Could the economic impact of the Iran war accelerate the green energy transition in Asia?

追加: 2026-05-01

[00:00:00]Describe what you see as the opportunities here for green energy technology when it comes not just to South and Southeast Asia, but China in particular.

[00:00:13]Yeah, energy crises throughout the last 50 years have been a catalyst for a green energy transition worldwide. And I do think that that is playing out to some extent currently with the current crisis. Of course, it depends on how long it lasts and how oil prices do develop. [music] But already in contrast to previous energy crises, we see a much faster reaction in terms of for example, exports of clean energy products from China. And in particular to the topic today of exports of those specific technologies to Southeast Asia, to India, [music] South Asia in general.

[00:00:46]And you know, these of course, they're not commodities in the same way that oil and gas are commodities. They are infrastructure that substitutes for oil and gas consumption to some extent over a longer term.