‘Fortress China’ shows cracks as Iran war strains supply chains
Energy, chemicals and helium supply under pressure despite Beijing’s push to build up economic security
Energy, chemicals and helium supply under pressure despite Beijing’s push to build up economic security

Beijing has driven major increase in strategic commodity inventories but their scale remains unclear

Rising prices risk deepening the country’s deflationary trap rather than providing any escape from it

Ample oil reserves and renewables growth make manufacturing sector more resilient than rivals

Beijing’s industrial prowess positions it for economic and diplomatic gains

Beijing warns of geopolitical risks even as key indicators show growth

Data suggests shipments of refined fuels are not picking up in blow to Asian economies starved of supplies by Iran war