March 9, 2026

Investors and Trump Face an Iran Dilemma

By Andrew Ross Sorkin, Bernhard Warner, Sarah Kessler, Michael J. de la Merced, Niko Gallogly, Brian O’KeefeIan Mount, Grady McGregor and Jessica Testa

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"Regardless of if the Americans win or lose in Iran, China wins."

Andrea Ghiselli, ChinaMed Head of Research, was quoted in a The New York Times article analysing the consequences of a prolonged conflict in the Middle East for the U.S. energy market, as well as the potential benefits Beijing could gain from a U.S. shift of focus toward the Middle East.

Read the full article here.

With the support of

This project is realized with the support of the Unit for Analysis, Policy Planning and Historical Documentation - Directorate General for Political Affairs and International Security of the Italian Ministry of Foreign Affairs and International Cooperation, in accordance with Article 23 ‒ bis of the Decree of the President of the Italian Republic 18/1967.
The views expressed are solely those of the authors and do not necessarily reflect the views ofthe Ministry of Foreign Affairs and International Cooperation.

Published with the support of the Ministry of Foreign Affairs and International Cooperation pursuant to art. 23-bis of Presidential Decree 18/1967. The views expressed in this publication are solely those of the authors and do not necessarily reflect the views of the Ministry of Foreign Affairs and International Cooperation.

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