Nuclear Proliferation

China’s Iran Dilemma: What Happens If Tehran Quits the NPT—and War With the US Erupts?

China opposes the US and Western escalation against Iran and insists on condemning the US and Israeli attacks on Iranian nuclear targets. China considers the US and Israeli military attacks on Iranian nuclear facilities a blatant violation of international law and the UN Charter. While Beijing officially adheres to nuclear non-proliferation, it will hold the US directly responsible and will oppose the imposition of new international sanctions against Iran in the UN Security Council. China will work to hold Washington accountable. Beijing believes that the US withdrawal from the nuclear agreement is the root cause of the current impasse in the Nuclear Non-Proliferation Treaty (NPT) negotiations. The Chinese Foreign Ministry asserts that the policy of maximum pressure and economic sanctions against Tehran will not resolve the crisis but will only exacerbate tensions. China views Tehran’s threat to withdraw from the NPT as an understandable reaction to the maximum pressure exerted upon it, but it consistently prefers diplomatic solutions and supports maintaining the international legal framework to prevent escalation.  The Chinese stance came after Iranian parliamentarians, including Ebrahim Rezaei, asserted that withdrawing from the Nuclear Non-Proliferation Treaty (NPT) is the best response to the Trump administration’s escalation of economic warfare.

The main dimensions of the Chinese position regarding the Iranian threat to withdraw from the NPT are embodied in China’s rejection of pressure and sanctions against Iran. China maintains that the escalating US sanctions and policies against Tehran will not resolve the nuclear crisis but rather exacerbate it. Chinese intelligence, military, political, and strategic circles have adopted a strategy of legal consideration versus feasibility. Experts and observers close to Chinese circles argue that Iran’s withdrawal from the NPT is a legitimate legal right for independent states, but Beijing implicitly suggests that such a move could trigger harsher international sanctions against Tehran. Therefore, Beijing is working to (obstruct UN sanctions against Iran). China, along with Russia, has expressed its readiness to block the activation of the snapback mechanism or any harsh international sanctions against Iran in the UN Security Council to protect its interests and regional stability, while adhering to a political settlement. Beijing is calling on all parties to return to the negotiating table and maintain regional and international stability, instead of taking radical and escalatory steps that violate international treaties.

In my analysis, China will insist on referring the Iranian issue to international forums, such as the Security Council, using its veto power to condemn and block any resolutions issued against Iran. Here, China is expected to cooperate with Russia to obstruct any Western or American Security Council resolutions aimed at condemning Iran or imposing new, harsh UN sanctions. China will maintain its commitment to dialogue by continuing to call for a return to the political negotiating table, while publicly acknowledging Tehran’s previous assurances that it is not seeking to produce nuclear weapons. Here, we must understand all the strategic parameters of China’s position regarding the escalation against Iran over its nuclear program through the lens of China’s opposition to nuclear armament. Despite China’s understanding of Iran’s motives and its right to peaceful energy, it categorically rejects Tehran’s move towards acquiring a nuclear military arsenal in order to preserve the stability of the international order and prevent a regional arms race. This is coupled with the desire of relevant circles in Beijing to safeguard their interests. Therefore, Beijing will strive to avoid sliding into a direct confrontation with the West and the United States while continuing to provide Iran with as much economic and diplomatic support as possible in order to alleviate Iran’s isolation.

China supports Tehran diplomatically, emphasizing dialogue and rejecting the unilateral sanctions imposed by Washington. Despite the ongoing pressure, the likelihood of direct war remains low, as a major war of attrition is avoided. China’s position is characterized by its call for diplomatic solutions and dialogue based on mutual respect, its rejection of unilateral US economic sanctions against Iran, and its insistence that all parties address the root causes of the tension and resume the nuclear agreement. This is especially relevant given the Iranian threat to withdraw from the agreement, voiced by several members of the Iranian parliament who believe that remaining in the nuclear non-proliferation treaty is pointless under continued US pressure.  Intelligence, military, political, and strategic circles in Beijing considered the Iranian parliamentary proposal a political response to the tightened US economic sanctions against Tehran. Chinese intelligence circles are well aware that an actual Iranian withdrawal from the Nuclear Non-Proliferation Treaty requires the approval of Iran’s Supreme National Security Council. Should this occur—a slim possibility according to Chinese strategic assessments—it would mean the potential outbreak of a full-scale war. Therefore, strategic assessments in Beijing suggest that the potential confrontation between Washington and Tehran will likely escalate into a protracted war of attrition rather than a full-scale military clash. According to Chinese analyses, both Washington and Tehran prefer economic pressure and the prospect of open negotiations to the option of open warfare. Hence, China seeks to curb any military escalation that could threaten energy security and regional stability.

