John Mearsheimer: U.S. Expands Iran War & Divorces Europe
Glenn Diesen | April 22, 2026
Prof. John Mearsheimer argues that the failure to make peace with Iran can dramatically widen the war in the Middle East, while the rift with Europe and other allies widen. John J. Mearsheimer is the R. Wendell Harrison Distinguished Service Professor of Political Science at the University of Chicago, where he has taught since 1982.
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China blames US for diplomatic impasse with Iran, urges it to show ‘sincerity’ in talks
Press TV – April 21, 2026
China has called on the United States to demonstrate “sincerity” in resolving its prolonged standoff with Iran over its nuclear program, while censuring the joint US-Israeli military aggression against the country.
In its latest Non-Proliferation Treaty (NPT) report, Beijing said that Washington is responsible for the current diplomatic impasse with Tehran.
The national report on the implementation of the Treaty on the Non-Proliferation of Nuclear Weapons was made public online by the Ministry of Foreign Affairs on Monday.
According to the report, the US and Israel’s military aggression against Iran, both in June 2025 and on February 28, “seriously violated international law and the purposes of the UN Charter.”
In the report, Beijing described Washington’s unilateral withdrawal from the Joint Comprehensive Plan of Action (JCPOA) as the “root cause” of the current diplomatic standoff between the US and Iran.
During his first term in 2018, US President Donald Trump withdrew from the nuclear deal, branding it “the worst deal ever.” Trump claimed that he was seeking stronger terms.
The US and Israel attacked Iranian nuclear and military sites in June 2025, even as indirect negotiations were underway between Tehran and Washington regarding Iran’s peaceful nuclear program.
Seven months later, the two enemies launched a new wave of aggression against the country on February 28, again as Iran and the US were on the verge of finalizing a new nuclear agreement.
Tehran asserts its legal right under the NPT to develop nuclear technology for energy production, medical research, and scientific advancement.
The US and its allies, however, accuse Iran of seeking the technical capability to produce a nuclear weapon.
Tehran has consistently maintained that it regards weapons of mass destruction as a threat to humanity and has never included them in its defense doctrine, even in the face of direct military aggression.
On April 11–12, Pakistan hosted talks between the US and Iran after brokering a two-week ceasefire on April 8, which is set to expire on April 22.
The high-level talks, however, ended without an agreement. Now reports say a US delegation is headed to Islamabad for the second round of talks with Tehran. Iran has said it has not plans to take part in new negotiations.
Iranian Parliament Speaker and lead negotiator Mohammad Baqer Qalibaf said on Monday that Tehran will not accept negotiations “under the shadow of threats.”
He said, “by imposing a blockade and violating the ceasefire,” Trump intends “to turn the negotiating table into a table of surrender or to justify renewed warmongering.”
The uncertainty shrouding the next round of talks escalated after the US Navy targeted an Iranian merchant vessel in the Sea of Oman on Sunday.
Iran’s military condemned the incident as a “criminal operation” and “maritime piracy.”
In a Monday statement, Chinese Foreign Ministry voiced “concern over the forced interception of relevant vessel by the US,” warning that the situation in the Strait of Hormuz is sensitive and complex.
The Iranian-flagged cargo ship Touska had been travelling from China.
After Islamabad: How the Global South Is Reshaping Eurasian Geopolitics
By Abbas Hashemite – New Eastern Outlook – April 21, 2026
The developments surrounding the “Islamabad Talks” underscore a broader geopolitical realignment in which Pakistan, China, and other regional powers are deepening their strategic and economic integration, accelerating the rise of a Global South-led order while exposing the waning influence of the US and its traditional allies.
Behind-the-Scenes Realignment of the Global South
The Islamabad Talks 1.0, apparently ineffective, actually reshaped Global South alignment unfolding behind the scenes. In reality, the backstage transpirations during the Islamabad Talks 1.0 were more consequential than the US-Iran peace negotiations. Pakistan’s deployment of military troops and jets to the Kingdom of Saudi Arabia, the dispatch of its first transit shipment to Uzbekistan via Iran, and Aramco’s show of intent to finalize a $10 billion investment in an oil refinery in Gwadar, in partnership with OGDCL, PSO, GHPL, and PPL, were all extraordinary developments.
