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Fundamental Analysis Posted 2 hours ago

China's Iranian Oil Imports Collapse 92–95% Year-to-Date

News
Chinese crude imports from Iran dropped to ~80,000 barrels per day in September, down from 1.0–1.5 million bpd before sanctions, marking a 92–95% decline. China is replacing Iranian supply with Iraqi, UAE, Brazilian, and Canadian crude. The shift signals sustained geopolitical supply disruption already priced into energy markets; traders watch whether other central banks reprice commodity-linked currencies as supply chains reset.
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J
@josiah_edem · 1 hour ago

China embracing more solar panels HAHA

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G
@george_kramer · 1 hour ago

You missed the biggest benefit: The USA has used up a huge amount of their weapon stockpiles and are having a hard time replacing them because China has cut off rare earth elements for USA and its proxies.

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K
@koms55 · 1 hour ago

China is the only superpower that is humble

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A
@andy_colgate_nottinghill · 1 hour ago

Thank you china ❤💪🇨🇳

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L
@lawanf · 1 hour ago

72% drop. China already found other suppliers. Good luck getting those volumes back, Tehran.

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