Chinese blackout and yours? You were warned

TL;DR

The author previously advised businesses with commercial ties to China to develop contingency plans for a potential breakdown in relations.
Geopolitical events, like an attack on Iran, can disrupt crucial supply chains, particularly those involving oil exports from the Persian Gulf.
China's significant reliance on oil imports from the Persian Gulf makes it vulnerable to such disruptions, impacting its ability to export raw materials and finished goods.
Businesses should reassess models dependent on China for raw materials or finished products, as this "China dependence" carries significant risks.
China has already taken steps to manage its oil supply, including shutting down plants and suspending export negotiations, indicating its vulnerability.

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