War in Iran Boosts Chinese Photovoltaic Exports (legrandcontinent.eu)

• Chinese PV exports nearly doubled from Feb to March 2026.
• Wafers and cells exported to Asia to bypass US tariffs.
• European imports of Chinese solar panels rebounded sharply.

"Between February and March 2026, China's photovoltaic industry nearly doubled its global exports. Wafers and cells are shipped to Asia for assembly, circumventing US trade restrictions. European imports of Chinese solar panels rebounded sharply after stagnating since 2022. The Iran war is accelerating the global energy transition, particularly in solar power."