The War With Iran Has Reshaped The Energy Landscape |Aisinee

Since the outbreak of the Iran-Iraq War, the share prices of CATL and BYD, China's leading battery and electric vehicle manufacturers, have both risen by more than 15%, significantly outperforming ExxonMobil and Chevron. Investors generally believe that this crisis will accelerate the substitution of fossil fuels by batteries and energy storage systems, simultaneously addressing both cost and supply security concerns.

In the European market, Chinese car brands are regaining momentum thanks to soaring oil prices. BYD, Leapmotor, and other brands saw sales rebound in Europe in February, as the Middle East conflict pushed up fuel costs, further enhancing the appeal of electric vehicles. Goldman Sachs' assessment corroborates market trends: coal is a short-term emergency option, but this crisis is accelerating countries' re-evaluation of their energy structures, placing renewable energy development on a more urgent agenda.

Doug Arent, a senior researcher at the WRI Polsky Center for Global Energy Transition, stated that coal demand in 2026 "will certainly not decline as predicted before the war," but he also emphasized that the current priority is "maintaining electricity supply and production efficiency." The International Energy Agency previously predicted that global coal demand would decline by 1.4% by 2027, a forecast that now faces serious challenges.

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