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Energy Analyst Claims Chinese Government Ended Export Ban After Iran Strikes

By Egleze Editorial Desk · Published July 12, 2026 · Mario Nawfal Interviews · "Bloomberg, WSJ, and FT All Got This Completely Wrong" - Economist Philip Pilkington
Energy Analyst Claims Chinese Government Ended Export Ban After Iran Strikes
Mario Nawfal Interviews
Mario Nawfal Interviews
"Bloomberg, WSJ, and FT All Got This Completely Wrong" - Economist Philip Pilkington

What was said

"This morning when I woke up to the strikes and I woke up to an announcement on behalf of the Chinese saying that they were stopping the export ban of refiners and what that actually means is Chinese refineries are for business go back up to normal. So again, this is what I thought was going to happen. I thought that the Chinese were giving the Americans a chance to implement the MOU and once the MOU fell apart, the Chinese said screw this."

Energy analyst Philip claims China lifted its refinery export ban immediately following the collapse of the Iran-US memorandum of understanding and Trump's strikes on Iran. He asserts China had deliberately reduced oil imports to give the Trump administration a 60-day grace period to resolve the Strait of Hormuz crisis, but reversed course once diplomatic efforts failed. The claim suggests coordinated Chinese economic policy tied to Middle East geopolitics.

Verification status

Attributed speaker claim

Egleze verified who said this and where. The underlying claim has not been independently established by Egleze.

Source and context

Egleze verified who said this and where. The underlying claim has not been independently established by Egleze.

Programme
Mario Nawfal Interviews
Episode
"Bloomberg, WSJ, and FT All Got This Completely Wrong" - Economist Philip Pilkington
Clip time
9:37
Original source
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Mario Nawfal Interviews
Mario Nawfal Interviews

"Bloomberg, WSJ, and FT All Got This Completely Wrong" - Economist Philip Pilkington

July 11, 2026 · 13m · 2 Egleze moments
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