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Story perspectives

Iran War Forces China to Shift Energy Trade Routes

4/12/2026

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Story summary
  • The ongoing war in Iran is reshaping global energy dynamics and disrupting shipping routes, notably for China.
  • China relies heavily on maritime energy imports from the Gulf, especially through the Strait of Hormuz.
  • The crisis is prompting a shift toward more resilient overland alternatives, with Kazakhstan emerging as a key partner.
  • Trade between China and Central Asia has surged, with road transport now over half of this trade.