China’s Economy ROCKED by the U.S.–Iran Conflict and Is Disrupting Oil, Shipping & Global Trade

本站添加: 2026-05-05

[00:00:00]All right. Now, in this video, with everything going on in the Middle East, you got the US Iran war. You got America having a blockade on the straight of Ham Moose, which is Iran's main entrance and exit point to be able to export their crude oil around the world with China being their largest customer, getting 70% of their oil from Iran. So, really, in a way, you could say that China is propping up Iran, which is how we found out they're a paper tiger. And one thing I remember John F. Kennedy saying he said that success has a thousand fathers but failure is an orphan. So in this video we're going to break down the seven economic impacts from the Iran US war that's crippling the Chinese economy. So and I got it on my notes.

[00:00:42]Okay? So I'm going to be looking down every once in a while, but I also got video clips from uh people within China, President Trump himself that go a little bit more in depth about what's going on.

[00:00:52]So you can rest assure the America is winning. We are still a superpower and what this situation is doing, President Trump is actually setting up America to become the global oil superpower of the world. We're already right up there, but we can cement that status. And think about it, it's very hard for these big countries to go to war if they don't have oil. It's very hard for these countries to maintain data centers for their AI if they don't have energy, which is created from oil. So everything is handinand. So by the end of this video, you'll have a much better understanding and the next time you hear anybody else's foolishness, you can educate them and school them the right way. And even if you choose not to do that, just for your own personal um uh place and state of being, you'll know and be more confident with what's going on. So uh way number one that the Iran US war is hurting China severe energy supply disruptions. China imports a large share of its crude oil from the Persian Gulf with a major portion transiting the straight of her moves.

[00:01:49]When US naval forces increase inspections, enforce sanctions and operate in a heightened conflict environment, shipping flows become slower. They become less predictable and sometimes they get rerouted entirely.

[00:02:00]Now, these disruptions don't fully stop oil flows to cause damage. Even minor delays create cascading effects across multiple supply chains. Refineries in China operate on tight schedules and interruptions force them to draw down strategic reserves and reduce or reduce output. Now the deeper economic consequence of severe energy supply disruptions is China's industrial base.

[00:02:23]Steel, chemicals, manufacturing, all these things rely heavily on steady energy input. So disruptions lead to reduced factory utilization rates, missed export deadlines and inefficiencies that ripple through the entire Chinese economy. Now the second thing is the rising oil prices driving inflation in China. Geopolitical tensions involving the US and the Gulf region almost always leads to immediate increases in global oil prices. Markets price in risk. So even the threat of disruption in the strait pushes prices up much higher. For China, which exports the majority of its oil, this translates directly into higher output costs.

[00:03:04]Unlike energy exporters, China cannot offset this with increased revenue. It simply pays more. So seeing as they're an oil importer, not an exporter, that that's all they going to be able to do is pay more. Where you got somebody that is an exporter and an importer, the exporter can increase their prices to offset the increases on what they're importing like American can do. So now the deeper economic in uh consequence of rising oil prices that are driving inflation is transportation costs for their shipping and trucking, electricity generation, especially in the regions that are still dependent heavily on fossil fuels. And then the consumer price goods, they're going to see a price increase on their goods there. So this all creates what's called cost push inflation, forcing policy makers to choose between slowing growth or allowing inflation to rise. And both of those are horrible uh horrible options for China, for the Chinese. Now, reason number three, a loss of discounted Iranian oil. And this one is huge. China has historically benefited from purchasing Iranian oil at discounted rates due to sanctions limiting Iran's market access. US enforcement actions, whether through naval monitoring or financial sanctions, make these transactions much harder to execute. If Iran's ability to exploit oil is degraded due to conflict, infrastructure damage or leadership disruption within the IRGC, which has influence over energy logistics, supply becomes even more constrained, even more restricted.

