Ep 60 - How China views the Iran situation

There’s only one storyline that matters geopolitically right now, and that’s the ongoing war between the US and Israel and Iran.

Now in its third week, the war increasingly looks likely to be a protracted engagement, and as the conflict grinds on, the implications – both political and economic – for the many countries not involved in the fighting will become clearer.

• China, of course, has a wide-range of interests – both short- and long-term – that will be impacted by the situation.

To unpack the thinking around all of this in Beijing, Trivium China Podcast host Andrew Polk is joined on this week’s episode by two of Trivium’s lead analysts on all things geopolitics, trade, and commodities – Joe Mazur and Even Pay.

The trio gets into:

• China’s most immediate concerns – largely revolving around resource security
• How Beijing’s patient buildup of commodity reserves over the past decade has now been vindicated
• Whether Xi Jinping and company see any strategic upside from the confrontation
• What, if anything, Beijing can do to influence the outcome
• And what it all means – in China’s view – for the longer-term evolution of the geopolitical system

It’s another banger folks – you won’t want to miss it.