pointing to limited downside risks.

An oil tanker is guided to a berth at a port in Qingdao, Shandong province. China has oil reserves of 1.3 billion barrels, enough for four months of supply, according to UBS Group and S&P Global. Photo: AFP
China-Asean relations

China offers to work with Southeast Asia to secure energy supplies

Conflict has also hit global fertiliser supplies, prompting Manila to seek assurances that Beijing would continue exports.

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US, Israel war on Iran

If the Iran war takes oil above US$120 a barrel, how bad could the shock get?

With major energy assets now coming under attack and the Strait of Hormuz still closed, analysts fear a longer supply shock.

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US, Israel war on Iran

Iran war prompts global energy rethink that favours China

Surging oil prices and supply disruptions are causing countries to reassess investment in nuclear and renewable energy – two key Chinese strengths.

Flames rise after a March 7 strike on an oil depot in Tehran. Photo: TNS
China economy

Macroscope | China is weathering the Iran war oil shock better than others in Asia

As the conflict threatens Asian economies, the best protected are those that can leverage import diversification and energy independence.

US, Israel war on Iran

Red Sea fix? China-bound oil tankers tap Saudi plan to dodge Strait of Hormuz

But analysts warn the strategy can only partially offset disruptions and that security risks remain high.

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China manufacturing

China to help Cuba with solar energy amid US oil blockade and total power outage

Beijing will ‘intensify its support’ to Havana after around 10.9 million people were left without power amid an ongoing energy crisis.

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People gather during a blackout as Cuba’s national electric grid collapsed, according to the country’s grid operator, leaving about 10.9 million people without power amid a US-imposed oil blockade. Photo: Reuters
Mainland China

Unlimited petrol? Chinese firm claims it can produce fuel from air and water

The start-up plans to build ‘large-scale’ facilities to convert carbon dioxide into synthetic fuel, though some question its commercial feasibility.

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A view of Lingang in eastern Shanghai, where Carbonology’s new research and development centre is located. Photo: Xinhua
US, Israel war on Iran

China doubles down on hydrogen as war on Iran fuels global oil instability

Initiative to expand industrial hydrogen use and lower the renewable fuel’s price dovetails with Beijing’s energy security strategy amid oil crisis.

Hong Kong economy

Opinion | Iran war shows urgency of Hong Kong’s green shipping transition

As an international maritime hub, the city must speed up green fuel bunkering and strengthen its marine war-risk insurance business.

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2026 Trump-Xi summit

China may snub Trump plea for help in Strait of Hormuz

Beijing will probably see few reasons to help the US reopen a waterway that was closed in response to US-Israeli attacks on Iran.

Photo: Reuters
Two Sessions 2026

How is China insulating its energy security amid geopolitical shocks?

Increasing oil and gas exploration, pushing ahead with green transition among contingency plans in place, geologist NPC deputy says.

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Vehicles refuel at a petrol station in Changzhou, Jiangsu province, on Monday ahead of an increase in petrol and diesel prices that came into effect on Tuesday. Photo: Xinhua
China trade

As war on Iran escalates, Asia scrambles to deal with global energy fallout

China, Japan and South Korea have all taken steps to reduce impact of supply shortages – but analysts warn of spillover.

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China trade

China’s oil-import surge seen shielding economy with 120-day buffer

Crude volumes rose sharply in January and February as Beijing amassed reserves, pre-empting Mideast risks, and analysts say it provides a strong buffer for global supply disruptions.

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US, Israel war on Iran

China’s energy defences ease sting of Iran war instability

Reliance on coal power, investments in renewables and a huge oil stockpile will help China weather disruption to global crude supplies stemming from the Iran war.

An oil tanker docked next to storage tanks in Hong Kong. Photo: dpa
US, Israel war on Iran

China vows to stabilise oil and gas output in new 5-year plan amid global risks

Amid Mideast instability and US$100 oil, China is mapping out strategic production bases, underpinning long-term energy security.

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Mainland China

More gas from Russia? China flags new pipeline links amid Iran energy crisis

‘Preparatory work’ on pipeline, believed to be the Power of Siberia 2, included in five-year plan – but analysts say more details are needed.

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US-China relations

In world of crisis, China urged to build deep below its western hinterlands

Critical facilities should be embedded deep beneath the Earth’s surface at a safer, less detectable level, energy expert says.

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A drive to create underground spaces in China’s rugged western region ties into Beijing’s broader strategy of shifting critical facilities away from the densely populated and more exposed eastern hubs. Photo: Xinhua
China economy

Opinion | China’s energy transition proves a boon in the Iran crisis

China is expected to face no significant disruption but as the ‘two sessions’ open in Beijing, energy security is staying a top focus.

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Fire and smoke rise from the Fujairah oil industry zone, caused by debris from an intercepted drone, according to the Fujairah media office, in Fujairah, United Arab Emirates, on March 4, as Iran launched retaliatory attacks across the region. Photo: EPA
Iran

China-Iran relations

China’s ties with Iran are under scrutiny amid the US-Israeli war on Iran.

Science

China plans to fire up world’s first accelerator-driven nuclear reactor

Device deemed to burn uranium 100 times more efficiently, while cutting nuclear waste lifespan to less than a thousandth of current span.

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China's economic recovery

Stagflation risk emerges amid Mideast oil crisis, clouds China’s economic battle

While rising energy costs from war in Iran may briefly aid China’s deflation battle, analysts warn how oil price spike could threaten nation’s fragile economic rebound.

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A worker fills up a car at a petrol station in China’s Shandong province. A prominent economist said rising oil prices amid Middle East tensions could lead to stagflation in China. Photo: Getty Images
China trade

Not just oil: Iran war disrupts China’s imports of key industrial material

The closure of the Strait of Hormuz is choking off China’s imports of methanol – a vital input for the country’s industrial sector.

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Smoke rises over Tehran after US and Israeli strikes on March 1. The growing conflict in the Middle East is disrupting shipping flows, affecting China’s imports of key materials. Photo: Getty Images
US, Israel war on Iran

As US-Iran war threatens oil supplies, will China speed up its green transition?

Beijing is still dependent on fossil fuels but Washington’s recent interventions may prompt officials to fast-track shift, analysts say.

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China-Middle East relations

Why the US-Israel war with Iran leaves Asian economies exposed

Mainland China imports vast amounts of oil from the Middle East but India, South Korea and others could fare worse, analysts say.

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