The Popular opinion today is that the 2026 Middle East conflict between Israel, Iran, and the U.S.A has fundamentally destabilised the world’s largest oil importer, China. Contrary to this opinion, Beijing is rather successfully converting this systemic threat into its strategic advantage. While its regional peers in Asia face existential supply risks, China’s decade-long engineered resilience, anchored by 1.3 billion barrels of strategic petroleum reserves and alternative pi

When people think about the Strait of Hormuz, they usually think about oil. They picture giant tankers slowly moving through a narrow strip of water between Iran and Oman, carrying fuel to power cars, factories, and cities around the world. But for India, this thin stretch of water that is only 33 kilometres wide at its narrowest point is far more than an oil route. It is a critical lifeline that touches almost every part of the Indian economy. Illustration by The Geostrata

The combined US-Israel operations - Operation Epic Fury and Operation Roaring Lion, followed by Iran's retaliatory attacks under Operation Truthful Promise 4, once again plunged West Asia into crisis. The ongoing war is projected to last for 4-5 weeks or longer, potentially exerting a significant impact on the global economy and supply chain resilience. The key motive behind the sudden escalation amid mediation talks under Oman remains unclear. Illustration by The Geostrata