Obviously, all that did not happen by chance; these developments reflect a deepening strategic alliance between Saudi Arabia, Pakistan, and Iran. The timing of these events suggests that all the players involved were already prepared for their integration in a rising Global South alliance but were merely constrained by the international and regional geopolitical environment. Pakistan’s deployment of troops in KSA has made it a key security provider for the country, a service that other Gulf nations might soon seek as well. However, Pakistan cannot provide security services to other nations solely without China’s collaboration, which is its major partner in intelligence, technology, reconnaissance, and strategy.
Evolving Security Architecture in the Gulf Region
The United States is one of the key security providers in the Gulf. However, during the recent Iranian attacks on the Gulf nations and Israel’s attack on Doha in September, 2025, the United States failed to defend these states. Therefore, the Arab Peninsula would soon get rid of the US fighter jets, satellite coverage, intelligence penetration, and defense mechanisms by replacing them with Pakistani and Chinese security apparatus. This would make Pakistan a key security provider in the region.
Economic Corridors and the Emerging Eurasian Connectivity
The expected finalization of the Saudi-Pakistan oil refinery deal is also a remarkable move for the success of the China-Pakistan Economic Corridor (CPEC) and Gwadar. This development will enable international shipping to refuel at Gwadar, granting Pakistani consumers a 20% price cut on oil. This oil refinery, probably connected to Saudi Arabia via an undersea pipeline, will also smash the relevance of the I2U2, giving it leverage over its regional rivals.
Moreover, the opening of the Pakistan-Iran-Uzbekistan transit route underscores the opening of the Central Asian markets to the whole world via Pakistan and Iran, a move that will strengthen Central Asian and South Asian economies and relations. Just like the CPEC, the BRI connects many corridors via Afghanistan and Iran. China’s goal is to connect all these projects internally. This is the future that the entire region is looking forward to.
Decline of Western Influence and the Rise of a Multipolar Order
It also suggests that the “Islamabad Talks” were more about signaling to Washington and its allies that the international order has altered than about US-Iran peace. Many US allies have already abandoned it in this war of choice. Italy and Spain, for instance, have denied the US the approval to use their bases in the Mediterranean. Both countries have also joined South Africa’s case in the ICC, alleging Israel of genocide. Britain, France, Greece, Italy, Spain, and Germany have refused to militarily assist the US in opening its blockade of the Strait of Hormuz.
Chinese diplomacy is already in full swing, with the Spanish Prime Minister Pedro Sanchez in China to strengthen bilateral economic and strategic relations. The Taiwanese opposition leader Chen Li-wun also visited Beijing, expressing the desire for a “peaceful” resolution of the bilateral dispute, stating that the Taiwan Strait will no longer be a focal point of the potential conflict and will certainly not become a “chessboard for outside forces to intervene in”.
With prospects of a second round of Islamabad Talks, which are expected to take place on Tuesday, emerging, concerns are mounting over the possible collapse of US-Iran peace efforts, which could trigger a renewed and more intense phase of conflict between the two sides. Furthermore, there are speculations that the US and Israel could use these negotiations to reorganize. However, the current circumstances suggest that the US is not in a position to initiate a ground invasion or any other military campaign against Iran, as it failed to open the Strait of Hormuz despite almost 40 days of continuous bombing on Iran. In addition, the United States stands militarily and diplomatically isolated over the issue of US-Iran, as none of its European allies have supported it militarily or diplomatically.
This war has made the United States an irrelevant and isolated international power. The whole agenda of the war has now shifted to opening the Strait of Hormuz, which was already open before the war. The US President Donald Trump is also happy that China will no longer provide weapons to Iran, which it already says it did not provide. This illustrates that the Islamabad Talks 2.0 is just to provide the United States with a face-saving way to get rid of the burden of this war, which Trump, acting as a “mad king,” started as a regime change operation, and a “God’s Plan” has ended up in expediting the decline of the US as a global superpower.
However, despite these unfavorable conditions and circumstances, there is always a possibility that the mad king might receive another directive from his Zionist master to go for a ground invasion of Iran. Although it is highly unlikely, counterintuitive, and counterproductive, as it would be a suicide mission for the United States, leading to the death of thousands of troops and causing the loss of billions of dollars, it is still expected from a person under the influence of the Zionist leader Benjamin Netanyahu.
