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economy Scmp World 2026-04-30

China's Solar Exports Double in a Month Amid Geopolitical Tensions

China's solar exports saw a record-breaking doubling in March, driven by increased global demand amidst heightened geopolitical tensions in the Middle East. The surge coincides with disruptions in the Strait of Hormuz.


Chinese solar exports surged in March, doubling to a record high as demand accelerated across dozens of markets, according to a new report. The spike comes as global energy systems react to renewed geopolitical tensions in the Middle East and the dual blockade of the Strait of Hormuz by Iran and the US. The Persian Gulf shipping corridor, a critical chokepoint for global oil and gas flows, has become a focal pressure point amid escalating tensions that began on February 28 with US-Israel...

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