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?

Join Leah Fahy from our China team and Hamad Hussain from our Commodities & Climate team at 09:00 BST/16:00 SGT on Tuesday 12 May, for a concise briefing on how the energy shock is reshaping the renewables rollout and amplifying China’s role at its centre. During this session, Leah and Hamad will be answering your questions as they tackle key issues, including:

• The demand-supply dynamics driving Chinese EV, battery, and solar exports;
• Where adoption is happening fastest across developed and emerging markets;
• What higher energy prices mean for China’s export growth and trade surplus.

Note: If you are unable to attend the live session, registering will ensure you are sent a recording.