"After a huge surge in investment since 2020, Chinese companies have the capacity to produce a vast 1,000 gigawatts of panels per annum. The world cannot absorb the supply."

Even if peace broke out tomorrow, it would be 2027 before the economic effects of the Middle East War were normalized. As a settlement looks unlikely, we can assume 2027's story will be one of every growing global economic dislocation. Yet as one fuel source shrinks, another goes into surplus.

Has the world woken up to the urgency it needs to "fix" itself to work around the consequences of the New Middle East? If oil needs to be rationed, and some of it is needed to make fertilizer that will prevent famines in 2027-28. Then switching to Chinese renewables becomes an urgent imperative.