🇮🇷 Iran war exposes limits of US Malacca Strait strategy against China

For nearly 25 years, US strategists viewed a blockade of China’s seaborne oil imports as a potent weapon against Beijing. But China has turned the tables on Washington, writes Pulitzer Prize-winning journalist Andy Browne.

What is the Malacca Dilemma?

Approximately 75% to 80% of China’s seaborne oil imports pass through the Strait of Malacca. Beijing has long viewed the route as a major strategic vulnerability — and with good reason: US war planners saw it as a means of crippling China’s economy and coercing Beijing into submission.

The Iran war has upended that calculus:

🔴 China has weathered the disruption to oil supplies through the Strait of Hormuz largely unscathed

🔴 Oil stockpiles, overland pipelines, coal-to-chemicals technologies and green energy capabilities have strengthened China’s strategic position

🔴 US allies in the Asia-Pacific, including Japan and the Philippines, have been hit hard and continue to struggle
ces rising gasoline and diesel prices, depleted strategic reserves and mounting inflation

🔴 The image of American power-projection capabilities has been shattered

US experts now suggest that closing the Strait of Malacca could starve out American regional allies before it meaningfully affects China.

China’s Belt and Road Initiative has become a “defensive maneuver,” building alternative routes to circumvent an energy blockade while strengthening Eurasian connectivity, argues Browne.

But that’s not all. The Iran war has also exposed the vulnerability of US bases, destroyers and aircraft carriers in the Asia-Pacific. Chinese hypersonic, cruise and ballistic missiles could strike them in much the same way Iranian missiles have hit US assets in the Middle East. China’s missile stockpiles are massive.

Asian players’ speculation about monetizing the strait is now creating a Malacca Dilemma of its own for Washington.

👍 Substack | Chat | @geopolitics_prime