Iran Maintains Oil Shipments to China Amidst Strait of Hormuz Tensions

Despite escalating tensions and the threat of disruption to vital shipping lanes, Iran has continued to ship significant volumes of crude oil to China through the Strait of Hormuz. This ongoing trade underscores China’s reliance on Iranian oil and the complex geopolitical dynamics at play in the region, even as concerns mount over the potential for wider conflict.

Continued Oil Flow Despite Conflict

Since the beginning of the conflict on February 28, 2026, Iran has sent at least 11.7 million barrels of crude oil through the Strait of Hormuz, with all shipments destined for China, according to vessel-tracking data from TankerTrackers.com [1]. Shipping intelligence firm Kpler estimates that around 12 million barrels of crude oil have passed through the strait since the start of the war [1]. China remains the primary buyer of Iranian crude, making it a key destination for these shipments.

Vessel Tracking and “Dark” Ships

Monitoring these shipments has grow increasingly challenging, as many vessels have switched off their tracking systems (“gone dark”) following threats from Tehran to attack any ships attempting to transit the waterway [1]. TankerTrackers.com utilizes satellite imagery to track vessels even when their tracking systems are disabled.

China’s Position and Concerns

The situation presents a unique challenge for China, which is both a major importer of Middle Eastern oil – receiving approximately 45-50% of its annual needs from the Persian Gulf – and a key ally of Iran. At least 55 Chinese-flagged ships were reportedly trapped inside the Persian Gulf, while others were halted in the Gulf of Oman [1]. China has called for all parties to ensure a stable and smooth energy supply [1].

Diplomatic Efforts and Trade Talks

The issue is expected to be discussed in ongoing trade talks between the US and China, with US Treasury Secretary Scott Bessent and Chinese Deputy Prime Minister He Lifeng meeting in Paris to prepare for a planned visit by President Trump to Beijing [1].

Iran’s Relationships with China and Russia

Iran maintains close strategic partnerships with both China and Russia, including military cooperation, according to Iranian Foreign Minister Abbas Araghchi [1]. These relationships provide Iran with support amidst international pressure.

Potential for Escalation

The US has threatened to “destroy the oil infrastructure” on Kharg Island, through which approximately 80% of Tehran’s oil exports pass, should Iran impede the free transit of ships through the Strait of Hormuz [1]. China, as the primary buyer of Iranian oil (approximately 90% of its exports, or a fifth of China’s imports), is reportedly pressuring Tehran to ensure the safe passage of ships, including those carrying oil and liquefied natural gas from Qatar [1].