WASHINGTON – As U.S. Forces continue strikes against Iranian targets, the escalating conflict is reverberating globally, with China facing particularly complex implications due to its significant reliance on Iranian oil imports. Beyond the energy sector, analysts are examining the potential for the crisis to reshape geopolitical dynamics and expose the extent of Chinese support for Iran’s nuclear program.
China currently imports a substantial portion of its crude oil from Iran, despite U.S. Sanctions aimed at curtailing Tehran’s oil exports. According to data from the U.S. Energy Information Administration, China was a major importer of Iranian oil in 2023, even as overall Iranian oil exports declined. This dependence creates a strategic vulnerability for Beijing as the conflict intensifies and potential disruptions to oil supplies loom.
Gordon Chang, author of Plan Red: China’s Project to Destroy America, argues that China’s involvement with Iran extends far beyond economic ties. He alleges a deliberate Chinese effort to assist Iran in developing its nuclear capabilities, facilitated through Pakistani scientist A.Q. Khan and his illicit network. “Iran obtained its centrifuges through the A.Q. Khan black-market network in Pakistan,” Chang stated. “But A.Q. Khan was really a pawn for China, because he was selling Chinese technology—and Beijing knew what he was doing. So you can say that Iran’s nuclear program is essentially China’s program transplanted to the Gulf region.”
A.Q. Khan, often referred to as the “father of Pakistan’s nuclear bomb,” confessed in 2004 to providing nuclear technology to Iran, Libya, and North Korea. While Khan maintained he acted independently, investigations have suggested links to Chinese entities. Reports from the International Institute for Strategic Studies detail how Khan’s network procured materials and technology from European and Asian sources, with Chinese companies allegedly playing a role in supplying key components.
Chang further contends that Iranian weapons systems contain significant Chinese-made components, including microchips sourced through Chinese intermediaries. This alleged proliferation of technology, he argues, contradicts China’s public stance as a responsible actor in non-proliferation efforts. “China is trying to convince the world it is a responsible partner on nonproliferation. In reality, China has been the world’s leading proliferator of nuclear weapons technology, much of it to Iran,” Chang said. “It wasn’t just centrifuges. It was also Chinese warhead designs. This is a comprehensive program by the Chinese regime to use the spread of that technology to advance its own goals.”
The Trump administration has consistently cited Iran’s nuclear ambitions and ballistic missile program as justification for its escalating pressure on Tehran. The administration asserts that Iran’s defiance is fueled by its alliance with China, which seeks to maintain instability in the Middle East as a means of challenging U.S. And Israeli influence. This perspective aligns with a broader U.S. Strategy of countering China’s growing global influence.
The conflict’s timing coincides with planned high-level talks between President Trump and Chinese President Xi Jinping. Originally scheduled for March, the meeting was postponed due to the escalating tensions with Iran and has been tentatively rescheduled for May. Chang believes President Trump must directly address China’s actions with Xi Jinping. “I think President Trump needs to say, in no uncertain terms, to the Chinese leader that the United States will defend Taiwan, and we will defend ourselves, our friends, and our allies,” Chang stated.
Chang characterized Xi Jinping as an assertive leader who previously underestimated President Trump’s resolve. He pointed to the U.S. Response to the political crisis in Venezuela in January, and the subsequent military action against Iran, as moments that altered Xi’s calculations. But, he cautioned that Chinese leadership remains “very arrogant.”
As of today, the White House has not released a detailed agenda for the upcoming meeting between President Trump and President Xi Jinping, but officials have indicated that regional security concerns, including the situation in Iran and the ongoing trade dispute, will be key topics of discussion. The outcome of these talks could significantly impact the trajectory of the conflict with Iran and the broader geopolitical landscape.