As the Strait of Hormuz faces a near-standstill in 2026, Beijing is shifting its strategy from rhetoric to "strategic patience." Key takeaways:
Stability over Chaos: As a major oil importer, China is prioritizing market continuity over geopolitical disruption.
The Green Monopoly: By controlling 80% of the solar supply chain and 60% of the EV battery market, Beijing is replacing military alliances with technological dependency.
Financial Alternative: China is positioning the Renminbi and its bond market as a safe haven from U.S. dollar volatility.
Soft Power: Beijing aims to be the "reliable alternative," providing infrastructure and credit while the West deals with kinetic conflicts.
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