The US President Donald Trump has already sacrificed the US hegemony to establish the Kingdom of Zionism. His ill-witted decisions have provided Russia, China, and the middle powers with an opportunity to replace the US as a global hegemon. It will also result in further strengthening the BRICS as an international alliance, replacing Western organizations and alliances. In sum, the US-Iran war has hastened the rise of a Global South-led world order and exposed fissures in the Western alliance.
Iran War fallout: Russia and China quietly take over natural gas markets in Asia, with Qatar gone
Inside China Business | April 20, 2026
The Iran War and the closure of the Strait of Hormuz have taken Qatari energy supplies completely off the market. Russian natural gas fields were shut out of Europe beginning in 2022, and energy giants there invested massively into new pipelines to Asia. China was a ready buyer for Russian oil and natural gas, and also invested heavily into huge strategic stockpiles of crude and natural gas storage. Now Russian energy production flowing East, and China is already well-supplied. Liquefied Natural Gas of Russian origin is offered at 40% discount to spot, to induce long-term supply relationships. As a result, Asian economies are shifting their supply chains from the Persian Gulf to Russia-China. Meanwhile, EU countries are unable to get LNG at all.
Resources and links:
Bloomberg, Russia Offers Sanctioned LNG to Energy-Hungry Asia at a Discount https://www.bloomberg.com/news/articl…
S&P Global, Russia crude oil pipeline capabilities to mainland China—The ESPO crude oil pipeline https://www.spglobal.com/energy/en/re…
Power of Siberia 2 reshapes China’s energy security calculus https://eastasiaforum.org/2025/10/31/…
Reuters, Russia’s Gazprom supplied 38 bcm of gas to China via Power of Siberia pipeline in 2025 https://www.reuters.com/business/ener…
Russia’s Oil Windfall From Middle East War Keeps Growing https://www.bloomberg.com/news/articl…
Reuters Exclusive: Iran attacks wipe out 17% of Qatar’s LNG capacity for up to five years, QatarEnergy CEO says https://www.reuters.com/business/ener…
Israel attacks three nations for alleged backing of Iran
RT | April 19, 2026
Israel’s ambassador to the United Nations has lashed out at his French, Chinese, and Pakistani counterparts, accusing their countries of effectively backing Iran by allegedly striking deals to secure safe passage through the Strait of Hormuz.
The rebuke appears to stem from media reports which recently indicated that commercial vessels from all three countries were able to transit the Strait of Hormuz during the blockade, in some cases with Iranian authorization, despite broader restrictions on shipping imposed by Tehran.
“I asked the French ambassador: How much money did you pay Iran to move ships safely through the Strait of Hormuz?” Danny Danon said in a post on X shortly after speaking at the UN General Assembly session on the Strait of Hormuz blockade.
“Surprisingly, he had no answer,” he wrote, adding: “The ambassadors of China and Pakistan also had no answer.”
Navigation through the Strait of Hormuz, a key route handling around 20% of global oil and liquefied natural gas flows, has been disrupted since Tehran effectively blocked the waterway in response to the US-Israeli bombing campaign that began on February 28.
On Friday, Iran opened the Strait to all commercial vessels, framing the move as part of ceasefire arrangements linked to the Israel–Lebanon truce, but closed it again the following day. The decision came as US President Donald Trump said the US blockade on Iranian ports and shipping would remain in force until a peace deal is reached. Washington imposed the restrictions after bilateral talks in Pakistan collapsed last weekend.
In March, Iran said that vessels of India, China, Russia, Iraq, Pakistan, and Sri Lanka would be allowed to pass through the crucial waterway. Beijing is ranked as the biggest buyer of Iranian oil and most of its supplies pass through the chokepoint. At the same time, Malaysian authorities thanked Tehran for allowing the passage of the country’s ships.
In April, the Financial Times reported, citing the tracking data, that a container ship owned by a French shipping company had sailed through the Strait of Hormuz along with several other ships.
At the UN, France previously voted in favor of resolutions condemning Iran’s blockade of the strait, China either vetoed the measures or voted against critical wording, while Pakistan abstained.
Persian Gulf oil production can take two years to recover from war: IEA chief
The Cradle | April 17, 2026
It could take up to two years for oil production in West Asia to return to levels from before the start of the US-Israel war on Iran in late February, Fatih Birol, executive director of the International Energy Agency (IEA), told Bloomberg on 17 April.
“There is a general belief that the minute we see the strait open … we come back to the level of production before – which is, in my view, misleading,” Birol stated.
