Senior crude oil analyst Daniel Jones on SA has written a very detailed analysis of China's oil situation, which is quite interesting. The core points are:

1. The current impact is approximately affecting up to 1.9 million barrels of imports per day, with about 72 days of inventory buffer.
2. An extension of the conflict or further escalation of regional tensions could exacerbate China's economic slowdown, especially in unemployment rates.
3. The economic issues in the United States, with a recession almost imminent.