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Indian Ocean. Midnight. A cargo ship goes dark. U.S. Special Forces board in silence. Inside: planetary mixers—industrial machines that turn chemicals into solid rocket fuel. Destination: Iran. Flag: China. This is part of a widening pattern. And while the world watches the Istanbul summit, a shadow war is playing out in international waters. China ships. America intercepts. Iran rebuilds. But here's what most coverage misses: China doesn't need a seat at the peace talks—if China influences the supply chain that determines what's enforceable. What This Video Reveals: → Intelligence-linked reporting describes ~2,000 tons of missile-fuel precursor moving from China to Iran after sanctions snapped back → Why planetary mixers are the REAL bottleneck—not uranium enrichment → The ~7-month reconstruction signal that's unusually fast (often 18–24 months on complex industrial sites) → How oil-for-goods trade structures can blunt U.S. Treasury leverage when transactions avoid dollar rails → The "win either way" positioning that leaves Beijing advantaged whether strikes happen or talks succeed → Why missile-defense math gets stressed at scale—and what happens if Iran's stockpile keeps growing Next up: Watch insurance. When underwriters start pricing these routes as toxic—premiums spike, exclusions spread—the next phase begins. That's the signal most people never see. Sources Sanctions "snapback" / timeline EU confirms sanctions reinstated (Sep 29, 2025) — Reuters: https://www.reuters.com/world/middle-... U.S. State Dept: "Completion of UN sanctions snapback" (Sep 2025) — State.gov: https://www.state.gov/releases/office... UN DPPA reference to sanctions re-applied (Sep 27, 2025) — UN DPPA: https://dppa.un.org/en/mtg-sc-10079-u... CRS explainer on snapback mechanism — Congress.gov (PDF): https://www.congress.gov/crs_external... Interdiction / "shadow war at sea" U.S. forces raided ship headed to Iran from China (WSJ reported; via Reuters, Dec 12, 2025): https://www.reuters.com/world/china/u... Report pickup / summary coverage — Al Jazeera (Dec 12, 2025): https://www.aljazeera.com/news/2025/1... Missile supply chain / propellant precursors OFAC: sanctions on network procuring missile propellant ingredients incl. sodium perchlorate (Apr 29, 2025) — U.S. Treasury: https://home.treasury.gov/news/press-... ISW Iran Update (Oct 30, 2025) referencing large sodium perchlorate shipments: https://understandingwar.org/research... Secondary monitoring summary referencing CNN intelligence-sourcing (Oct 2025) — IranWatch: https://www.iranwatch.org/news-brief/... China–Iran partnership framework China & Iran sign 25-year cooperation agreement (Mar 27, 2021) — Reuters: https://www.reuters.com/world/china/i... Iran oil to China (share/volume/discount dynamics) China buys more than 80% of Iran's shipped oil; ~2025 averages cited (Kpler data via Reuters) — Reuters: https://www.reuters.com/business/ener... Discounted Iranian barrels into China / refiners shifting supply — Reuters (Feb 2, 2026): https://www.reuters.com/business/ener... Chang Guang / Houthi targeting allegations (dual-use positioning) U.S. says Chinese satellite firm supports Houthi attacks (Apr 17, 2025) — Reuters: https://www.reuters.com/world/middle-... WSJ coverage of U.S. accusations re: satellite data and Houthi targeting (Apr 2025): https://www.wsj.com/world/middle-east... Diplomacy / missiles vs nuclear negotiation friction (Feb 2026) Iran insists talks focus on nuclear; U.S. wants wider issues (Feb 5, 2026) — Reuters: https://www.reuters.com/world/middle-... Netanyahu/Witkoff context + negotiation lines (Feb 2–3, 2026) — Reuters: https://www.reuters.com/world/middle-...