West Asia oil production was disrupted by the US-Israeli bombing campaign, which targeted Iranian oil and energy infrastructure.
Iran retaliated by targeting Gulf oil and gas infrastructure. It also threatened to target ships linked to the “enemy” in the Strait of Hormuz, effectively closing the waterway through which most Gulf oil is exported.
“The recovery will be gradual as damage from the conflict has affected oil fields, refineries, and pipelines across the Persian Gulf,” Birol said.
The IEA chief emphasized that the effective closure of Hormuz has caused world markets to lose hundreds of millions of barrels of crude and refined fuels.
The full resumption of liquefied natural gas (LNG) production could take even longer, with some terminals taking more than two years to repair after suffering damage in attacks, Birol added.
If a resolution to the conflict is not reached soon, energy-importing emerging economies, especially in Asia and Africa, will be hardest hit, Birol warned.
He added that early signs of demand destruction are already visible, including rationing and reduced activity, which could further reduce oil demand moving forward.
Meanwhile, US oil and gas exports have soared since the beginning of the war. Reuters reported on 15 April that the US has nearly become a net crude exporter for the first time since World War II as Asian and European buyers scramble to replace oil supplies lost due to the Iran war.
The difference between US oil imports and exports narrowed to 66,000 barrels per day (bpd) last week, the lowest on record, according to US government data. At the same time, exports reached 5.2 million bpd, the highest in seven months.
Reuters noted, however, that the US is rapidly approaching its maximum export capacity.
Iran has also increased its oil exports amid the conflict, boosting daily loadings and exports to around 2 million barrels over the past three months.
China has stepped up its purchases of Iranian crude by more than 300,000 bpd to a total of 1.6 million bpd.
Since the war began, India has resumed oil purchases from Iran, receiving at least 2 million barrels this month. New Delhi had halted its purchases of Iranian crude in 2019.
Iranian crude has recently been sold to some Chinese buyers at prices even higher than the Brent benchmark, which marks a reversal from before the war, when Iran was forced to sell oil to China at a discount due to US sanctions.
The Iran War Exposes the Emptiness of American ‘Strength’ in East Asia
By Joseph Solis-Mullen | The Libertarian Institute | April 16, 2026
For decades Washington has advertised its air and naval supremacy as the indispensable guarantor of global order. Recent events have shown this to be little but increasingly expensive theater. The 2026 Iran War has paused not with Iranian capitulation but in a cascade of humiliations that have permanently altered the strategic landscape. Washington’s vaunted power-projection capabilities proved unable to shield even its own forward bases, depleted critical munitions stockpiles, and ultimately ceded effective control of the Strait of Hormuz to Tehran. These lessons will not be lost on Beijing or Taipei. If the United States cannot impose its will on Iran, or previously the Houthis, it cannot credibly claim it could defend Taiwan against the far more formidable People’s Liberation Army.
Begin with the facts on the ground. Iranian retaliation rendered at least a dozen U.S. facilities across the Gulf effectively unusable. Satellite imagery revealed craters where hardened aircraft shelters once stood at Al-Udeid in Qatar, Prince Sultan in Saudi Arabia, and installations in the UAE, Bahrain, and Kuwait. Damage estimates reached easily into the hundreds of millions in the first two weeks alone. U.S. casualties climbed into the hundreds wounded, with over a dozen killed. Meanwhile, the Houthis, far from being neutralized by years of prior American and British airstrikes, continued to threaten Red Sea shipping and tie down U.S. naval assets. The net result was unmistakable: Washington lost operational basing, prestige, and the aura of invulnerability, all while expending interceptors at a rate its defense industrial base cannot sustain.
The munitions problem is particularly acute. Analysts estimate that roughly a quarter of America’s upper-tier interceptor inventory, THAAD, Patriot, and SM-3 interceptors, were expended in a matter of weeks. Replenishment will take years: the production capacity simply does not exist at the necessary scale. China, by contrast, fields a missile arsenal that is both larger and cheaper to sustain. The PLA can produce ballistic and cruise missiles at a fraction of the cost of U.S. interceptors and in volumes that would overwhelm American magazines within days in a Taiwan contingency. The cost-exchange ratio is brutally asymmetric: a single American SM-3 or PAC-3 arrayed against swarms of cheaper rockets and drones.
