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Middle Eastern implications of China's COVID recovery

 


China reopened its doors after three years of self-imposed exile more than a month after abandoning its zero-COVID policy. Many Chinese people think the worst of the pandemic is behind them despite the fact that it is infecting millions and spreading like a wave over the nation.

The economic landscape reflects this upbeat view. China's GDP grew by about 3% last year, which was the worst rate in four decades. However, the government anticipates that once firms recover, overseas trade will dramatically rise and growth will resume.

Significant repercussions of China's economic growth can be felt throughout the rest of the world, particularly in the Middle East.

The demand from the Chinese market will increase first and foremost, assuaging those analysts worried about a worldwide slump. More than 40% more energy resources, such as coal, natural gas, and crude oil, were imported into China last year, making up about 18% of all imports. The demand for energy products will only increase if the Chinese economy is to regain its post-COVID productivity, both for export and domestic consumption.

It is only a matter of conjecture how this requirement might be satisfied. Saudi Arabia was China's top oil supplier in 2021, but Russia took up that position in April 2022. (The two nations alternated in the top rank prior to the conflict in Ukraine.) Price had a role in the choice.

However, China uses a variety of methods to measure expenses. Beijing may become more moderate and cautious in its energy trading with Russia was given China's desire to retain diversity in its crude oil supply and President Xi Jinping's goal in enhancing relations with the United States. This would create an opportunity for Gulf suppliers.

This optimistic view of the Middle East-China energy trade is consistent with Beijing's stated commitment. China declared on December 9 that it would increase its purchases of crude oil and natural gas from Gulf nations during the following three to five years. Leaders and representatives from Bahrain, Kuwait, Oman, Qatar, and Saudi Arabia participated in the first China-Arab Summit, which was held in Saudi Arabia.

More than just navigating an economic recovery is at the root of China's resurging need for Middle Eastern oil. In order to balance out dirtier fuels like coal as China works to fulfil its "double carbon" goal, which calls for carbon emissions to peak by 2030 and becomes carbon neutral by 2060, it will need to import oil and gas. In 2021, coal continued to account for 56 per cent of China's enormous energy consumption, with cleaner energy sources accounting for around 26 per cent.

China is seeking to deepen its economic ties with the Middle East, as seen by Xi's recent trip to the Gulf, and this trend is only anticipated to pick up speed.

Beyond conventional energy commerce, China also wants to cooperate with nations in the region in the area of clean energy. Cooperation on civil nuclear power is an attractive area that Beijing is pursuing with Saudi Arabia and the United Arab Emirates.

China, in particular, has recently expressed renewed interest in nuclear energy since the start of the conflict in Ukraine. China is laying the groundwork for a global expansion of its third-generation nuclear reactors; Gulf nations are prospective customers. Other regional projects are apparently in the pipeline, and China and South Korea are already vying with each other to construct two nuclear reactors in Saudi Arabia.

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