Drop-In: Is the energy shock supercharging the Chinese export boom?

China is widely seen as a key “winner” of the Iran conflict–driven energy shock, thanks in part to its dominance in green tech manufacturing. But how big is the upside? Will it last if energy flows through the Strait of Hormuz are restored? And what does this all mean for China’s trade balance?

Leah Fahy from our China team and Hamad Hussain from our Commodities & Climate team hosted this concise briefing on how the energy shock is reshaping the renewables rollout and amplifying China’s role at its centre.