Gulf states endured Iranian retaliation for a US-led system they could not openly acknowledge. The pretense of ambiguity has become its principal weakness.
Browsing: China
Gulf AI infrastructure and energy dominance outlast Iran’s proxy networks as Tehran’s instability dividend evaporates in the 12 Day War’s aftermath.
US blockade logic backfires: trust erodes, China gains, and global order fragments.
Hormuz chaos boosts EVs globally, handing China an unexpected advantage in the energy transition.
Dollar safe haven holds—but only because US energy and arms production insulate it from war shocks.
China’s Iran war role is norm promotion, not decisive influence; great-power framing misleads.
No victor in Iran war. US credibility frays. Gulf hedges. China waits to gain.
China’s push for Middle East peace is driven by its heavy reliance on regional oil and the need to restore trade relations.
Four Iran war scenarios. The strait and China decide whether US primacy erodes or a global contest ignites.
China leverages pipeline buffer and LNG resales to become Asia’s indispensable energy middleman amid crisis.