The United States and Iran have formally signed a memorandum of understanding, ending a war that lasted nearly four months. The Strait of Hormuz has reopened. The Iranian regime is still standing. Not one of the "unconditional surrender" scenarios Trump loudly proclaimed was ever delivered. Both Axios and Newsweek have now run pieces pointing squarely at China as the biggest winner of the US-Iran war.
“Newsweek” in depth analysis on “Why China won the US war against Iran”.
The guns had barely fallen silent when American media rushed into reckoning. Axios published a piece that embarrassed the Pentagon — describing how China came out ahead without firing a single shot. Newsweek went deeper still, with language that pulled no punches: the war laid bare America's instability, while China's diplomatic standing quietly underwent a complete upgrade over those four months.
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“Newsweek” in depth analysis on “Why China won the US war against Iran”.
The US military’s sustained high-intensity deployment in the Middle East has sparked discussions about the allocation of global strategic resources.
Multilateral diplomatic consultations continue to advance. Dialogue remains the primary approach to resolving differences in the current international landscape.
In China, energy supply chains are operating under extreme conditions, with strategic reserves and production capacity dispatch also serving as critical buffers.
China’s exports of new energy vehicles and industrial goods continue to grow amid global supply chain restructuring.
Trump's Three Gifts to China
Four months of American engagement in the Middle East handed China three things no money could buy.
The US military’s sustained high-intensity deployment in the Middle East has sparked discussions about the allocation of global strategic resources.
The first gift: laid all military cards on the table. US forces burned through ammunition stockpiles on the Iranian front, opening gaps in defensive deployments oriented toward Asia. China was able to observe, at close range, how the US military actually performs on a real battlefield — the limits of its weapons systems, the bottlenecks in its logistics, the vulnerabilities in its command coordination. That kind of live-fire data is first-hand intelligence that no military exercise can replicate.
The second gift: a fractured Western alliance. The alliance framework America spent decades building showed visible cracks. European governments, already nursing deep grievances over US tariff policies, found themselves pulled into a military operation they had not been adequately briefed on, and more than one openly raised objections.
Ryan Hass, director of the China Center at the Brookings Institution — America's premier think tank — put it plainly: "The open divergences between Washington and its partners over the war’s legitimacy, execution, and fallout have exposed fissures that risk metastasizing to other issue areas over time." Translation: America's global leadership is weaker now than it was before the war.
The third gift: making China's position more convincing. China has long championed "upholding state sovereignty, engaging in peaceful dialogue, never seeking military hegemony." The West largely dismissed this as propaganda. But having just watched the United States launch a war in circumvention of international law, kill foreign senior officials in airstrikes, and blockade international waterways, the international community no longer hears China's message as mere sloganeering.
Multilateral diplomatic consultations continue to advance. Dialogue remains the primary approach to resolving differences in the current international landscape.
Henry Wang (王輝耀), president of the Center for China and Globalization — a Beijing-based think tank — told Newsweek: "The US-Israeli attack on Iran has set a truly unprecedented and terrible precedent, effectively dismantling the post-war world order that has held for 80 years."
The Energy Stress Test: China Passes
This war also served as a live stress test of China's greatest structural vulnerability.
Around 40% of China's crude oil imports and roughly one-third of its liquefied natural gas come from the Middle East. When the Strait of Hormuz was effectively closed and international shipping ground nearly to a halt, analysts widely warned that China would face a severe energy crisis.
In China, energy supply chains are operating under extreme conditions, with strategic reserves and production capacity dispatch also serving as critical buffers.
China held firm. During the conflict, Chinese crude imports fell sharply to multi-year lows. But a combination of roughly 1.2 billion barrels in strategic petroleum reserves, refineries proactively cutting utilization rates, diversified supply routes, and years of sustained electrification allowed China to successfully cushion the blow. Japan and South Korea were forced to draw urgently on national reserves. China faced no comparable degree of pressure.
What's more, Chinese energy refiners actually expanded exports of aviation fuel and diesel during the crisis. They supplied fuel-scarce markets including the Philippines, further cementing China's image as a reliable supplier. The surge in crude prices also accelerated a global shift in demand toward electric vehicles, a windfall for Chinese manufacturers who already lead the international EV market. Chinese auto export figures rose noticeably during the conflict.
China’s exports of new energy vehicles and industrial goods continue to grow amid global supply chain restructuring.
After the Ceasefire, Who Did Iran Thank?
After the memorandum was signed, Iranian Foreign Minister Abbas Araghchi publicly thanked China, crediting it for playing a "constructive role" in bringing the agreement about. Throughout the entire war, Foreign Minister Wang Yi conducted more than 26 rounds of diplomatic consultations with various parties, consistently backed Pakistan's mediation efforts, and maintained a steady position in favor of a dialogue-based resolution.
The symbolic weight of this moment goes far beyond diplomatic formality. A Middle Eastern nation stood before America and publicly thanked China. An image adding considerable weight to China's diplomatic ledger.
America's own think tanks and its own media have, in their own words, written the final verdict on this war. Trump thought he was fighting Iran. In four months, he handed China the finest piece of diplomatic publicity work it could ever have asked for.
