China’s exports of clean technology have surged, signalling that manufacturers are benefiting from rising global demand for alternative energy as traditional supplies face disruption linked to the conflict involving Iran.
The strongest growth was seen in shipments of lithium-ion batteries and electric vehicles, which recorded annual increases of 34% and 53% respectively. Solar cell exports rose by 80%, according to data released by China’s customs authority. All three categories also showed growth compared to the previous month.
The figures offer one of the first detailed snapshots of China’s clean technology exports since military tensions escalated in the Middle East, severely disrupting flows through the Strait of Hormuz and contributing to a global energy crunch.
The ongoing instability has intensified concerns around energy security, particularly for countries dependent on fuel imports. As a result, industries and consumers are increasingly turning to renewable and low-carbon technologies as alternatives to volatile fossil fuel supplies.
Euan Graham, a senior analyst at UK-based think tank Ember, said the trend is likely to continue as the effects of high energy prices ripple through global markets.
“This is just the beginning. The knock-on effects of high energy prices will unfold over time,” he said. “Clean technologies provide a way for consumers to manage rising fuel costs and offer countries a long-term path to reduce reliance on fossil fuels.”
