NIS: China oil-cutoff story was bogus

China is secretly providing North Korea with oil, with shipments over the border either intentionally omitted from its export statistics or broadly identified as aid, according to South Korean intelligence officials.

Customs data released by Beijing indicates that no crude oil went over the border to North Korea in the first nine months of the year, although analysts in Seoul say that such a drastic halt in imports would have played havoc with the North’s industrial capability and its military forces.

Instead, analysts point out, industry appears to operating as usual and the military has to be unaffected by any shortages of fuel.

“Without China providing crude oil, the operation of many of North Korea’s industrial facilities and vehicles would have been suspended,” intelligence sources told Yonhap news agency. “But there have been no such indications as yet.” [The Telegraph, Julian Ryall]

Isn’t that what I’ve been saying for months? Frankly, I wouldn’t want to see an oil embargo enforced against North Korea, except with respect to some very specific refined petroleum products that didn’t also have agricultural uses.