[00:04:32]Now the deeper economic consequence on China from the loss of discounted Iranian oil is they have a higher procurement cost reduced competitiveness for Chinese exports and pressure on state-owned refineries that depend on these margins. So the refineries will eat the will eat the losses in China and they have reduced competitiveness on the exports cuz if it's costing them more money to import oil and to make the goods, they're going to have to increase prices when they're selling the goods to offset that loss. And by increasing their prices, it may price them out in certain markets on certain goods. So inflation on China, losing the losing discounted oil in China is huge because as you know, China is the number one supplier in the world and America is the number one customer of consumer goods in the world. So higher oil prices for China means higher goods prices from China, which means that American or domestic producers or uh uh domestic uh people that sell goods have a better option, a better opportunity to crack into those markets and steal some of that market share, or should I say capture some of that market share, which is extremely important. Now, real quick, I know we're talking about the Iran US conflict impact on China, but if you're enjoying this video, would you do me a solid and hit that like button because I'll never ask you for a cash app, a super chat, or a donation. You hitting that like button and that like button, it lets YouTube know that they should put this video out for other people to be able to see it and enjoy it. And I would really, really appreciate that.

[00:06:01]And if you would leave a comment, that also helps a lot. Tell me what you think about about what you see in here. And if you're new to the channel and this is your first video, it's totally cool if you want to wait till later on or at the end to hit the like button, the button, or to leave a comment. But I appreciate if you would do that. And let me get back to the content. Point number four, the supply chain instability and shipping chaos also has a negative impact on the Chinese economy. And here's how. The straight of her moose is not just an oil route. It's a critical artery for liqufied natural gas also and prochemicals. heightened US Iran tensions, increased risk of the ship inspections, rerouting, or even temporary closures. They can't stand inspections and stuff. Why? Because it slows them down. And time is money, especially when you're the number one exporter of consumer goods in the world.

[00:06:50]Because in that time it's taken you to get something out, somebody else might creep in, capture that market share, and that, you know, equates to a loss for China. So supply chain instability is what this Iran US war is causing on the Chinese economy and the shipping chaos.

[00:07:05]Now the way shipping companies in China are trying to respond to this is by totally avoiding the region charging higher freight freight rates and increasing insurance premiums. All things again that have a negative impact on the consumer which will have a negative impact on China's bottom line.

[00:07:22]Now what's the deeper economic consequence of supply chain instability and shipping chaos?

[00:07:28]China's export-driven economy depends on predictable logistics. When shipping becomes unreliable, number one, delivery times slip, contract penalties increase, and global buyers may shift to alternative suppliers like we were just talking about. You know, when things slow down, it gives somebody else an opportunity to creep in there and grab that up. Time is money. And when you're dealing with international trade and even domestic options, China ship a product over here where the price is higher where an American producer can then just be uh less by 5 cents, 10 cents. That is huge. It don't sound like much. It seems insignificant, but it's extremely huge, especially with China trying to offset their increase in what they're paying for oil because they lost those discounted oil prices that they were getting from Iran. So, as you see, this is just four ways already. I only got three more to go, then I'll get into the video clips. Number five, force strategic dependence on alternative suppliers, including the US. So, it forces China to be more dependent on alternative suppliers. When golf supply becomes unstable, China must diversify quickly. That often means turning to United States, Africa, Russia, Latin America. Now, dealing with certain countries, obviously, it's going to cost more the further away it is. However, these alternatives come with trade-offs.

[00:08:42]higher transportation costs, infrastructure limitations, or geopolitical constraints depending on what's going on politically in that region or area where they would like to, you know, utilize as an alternative resource for their oil due to what's going on in Iran. You never know what's going on over there where they're not able to get from over there because political reasons or different types of uh issues or disagreements going on.

[00:09:04]They may not be able to buy from that alternative supplier and just be stuck holding the bag if the other alternatives either are priced too high or so far away that just getting it back is not going to make any sense. So these are the things that they're up against.

[00:09:18]Now the deeper economic consequence to force strategic dependence on alternative suppliers is this. In some cases, China may increase imports from the US. Ironically, deepening dependence on a strategic competitor. On the heels of all of the stuff that's taking place in the country right now, seniors, it's extremely important that you make sure you've got the best Medicare plan available because this year, Medicare plans are expected to increase 10%. And that's $215 out of your Social Security check. And guess what? Your do some of your doctors may not be in network. Some of your prescriptions may no longer be covered. And that would suck for you to be going to to visit your doctor to find out they're not in network or for you to need a prescription to find out it's no longer covered. Why take the risk? With Chapter, you can reach out to Chapter and a free phone call can last as short as only 20 minutes and speak to one of the highly skilled, unbiased professionals that will help you make sure you got the best Medicare plan available. If you've got the best, great. But if not, they can make sure you've got what you need. So use that number there on the screen or visit the website at askchapter.org/realpolitics or/real politics and let chapter make sure you've got everything you need.