This disparity matters all the more because the geography that doomed U.S. basing in the Gulf applies with even greater force in the Western Pacific. China’s anti-access/area-denial (A2/AD) architecture—particularly its DF-21D and DF-26 “carrier killer” missiles, land-based hypersonics, integrated air defense networks, and a growing submarine fleet—turns the waters within the first island chain into a kill zone for surface vessels. U.S. naval planners have long acknowledged, if only in private, that carrier strike groups cannot operate within the Strait or its immediate approaches without incurring unacceptable risk. The 2026 Middle East experience merely confirms what those worst-case assessments have long suggested: when an adversary can launch salvos measured in the hundreds from mobile, hardened, or subterranean positions, forward-deployed U.S. forces become targets rather than instruments of deterrence.
The industrial base mismatch compounds the problem. China’s shipyards, missile factories, and drone assembly lines increasingly resemble a wartime footing. The United States, by contrast, struggles to produce even basic artillery shells at scale, let alone the sophisticated guided munitions required for sustained high-intensity conflict. Pentagon wargames have repeatedly shown that in a Taiwan scenario, the United States would exhaust its long-range anti-ship and land-attack missiles within two to three weeks: The Middle East has now provided a real-world demonstration that even these projections may be optimistic.
It is therefore hardly surprising that Taiwanese political actors are adjusting their posture. In the immediate aftermath of the Hormuz debacle, elements of the island’s opposition undertook a high-profile “peace mission” to Beijing. Invoking the legacy of Sun Yat-sen and calling for renewed cross-strait dialogue, they signaled a growing recognition that unconditional reliance on American military intervention is no longer a viable long-term strategy. While Taipei’s current leadership continues to reject Beijing’s claims, the political winds are shifting.
None of this is particularly surprising. For years, even the Pentagon’s internal assessments have warned that China’s growing quantitative and qualitative advantages in the Western Pacific are eroding the foundations of traditional U.S. power projection—in November Hegseth said it openly. What the Iran War provided was not new information, but political clarity. The same voices who dismissed Houthi drones and Iranian missiles as manageable nuisances are now confronted with the reality that a peer competitor could achieve similar effects on a vastly larger scale—and at far lower cost.
The fiscal implications are no less sobering. When the full spectrum of defense-related expenditures is accounted for, U.S. military spending already approaches $1.5 trillion annually. Every interceptor expended over the Gulf represents resources diverted from capabilities that, in any case, may not survive in a Taiwan scenario. The American taxpayer is thus underwriting a deterrent that no longer deters and a forward presence that has become a forward liability.
The lesson for the high priests of Washington’s global primacy is straightforward: the United States cannot function as the world’s policeman because the world has outgrown the role. From the libertarian perspective, the lesson is likewise straightforward: Empire is not only expensive; it is fragile and ultimately self-defeating. The 2026 Middle East campaign was not an aberration but the logical culmination of decades of strategic overreach. Washington’s inability to impose its will on Iran, a nation of ninety million with an economy smaller than that of Massachusetts, reveals the limits of air and naval power against determined, decentralized resistance. To imagine that this same model could be scaled successfully against a peer nuclear power with the world’s largest navy by hull count and an economy oriented toward protracted conflict is not strategy. It is hubris.
The appropriate response is not to double down on commitments that cannot be honored. It is to recognize that the security of Taiwan, like that of the Gulf, ultimately rests with the states most directly involved. Diplomacy and economic engagement offer more realistic paths than continued reliance on a Seventh Fleet that can no longer reliably reach, or survive in, the theater of operations.
The sooner Washington internalizes the lessons of its latest strategic own goal, the less likely it is to stumble into the next, and far more costly, one.
The Iranian knot needs to be untangled, not cut – Lavrov
Israel’s erroneous belief that it can destroy Iran should not be supported by the US, the Russian foreign minister has said
RT | April 15, 2026
There is no quick fix to the crisis surrounding Iran, Russian Foreign Minister Sergey Lavrov has said. The US must recognize its underlying causes, including Israel’s goal of destroying the country, he added.
Speaking to reporters during a visit to China on Wednesday, Lavrov described the situation as “a crisis knot that will be extremely difficult to untangle.” He explained that “some parties are trying to cut it now – I don’t believe that would produce a [favorable] result.”
