OIES Podcast – China update: The Trump–Xi Meeting, Iran and the 15th Five-Year Plan
OCT 1, 2026
Description
In this latest episode of the OIES podcast, the OIES China Energy Programme’s Michal Meidan and Anders Hove discuss the recent Trump-Xi meeting; China’s response to the Iran war and their latest analysis of the country’s 15th Energy Five-Year Plan. Energy security runs through all three topics. They assess the limited energy deliverables emerging from the US–China summit; examine whether China’s electrification and clean-energy exports are materially insulating global oil markets from geopolitical disruption; and consider the scope for Chinese exports of refined products to alleviate tightness in global markets.
On the Five-Year Plan, Michal and Anders unpack its central themes of security and integration, from electrification, oil substitution and domestic supply-chain resilience to renewable integration, flexibility, distributed solar and power-market reform.
The post OIES Podcast – China update: The Trump–Xi Meeting, Iran and the 15th Five-Year Plan appeared first on Oxford Institute for Energy Studies.
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