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Financial TimesIs this Hizbollah’s last stand?Financial TimesThe cynical opportunities of ‘Epic Fury’Financial TimesStrait of Hormuz disruption threatens Middle East food importsFinancial TimesGold and silver flows disrupted as Iran war grounds flightsFinancial TimesMilitary briefing: how Iran could wage a new ‘tanker war’Bloomberg MarketsDelta Thailand Sees Strong Data Center Product DemandFinancial TimesInvestors turn away from yen as haven asset during Iran warBloomberg MarketsJPMorgan: Iran War A 'Modest Macro-Economic Shock'Bloomberg MarketsBarclays: Market Direction Will Be Down For a BitBloomberg MarketsFormer US Ambassador to Yemen on Iran DevelopmentsBloomberg MarketsDFI Retail Group Chief Executive on FY ResultsBloomberg MarketsJapan No. 2 Lender SMFC’s Shares Tumble After Reported MFS ExposureFinancial TimesChina to lean on Russian oil as Iran crisis chokes supplyBloomberg MarketsIran Optimism May Prevail, But It’s Not Free MoneyBloomberg MarketsCantor Bullish on Emirates Banks Despite Middle East ConflictFinancial TimesIs this Hizbollah’s last stand?Financial TimesThe cynical opportunities of ‘Epic Fury’Financial TimesStrait of Hormuz disruption threatens Middle East food importsFinancial TimesGold and silver flows disrupted as Iran war grounds flightsFinancial TimesMilitary briefing: how Iran could wage a new ‘tanker war’Bloomberg MarketsDelta Thailand Sees Strong Data Center Product DemandFinancial TimesInvestors turn away from yen as haven asset during Iran warBloomberg MarketsJPMorgan: Iran War A 'Modest Macro-Economic Shock'Bloomberg MarketsBarclays: Market Direction Will Be Down For a BitBloomberg MarketsFormer US Ambassador to Yemen on Iran DevelopmentsBloomberg MarketsDFI Retail Group Chief Executive on FY ResultsBloomberg MarketsJapan No. 2 Lender SMFC’s Shares Tumble After Reported MFS ExposureFinancial TimesChina to lean on Russian oil as Iran crisis chokes supplyBloomberg MarketsIran Optimism May Prevail, But It’s Not Free MoneyBloomberg MarketsCantor Bullish on Emirates Banks Despite Middle East Conflict
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Financial Timesglobal

China to lean on Russian oil as Iran crisis chokes supply

Financial Times
Wednesday, March 4, 2026 at 4:00 AM
~4 min read
Energy

Original Report

Energy disruption set to force Xi Jinping closer to Vladimir Putin and to mull drawing on reserves

Glass House Analysis

Energy prices affect virtually every aspect of daily life—from commuting costs to heating bills to the price of groceries (which must be transported). For working families, energy represents one of the most volatile and impactful line items in their budgets. Energy policy decisions ripple through the economy, affecting everything from manufacturing competitiveness to household financial stress.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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