According to Lavrov, the current crisis stems directly from the US-Israeli attack on Iran in late February. The resulting disruption to global markets and the Iranian damage to Arab states hosting US military facilities were foreseeable consequences, he stressed.
“Israel appears totally convinced that Iran must be destroyed. I cannot understand how such a belief is possible,” Lavrov said, adding that remarks by US President Donald Trump about wiping out Iran’s civilization had sparked strong international backlash.
In addition to backing Israeli ideological motives, Washington is also pursuing dominance over global energy markets, as confirmed by Trump’s own messaging, Lavrov stated.
US and Israel hurting the Middle East
Commenting on recent US-Iran peace talks in Pakistan, Lavrov expressed hope that Washington would be “realistic, take the region’s interests into account and suspend its unprovoked aggression.”
He expressed solidarity with Gulf nations damaged in the conflict, but stressed that “those who started the war also have intentions not to allow normalization between the Arabs and Iran.”
Lavrov pointed to China’s quiet role in facilitating the 2023 agreement between Saudi Arabia and Tehran, which restored diplomatic ties after seven years and led to the reopening of embassies between the regional rivals.
Iran’s nuclear rights must be respected
Lavrov dismissed claims by the US and Israel that Iran is pursuing nuclear weapons, citing reports from international inspectors that found no evidence of such activities.
Concerns over Iran’s nuclear program were addressed under the 2019 multilateral agreement known as the JCPOA, Lavrov said, adding that “the United States destroying this initiative as Israel always wanted is a sad fact of modern history.”
He also criticized the European Union for acceding to Trump’s withdrawal from the agreement and playing “the most malicious role” in pushing snapback UN sanctions targeting Iran.
Russia, he said, remains ready to assist in finding a solution, provided that Iran’s right to develop a peaceful nuclear program is upheld.
Tankers transit Strait of Hormuz amid US attempt to impose blockade, data shows
Press TV – April 14, 2026
Shipping data indicates that three Iran-linked tankers entered the Persian Gulf through the Strait of Hormuz on Tuesday, the first day of a US attempt to impose blockade targeting vessels that call at Iranian ports.
The blockade was announced by US President Donald Trump on Sunday after peace talks between Washington and Tehran in Islamabad ended without an agreement.
According to LSEG data, the Panama-flagged medium range tanker Peace Gulf is sailing to Hamriyah port in the United Arab Emirates. Kpler data shows the ship is typically involved in transporting Iranian naphtha—a petrochemical feedstock—to non-Iranian ports in West Asia for onward shipment to Asia.
Earlier, two US-sanctioned vessels also passed through the critical waterway.
The Handy size tanker Murlikishan is heading toward Iraq to load fuel oil on April 16, according to Kpler. Formerly named MKA, the vessel has previously carried both Russian and Iranian crude.
Another sanctioned tanker, Rich Starry, is expected to be the first to leave the Persian Gulf via the Strait of Hormuz since the blockade purportedly took effect, based on LSEG and Kpler data.
The ship and its owner, Shanghai Xuanrun Shipping Co. Ltd., have been sanctioned by the United States for dealings with Iran.
LSEG data shows Rich Starry, a medium range tanker, is carrying roughly 250,000 barrels of methanol loaded at its most recent port of call, Hamriyah in the UAE. The vessel is Chinese-owned and crewed by Chinese nationals.
China’s foreign ministry on Tuesday criticized the US attempt to impose blockade on Iranian ports as “dangerous and irresponsible,” saying the move would increase regional tensions. It did not specify whether any Chinese vessels were transiting the strait.
China to Ignore Trump’s Blockade: The Strait Remains Open to Us
By Kyle Anzalone | The Libertarian Institute | April 13, 2026
China said it will not comply with the Strait of Hormuz blockade that President Donald Trump imposed on Monday. Beijing explained that it is negotiating with Tehran to transit the waterway and expects other countries not to meddle in its affairs.
Beijing is “monitoring the situation in the Middle East. Our ships are moving in and out of the waters of the Strait of Hormuz,” Chinese Defense Minister, Adm. Dong Jun, said after Trump announced the blockade. “We have trade and energy agreements with Iran. We will respect and honor them and expect others to not meddle in our affairs. Iran controls the Strait of Hormuz, and it is open for us.”
