Twenty million barrels per day
The Strait of Hormuz is not just an abstraction on a map. It is a stretch of water 33 kilometers wide at its narrowest point, between Iran to the north and Oman to the south. Approximately twenty million barrels of crude oil pass through it every day—nearly a quarter of the world’s supply of liquid hydrocarbons. This is the route taken by the tankers that supply the refineries in Rotterdam, Chiba, Houston, and Shanghai. This is the route through which, every hour, the money flows that keeps factories, heating systems, transportation, and entire economies running.
In May 2026, this strait became a flashpoint. U.S.-Iranian tensions. Mutual blockades. Maritime security compromised. Oil prices skyrocketing. A global energy crisis is underway. And Trump returns to Washington saying, “Xi is going to help me get all this back up and running.” Except that Xi hasn’t signed anything. Xi hasn’t released any statements. Xi let Trump tell Sean Hannity whatever he wanted to say.
I’m thinking of the retirees in Trois-Rivières who are heating their homes with oil this winter. The price per liter is decided in a strait they’ll never be able to locate on a map. That’s what geographic inequality of capital looks like.
Why China Doesn’t Want It to Close—Really
China imports about half of its crude oil through the Strait of Hormuz. If Hormuz closes, the Chinese economy will take a harder hit than the U.S. economy. So Xi has a real strategic interest in keeping the strait open. He doesn’t need to promise that to Trump. It exists independently of Trump. And it is precisely this independence that renders Xi’s “promise” diplomatically meaningless.
Xi offered nothing that geography did not already impose on China. He agreed to tell Trump what Trump wanted to hear, because it cost him nothing, because it bought him time, and because it put Trump in a position of media indebtedness. The costly promise is not the one Xi made. It is the one Trump believes he received.
Military Equipment to Iran: What Beijing Has Never Officially Acknowledged
Twenty Years in a Gray Area
Since the early 2000s, China has maintained an opaque commercial and technological relationship with Iran. Iranian oil purchased in circumvention of sanctions. Dual-use components exported. Surveillance drones supplied. Cooperation on Iran’s ballistic missile program has been documented in successive UN reports. In 2021, Tehran and Beijing signed a 25-year strategic agreement estimated to involve $400 billion in Chinese investment. China has never formally acknowledged supplying military equipment to Iran. Nor has China ever formally promised not to supply it.
Trump returns from Beijing and declares that Xi “said it strongly.” No written record. No Chinese statement confirming it. No joint document signed. The promise exists because Trump says it does. It’s a promise made on thin air. And in diplomacy, promises made on thin air don’t survive the first headwind.
I remember the promises made in Singapore in 2018. Kim Jong-un was going to denuclearize. How do we remember that? We don’t remember it anymore. And that’s exactly the trap.
What Western analysts don’t dare say out loud
The Council on Foreign Relations has documented that China supplies Iran with critical components for its ballistic missiles, attack drones, and air defense systems. The Center for Strategic and International Studies has published detailed reports on Sino-Iranian technology transfers. The U.S. State Department—the one prior to 2025—regularly sanctioned Chinese companies for violating embargoes against Iran.
You don’t need to be an analyst to understand this. When a country has been selling components for twenty years and then tells a foreign president verbally that it will stop—without signing anything, without publishing anything, without making anything verifiable—it hasn’t actually stopped anything. It has merely made a promise. And in geopolitics, a promise that cannot be verified is, by definition, a broken promise.
The machinery behind the unilateral press conference
Trump reports; no one contradicts him
It’s a well-rehearsed routine. Trump walks out of a meeting. Trump calls Hannity. Trump recounts what happened in his own words, at his own pace. Hannity doesn’t challenge him. Hannity doesn’t ask where the Chinese statement is. Hannity doesn’t ask if Beijing has confirmed it. Hannity lets it slide. And for seventy million Americans, Trump’s version becomes the official truth of the meeting.