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Accordingly, China supports the continuation of the diplomatic and political track to resolve the Iranian nuclear crisis. It rejects pressures, escalatory policies, and economic sanctions against Tehran, while simultaneously calling for dialogue based on mutual respect and the preservation of regional stability, without supporting any sudden steps that could fuel the conflict. China’s general position stems from its rejection of sanctions. Beijing believes that the policy of maximum pressure and economic sanctions does not resolve the nuclear issue. Therefore, China consistently calls for adherence to dialogue to resolve differences through peaceful political and diplomatic means and to resume negotiations. China also provides strategic support to Iran. In this regard, China stands with Iran in the face of Western and American pressure. China is working alongside Russia to submit draft resolutions to the UN Security Council to support de-escalation, extend the agreement’s framework, address threats of withdrawal, and avoid mutual escalation. China urges all parties to avoid any unilateral steps or escalatory measures, such as triggering the snapback mechanism or mutual withdrawals from international agreements and treaties, which could lead to a loss of control.  Therefore, Beijing prefers to contain this crisis and the Iranian threats to withdraw from the Nuclear Non-Proliferation Treaty through negotiating frameworks that preserve the basic structure of the non-proliferation regime, while holding the United States and European countries partly responsible due to Washington’s previous withdrawal from the same nuclear agreement that Tehran is now threatening to withdraw from.

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Why China’s Submarine Missile Test Matters for Its Nuclear Deterrent?

China’s successful submarine-launched ballistic missile test into the southern Pacific this week was more than a routine military exercise. It provided Beijing with a rare opportunity to validate one of the most sensitive aspects of its nuclear deterrent its ability to command, communicate with and potentially deploy nuclear-armed submarines while remaining undetected.

The test, carried out on Monday, involved a ballistic missile launched from a strategic nuclear-powered submarine and has drawn close scrutiny from regional governments and defence analysts. While Chinese officials described it as a standard military drill conducted in accordance with international law, experts say it marks another step in China’s effort to build a more credible and survivable nuclear force.

Why submarine missile tests matter

Unlike land-based nuclear missiles, submarine-launched ballistic missiles (SLBMs) are designed to ensure a country can retaliate even if its territory comes under nuclear attack. This “second-strike capability” forms one of the central pillars of nuclear deterrence.

Analysts say the test was not solely about assessing missile performance. It also allowed Chinese military leaders to evaluate the complex command-and-control systems needed to operate nuclear submarines while they remain hidden beneath the ocean.

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Maintaining secure communications with submarines without revealing their position is among the most technically demanding aspects of any nuclear arsenal.

Collin Koh, a security expert at Singapore’s S. Rajaratnam School of International Studies, said Beijing would likely have been evaluating communications, operational procedures and submarine performance alongside the missile itself.

A key part of China’s nuclear modernization

Regional defence experts believe the missile was launched from one of China’s Type-094 nuclear-powered ballistic missile submarines (SSBNs), although Beijing has not officially identified the vessel.

China has steadily expanded its nuclear capabilities over the past decade, developing what military planners describe as a complete “nuclear triad”—the ability to launch nuclear weapons from land, sea and air.

The submarine component is viewed as increasingly important because it offers a survivable retaliatory force if China’s land-based missile sites were destroyed during a conflict.

According to previous U.S. defence assessments, China has already begun near-continuous deterrence patrols using its SSBN fleet, joining the United States, Russia, Britain and France in maintaining an at-sea nuclear capability.

Challenges remain

Despite the progress, experts note that China’s submarine force still faces significant operational hurdles.

To threaten the continental United States with its most advanced JL-3 submarine-launched missile, Chinese submarines would likely need to leave the relative protection of the South China Sea and enter the wider Pacific Ocean, where they could be tracked by U.S. and allied anti-submarine forces.

Military analysts say American and allied navies closely monitor Chinese submarines using surveillance aircraft, underwater sensor networks and naval patrols.

China is also developing a quieter next-generation ballistic missile submarine that could improve its ability to operate undetected.

Regional reaction

The launch prompted criticism from several regional governments.

The United States said China had provided only limited advance notification before the launch and expressed concern over Beijing’s rapidly expanding nuclear arsenal. Japan, Australia, New Zealand and Taiwan also voiced concern following the test.

China rejected the criticism, insisting the exercise complied with international law and was intended solely to safeguard national security and strategic stability.

Beijing has repeatedly argued that its nuclear modernization remains defensive and consistent with its longstanding policy of not being the first to use nuclear weapons.

Analysis: A signal beyond the missile

The importance of this test extends beyond the missile itself. It demonstrates Beijing’s growing confidence in the sea-based leg of its nuclear deterrent, an area traditionally dominated by the United States and Russia.

The exercise also reflects China’s broader military modernization strategy under President Xi Jinping, which prioritizes survivable nuclear forces capable of guaranteeing retaliation under any scenario. Even if operational challenges remain—particularly the ability of Chinese submarines to evade increasingly sophisticated Western tracking systems—the test suggests China is moving closer to a fully credible second-strike capability.

Strategically, the launch sends multiple messages. Domestically, it showcases advances in China’s military technology. Regionally, it reinforces Beijing’s determination to protect its security interests. Internationally, it signals that China’s nuclear forces are becoming more sophisticated, mobile and resilient, adding another layer of complexity to strategic competition with the United States and its allies in the Indo-Pacific.

With information from Reuters.

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