{"id":21123,"date":"2026-10-29T08:32:00","date_gmt":"2026-10-29T08:32:00","guid":{"rendered":"https:\/\/www.agencesand.fr\/fibee\/chine-une-resilience-energetique-solide-mais-sous-contrainte\/"},"modified":"2026-11-06T20:55:28","modified_gmt":"2026-11-06T20:55:28","slug":"chine-une-resilience-energetique-solide-mais-sous-contrainte","status":"publish","type":"fibee","link":"https:\/\/www.agencesand.fr\/en\/fibee\/chine-une-resilience-energetique-solide-mais-sous-contrainte\/","title":{"rendered":"Chine : une r\u00e9silience \u00e9nerg\u00e9tique solide, mais sous contrainte"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Dans cette analyse, <strong>Thuy Van Pham, \u00e9conomiste chez Groupama Asset Management<\/strong>, examine la capacit\u00e9 de la Chine \u00e0 absorber les perturbations p\u00e9troli\u00e8res li\u00e9es au d\u00e9troit d\u2019Ormuz. Malgr\u00e9 sa d\u00e9pendance au Moyen-Orient, le pays b\u00e9n\u00e9ficie d\u2019une strat\u00e9gie associant stocks importants, diversification des fournisseurs, production domestique et d\u00e9veloppement des \u00e9nergies non fossiles.<\/p>\n<p class=\"wp-block-paragraph\">Selon les estimations pr\u00e9sent\u00e9es, les r\u00e9serves repr\u00e9senteraient <strong>pr\u00e8s de onze mois de couverture th\u00e9orique des flux transitant par Ormuz<\/strong>. Cette dur\u00e9e reste indicative : elle d\u00e9pend des volumes r\u00e9ellement mobilisables et du niveau de s\u00e9curit\u00e9 que P\u00e9kin souhaite pr\u00e9server.<\/p>\n<p class=\"wp-block-paragraph\">Une prolongation du conflit pourrait n\u00e9anmoins accro\u00eetre les co\u00fbts d\u2019approvisionnement et \u00e9roder progressivement les r\u00e9serves. <strong>Le principal risque serait alors une r\u00e9duction de la marge de man\u0153uvre chinoise<\/strong>, obligeant le pays \u00e0 renforcer ses achats sur le march\u00e9 mondial pour reconstituer ses stocks, avec une pression suppl\u00e9mentaire possible sur le Brent.<\/p>\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.groupama-am.com\/fra\/fr\/institutionnel\/actualites\/article\/chine-resilience-energetique\">Lire l\u2019article original sur le site de Groupama Asset Management \u2192<\/a><\/p>\n<p>L\u2019article <a href=\"https:\/\/www.experts-du-patrimoine.fr\/chine-une-resilience-energetique-solide-mais-sous-contrainte\/\">Chine : une r\u00e9silience \u00e9nerg\u00e9tique solide, mais sous contrainte<\/a> est apparu en premier sur <a href=\"https:\/\/www.experts-du-patrimoine.fr\/\">Experts du Patrimoine<\/a>.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false},"class_list":["post-21123","fibee","type-fibee","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Chine : une r\u00e9silience \u00e9nerg\u00e9tique solide, mais sous contrainte &#187; Agence SAND<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.experts-du-patrimoine.fr\/chine-une-resilience-energetique-solide-mais-sous-contrainte\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Chine : une r\u00e9silience \u00e9nerg\u00e9tique solide, mais sous contrainte &#187; Agence SAND\" \/>\n<meta property=\"og:description\" content=\"Dans cette analyse, Thuy Van Pham, \u00e9conomiste chez Groupama Asset Management, examine la capacit\u00e9 de la Chine \u00e0 absorber les perturbations p\u00e9troli\u00e8res li\u00e9es au d\u00e9troit d\u2019Ormuz. Malgr\u00e9 sa d\u00e9pendance au Moyen-Orient, le pays b\u00e9n\u00e9ficie d\u2019une strat\u00e9gie associant stocks importants, diversification des fournisseurs, production domestique et d\u00e9veloppement des \u00e9nergies non fossiles. 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