West Asia War and China’s Geopolitical Maneuvering
By Prof. Srikant Kondapalli
June 2026
Introduction
The Council for Strategic Affairs hosted a distinguished lecture featuring Professor Srikanth Kondapalli, a leading scholar on China and Asian security, who provided an in-depth analysis of the ongoing West Asia war and China's geopolitical strategies. The discussion covered the complex dynamics of the conflict, including the fragile fourteen-point memorandum between the US and Iran, widespread humanitarian and regional security impacts, and the global economic repercussions, particularly in energy markets.
Professor Kondapalli detailed China's multifaceted approach to the conflict, balancing its substantial trade interests with West Asia and its strategic support to Iran, including alleged military supplies and diplomatic engagements. He emphasized China's efforts to maintain growth amid global uncertainties and its broader ambition to occupy a central leadership role in the evolving multipolar world order. The lecture also explored the concept of the Thucydides Trap in US-China relations, highlighting the strategic rivalry and psychological dimensions shaping their interactions.
India's strategic interests were examined, focusing on energy security, expatriate welfare, and regional diplomacy, with India adopting a neutral stance to safeguard its national priorities. The future of West Asia's regional order remains uncertain, with China's influence constrained by human rights concerns and limited naval presence, while the US Fifth Fleet continues to be a pivotal security provider. Diplomatic efforts, including recent high-level visits, aim to manage tensions but face challenges due to ongoing violence.
The interactive Q&A session addressed the implications of the conflict for US domestic politics, India's geopolitical positioning, and potential shifts in regional alliances. Professor Kondapalli underscored the likelihood of a prolonged stalemate and the critical importance of security guarantees for West Asian states. The session concluded with acknowledgments of the comprehensive insights provided and reflections on emerging strategic trends in the region.
Detailed Summary
West Asia War Overview
Professor Srikanth Kondapalli discusses the ongoing conflict in West Asia, highlighting the fourteen-point memorandum of understanding between the US and Iran, which has not fully halted violence. The war has caused widespread destruction, humanitarian crises with millions displaced, and regional security challenges. The conflict affects global energy supplies and prices, impacting economies worldwide.
Professor Kondapalli notes the fourteen-point MOU includes unfreezing $24 billion in assets and a commitment of $300 billion for reconstruction.
He highlights the humanitarian disaster with 3.5 million displaced in Iran and surrounding regions.
The conflict has led to reconfiguration of regional alliances, with some Gulf states doubting US protection capabilities.
Energy security is a major concern due to West Asia's vast oil and gas resources and disruptions in the Strait of Hormuz.
Oil prices have fluctuated, reaching near $100 per barrel, affecting global economies including China, India, and Japan.
China's Geopolitical Maneuvering
China aims to maintain its economic growth amid the West Asia conflict by balancing its $400 billion trade with the region and its strategic support to Iran. China has reportedly supplied dual-use military equipment to Iran and is involved in diplomatic efforts to manage regional tensions. It also conducts naval exercises and maintains a naval base in Djibouti to secure its interests.
China has supplied dual-use military equipment and legacy weapons to Iran, including cruise missiles and missile components, according to Professor Kondapalli.
China's special envoy has engaged with Saudi Arabia and UAE to address concerns over Iran's actions.
China conducts naval exercises with Pakistan, Russia, and others to monitor the conflict and protect its interests.
China imports about 50-60% of its oil from West Asia, mainly Saudi Arabia and Iran, circumventing sanctions through intermediaries.
China is refurbishing its naval base in Djibouti and uses United Front tactics to influence regional actors.
Impact on Global and Regional Order
The West Asia conflict and China's involvement contribute to shifts in the global order, moving from a unipolar to a multipolar system. China's rise challenges US dominance, with China seeking to occupy a central leadership role. The conflict exacerbates global economic challenges, including reduced growth forecasts and inflationary pressures on fuel, food, and fertilizer.
China views the US as a declining power and is preparing for a long-term power transition.
The conflict has strained US military resources and NATO alliances, with some NATO members limiting support.
China promotes alternatives to the US dollar through systems like CIPS to reduce dollar dependency.
Economic growth forecasts have been lowered globally due to the conflict and related crises.
China's 19th Party Congress emphasized profound changes in the international system unseen in a century.
