Geographic Spotlight: China — The World's Largest Energy Consumer and Geopolitical Wildcard

Friday, April 30, 2026. Geographic Spotlight: China. World's largest energy consumer: 14M bpd oil, 600 Bcm/yr gas. Imports 10M bpd, 45% from Middle East including Iran. Hormuz blockade threatens energy security. World's largest solar/EV producer. Energy transition gradual. Geopolitical leverage: could pressure US on blockade or accelerate transition. Watch imports, renewable policy, China-US relations.

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Geographic Spotlight: China — The World's Largest Energy Consumer and Geopolitical Wildcard

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