China is increasingly treating its green energy transition not just as a domestic priority but as a significant geopolitical asset. This strategic shift is emerging amid global uncertainty, particularly following the instability around the Strait of Hormuz.

China’s green energy transition is expanding from a domestic security priority into a potent geopolitical asset at a time of heightened global uncertainty, according to the latest official reading of the country’s 15th five-year plan. That shift has been tested in recent weeks by the US-Israeli war in Iran and Tehran’s effective closure of the Strait of Hormuz – a chokepoint for 20 per cent of global oil and gas supplies. While Tehran signalled it would reopen the strait on Tuesday under a...