Meanwhile, in Beijing, the Chinese Foreign Ministry issues its minimalist statement. No Hormuz. No Iran. No military equipment. A strategic silence that speaks louder than a thousand words. Because if Xi had actually promised these things, Beijing would have put it in writing. Beijing would have wanted to set the commitment in stone, to use it as leverage in other issues. The fact that Beijing isn’t setting anything in stone means that Beijing isn’t committing to anything.
I look at the Chinese statement and the White House briefing side by side. They don’t align. They exist in two parallel worlds. And it is this parallelism that is terrifying.
The Trap of the Unverifiable Promise
In diplomacy, a verifiable promise consists of five elements: a written text, signatures from both parties, a verification mechanism, a timeline for implementation, and penalties for noncompliance. Xi’s promise to Trump, as reported by Trump, contains none of these five elements. No text. No signatures. No mechanism. No timeline. No penalties. This is not a diplomatic promise. It is a casual conversation turned into a news headline.
And yet, in the hours that followed, the markets reacted. Oil prices fell. Analysts spoke of de-escalation. Opinion columnists hailed the renewed Sino-American “pragmatism.” All of this based on nothing. All of this based on one man reporting what another man allegedly told him—without witnesses, without a transcript, and without confirmation from the other side.
The purchase of U.S. oil: the only factor that might be real
A Card Beijing Can Play
In the White House briefing, one point seems more credible than the others: Xi reportedly expressed interest in buying more U.S. oil to reduce China’s dependence on the Strait of Hormuz. This point is credible because it directly serves China’s interests. Diversifying energy supply sources is a long-term priority for the Chinese Communist Party. Buying Texas oil or U.S. shale oil in exchange for tariff relief would be a logical move.
But even this point remains purely verbal. No figures. No volume. No timeline. No contract. An “expressed interest,” in diplomatic language, means: we’ll think about it when it suits us—and probably not right now. Trump took it as a commitment. Xi offered it as a polite overture. That is the gap that defines this entire summit.
I can imagine the Texas oilmen who heard that line. They may have rejoiced. They shouldn’t have. An intention from Beijing, without a signed contract, is worth less than a barrel at the bottom of a ship’s hold.
A Dependence That Won’t Disappear in Six Months
China imports about 10.5 million barrels per day. Nearly half of that passes through the Strait of Hormuz. To replace even a quarter of that flow with American oil, it would be necessary to build port infrastructure and receiving terminals, amend long-term contracts with Gulf suppliers, and restructure shipping routes. That takes years. Not weeks. The “promise” Trump made—even if it exists—could not materialize before 2028 at the earliest. And in American politics, 2028 is an eternity.
Beijing knows this. Beijing is counting on it. Beijing is betting that Trump will have been replaced, distracted, or preoccupied elsewhere before the commitment expires. It’s the diplomacy of the long knife versus the commotion of the tweet. And in the long run, commotion always loses out to patience.
Iran's Nuclear Weapons: A Phrase That Binds No One
“Never” is an easy word to say
The White House states that the two presidents agreed that Iran can never possess a nuclear weapon. It’s a phrase that has been repeated for twenty years in American, Israeli, European, and even Chinese statements—when it suits Beijing. Everyone says “never.” And meanwhile, Iran is enriching uranium. Iran is conducting tests. Iran is making progress. The diplomatic “never” has not stopped Iran’s program from advancing over the past two decades.
That Xi repeated this “never” to Trump is nothing new. China has always officially supported nuclear nonproliferation. Officially. On United Nations documents. In multilateral communiqués. On the ground, China trades with Tehran, buys its oil in defiance of sanctions, and allows certain Chinese companies to violate the embargoes without any real internal sanctions. Xi’s “never” is very much like everyone else’s “never”: a phrase that costs nothing because it commits to nothing verifiable.
I reread the sentence. “Iran can never have a nuclear weapon.” I wonder who still believes that word when it’s spoken. No one, perhaps. And that’s what makes contemporary diplomacy so dizzying.
What Real Diplomacy Would Do
Real diplomacy would produce a written agreement. A verification framework. Coordinated sanctions. A mechanism for intelligence cooperation. Cross-inspections. Precise thresholds with precise consequences. The diplomacy we witnessed in Beijing on May 14, 2026, produced two conflicting statements and an American president telling his side of the story to a TV anchor. That’s not negotiation. It’s a charade.
