Skip to content
You can now search across every topic, entity and event.What's new
European Energy Markets
18JUN

Hegseth threatens Iran strikes in Singapore

2 min read
09:57UTC

US Defence Secretary Pete Hegseth told the Shangri-La Dialogue on Saturday 30 May the US was 'more than capable' of resuming Iran strikes, tying Hormuz to Taiwan; China sent only scholars for the second year running.

← Back to German spark spread flips +EUR 15 in 48hrsJump to analysis ↓
EconomicDeveloping
Key takeaway

Washington ran diplomacy and military threat in parallel at Singapore; China stayed out of the Iran conversation.

Pete Hegseth, the US defence secretary, told the Shangri-La Dialogue in Singapore on Saturday 30 May that the United States was "more than capable" of resuming strikes on Iran and that its munition stocks were "more than suited" to it 1. The Shangri-La Dialogue is Asia's premier annual security summit, where defence ministers across the Indo-Pacific gather each year.

Hegseth tied Hormuz to Taiwan as linked Indo-Pacific concerns and said Trump was "being patient". His speech ran while Trump held the Situation Room meeting in Washington, and the timing read as a coordinated diplomacy-or-force message to allies.

China sent only scholars to the dialogue for the second year running, with no defence minister, and its delegation addressed multilateralism and Taiwan without mentioning Iran 2. Beijing chose a visible non-alignment signal at the moment Washington named it the pacing threat and threatened renewed Iran strikes in the same hall.

That posture is consistent with Trump barring China as a custodian for Iran's enriched uranium on Wednesday 27 May , and with Chinese internet hardware now capping Iran's connectivity . Beijing keeps its economic leverage over Iran while declining the diplomatic exposure of defending it.

Deep Analysis

In plain English

The Shangri-La Dialogue is an annual security summit in Singapore where defence ministers from across Asia and beyond discuss military threats and alliances. It is one of the most watched forums for reading US intentions in Asia. US Defence Secretary Hegseth said the US could restart bombing Iran and had the weapons to do it. This was deliberate: Trump was holding his Situation Room meeting in Washington at the same time, so the two messages arrived simultaneously. Washington wanted allies and enemies alike to hear both: 'we are negotiating, but we can also bomb.' China sent only academics, not its defence minister, for the second year in a row. That means Beijing chose not to engage with Hegseth's framing directly. China imports roughly half its oil through the Strait of Hormuz, so it has a significant stake in how this ends, but it is signalling it will not take a public position on the Iran conflict.

Deep Analysis
Root Causes

China's Shangri-La downgrade since 2025 tracks the Trump administration's designation of Beijing as the 'pacing threat', which has made senior attendance politically costly: a defence minister at the forum must respond to questions, and any response on Iran or Taiwan becomes attributed policy. Scholars can probe and listen without generating attributed positions.

The Iran-specific silence reflects China's bilateral leverage calculation. Beijing holds transit agreements with Tehran and has deployed internet infrastructure in Iran. Public Shangri-La statements on Iran would require China to choose between its relationship with Tehran and its desire to avoid secondary US sanctions, a choice Beijing refuses to make publicly.

What could happen next?
  • Consequence

    China's deliberate Iran silence at Shangri-La confirms that Washington cannot use Beijing as a pressure vector on Tehran through multilateral forums; any Chinese influence must operate through bilateral channels.

  • Risk

    Hegseth's Taiwan-Hormuz linkage, if adopted as US doctrine, raises the cost for China of any future Hormuz transit deal that bypasses CENTCOM's blockade.

Sources:Al Jazeera·CGTN
Mentions:Pete Hegseth →China →Donald Trump →Taiwan →North Korea →Fudan University →Strait of Hormuz →Iran →Beijing →Tehran →Situation Room →IISS →Washington →United States →Singapore →Strait of Hormuz Toll System →Shangri-La Dialogue →
First Reported In

Update #113 · Trump signs nothing as a Hellfire hits a hull

Al Jazeera· 31 May 2026
Read original →
Causes and effects
This Event
Hegseth threatens Iran strikes in Singapore
The coordinated timing of Hegseth's speech with Trump's Situation Room meeting signals a deliberate dual-track pressure strategy, while China's visible non-alignment complicates Iranian hopes for Beijing cover.
Led to
Trump vetoes Iran's only uranium exit
Hegseth's Shangri-La remarks linking Hormuz to Taiwan follow Trump's barring of China as HEU custodian on 27 May; China's scholars-only delegation is consistent with that exclusion.
Occurred 27 May 2026
Read story →
Iran's internet returns at 40%, by design
China's visible Shangri-La non-alignment is consistent with Beijing having already deployed internet kill-switch hardware constraining Iran's connectivity.
Occurred 28 May 2026
Read story →
Different Perspectives
Cross-border power traders
Cross-border power traders
The France-Germany day-ahead spread flipped from a EUR 17.20 German premium on 1 August to a EUR 4.15 French premium on 3 August, the same day French curtailment peaked. They cannot yet attribute the flip to curtailment alone, since a like-for-like overnight comparison shows French nuclear output rising while wind fell and demand returned on the weekday step.
EDF
EDF
River-cooling limits took 7.6 GW, 12 per cent of its fleet, offline on 3 August, the highest curtailment since the heatwave began, with an easing forecast to 4.3 GW on 4 August and 3 GW after. It manages the cut as a recurring seasonal constraint, expecting it to lift with river temperature, not repair.
Gasunie
Gasunie
TTF, the Dutch hub it operates, drifted to roughly EUR 55 to 58 per MWh across the window, staying inside its recent range through both the German spark reversal and the French curtailment. It reads a flat hub price as evidence that neither event this window carried enough weight to move the fuel leg on its own.
German gas-fired generators
German gas-fired generators
Record German solar of 18,761 MW on 2 August pushed the clean spark spread to minus 18.48 EUR/MWh, a loss-making day, before it returned to plus 16.20 on 3 August. They now price dispatch against post-solar residual load rather than wind alone, since the sign flipped inside 48 hours on unchanged fuel and carbon costs.
European Commission (DG Energy)
European Commission (DG Energy)
Its implementing-measures register logged transposition notices from only Portugal and Slovakia against Wednesday's Article 94 deadline for Directive (EU) 2024/1788, with 25 states silent. It expects the register to fill only gradually, since filing routinely lags legislating and any infringement track against non-notifying states runs on a slower clock than the deadline itself.
Spain's LNG terminal operators
Spain's LNG terminal operators
Spain's 9,145 GWh terminal inventory is the largest single stock in the EU LNG network, an option value that can reroute cargoes wherever the winter strip pays best rather than a cavern gas obligation tied to a fixed date. That flexibility matters more as Germany's cavern shortfall pushes more of the winter security question onto import infrastructure.