On January 12, 2026 local time, US President Trump announced on social media a "final and irreversible" decision: Any country conducting business with Iran will be subject to a 25% tariff increase on all commercial activities with the United States. This policy quickly caused global market turmoil. 

The analysis indicates that this move is intended to indirectly influence Iran by exerting pressure on its trading partners. Recently, there have been continuous demonstrations in Iran, and the US views this as an opportunity to intensify the pressure. Trump previously warned that if the Iranian government uses lethal force against the demonstrators, the US might take military action. The tariff policy can be regarded as an escalation of the US's pressure tactics. 

As Iran's major trading partner, China has become a key party affected by this policy. According to the data, the trade volume between China and Iran reached 13.37 billion US dollars in 2024. In the bilateral trade, trade related to textiles holds a significant position: China exports textile machinery, chemical fiber raw materials, etc. to Iran, and also imports high-quality long-staple cotton from Iran. The new tariffs will impose additional costs on related enterprises in their trade with the United States. 

The international crude oil market was the first to react. After the policy announcement, the prices of Brent and WTI crude oil both rose, reaching their highest levels in nearly seven weeks. The market is concerned that Iran's crude oil exports may be hindered due to the tense situation, further increasing supply uncertainty. The rise in oil prices directly pushed up the costs of chemical fiber raw materials and logistics, imposing double pressure on textile enterprises. 

The current global energy market is already highly complex due to geopolitical factors: factors such as Venezuela's possible transfer of sanctioned crude oil and attacks on Russian energy facilities have all exacerbated the volatility. Analysts believe that geopolitical risks will continue to cause market fluctuations. 

For the textile industry, it needs to address the dual challenges of cost transmission and tightening trade environment. Relevant enterprises should adjust their supply chain layout, expand into diverse markets, and utilize financial tools to manage risks. In the long run, building a more resilient supply chain system has become an important way for the industry to cope with uncertainties. 

Trump's tariff policies have triggered a chain reaction, and in the interconnection between the trade and energy markets, related industries are now facing new challenges. 

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