[00:10:24]This reduces China leverage in trade negotiations and exposing it to additional geopolitical pressure. So it's kind of like our dependence on China of certain types of microchips and things like that. And that's why President Trump is like, "No, no, no. We building our factories here. We making our microchips here. We doing our AI thing here." Because what if we get into a conflict with China and they're our biggest uh we uh exporter we import a ton of their microchips or things needed to run the tanks and run the jets and things like that. You think them fighting against us or us at war with each other, they're going to want to supply us with the things we need to defeat them? Absolutely not. So that's why when the UK and some of these other countries decide they're going to make their energy dependence on certain countries that they may hopefully never happens, but that they may go into international conflict with that is put that is nation suicide if you ask me.

[00:11:16]And it makes no sense. This is why President Trump is pushing America first building things on the ground. How did he do that with the tariffs? These companies, hey, you want to go over to to Mexico? You want to go to China to make your factories and build stuff and try to sell it back here? That's fine.

[00:11:30]We going to tariff the crap out of you.

[00:11:32]But if you have uh your factories here, you build it here, you sell it here, guess what? Zero tariffs. That's why you got companies like John Deere and a whole lot of other ones that have factories in Mexico and uh different uh automotive manufacturers that are bringing those factories back. As a matter of fact, the last number I heard was 20 trillion in domestic investment.

[00:11:54]$20 trillion that we'll see over the next xyz amount of years invested in America first. That's huge. The sixth way that China's economy is being negatively affected is massive financial risk to Chinese investments in Iran.

[00:12:09]China has invested heavily in Iran's energy infrastructure and belt and road initiative projects. The IRGC plays a role in many sectors of the Iranian economy, directly or indirectly. If conflict escalates, here's what happens.

[00:12:22]Projects may be halted or destroyed.

[00:12:25]Security risk increase for Chinese personnel in the region. Payment and financing channels become restricted.

[00:12:32]It's already happened. Digital blackout going on over there. So that makes it very much more difficult for payment processing for people doing business with the Iranian government if they don't have internet. If they don't have a payment processor, if everything's shut down or like they call it a blackout, what is their uh customer going to do? Again, it goes back to that they have to utilize those alternative suppliers which they want to avoid big time. Now, the deeper economic impact or deeper economic consequence of the massive financial risk the Chinese investments in Iran is this. These are not just short-term losses. China risk losing billions in sunk capital, delayed returns on long-term strategic projects, and reduced confidence in overseas investments. So, it's very hard if they got their stuff over there and let's just say America decided we was just going to go and just seize straight control. Forget the regime. We gonna go over completely, take it over and install whoever we want and then decide we going to seize all Chinese assets since they were trying to help Iran at one point during this conflict. So, guess what? The Chinese lose out. And so the next time that they're looking for uh investments internationally, those investors will have little to no um uh comfortability with investing their money in that country in the Middle East due to what happened. So again, it hurts their market. It weakens consumer trust in international investments and that's bad. And uh delayed returns on loan. Oh, I said those are okay. Now number seven, global economic slowdown hurting the Chinese export. This is the seventh way that the US Iran war is crippling the Chinese economy. Here's how the global economic slowdown hurts the Chinese exports. The chi Chinese economy is deeply tied to global demand. When energy prices spike and geopolitical tensions rise, global growth slows, especially in energy importing regions like Europe and parts of Asia. Consumers and businesses worldwide cut spending due to higher energy costs and uncertainty. So when energy costs soar, guess what? production decreases. Why?

[00:14:32]Because it's more expensive. And we're not talking about just a couple bucks.

[00:14:36]When you're talking about on a country level, you're talking about hundreds of billions, if not trillions of dollars and increased costs, which means less u less projects or reduced investment, reduced risk. Now the deeper economic consequence of the global economic slowdown that's hurting the Chinese exports due to the US Iran war is reduced demand for Chinese exports, electronics, machinery, consumer goods, lower factory output, rising unemployment and export sectors. Because if you have reduced demand on exports, then you have reduced demand on the needs for employees within that factory.

