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China's energy strategy cushions Iran war supply shock, analysts say

Years of diversifying energy imports and building reserves have reduced China's vulnerability to supply shocks from the Iran war, though some industries still face significant problems, analysts say.

Published Apr 12, 2026, 12:01 AM EDT | WFMZZ

Analysts say China’s long-term plan of diversifying energy sources and building strategic stockpiles is helping the country weather disruptions caused by the Iran war. Despite these buffers, certain sectors within China continue to face major supply and operational challenges.