As war intensifies in the Middle East, Iran's threats to close the Strait of Hormuz may have staggering consequences far beyond the region, most critically, for China. With over 80% of its oil imports dependent on this narrow waterway, China’s economic engine and political stability are hanging by a thread. Find out how a potential blockade could trigger not only economic chaos in China but also the unraveling of Xi Jinping’s grip on power.

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Highlights:

• “A potential blockade (on the Strait of Hormuz) would not only imperil China’s energy security and economic stability, it could also expose deep structural weaknesses within the Chinese Communist Party (CCP) itself and raise questions about Xi Jinping’s continued hold on power.”
• “China’s energy dependence on the Middle East is staggering. Over 80% of its oil imports originate from the Persian Gulf, passing directly through the Strait of Hormuz.” 
• “President Xi has presented himself as the immovable center of Chinese politics, but…that perception could evaporate.”

Timestamps:   

[00:55] Why the Strait of Hormuz is China’s geopolitical Achilles’ heel

[06:28] How China’s fragile political structure under Xi Jinping is increasingly vulnerable

[09:07] Signs of elite infighting and Xi’s possible marginalization within the CCP

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