[00:15:12]Uh less production out of the factory means less revenue coming into the factory, which means the factory closes, more people unemployed. Huh. Now you're on your way to inflation, which we spoke about a little bit earlier. So this Iran US war conflict, those seven points that I just gave out are severely crippling the country. Now again, the lamestream media won't tell you that, but I want you to listen to David Woo Underwood as he breaks it down a little bit. Just a I got one minute of this. Check this clip out.

[00:15:42]China is the world's largest oil importer. Roughly half of his oil flows through the straight of Hormuz.

[00:15:49]Whoever controls Hormuz holds a critical lever over the Chinese economy. The US is already using export controls on advanced semiconductors and chipmaking equipment to constrain China's technological rise. Control of Hormuse would give Washington the ability to choke off China's economic lifeline as well. It is difficult to believe that Beijing is not extremely concerned.

[00:16:13]Recall Japan attacked Pearl Harbor in 1941 only after the United States imposed an oil embargo that threatened to strangle its economy. Japan's objective in this surprise attack was clear to neutralize the US Pacific fleet so it could seize Indonesia's oil fields to offset the American embargo. We can safely assume that China will now wait to find itself in the same position. The belt and road initiative is about economic survival. A land-based escape from US controlled sea lanes. A pro- US Iran or US control of Hormuse will render this insurance policy worthless.

[00:16:49]So what would China do to stop the US from taking Hormuse?

[00:16:54]So you're the things that we just spoke about in that point. He spoke on it right there as far as China having to find different types of routes. Um you know obviously the increase in prices and America maintaining dominance severely cripples Chinese ability for growth globally because price increase uh consumer trust decreases and you know when you live when you run in a communist country like Chinese ab like China absolute control loyalty and belief is a necessity to maintain order and te is already catching a whole lot of flack and backlash from people they're starting to get more brave more willing speak out. Now, this reporter does an excellent job of breaking down the Chinese uh economy uh being brought to his knees. Check this out.

[00:17:39]>> The Iran war hurts China. Well, just to give you an idea of this country's energy reliance on the Middle East.

[00:17:45]China imports 70% of its oil and gas, making it the world's largest importer of energy, and the majority of that comes from the Persian Gulf. Well, this war is a major disruption to that supply line. And the Chinese analysts that we've spoken to say that if this war drags on, China has reserves that will last only about four to five months.

[00:18:08]>> What I'm worried about is is the whole Middle East has been impacted like Saudi is one of the biggest supplier of China as well and then this whole thing Iranian his US war there is going to impact whole Middle East and then continuously impact the whole world.

[00:18:23]China's Foreign Minister Wang Yi has condemned the war, accusing the US of assassinating a sovereign leader, violating international law, and pushing the region to the brink of a dangerous abyss. China and Iran have had a long-standing relationship for more than 50 years. And since US sanctions were imposed on Iran over its nuclear weapons program, it has sold up to 80% of its oil to China. Well, some would say that Beijing has been propping up the regime.

[00:18:52]Last year off the coast of Malaysia, we witnessed the Dark Fleet transporting Iranian oil and conducting ship-to- ship transfers with Chinese tankers, a supply route that has now been abruptly halted.

[00:19:04]President Trump is just weeks away from coming here to China at the end of the month. And while President Xi is clearly not pleased with events in the Middle East, he certainly would be hoping for a resolution by then. How does that >> man see Chi standing up there next to President Trump? That's like one of the biggest uh he's one of the bigger Chinese men I've ever seen. Maybe that helped him get the leadership. Now, in this clip, she's going to give a breakdown of what President Trump announced uh just earlier uh today or was it yesterday as far as on what happened with China? Because everybody's big concern was was China going to get involved? Were they going to send weapons to Iran? Was China going to help them in order to help themselves uh by crossing the US and helping Iran or with their respect for America keep them out of it and keep China forcing Iran to come to the negotiating table because that's the only reason why China's negotiating I mean that Iran is negotiating because China's forcing them to. So listen to this as she talks about what President Trump had to say about Chi and then you going to hear from President Trump himself in a short clip.

[00:20:04]Check this out.