And in foreign policy, a staged event does not change reality. Iran’s nuclear program will continue on its course. Chinese components will continue to arrive in Tehran through opaque channels. The Strait of Hormuz will remain open or close according to Tehran’s calculations, not according to Beijing’s promises to Washington. The world carries on, indifferent to press conferences.
The Role of the Western Press in Creating a False Consensus
Headlines That Take Claims at Face Value Without Verification
Within 24 hours of Trump’s briefing with Hannity, dozens of U.S. and international media outlets published headlines echoing the White House’s version of events. “Xi promises not to arm Iran.” “Beijing and Washington agree on Hormuz. ” “Historic agreement between the two superpowers on nonproliferation.” All these headlines rely on a single source: Trump himself. No journalist obtained confirmation from China. None published the original Chinese statement. None noted the absence of any mention of this in Beijing’s text.
This journalistic laziness is not neutral. It creates an illusory consensus. It validates Trump’s version as if it were the accepted version. It deprives the reader of essential information: the two capitals are not saying the same thing, and one of them is lying—or both. Without this information, the reader cannot form a clear-eyed opinion. They are consuming a prefabricated narrative.
This morning I looked into how many American daily newspapers had published the Chinese statement in full. I found two. Out of hundreds. That’s the depth of the press in 2026.
What Quebec readers need to remember
You read these headlines at breakfast, on your phone, between sips. You read “Sino-American agreement on the Strait of Hormuz.” You tell yourself the crisis will calm down. You tell yourself gas prices will go down. You tell yourself war won’t happen. You’re not wrong to hope for that. You’re wrong to believe it based on what you’ve just read. The headline you read isn’t news. It’s an advertisement for the Trump version of reality.
And that’s where journalistic negligence comes into play. There’s someone in a newsroom who chose that headline. Someone who saw the Chinese press release—or who could have seen it—and chose instead to run the AP wire story without verifying it. That person has a name. They will never be named. They’ll keep getting their paycheck. And you, the reader, will have been misinformed without even realizing it.
The Actual Geography of Power in 2026
Who Can Influence Tehran?
By 2026, Iran will be economically dependent on China. Beijing buys its oil despite sanctions. Beijing provides it with technology to circumvent banking restrictions. Beijing grants it access to the Asian market. If Beijing truly wanted to force Tehran to abandon its nuclear program or open up the Strait of Hormuz, Beijing has the economic means to do so. The fact that Beijing does not do so means that Beijing does not want to.
Why doesn’t Beijing want to do so? Because, in China’s strategy, Iran serves as a bulwark against U.S. hegemony in the Middle East. A strong Iran—which will eventually possess nuclear weapons—places a strategic burden on Washington that Beijing does not have to bear directly. Iran is useful to China precisely because it is a nuisance to the United States. Promising Trump to neutralize this nuisance would be diplomatically absurd from China’s perspective.
I reread this sentence and feel fatigue setting in. Because it means that the Beijing summit was, to a certain extent, staged. And that the real decisions are made elsewhere, later, without us.
Who really decides what happens in the strait?
Xi doesn’t call the shots regarding the Strait of Hormuz. Neither does Trump. It’s Tehran, through its ability to lay mines in the waters. It’s Riyadh, through its ability to secure passage. It’s the Emirates, through their port infrastructure. It’s the U.S. military, through its Fifth Fleet based in Bahrain. It’s an equation with five unknowns, none of which were present in Beijing on May 14.
The fact that two men sitting in the Temple of Heaven talk about the strait doesn’t change anything about the strait. They can talk about it. They can allude to it. They can even claim to decide its fate. The strait, however, will follow the logic of its five real players. And the five real players did not make any commitments in Beijing. Because they weren’t in Beijing.
