China's Energy Resilience Tested by Iran War

China’s energy security remains robust thanks to ~85% energy self-sufficiency, a coal-and-renewables-dominated mix, and substantial domestic oil production (about 30% of what it consumes). Iran accounts for a minority of its oil imports, but the Iran war threatens supply via potential Iranian production disruption, the Strait of Hormuz closure, and Gulf oil cuts, pushing crude prices higher. Yet only ~18% of China’s total energy is oil, and diversified sourcing helps mitigate risk, aided by electrification and external diplomacy (e.g., China’s envoy to the region). The real question is whether a prolonged Hormuz closure could trigger a global energy crisis, which would push Beijing to push for ceasefires and coordinated solutions rather than military action. Overall, the strategy cushions risk but a sustained disruption would challenge prior assumptions about energy security.