Uploaded October 2025 | Updated September 2026, 3 weeks ago
đ China Is the Anvil â and the World Is Being Reshaped Around It
When the United States exiled Iran from the global economy,
Iran â the holder of the second or third largest oil and gas reserves in the world â didnât stop producing energy.
That oil didnât vanish.
It just started flowing to China â
over 50% of Chinaâs oil now comes from Iran,
massively discounted.
Then the U.S. sanctioned Russia and told Europe to stop buying Russian energy.
That energy didnât disappear either.
It also flowed to China.
Hereâs whatâs happening:
The United States is the hammer.
It swings sanctions, restrictions, and tariffs around the world.
But China is the anvil.
And as any metalsmith knows â itâs the anvil that shapes the metal.
China isnât doing the striking.
Itâs reshaping the world order because of what the hammer is doing.
đ§ For weekly breakdowns on markets, power, and geopolitics, join my Substack letter, posted every Sunday.
đ Link in bio to subscribe.
Thanks for watching.
#JayMartin #China #Geopolitics #US #Russia #Iran #Energy #MacroStrategy #GlobalOrder #Oil #Commodities #Markets #SmartMoney #InvestorMindset
đ China Is the Anvil â and the World Is Being Reshaped Around It
When the United States exiled Iran from the global economy,
Iran â the holder of the second or third largest oil and gas reserves in the world â didnât stop producing energy.
That oil didnât vanish.
It just started flowing to China â
over 50% of Chinaâs oil now comes from Iran,
massively discounted.
Then the U.S. sanctioned Russia and told Europe to stop buying Russian energy.
That energy didnât disappear either.
It also flowed to China.
Hereâs whatâs happening:
The United States is the hammer.
It swings sanctions, restrictions, and tariffs around the world.
But China is the anvil.
And as any metalsmith knows â itâs the anvil that shapes the metal.
China isnât doing the striking.
Itâs reshaping the world order because of what the hammer is doing.
đ§ For weekly breakdowns on markets, power, and geopolitics, join my Substack letter, posted every Sunday.
đ Link in bio to subscribe.
Thanks for watching.
#JayMartin #China #Geopolitics #US #Russia #Iran #Energy #MacroStrategy #GlobalOrder #Oil #Commodities #Markets #SmartMoney #InvestorMindset







