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Fascinating how this happened merely weeks after Iran-China railway link opened (Reported on May 25, 2025. Link below.). It directly threatens US hegemony by providing a faster and more secure land corridor for trade, particularly Iranian oil and gas exports to China and Chinese goods flowing into Iran and the broader Middle East. This bypasses critical maritime chokepoints like the Strait of Hormuz and the Strait of Malacca, where the US Navy traditionally exerts significant control, reducing reliance on these US-dominated sea routes. Furthermore, the railway facilitates sanctioned Iranian oil exports to China and enables increased Chinese investment in Iran, undermining the effectiveness of US economic sanctions as a primary tool of foreign policy. It accelerates Eurasian integration under China's Belt and Road Initiative, deepening economic and strategic ties across the continent and fostering the development of a US-independent economic bloc linking China, Iran, Turkey, Central Asia, and Russia. The railway physically connects two major US adversaries, China and Iran, enabling easier movement of goods, resources, and potentially military or logistical support, thereby strengthening an anti-Western coalition challenging US global dominance. In essence, the railway erodes US control over trade routes, weakens sanctions, empowers a rival Eurasian bloc centered on China, and solidifies an opposing strategic axis.

https://www.tasnimnews.com/en/news/2025/05/25/3320800/freigh...



Possibly trivial additional point is that the oil traded between Iran and China using Chinese currency, not the US dollar.


doubt it's really game-changing. Rail is more expensive and the three other countries in the middle can be strong-armed and harassed into stalling or cutting this off.


Depends, cutting off strait of hormuz could easily change that calculus a bit. Things can get unpredictable from here on now.


from what i read, the Strait of Hormuz is mostly used for shipping to Asia now, with the US being a net exporter of oil, KSA and others getting more options to ship via the Red Sea instead, and overall blocking this would be a minor annoyance, not lasting long with 2 carrier strike groups on the way, and most to-be-blocked shipments going to China - shooting themselves in the foot. It seems the historical memories of the 70's mideast oil beef are just that. But what do i know.


Futures do not disagree with you atm.


Afghanistan? Probably not. The other two are bordering China. I highly doubt they'll bow to the US instead.


I don't think it's going through Afghanistan. It's probably just re-using Soviet railroads. But it is going through Turkmenistan, which is one of the craziest insane and most bizarre and unpredictable places one can think of, and Uzbekistan, which used to happily host US troops in Khanabad. Just a matter of some cash and some threats of sanctions with either one of those two.


Belt & Road continues to fray as China shows reluctance to help its partners when in need. China seems to only come to the aid of anyone after embarrassment or pressure or if it directly helps them. I'm reminded a few years back when Pakistan was suffering from terrible floods, China initially sent its very best thoughts and prayers but it wasn't until after the US started to send aid that China finally got involved. Ultimately all packages from the US seemed to have exceeded the Chinese total but I am unsure. If countries can get away by playing both the US and China off of each other great, but if you need help just from China, good luck.


> more secure land corridor for trade, particularly Iranian oil and gas exports to China

It will require absurd number of trains that will run empty 1/2 of the time (unless you'll find a way to pack "Chinese goods" into tank cars)




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