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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 bus is refuelled with hydrogen from a fuel cell in China’s Shandong province. Photo: Getty Images
Hydrogen energy

China fast-tracks hydrogen strategy to ‘scale-up’ phase to boost energy security

China targets ‘bold innovation’ as falling renewable-energy costs allow it to leverage 50 per cent share of global green hydrogen production capacity.

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North Korea

Opinion | After years of neglect, China emerges as North Korea’s ‘top priority’

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US, Israel war on Iran

US officials claim China is ‘hoarding’ oil. What does the data say?

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US, Israel war on Iran

Hormuz blockade: shipping body slams transit fees as 20,000 seafarers stranded

A ‘retrograde’ toll proposal by Tehran risks similar charges in other vital waterways, warns global association for merchant shipowners and operators.

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A person points at a website tracking marine traffic and showing commercial vessels on the edge of the Strait of Hormuz near the Iranian coast last month. Photo: TNS
US, Israel war on Iran

Which countries are most vulnerable as US imposes Persian Gulf blockade?

Nomura says more than 90 per cent of the crude oil imported by Japan and the Philippines comes from the Middle East.

Central Asia

China turns to central Asia as US blockade in Hormuz chokes global energy flows

Chinese vice-premier to visit major gas field in Turkmenistan as Beijing aims to shore up energy security and diversify away from volatile maritime routes.

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China trade

‘Cancelling orders’ in China: Hormuz oil crisis hits transport and manufacturing

Analysts and industry insiders say higher costs are squeezing margins, with some of China’s wary industrial heartland compelled to make day-to-day purchases.

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Employees work on an assembly line producing smartphone holders at a plastic-accessories factory in China’s Guangdong province earlier this month. Rising oil prices are driving up production costs for plastic manufacturers. Photo: Reuters
New Energy

Why China’s green energy strategy may shield it from the Iran war oil shock

As war in the Persian Gulf triggers volatility in global oil markets, Beijing sees its energy system as a stabilising force.

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China economy

Opinion | Why Latin America is becoming indispensable to China

Latin America fits Beijing’s need for alternative partners with uncomfortable precision. That is a problem for Washington.

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US, Israel war on Iran

Yuan tokens and oil-linked fees? China experts propose ‘innovative’ Hormuz tolls

Analysts warn Trump’s ‘joint venture’ plan with Iran could formalise grey zone, while Beijing balances roles as mediator, energy importer.

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Shipping vessels sit anchored in Muscat, Oman. The country, which shares control of the Strait of Hormuz with Iran, has no plans to impose fees on ships passing through the strait. Photo: Reuters
War and conflict

Opinion | For Asia, US-Iran ceasefire offers little relief – and much uncertainty

What may be coming is neither stable peace nor uninterrupted war, but something in between: a prolonged condition of managed instability.

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Demonstrators against military action in Iran after US President Donald Trump said he had agreed to a two-week ceasefire with Iran, outside the White House in Washington on April 7. Photo: Reuters
China exports

As Iran war jolts global oil, can China’s energy storage tech blunt the impact?

Strong overseas demand, fuelled by the rise of AI-powered systems, could continue amid Iran war pressures, analysts say.

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Solar energy

China powers up major Southeast Asian solar project amid Iran war shock

The installation boasts more than two million solar panels and comes online as global fossil fuels face unprecedented disruption.

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Africa

Opinion | Beijing’s supply-chain hedging strategy can help African food security

While governments must avoid swapping one dependency for another, Beijing’s inroads could help enhance food security efforts.

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A worker turns excelsa coffee beans to dry near Nzara, South Sudan, on February 15, 2025. Photo: AP
China trade

China enforces new supply chain security rules as Iran war shakes markets

The new regulation makes protecting China’s supply chains a national security issue – and allows Beijing to punish any entities that threaten them.

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China is taking steps to shore up its supply chains amid rising global uncertainty unleashed by the US-Israel war on Iran. Photo: AP
China-Australia relations

‘Neighbours matter’: China, Australia vow more contact amid global tension

Premier Li Qiang says ‘Beijing is willing to import more high-quality Australian products, expand and upgrade bilateral trade’.

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Renewable energy

China starts work on solar plant under extreme conditions, amid energy crisis

Beijing will build the world’s highest-altitude parabolic trough solar thermal facility on the Tibet Plateau to diversify power sources.

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Aviation

Chinese airlines shed weight, add flights over Russia to trim fuel costs

Some carriers have even removed non-essential items like in-flight magazines from their planes.

An Air China plane at Moscow’s Sheremetyevo Airport. Photo: Shutterstock
US, Israel war on Iran

Strait of Hormuz crisis

China remains relatively sheltered by its strategic oil reserves and investment in clean energy, even as Iran’s blockade of the Strait of Hormuz sparks a global energy crisis.

War and conflict

Opinion | Iran war is changing East Asia’s energy and strategic plays

States like China and Russia that can provide energy, industrial inputs, strategic reassurance or room for manoeuvre are gaining weight.

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Mainland China

Open Questions | Iran war to test China’s self-reliance, Goldman Sachs economist says

Andrew Tilton, Goldman’s chief Asia-Pacific economist, on Iran conflict’s impacts, why exports continue to drive China’s growth and an end to its housing slump.

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Illustration: Lau Ka-kuen
New Energy

Premier Li Qiang pushes AI-powered, next-gen energy system amid global shocks

Beijing is moving to modernise the power grid, putting innovation and flexibility at the heart of its strategy.

Premier Li Qiang learns about the development of a new energy power base in southwest China’s Sichuan province, on Tuesday. Photo: Xinhua
US, Israel war on Iran

Chinese airline regulator faces dilemma as Iran war sends fuel costs soaring

Pending announcement from regulator, two airlines reveal plans for sixfold increase in surcharges.

Mainland China

Australia and Japan face jet fuel supply crunch as China cuts exports

Both Australia and Japan are heavily reliant on Chinese jet fuel, but shipments have plunged in recent weeks amid the Iran war.

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US, Israel war on Iran

Why spike in fertiliser prices could boost China’s political clout

Beijing could see its regional leverage grow as the Iran war hits supply, though weaponisation of exports is unlikely, analysts say.

Farmers harvest rice in Aceh Besar, Indonesia. The first planting season of the year is just months away in much of Asia. Photo: EPA
China inflation

China has ‘room’ for imported inflation, but economic risks rising: PBOC adviser

As US-Israel war with Iran sends prices up, a monetary expert says impact on China depends on conflict’s severity, while higher energy costs are worrying.

Drivers line up to refuel at a petrol station in China’s Jiangsu province last week, amid concerns about rising energy prices due to the ongoing Middle East conflict. Photo: EPA
PetroChina

3 Chinese ships exit Strait of Hormuz as PetroChina stresses operations stable

PetroChina chairman addresses annual results conference as three Chinese vessels transit Strait of Hormuz and Iran passes law on transit fees.

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US, Israel war on Iran

How the Hormuz attacks stoke oil-shock fears and memories of 1970s stagflation

A timeline of past oil shocks is seen offering ‘clear lessons’ for today’s Strait of Hormuz crisis, with an eye on ripple effects and contingency tools.

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