The U.S. Domestic Effect: Trump Is Selling a Success That Doesn't Exist
The Logic Behind the Return Press Conference
Any president returning from an international summit needs to sell a domestic success. It’s a rule of political communication. Trump knows this better than anyone. His meeting with Hannity, his tweets, his statements on the plane—everything is carefully calculated to convey the message: I succeeded where my predecessors failed. Except that he has nothing tangible to show for it. No signed agreement. No tariff reduction confirmed by contract. No verifiable military de-escalation.
So he turns a conversation into a victory. He turns a courtesy into a commitment. He turns an “I’d like to help” into “he’ll help.” Diplomatic language bends to the will of electoral rhetoric. And the American voter—tired, distracted, and overwhelmed by conflicting information—swallows the headline hook, line, and sinker. Political marketing is replacing actual news.
I think of my uncle in Sherbrooke who watches Fox News via satellite. He heard Trump say that Xi had promised. He’ll tell me this weekend that the war is over. And I’ll have to explain to him that it isn’t. And that’s going to wear him out.
The democratic cost of a promise without proof
When a president can pass off a conversation as an agreement without any countervailing power to verify it, democracy has taken a step backward. The U.S. Congress does not have access to the meeting minutes. The press does not have access to an accurately translated version of the Chinese statement. European allies have no access to the specific commitments. Everyone is relying on Trump’s version. And Trump’s version is, by definition, a version tailored to Trump’s advantage.
This lack of transparency is no accident. It is a method. The more blurred reality becomes, the more fiction can take its place. The more fiction takes its place, the more room for maneuver those in power gain. By 2026, diplomatic opacity had become a tool of domestic governance. And no one in Washington seems willing to demand anything else anymore.
Conclusion: What to Keep, What to Write, What to Convey
Don’t be fooled by the headline
In the coming days, you’ll read dozens of articles talking about a “Sino-American agreement,” “de-escalation,” and a “thaw in Beijing-Washington relations.” You’ll hear columnists praising this newfound pragmatism. You’ll see the markets react. You’ll see oil prices fluctuate. Keep one thing in mind: none of the commitments reported by Trump have been confirmed in writing by Beijing. None. Not a single one. The Chinese Ministry of Foreign Affairs spoke in general terms. Trump spoke with certainty. The gap is the news.
When a journalist presents this summit to you as a success, ask yourself: where is the signed document? When an editorialist talks to you about a “diplomatic breakthrough,” ask yourself: where is the Chinese confirmation? When an analyst tells you that the Iranian crisis will be resolved, ask yourself: What did Tehran—which wasn’t even in the room—actually promise? These three questions are the framework that protects you from a fabricated narrative.
I’m writing this conclusion at 1 a.m. Tomorrow, I’ll reread it and probably tone down certain sentences. Or maybe not. Because there are nights when you have to write what you think, before sleep blunts the edge. Tonight is one of those nights.
The Minimum Duty of an Informed Citizen
You don’t need to be a diplomat to understand what happened in Beijing. You need to look at the two statements side by side. You need to note what’s written in one and missing from the other. You need to remember that the word of an American president relaying the word of a Chinese president—without Chinese confirmation—is not a diplomatic fact. It is a unilateral political claim. And unilateral political claims must always be questioned.
It is May 2026. The crisis in the Strait of Hormuz continues. Iran’s nuclear program continues. Sino-Iranian technology transfers are likely continuing. The only thing that has changed on this May 14 is the American perception of the situation. Reality, however, has not shifted. And it is precisely this stability of reality in the face of the turmoil in the narrative that must keep us vigilant.
Someone, somewhere, twenty years from now, will open the archives. They will find the Chinese press release dated May 14, 2026. They will find the White House briefing from the same day. They will compare the two. And they will understand that we were deceived without anyone having to lie explicitly. This is the most modern form of disinformation: the official version left unchallenged, automatically enshrined in hastily written headlines.
We watched. We read. We compared. We’re writing. That’s all we can do tonight. And perhaps that will be enough to ensure that a trace remains—somewhere—of what this summit really was: one man relaying another’s words, and that’s all we have.
Signed, Maxime Marquette
This content was created with the help of AI.