ONE SUPPLY SCARE PUSHED CHINA INTO RENEWABLES. TWO REAL CRISES STILL HAVEN’T WOKEN EUROPE UP
27.10.2026

EU Observer (26 October 2026)
Wester VAN GAAL
In 2003, Chinese president Hu Jintao worried about what became known among the country’s leadership as the ‘Malacca dilemma.’
Some 80 percent of China’s imported crude passed through the Malacca strait which Beijing’s naval forces could not control.
This gave rise to a wider security doctrine of supply-chain resilience which became the basis for China’s transformation into the clean tech powerhouse it is today.
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