The USS Abraham Lincoln (CVN 72) conducts US blockade operations related to the Strait of Hormuz in the Arabian Sea, April 16, 2026. /VCG
The severe global energy shock triggered by the blockade of the Strait of Hormuz has left major energy consumers and Gulf producers highly vulnerable, but German media outlet Der Spiegel says that China's long-term strategic planning has made it uniquely resilient to the turmoil.
In the short term, the supply chain disruption has shifted market dynamics in favor of Russia and the United States, the weekly news magazine said, adding that Moscow is currently benefiting from surging global oil prices, while American oil and natural gas exports are experiencing sustained, guaranteed demand.
However, looking at the long-term geopolitical landscape, the magazine, citing experts, argued that China could emerge as the ultimate winner, identifying it as the country most insulated from the fallout.
Despite being the world's largest energy consumer, Beijing has methodically prepared for such supply disruptions through two major strategic pillars, it said.
First, China has amassed substantial strategic reserves of oil and natural gas, which are estimated to be large enough to sustain the country through a blockade lasting several months, Der Spiegel noted.
Second, and more fundamentally, China has spent years aggressively developing its renewable energy sector and the accompanying manufacturing base, it added.
Today, China holds a staggering 70% to 85% global market share across virtually all critical green technologies, ranging from solar panels and wind turbines to energy storage batteries, electric vehicles, and high-efficiency grid components.
This unparalleled dominance in the alternative energy supply chain structuralizes China's energy security, elevating its resilience during this crisis to a distinct geopolitical advantage, according to Der Spiegel.
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