In response to a US and Israeli surprise attack on February 28, Tehran took control of the Strait of Hormuz. Iran has allowed only vessels from “friendly nations” to enter or exit the Persian Gulf and has imposed a toll. China is among the nations that have worked out deals with Iran to allow its ships to transit the Strait.
Iran says the Strait of Hormuz is now under Tehran’s control, and plans to change the toll to transit the waterway after the conflict ends.
Trump has threatened that the US will stop any ship that exits the Gulf after paying a toll to Tehran, setting up a potential confrontation with Beijing if the Navy attempts to seize a Chinese-flagged tanker.
Trump is scheduled to visit China next month to meet with President Xi. Earlier this week, the President threatened to place a 50% tariff on China if Beijing provides military support to Iran.
China issues rules on countermeasures against foreign states’ unlawful extraterritorial jurisdiction
Xinhua – April 13, 2026
Chinese Premier Li Qiang has signed a decree of the State Council to publish a new set of rules on countering foreign states’ unlawful extraterritorial jurisdiction measures.
The regulations, consisting of 20 articles, take effect upon publication.
According to the rules, such extraterritorial jurisdiction measures refer to actions taken by a foreign country that violate international law and the basic norms governing international relations and that harm China’s sovereignty, security and development interests, or the legitimate rights and interests of Chinese citizens and organizations.
The rules also stipulate that the Chinese government has the authority to take countermeasures in response to such actions.
They also state that the Chinese government has the authority to exercise extraterritorial jurisdiction over relevant conduct if a sufficient nexus exists.
The regulations establish a system of a malicious entity list targeting foreign organizations and individuals that promote or participate in the implementation of a foreign state’s unlawful extraterritorial jurisdiction measures.
The regulations also state that no organization or individual shall enforce or assist in enforcing such unlawful jurisdiction measures.
The regulations state that Chinese citizens and organizations affected by unlawful extraterritorial jurisdiction measures may file lawsuits against those enforcing them, and that government authorities will provide guidance and support for such legal actions.
Chinese authorities have repeatedly expressed firm opposition to the abuse of unilateral sanctions and long-arm jurisdiction.
China’s law on countering foreign sanctions was adopted in 2021. Key meetings of the Communist Party of China in recent years also pledged to strengthen mechanisms for countering foreign sanctions, interference, and long-arm jurisdiction.
Tomorrow’s naval blockade showdown
How will China react?
Ashes of Pompeii | April 12, 2026
Apparently tomorrow morning, April 13, at 10 a.m. ET the blockade of Iran’s ports by the US will begin. Make no mistake, this is primarily pointed at Iran’s trade with China. The Trump team seem to still think they can kill two birds with one stone – bring down the Islamic Republic and also economically weaken China. In this article I will focus on China, in particular, one aspect of the US/China relationship that gets little attention but which can be a “nuclear bomb” for China. Much discussion in the US about the boom in data center construction, but far less discussion of the total reliance on Chiina for these builds.
It has been estimated by multiple sources that literally all of the US growth in the past year has been due to the AI boom, specifically, due to AI data center builds. Without this ,US growth would be flat, potentially even negative. Even without the Iran war and rising energy costs, data center construction in the U.S. is currently facing significant headwinds, resulting in delays and escalating costs. The primary driver is the strained supply chain, impacting the availability of critical components like switchgear, generators, and specialized cooling equipment. Lead times for these items have stretched considerably, pushing project timelines back by months, if not quarters.

There are other factors for the slow down, especially chip and labor shortages, regulatory hurdles, and the increasing costs of infrastructure. This isn’t the place to delve into all of the factors, but the point is this vital sector for the US economy is in an extremely fragile state. One small push and it can come tumbling down.
And it turns out that whether this sector continues to keep the US out of recession or not is entirely in China’s hands. Forget chips as the vital factor, especially as other US allies control most of the chip production. Just as real a bottleneck is in Chinese electrical components. There is currently a backlog of several years for many of these. Sure, potentially in the long run, there can be many sources for these components. But not tomorrow. Or the day after.
With just the flick of a switch, China stop exporting these components and the AI boom dies almost instantly. And with it, any hopes for real growth in the US economy over the coming months or years.
I obviously don’t know how China will react, or what measures it will enact, if the US navy does go through with its blockade tomorrow. What I outline here is just one of many potential levers the Chinese can pull (rare earths, pharma base ingredients, T-Bills, …)
But don’t expect the US blockade to impact China too severely any time soon.
