China was the Iran war's biggest winner. It never fired a shot
Summary
The conflict involving Iran has allowed China to gain diplomatic influence, advance its clean energy plans, and study U.S. military tactics without engaging in combat. China benefited from disruptions in the Strait of Hormuz, improved its energy independence, and enhanced its strategic position during the ongoing tensions between the U.S. and Iran.Key Facts
- China increased its diplomatic leverage by helping mediate talks between Iran and Pakistan.
- The U.S. used a large portion of its missile inventory in the Iran conflict, revealing military tactics to China.
- China controls over 70% of global supply chains for solar, wind, batteries, and electric vehicles.
- Renewables and nuclear energy now make up over 20% of China’s total energy, surpassing oil.
- China is about 85% energy self-sufficient, with full strategic petroleum reserves.
- Many U.S. allies saw a shift of American military resources away from Asia to the Middle East.
- China dominates rare earth minerals critical for military tech, controlling 70% of mining and 90% of processing.
- U.S. restrictions on Chinese rare earth imports start in 2027, but domestic alternatives are not ready yet.
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