What impacts will the chaos in the Middle East have on international trade and the future of China's manufacturing industry?
2026-03-02
On February 28, 2026, the Middle East once again became a theater of war. As the United States and Israel launched a military strike against Iran, the Strait of Hormuz was suddenly closed. The conflict spread from military targets to the core cities of the Persian Gulf. Thick smoke rose from the Jebel Ali Port in Dubai, and the embassy district in Abu Dhabi was hit by debris. The "heartland" of global trade was forced to hit the pause button. The intensity and speed of the conflict's spread exceeded market expectations. For China's manufacturing industry, which is deeply integrated into the global supply chain, this is not just distant news but a direct test. From crude oil costs to logistics nodes, from export orders to overseas layouts, a chain reaction involving energy security, trade channels, and industrial transfer is unfolding.
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