Zur Problematik der Lieferketten:

https://x.com/tphuang/status/2028910743404593464?s=20


Top export passing thru Strait of Hormuz aside from oil/gas are chemicals like Schwefel, Urea & Ammonia
(Alle 3 wichtig für die Düngemittelherstellung).

A Look at top global producers of the 3 would show China is the big winner in absence of Gulf export.
It produced 27% of global Sulfur, 48% of Urea & 43% of Ammonia.

China is the swing producer for all these chemicals. It is in fact the swing producer for most chemical product.

w/o competition from Gulf countries (which have access to the cheapest hydrocarbon), China & Russia are probably the cheapest producers.

So aside from solar & wind, China also benefits in global trade from less refined petroleum products.