When Iran closed the Strait of Hormuz earlier this year, analysts warned oil could reach $200 a barrel. The catastrophe never materialized — and a detailed analysis published on July 29 reveals why: China quietly cut crude oil imports by…
China slashed crude imports by five million barrels per day — the largest single-country swing in oil history — with no visible impact on domestic mobility, according to analysis published on ChinaTalk.chinatalk
The U.S. SPR release hit 1.4 million barrels per day, but analysts say China's undisclosed strategic reserves and refined-product stockpiles did far more to prevent $200 oil.chinatalk
Months later, Chinese imports remain deeply depressed with no official explanation, raising concerns Beijing could weaponize that same lever against the West.chinatalk