Far from suffering from the closure of Hormuz, China is using the Middle East oil crisis as a spring board to become even more self reliant on energy and to accelerate and broaden existing policies to power China uses domestic energy sources and hi tech.
China also built a railway to Iran in 2025 in preparation for an attack on Iran by Israel, USA.
https://www.youtube.com/watch?v=anwPDivFvI0
In addition, China is making is big push for food security by using hydroponics and other food tech.
The result? China is going to end up buying up what is left of the US, UK and West along with Russia and Iran.
From The Telegraph
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Whether it’s coal, fracking, nuclear, hydrogen, hydroelectricity, solar or wind, Chinese authorities have been pulling every internal lever at their disposal in an effort to build a fortress of energy security and self-reliance.
Between 2019 and 2024, electricity generated by wind surged by 146pc, solar by 275pc, nuclear by 32pc, coal by 20pc, gas by 35pc and hydro by 6pc.
Trump’s shake-up of the global energy system will only spur Xi to build the ramparts even higher, ensuring the country can run as much as possible on energy and fuel sourced within its own borders rather than abroad.
“Energy security ... really keeps Chinese leaders up at night,” says Jane Nakano, of think tank Centre for Strategic and International Studies.
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Nobody has yet spelt out what this means in practice. However, Anders Hove, from the Oxford Institute of Energy Studies, expects new targets and policies to emerge without fanfare.
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The Iran war differs from previous energy shocks because this one confirms the policy direction, rather than challenging it. This means it could prove to be the most “consequential” energy crisis China has experienced, Hove believes.
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In oil and gas, the authorities will speed up a push to fully explore and exploit China’s own resources.
This began in 2019 and since then, three Chinese state-owned oil majors have already boosted reserves by between 20pc and 100pc. Oil production in the South China Sea has risen almost 50pc, and other key fields’ output has climbed by a third.
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“They’ve been quite successful in at least capping their import dependence, and having the resilience to deal with the sort of crisis they’re in now.”
Domestic natural gas production hit a record last year, rising 6pc to 262 billion cubic metres. This year, China will probably overtake Iran, behind only the US and Russia as a gas producer.
The country hopes to get fracking, fuelled by generous tax breaks and subsidies. Shale gas output has been growing by about 20pc a year since 2017 from a near standing start. It now accounts for about 43pc of the growth in gas output.
China’s shale geology, based around Sichuan in central China and Ordos in Inner Mongolia, is more challenging than America’s Permian Basin, but the estimated 1,100 trillion cubic feet of reserves are almost double those of the US.
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An LNG terminal project in Tianjin has been cancelled, and some analysts suggest the authorities are taking other steps to cut back gas use.
This could prompt a lurch back towards coal. Beijing has not issued any directives or released any data, but it is generally accepted that coal is making a comeback.
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China may step up its use of coal liquefaction technology to wean its petrochemicals industry off oil, gas and related feedstocks.
Coal will also paper over the cracks in China’s green-energy strategy, which is another key plank of its energy security plan.
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China is also racing to build more nuclear reactors. It already has 58, with a combined capacity of 60 gigawatts electrical (GWe) units. Another 33 are under construction, which will add another 35GWe.
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The conflict in Iran will undoubtedly inflict some economic pain on China as higher oil prices hit and an export-driven economy feels the impact of a global slowdown.
But the biggest upshot of the Iran war for China will be a renewed push on energy security. The ramparts are being shored up on all fronts.
https://www.telegraph.co.uk/business/2026/04/20/china-builds-an-energy-fortress-as-trump-turns-the-screw/
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