US-China Relations and the Thucydides Trap
The discussion covers China's concept of the Thucydides Trap, where a rising power challenges an established one, leading to conflict. Chinese leadership has prepared for this dynamic, using diplomatic and psychological strategies. The US has acknowledged the concept, with President Trump referencing a 'G2' relationship, indicating a complex interplay of rivalry and cooperation.
Professor Kondapalli explains China's long-term preparation for the Thucydides Trap concept in US-China relations.
Chinese leaders have legitimized the concept publicly, signaling psychological pressure on the US.
The term 'G2' was first used by US officials and has been embraced and contested by both countries.
Recent US-China summits have included discussions reflecting this strategic rivalry.
The concept underscores the security dilemma inherent in the US-China power transition.
India's Strategic Interests in West Asia
India's interests in West Asia focus on energy security, the welfare of its expatriate population, and regional diplomacy. India maintains neutrality in the conflict, balancing relations with Iran, Saudi Arabia, and the UAE. Infrastructure projects like the Chabahar port and the India-Middle East-Europe Corridor are affected by regional instability, impacting India's economic and strategic goals.
India relies on remittances from 10 million expatriates in West Asia, contributing $130 billion annually.
Energy imports from West Asia are critical, with recent price increases affecting India's economy.
India has invested $645 million in the Chabahar port, which faces challenges due to the conflict.
India maintains a neutral stance in the conflict to protect its national interests and regional relations.
The India-Middle East-Europe Corridor project has stalled amid ongoing instability.
Future Regional Dynamics and Security Concerns
The future of West Asia's regional order remains uncertain, with potential shifts towards Russia and China. However, China's human rights issues and lack of a dedicated naval fleet in the region limit its influence. The US Fifth Fleet remains a key security provider. Regional actors question who can guarantee their protection, influencing alliance formations and power balances.
China's human rights record in Xinjiang creates undercurrents of distrust in the Islamic world.
China lacks a dedicated Fifth Fleet in West Asia, weakening its security role compared to the US.
Russia's capacity is constrained by the Ukraine conflict, limiting its regional influence.
Saudi Arabia and UAE express concerns about US reliability and explore alternative partnerships.
Security provision remains the central question for West Asian states in choosing allies.
Diplomatic Engagements and Negotiations
Recent diplomatic visits, including the Iranian Foreign Minister's trip to Beijing, focus on negotiating safe passage through the Strait of Hormuz and addressing sanctions. China advocates for respecting sovereignty and new security concepts, though some proposals are seen as rhetorical. The conflict's resolution remains fragile, with ongoing violence despite talks.
Iranian Foreign Minister's May 6 visit to Beijing emphasized reopening the Strait of Hormuz for selective passage.
China promotes a four-point and five-point proposal advocating sovereignty and negotiation over conflict.
Violence continues despite the fourteen-point MOU, indicating fragile ceasefire conditions.
China's diplomatic efforts aim to balance relations with Iran and Gulf states.
Proposals from China reiterate principles but lack concrete enforcement mechanisms.
Audience Questions and Expert Responses
The Q&A session addresses implications of the conflict for US elections, India's strategic positioning, and potential shifts in regional alliances. Professor Kondapalli highlights the US's structural power, India's smart neutrality, and the complexity of emerging regional orders. The discussion underscores the prolonged stalemate and the importance of security guarantees for regional actors.
Professor Kondapalli notes the US may leverage its global power regardless of election outcomes to manage the conflict.
India prioritizes protecting expatriate remittances and energy security while maintaining neutrality.
The conflict delays infrastructure projects like the India-Middle East-Europe Corridor.
Regional alliances remain fluid, with Russia, China, and Iran maintaining ties but facing internal contradictions.
Security provision remains the decisive factor for West Asian states in alliance choices.
About Prof. Kondapalli:
Srikanth Kondapalli is a distinguished Indian scholar specializing in China's foreign and security policies, strategic affairs, and India–China relations. He is currently the Dean of the School of International Studies at Jawaharlal Nehru University and has served as Professor at its Centre for East Asian Studies since 2008. With extensive research experience at Manohar Parrikar Institute for Defence Studies and Analyses, he is widely recognized for his contributions to Asian security studies, China studies, and international relations, and has authored numerous influential publications on China's military, diplomacy, and regional strategy.