The global energy shock caused by the conflict in the Middle East, especially the risk of supply disruptions through the Strait of Hormuz, is creating significant shifts in the energy and clean technology markets. In that context, Chinese clean technology companies are emerging as one of the clear beneficiaries, according to The Japan Times.
According to international sources, the tightening of oil and gas supplies has pushed fuel prices up sharply globally, forcing many countries and businesses to seek alternative solutions. This trend has directly boosted demand for electric vehicles, storage batteries and renewable energy technologies.
Market data shows that this reaction is happening very quickly. In March 2026, China's exports of electric and hybrid vehicles surged, reaching approximately 340,000 units - a record high, equivalent to an increase of about 140% compared to the same period last year, according to Reuters.
At the same time, China's total car exports also increased sharply, with an increase of more than 70% compared to the same period, showing that demand from the international market is compensating for domestic weakness.
Not only stopping at the vehicle sector, the demand for energy storage systems and batteries is also increasing rapidly. China currently dominates the global clean technology supply chain, with about 70% of electric vehicle production and up to 80% - 85% of solar panel and solar equipment production.
The advantages in production scale and cost help businesses in this country quickly respond to the wave of shifting to clean energy when fossil fuel prices fluctuate sharply.
On a global scale, the shifting trend is also clearly shown in many regions. In Europe, electric vehicle sales in March increased sharply, setting a new record as gasoline prices escalated. In the Asia-Pacific and Southeast Asian markets, electric vehicle demand also increased significantly as consumers sought to reduce operating costs in the face of fuel price fluctuations.
Meanwhile, despite strong export growth, the Chinese economy still faces certain challenges. Some forecasts show that overall export growth may slow down due to increased transportation costs and geopolitical instability. However, in the context of global energy transition, the clean technology sector is still considered a bright spot, playing an important role in the country's economic growth.
Experts believe that the current energy shock may become a long-term catalyst, promoting the process of electrification and transition to renewable energy globally. With its leading position in production and supply chains, China is likely to continue to be one of the biggest beneficiaries of this trend in the coming years.
