• TwoTigers24, New York
  • October 29, 2026

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Tensions are growing between the United States and China over Iran. President Donald Trump is blockading the Strait of Hormuz—Beijing strongly opposes the move. What’s the impact of the U.S. blockade on China? Steve Yates breaks it down. China’s export growth slowed sharply in March—falling to just one-eighth of the pace seen in the previous two months. China is tightening its grip on global supply chains. New rules now target foreign companies trying to exit, raising fresh concerns for businesses worldwide. China is no longer the top supplier of cell phones and related hardware to the United States. The effects of Trump’s trade war are emerging. 00:00 Intro 01:07 China Opposes U.S. Hormuz Blockade as Oil Crisis Nears 01:30 CENTCOM: No Ships Passed in First 24 Hours of Blockade 01:49 U.S. Blockade Puts China’s 40% Energy Imports at Risk 02:43 Rising Gas Prices Impact Millions of Jobs in China 03:12 U.S.-China Tensions Rise Over Iran Arms Aid Reports 03:43 U.S. Blockade Seen Eroding Iran’s Leverage: Analysts 04:00 How the U.S. Blockade Hurts China Economically: Yates 7:19 China Seen as Observer, Not Power Broker 11:09 Eric Trump to Join the President on China Trip 11:22 U.S. Steps Up Presence in Malacca Strait 12:53 U.S. Expands Joint Drills in Asia 13:11 China’s Export Engine Stutters Amid Iran War 13:47 New China Rule Targets Foreign Firms Looking to Exit 15:50 China No Longer Top U.S. Cell Phone Supplier 16:35 China’s Influence on NYC Nonprofits 19:09 Beijing Seeks to Influence Taiwan’s Upcoming Elections

Source: Closure of Strait of Hormuz Hits China Hard | China in Focus

Summary

Tensions between the United States and China have escalated over Iran, with President Donald Trump implementing a blockade of the Strait of Hormuz that Beijing strongly opposes. The video explores the economic repercussions of this move on China, noting that its export growth slowed significantly in March compared to previous months. Additionally, new regulations are targeting foreign companies attempting to exit Chinese markets, raising concerns for global businesses. China has also lost its status as the primary supplier of cell phones and related hardware to the United States, reflecting emerging effects of ongoing trade conflicts. The report highlights that China's substantial energy imports, which rely heavily on this strait, are now at risk, potentially driving up gas prices and affecting millions of jobs. While U.S. military presence increases in regions like the Malacca Strait through expanded joint drills, analysts suggest the blockade may erode Iran's leverage. The segment also touches on reports regarding arms aid to Iran, China's role as an observer rather than a power broker, Eric Trump joining the president on a trip to China, and Beijing's efforts to influence Taiwan's upcoming elections and New York City nonprofits.

Watch “Closure of Strait of Hormuz Hits China Hard | China in Focus” on YouTube

Author

YNOT — Two Tigers Consulting From Building Bridges to Watching China About 15 years ago, I founded a small company called Two Tigers Consulting with a relatively simple idea: help American and Chinese businesses work together. At the time, China represented one of the greatest business opportunities in the world — a rapidly expanding economy, extraordinary manufacturing capabilities, and ambitious entrepreneurs eager to build relationships with American companies. Two Tigers Consulting was created to help bridge that gap. For a while, it worked. We attended trade shows, arranged meetings, and introduced companies across both cultures. But after one particularly promising trade show, several Chinese businesspeople we had met were reportedly arrested upon returning to China — apparently for traveling without proper authorization. That experience taught me something important: in China, being a successful entrepreneur doesn't necessarily mean being free to conduct business. As Xi Jinping consolidated power and the political environment shifted, we concluded the potential rewards of doing business in China no longer justified the risks. Rather than abandon our knowledge entirely, Two Tigers evolved into a platform for following, discussing, and analyzing developments inside China — its economy, political leadership, and increasingly complicated relationship with the United States. I want to make absolutely clear that I have tremendous respect for the Chinese people — their entrepreneurs, engineers, and workers are extraordinarily capable. But I also believe China's political system creates fundamental contradictions: enormous private fortunes can be accumulated, yet ultimate political authority remains firmly concentrated, making relationships based on mutual trust and predictable rules extremely difficult to sustain. Today, Two Tigers is an independent publication examining China's achievements, challenges, ambitions, and contradictions — where they intersect with the United States and the broader world. What began as a small business venture now attracts roughly 10,000 visits a day. Understanding China is no longer optional: what happens there affects businesses, economies, and people throughout the world. And that is why Two Tigers continues.

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