Strait of Hormuz on Fire: Will China Move on Taiwan Next?

In this episode of the Energy News Beat Daily Standup, host Stuart Turley covers the fires engulfing three oil tankers near the Strait of Hormuz—a major threat to global energy security. He links the crisis to China’s potential move on Taiwan, as Taiwan’s energy imports depend heavily on this chokepoint. With China as Iran’s top oil buyer, rising tensions could escalate fast. Turley also highlights U.S. efforts to break China’s rare earth monopoly, driven by Trump-era policies. A must-watch for those tracking energy markets, geopolitics, and investment risks. Highlights of the Podcast  00:00 - Intro 01:14 - How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis 03:56 - Tankers Ablaze Near Strait of Hormuz: A Brewing Crisis for Global Energy Markets? 05:40 - Laden Frontline VLCC collides with shadow suezmax tanker off Khorfakkan 07:59 - China’s Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities 12:29 - Outro Please see the links below or articles that we discuss in the podcast. How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis Tankers Ablaze Near Strait of Hormuz: A Brewing Crisis for Global Energy Markets? Laden Frontline VLCC collides with shadow suezmax tanker off Khorfakkan China’s Death Grip on Rare Earth Minerals: Regulatory Hurdles, U.S. Processing Efforts, Trump Administration Gains, and Investor Opportunities Follow Stuart On LinkedIn and Twitter Follow Michael On LinkedIn and Twitter ENB Top News Energy Dashboard ENB Podcast ENB Substack ENB Trading Desk Oil & Gas Investing – Get in Contact With The Show –