Surge in Chinese Green Technology Exports Driven by Energy Insecurity (legrandcontinent.eu)

• PV cell exports up 80%, lithium batteries up 34%.
• Chinese EV exports soared by 140% in March.
• Strait of Hormuz closure is a primary demand driver.

"China reported significant spikes in green tech exports for March, with photovoltaic cells rising by 80% and electric vehicle shipments jumping by 140% year-on-year. This rapid expansion is linked to hydrocarbon supply disruptions caused by the conflict in Iran and the closure of the Strait of Hormuz. The resulting pivot toward clean energy in Europe has consolidated China's structural control over the global green energy supply chain, presenting a strategic vulnerability for European industrial sovereignty."