On March 1, one day after the U.S. and Israel launched what would become the ongoing war with Iran, Ren Hanjun, a visiting professor at Peking University, posted a video on WeChat predicting that China would emerge as one of the conflict's biggest beneficiaries.

Three months later, that prediction appears increasingly accurate. Demand for Chinese EVs, solar panels, and other clean energy technologies is surging, especially across developing regions such as Southeast Asia and Africa.

Li Shuo, director of the China Climate Hub at the Asia Society Policy Institute and a CGSP non-resident fellow, joins Eric & Cobus to discuss how disruptions to global oil and gas supplies are accelerating the shift toward Chinese renewable energy and mobility solutions.

📌 Topics Covered in this Episode

China's potential gains from the Iran war
Energy insecurity and the global transition shift
Rising demand for Chinese EVs and solar tech
Southeast Asia and Africa's growing role
The geopolitics of clean energy supply chains
Is China the biggest winner of the crisis?

Show Notes:

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The Iran War is Boosting China's Green Energy Sales

The China-Global South Podcast

The Iran War is Boosting China's Green Energy Sales