China clean tech exports hit record highs in March as disruptions to oil and gas supplies during the Iran war accelerated global demand for alternative energy systems.
Data compiled by Ember shows exports of batteries, solar equipment and electric vehicles reached $26 billion during the month, the highest level on record. The surge followed disruptions to shipments through the Strait of Hormuz, a key route for global energy trade.
The increase reflects a shift in global energy demand as countries respond to supply constraints by expanding investment in renewable and storage technologies.
Battery exports lead record growth
Battery systems accounted for the largest share of exports, generating more than $10 billion in March, significantly above recent monthly averages. Demand was driven by both electric vehicle production and energy storage needs.
Europe remained the largest market, accounting for over 40% of imports, followed by Asia. Germany, the United States and the Netherlands were among the leading buyers.
Solar shipments surge
Exports of solar systems rose sharply to $4.8 billion in March, more than doubling from the previous month and marking the highest level since 2023.
Asia led demand for solar equipment, with Europe also accounting for a significant share of imports as countries expanded renewable energy capacity.
Electric vehicle exports remain strong
China’s electric vehicle exports showed some volatility amid changing subsidy policies and global trade disruptions. However, total shipments in the first quarter of 2026 still reached a record level.
Europe accounted for nearly half of EV exports in March, while Asia remained the second-largest market. Exports to the Middle East declined as conflict disrupted regional trade flows.
Global energy shift accelerates
The decline in deliveries to the Middle East highlights the immediate impact of the conflict on regional trade, while rising demand elsewhere underscores a broader transition toward diversified energy sources.
The data indicates that China’s clean energy sector is benefiting from shifting global energy patterns, as countries seek alternatives to disrupted fossil fuel supplies.
Also read: Iran war strains emerging markets as Pakistan faces rising economic pressure
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