On March 1, one day after the U.S. and Israel launched what would become the ongoing war with Iran, Ren Hanjun, a visiting professor at Peking University, posted a video on WeChat predicting that China would emerge as one of the conflict's biggest beneficiaries.

Three months later, that prediction appears increasingly accurate. Demand for Chinese EVs, solar panels, and other clean energy technologies is surging, especially across developing regions such as Southeast Asia and Africa.

Li Shuo, director of the China Climate Hub at the Asia Society Policy Institute and a CGSP non-resident fellow, joins Eric & Cobus to discuss how disruptions to global oil and gas supplies are accelerating the shift toward Chinese renewable energy and mobility solutions.

📌 Topics Covered in this Episode

• China's potential gains from the Iran war
• Energy insecurity and the global transition shift
• Rising demand for Chinese EVs and solar tech
• Southeast Asia and Africa's growing role
• The geopolitics of clean energy supply chains
• Is China the biggest winner of the crisis?

Show Notes:

• The China-Global South Project: "Win or Lose, America Loses": Chinese Analyst Says Trump's Iran Gamble Will Hand Beijing a Strategic Victory
• The China-Global South Project: Why the Global South Will Become New Champions of Climate Action by Li Shuo
• The China-Global South Project: Leading from the "Global Middle": China's Bid to Host the New Ocean Treaty by Li Shuo

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