I’m not cheering for China to come out rosy, but look, they have huge strategic reserves, a much bigger penetration of electrification, and the ability to ramp that up quickly. Overall, China is probably one of the BEST positioned countries to weather this - the impacts on other countries, including US allies, will be FAR worse. This is cutting off your nose to spite your face.
I’ve heard this before from people - that this is some kind of 3D chess attack on China, but that doesn’t hold water.
https://www.cnbc.com/2026/03/09/china-oil-shock-iran-war-hormuz-energy-transition.html
I’m not cheering for China to come out rosy, but look, they have huge strategic reserves, a much bigger penetration of electrification, and the ability to ramp that up quickly. Overall, China is probably one of the BEST positioned countries to weather this - the impacts on other countries, including US allies, will be FAR worse. This is cutting off your nose to spite your face.
Trump and Hegseth aren’t playing 3D anything.
Bubsy 3D.