16. China Navigates Trade Dependencies and Energy Security During War GUEST: Gordon Chang, Andrew Collier SUMMARY: Andrew Collier analyzes China’s economic situation, highlighting its 15% industrial profit increase and massive strategic oil reserves. De

16. China Navigates Trade Dependencies and Energy Security During War GUEST: Gordon Chang, Andrew Collier SUMMARY: Andrew Collier analyzes China’s economic situation, highlighting its 15% industrial profit increase and massive strategic oil reserves. Despite these strengths, China remains vulnerable to global trade downturns and the ongoing property market collapse.,, China saw a 15% rise in industrial profits in early 2026, which may be attributed to global stocking of goods before the war,. The country is prepared for energy shocks with the world's largest strategic oil reserve, estimated to cover 140 days of imports,. However, Andrew Collier warns that China is extremely trade-dependent and faces growing international opposition to its tech exports, while its domestic property market is not expected to hit a bottom until at least 2027,,. (16)

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