[00:20:08]>> That's right. Melissa, Beijing had been playing a quiet but notable role in pushing the US and Iran towards that ceasefire and they have been critical of the US blockade of Iranian ports. That's when they started to speak out more forcefully. But this morning, President Trump wrote on social media that China was quote very happy that he would be permanently opening the straight of Hormuz, saying he was doing it for them and the world. The president also saying China had agreed not to send weapons to Iran and added, "President Xi will give me a big fat hug when I get there in a few weeks. We are working together smartly and very well." And then he added this ominous line saying, "Doesn't that beat fighting? But remember, we are very good at fighting if we have to, far better than anyone else." And Melissa, that post came after Trump gave an interview to Fox News earlier this morning during which he said he and Chinese President Xi had exchanged letters over Iran. He said he'd written to Shei asking him not to supply weapons to Iran and that she then wrote back saying essentially he's not doing that.

[00:20:58]So he's sort of trying to keep things civil here while also keeping alive that threat of fighting. And keep in mind, as you know, China had been purchasing about 90% of all of Iran's oil exports.

[00:21:06]So now with those now effectively blocked, that's a direct hit to Beijing.

[00:21:10]And all of this, of course, coming just a few weeks ahead when President Trump is set to travel to China.

[00:21:16]>> So the president, as you heard, he said, you know, he sent Chi a letter. Chi responded back and agreed not to send any weapons over to China. But let's listen to the president himself in this short clip, then we'll wrap this up.

[00:21:30]just wrote me a beautiful letter.

[00:21:31]>> He wrote you a letter.

[00:21:32]>> Yeah, he did. He responded to a letter that I wrote because I had heard that China is giving weapons to uh I mean, you're seeing it all over the place to Iran that China's giving them. Yeah. And I wrote him a letter asking him not to do that and he wrote me a letter saying that essentially he's not doing that.

[00:21:52]>> President Trump took it old school. They writing letters to each other. But that's how our world leaders used to um communicate. Remember the story about Cruchef and Kennedy when Cruchef had loaded up uh missiles on the coast of Cuba and was threatening to launch them unless Kennedy lifted the embargo on Cuba. And then Kennedy was ready to strike uh at Cuba or even at Russia. And there was two letters that was sent by Cruchef. Okay? Cuz Kennedy sent a letter over saying, "Hey, let's talk about this. Let's be diplomatic." Crushef sent two letters. One letter was talking really tough and how he wasn't backing down. And another letter was really sweet, talking about how he wanted to bring about peace. So Kennedy had a choice. He could have responded to the aggressive letter or to the letter talking sweet. He acted as if he never saw the aggressive letter, responded to the peace letter, and guess what it led to? Cruchef and Kennedy communicating and we avoided nuclear war or World War II um off the coast of Cuba. So it looks like President Trump achieved two of the superpowers in the world that can totally obliterate this entire planet if we went at it with them or with Russia.

[00:22:54]They decided to communicate that way old school way and came to an agreement. Ti agreed China will not supply Iran with weapons and the United States will do what it can to help o China get any type of oil that it needs. Again, making our enemy relying on us is a powerful strategic move. But more than anything else, I wanted to bring you this video.

[00:23:13]Um, I know it doesn't have as many hyped up clips in it and whatnot, but I want Americans to be educated, to know what's really going on, to realize what President Trump is doing in Iran, that's the epitome of America first. They say, "Oh, he shouldn't be there. He should be here and all of this crap." And here's the kicker. Democrats know if President Trump would have did nothing and Iran would have struck Israel with a nuke, the Democrats would have eviscerated Trump and said he was weak. Couldn't protect our allies. But so now Trump took the side of Israel who went I mean and went in and got at Iran and is destroying them. And the Democrats say, "Oh, why is he doing that? They didn't do anything to us." You can't win with these people. They're just deranged in their Trump derangement will make it where we could we could end all global wars, have everybody agree to peace, and the Democrats will say, "Well, it took too long and blah blah blah, and how do we know it's going to last?" Rather than celebrating the fact that he did that.

[00:24:09]And this is the same thing. And so if you're expecting them to give credit to the president, don't. As a matter of fact, when you see them fighting and going crazy like they are, that's how you know the president is doing a great job. So if you stayed and you watch this, I want to say thank you so much from the top and bottom of my heart. You are serious about making America great again and learning what's going on around the world and I appreciate you for that. Um, if you haven't already, hit that like button and if you are not subscribed already, please subscribe.

[00:24:32]And most importantly, make sure that you stay safe and that you be great. I'm Brian Maxwell saying I look forward to seeing you at the top.