Story perspectives

China Shifts Middle East Strategy Amid U.S.-Iran Tensions

4/1/2026

Summary

China Reassesses Alliances

The ongoing conflict among the United States, Israel, and Iran reshapes China's Middle East posture.
Beijing is reassessing ties with Iran, viewing it as less reliable.
Beijing is strengthening ties with Gulf states such as Saudi Arabia and the United Arab Emirates (UAE).
China's substantial oil reserves and diversified routes help it weather disruptions.
The conflict may divert U.S. attention from Asia, easing pressure on Taiwan.

Summary

China's Fertiliser Influence

The US-Israel conflict with Iran has disrupted fertiliser exports from the Persian Gulf, threatening higher food prices.
Analysts say the conflict could increase China's political influence over nations in disputes with it.
Analysts doubt that China will weaponise its fertiliser exports.
Since the war began in late February, the price of urea has surged from about US$400 to US$700 per tonne.
Indonesia, Vietnam, and the Philippines are among the Gulf urea and ammonia's largest buyers.

1 of 2

China Reassesses Alliances

The ongoing conflict among the United States, Israel, and Iran reshapes China's Middle East posture.
Beijing is reassessing ties with Iran, viewing it as less reliable.
Beijing is strengthening ties with Gulf states such as Saudi Arabia and the United Arab Emirates (UAE).
China's substantial oil reserves and diversified routes help it weather disruptions.
The conflict may divert U.S. attention from Asia, easing pressure on Taiwan.

1 / 2