OIES – Disruption in the Strait of Hormuz: Implications for China’s Energy Markets and Policies

This report analyzes the impact of disruption in the Strait of Hormuz on China’s energy markets and policies.

It highlights the near halt in transit through the Strait due to regional conflict, China’s heavy reliance on Middle Eastern energy supplies, and the buffers within its energy system. The report also focuses on the underappreciated effects on China’s gas users and chemicals industry, reviewing exposure to supply outages and potential responses.