Iran Conflict Disrupts China's Oil Supply and Energy Security

The ongoing U.S.-Israeli war on Iran has raised significant concerns regarding China's energy security, particularly its reliance on oil imports from the Middle East. As of March 15, 2026, there have been confirmed attacks on ships in the Gulf, leading to disruptions in oil production and exports from Iran. Approximately 90% of Iran's crude oil exports are directed to China, with 1.38 million barrels per day imported in 2025. The closure of the Strait of Hormuz, if prolonged beyond three months, could severely impact China's oil supply, which is already under strain due to rising prices exceeding $100 per barrel. The conflict has prompted Gulf producers to cut oil production, further exacerbating the situation. China's oil imports from the Middle East account for over 55% of its total imports, making it vulnerable to regional conflicts. The geopolitical dynamics are shifting as China attempts to maintain good relations with Middle Eastern countries while navigating the complexities of the conflict.

Key Points: • China's oil imports from Iran are crucial, with 1.38 million barrels per day in 2025. • Confirmed attacks on ships in the Gulf have disrupted oil flow and raised prices above $100 per barrel. • Closure of the Strait of Hormuz could critically impact China's energy security if prolonged.