Deep Throat
** 博客文章文責自負,不代表本公司立場 **
Something telling happened in the Japanese parliament recently. A lawmaker said something the government found deeply uncomfortable — something that happened to be true — and was promptly accused of making a gaffe. What she said inadvertently laid bare the Self-Defense Force's most glaring embarrassment, setting off a storm of public debate.
A Parliamentary Question That Triggered a PR Crisis
Koga Chikage, a Constitutional Democratic Party (CDP) member of the House of Councillors, spent over 30 years teaching at primary and secondary schools in Fukuoka Prefecture. On June 15, she appeared before the Senate Budget Committee to question Defense Minister Koizumi Shinjiro on a children's booklet produced by the Ministry of Defense “Easy to Understand! Japan's Defense”.
The booklet tells Japanese children that the military capabilities of China, North Korea, and Russia pose a security threat to Japan and its surroundings.
Koga raised a concern: Japanese schools have children from China, North Korea, and Russia too — would content like this hurt their feelings? She asked the government to explain whether the feelings of these children had been considered when the materials were written.
This was never going to sit well with Japan's conservative commentariat. Yet for those who believe peace matters more than confrontation, the question itself was entirely reasonable.
Then came her second remark — the one that blew up in her face: "Children from economically disadvantaged families join the SDF." She added, "No children from rich families become SDF members."
The chamber erupted. Koizumi Shinjiro seized the moment: Koga had spoken at length about concern for the feelings of Chinese children — but didn't her remark that "only poor kids join the military" do precisely the same harm to the children of SDF members? Koga was left speechless, acknowledged her words were inappropriate, and retracted them.
By June 17, the fallout had escalated further. CDP party leader Mizuoka Toshikazu felt compelled to issue a public apology at an internal party meeting, stating that Koga's remarks had shown a "lack of consideration for the feelings of SDF personnel, their families, and those connected to them." The party expressed its deep regret.
The More People Criticize, the More the Numbers Stand Out
The incident spread rapidly across Japanese social media, with public anger zeroing in on Koga's alleged "discrimination against SDF personnel." While Japan was busy tearing itself apart online, one question went conspicuously unanswered: how much truth was there in what Koga actually said?
Japan's accelerating military expansion has been raising alarm across East Asia for some time. Since Abe Shinzo entrenched his "strong military" doctrine, Japan's defense budget has risen for 14 consecutive years. This year it breaks all previous records as Japan charges toward the 2% of GDP target demanded by the United States — a figure equivalent to Japan spending over HK$450 billion annually on armaments.
Military spending can be inflated year after year by parliamentary vote. Young people, however, voted differently.
The Japan Self-Defense Force — Japan's military, which cannot be called an army under constitutional constraints — has repeatedly fallen short of its recruitment targets in recent years. In 2023, the annual recruitment goal was approximately 20,000; fewer than half were actually enlisted.
The shortfall has widened every year, and the overall headcount now sits more than 20,000 below approved strength. The Ministry of Defense's own documents have acknowledged that the recruitment environment remains "persistently severe" and that securing personnel has become "the paramount challenge."
The reason is not difficult to understand. Japan's labor market is acutely short-staffed across virtually every sector: convenience stores post hiring notices, logistics companies raise wages to poach workers, and tech firms offer premium salaries to attract talent.
Young people have no shortage of options. In this environment, persuading someone to give up relatively flexible employment and submit to rigorous military training and constant deployment readiness has become a markedly harder sell.
Young People Are Voting With Their Feet
The Ministry of Defense's official explanation for the recruitment crisis points to Japan's declining birth rate and shrinking workforce. The convenient thing about this framing is that it blames demographic structure, sparing the government from confronting a more uncomfortable question: Japanese young people are not without choices; they simply have not chosen the SDF.
Opinion polls have long pointed to a deeper contradiction. A JNN survey found that while 53% of the public say they support increasing defense spending, opposition jumps to 71% when the question is made concrete: "funding military expenditure through tax increases." People support having someone enlist, just not necessarily their own children. People back higher defense spending, just not if it comes out of their own pockets.
A teacher of over 30 years, instinctively remarking in parliament that "children from better-off families don't join the military" — however politically incorrect that statement may be in Japan's public discourse, the social reality it reflects was clearly not conjured from thin air.
The Ghost of Militarism Frightens No One
Japan's authorities show no sign of listening to what the public mood is telling them. Since the Abe era, Japan has been treading an ever more unmistakable path toward the rehabilitation of militarism: record-breaking defense budgets, renewed momentum to revise the constitution, and children's educational materials that openly portray neighboring countries as threats.
Figures such as Takaichi Sanae have repeatedly issued provocative statements, championing confrontation with scant regard for regional stability. China has on multiple occasions made its position unambiguously clear: the historical crimes of Japanese militarism are seared into the memory of the peoples of Asia, and any attempt to retrace that path is a betrayal of history and a threat to regional peace.
Defense budgets can be voted through parliament year after year. Children's booklets can be printed and distributed in thousands. But no law can compel young people to put on a uniform with any genuine willingness. Year after year, fewer Japanese young people are walking into recruitment offices. That, without question, is the most clear-eyed rejection that Japan's youth has delivered against the country's drive to rehabilitate militarism.