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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.
Illustration: Craig Stephens
China's space programme

Opinion | Why China’s space-based solar power is the next frontier of green energy

As the race for orbital energy heats up, China’s ambitious plan to build solar stations in space could boost its strategic influence beyond our atmosphere.

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China trade

UK blocks China wind project on ‘national security’ amid tense business climate

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China economy

Opinion | As oil-shocked world turns to renewables, China will reap the rewards

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China trade

‘Demand shock’: why China cannot escape the impact of a prolonged Iran war

China’s economy is more resilient than most, but a decline in global demand sparked by the war would hurt Chinese exporters, analyst warns.

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The US-Israel war on Iran could reduce demand for fuel in Southeast Asia, indirectly hurting Chinese oil refineries. Photo: Getty Images
Yuan

How the Iran war could pave the way for the rise of China’s ‘petroyuan’

Disruptions from the war could accelerate a shift in the oil trade, threatening the US dollar’s long-held dominance, analysts say.

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China inflation

Video | Iran war sends Chinese costs soaring

Businesses contend with soaring energy, raw material and freight costs, while Chinese consumers queue at petrol stations amid price hike fears.

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China trade

China-owned vessel secures rare Strait of Hormuz transit as Iran war grinds on

China’s Cosco Shipping Lines has also reopened Middle East bookings, signalling a tentative return while warning instability may still disrupt services.

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The Strait of Hormuz, one of the world’s most critical oil shipping lanes, has been largely shut since late last month after multiple attacks on ships. Photo: Reuters
China manufacturing

Buying goods in China? Suppliers forced to scale back as Iran war bites

Some Chinese producers are already feeling ‘intense’ strain as the conflict sends energy, logistics and raw material costs soaring.

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US, Israel war on Iran

China EV makers gain as Iran war drives up fuel costs

Oil supply disruptions and higher fuel prices due to the closure of the Strait of Hormuz have bolstered the outlook for China’s world-leading electric-vehicle makers.

China exports

What does Iran war mean for China’s export machine?

Crisis sparks debate: will it cripple global demand or show that China’s supply-side resilience, proven during pandemic, remains in place?

A car carrier loaded with vehicles for export sets sail from Yantai Port in east China’s Shandong province on February 10. Photo: Xinhua
China manufacturing

China developing first tourist submersible for trips 1,000 metres under the sea

The Chinese prototype would enter commercial operation offering adventure-seeking holidaymakers spectacular deep-sea experiences by 2030.

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The U-Boat Worx Super Yacht Sub 3. Chinese engineers are now working on a prototype for the first tourist submersible able to venture as deep as 1,000 metres below sea level. Photo: Handout
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

China’s need to bolster crude stockpiles amid rising geopolitical risks likely to have been a factor behind pre-war import surge, analyst says.

US, Israel war on Iran

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

Around 20,000 seafarers are still stuck in the Gulf as Tehran reportedly charges at least one tanker about US$2 million to pass through the strait.

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A liquefied petroleum gas tanker is anchored near the Strait of Hormuz, which remains almost entirely closed to shipping traffic amid the US-Israeli war on Iran. Photo: Photo: Reuters
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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