As US-Iran war threatens global energy markets, will China speed up its green transition?

09 03 2026 | 11:43Xinyi Wuin Beijing

Beijing is still dependent on fossil fuels but Washington’s recent interventions may prompt officials to fast-track shift, analysts say

From Venezuela to Iran, a wave of military interventions by the United States threatens to disrupt China’s oil supplies – and could accelerate Beijing’s transition away from fossil fuels, according to analysts.

“Geopolitical tensions often serve as a reminder that heavy dependence on imported fossil fuels represents a structural vulnerability,” said Shen Xinyi, a researcher at the Centre for Research on Energy and Clean Air.

The current turmoil could reinforce Beijing’s growing emphasis on linking energy security to the green transition, she added, even as China’s energy system had so far remained relatively resilient to escalating tensions in the Middle East.

Cover photo: By My News

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