"China’s exports of clean technology climbed in March, reinforcing signs that manufacturers are benefiting from rising global demand for alternative energy sources as traditional supplies are roiled by the Iran war.
The most notable growth came in shipments of lithium-ion batteries and electric vehicles, with an annual increase of 34% and 53%, according to data released by China’s General Administration of Customs on Saturday. Solar cells also saw 80% growth last month. All three exports rose from February levels as well.
The data give the first comprehensive picture of China’s clean tech exports since the US and Israel launched attacks against Iran seven weeks ago, effectively shutting the Strait of Hormuz and sparking a global energy crisis. The disruptions caused by the conflict have heightened the issue of energy security for countries reliant on fuel imports and sent consumers and industries hunting for alternatives.
“This is just the beginning, the knock-on effects of high energy prices will be unfolding for months to come,” said Euan Graham, senior analyst at UK-based think tank Ember. “Clean technologies are an escape from soaring fuel costs for consumers and a long term route for countries to reduce fossil fuel reliance. China is well positioned to meet this growing demand.”"
https://www.bloomberg.com/news/articles/2026-04-18/china-clean-tech-exports-jump-amid-global-energy-disruption?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc3NjUwMDM3MSwiZXhwIjoxNzc3MTA1MTcxLCJhcnRpY2xlSWQiOiJURE03TkFLSzNOWkYwMCIsImJjb25uZWN0SWQiOiIwQzg4NkY0NTI0NzY0RUE0OEY2QTk4RTk1NDc5RTI2NSJ9.FrOmzgqMXV40RiuX6mkRulDGA2LOHlCBOR_DjDqxwg8&leadSource=uverify%20wall
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