Oil Westward and Solar East: a New Global Energy Order Emerges After Iran Crisis
TL;DR
War in the Middle East disrupts Gulf oil flows, prompting record U.S. crude exports and a Latin American supply surge, while China’s solar leadership accelerates a shift toward renewables—together signaling a major reordering of global energy with new winners and a rise of the ‘electrostate.’
- The great energy pivot: US oil and Chinese solar are the winners in Trump’s war on Iran The Guardian
- Escape route from Iran energy shock leads to China, US allies find Politico
- Africa, Southeast Asia drive China solar panel exports to record in March Reuters
- China Battery-Maker Gotion Says War Shifts Focus to Clean Energy Bloomberg.com
- China is poised to reap rewards as energy shock heats up the race for renewables South China Morning Post
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