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Wire · operational-macro

China's fuel exports edge back towards levels before Iran war as Beijing eases curbs

Published

18 August 2026

Topic

operational-macro

Sectors

Climate Tech

Geography

China

Source

Read at reuters.com

Verified

Fusion42 · 21 August 2026 · Fusion42 review

China eased fuel export curbs in July and August, allowing refiners to increase exports of refined oil products despite a year-on-year decline, pushing exports back towards pre-Iran war levels and incentivising higher output and imports.

This Wire brief sits within Fusion42's coverage of Climate Tech.

◆ The Wire takeaway

China's fuel export policy shift has reopened access to overseas markets and boosted refining incentives, which you must factor into your supply chain planning and price modelling this quarter.

Coverage

1 source · 18 Aug 2026

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Topics

Climate Techchinafuel-exportsoil-marketexport-curbsenergy-prices