Apr 2 • General discussion
What the US-Iran war actually means for the renewable industry
Everyone's worried about oil prices. Solar owners should be celebrating.
Hey guys, I haven't posted in a while.
I know, I know. I basically ghosted you all.
But I'm back and I'm committing to being way more active from now on. And I hope you all do the same because talking to myself gets weird fast.
So something has been living rent free in my head lately.
The US-Iran situation.
Now let me be clear. I am not a war guy. At all.
But I am absolutely a "what does this mean for solar" guy.
So naturally my brain went straight there.
Here's the part nobody's really talking about.
The Strait of Hormuz carries about 20 million barrels of oil per day.
That's roughly 20% of the entire world's petroleum consumption flowing through one stretch of water you could probably swim across on a good day.
The IEA called this the largest supply disruption in the history of the global oil market.
One strait. 20% of global supply. Gone.
Now I don't know about you but if I had 20% of my income dependent on one road that someone could just block on a Tuesday morning I'd be having a very bad time.
And here's the thing that made me actually smile a little.
Renewables don't need to be shipped through the Strait of Hormuz.
Once solar panels and batteries are installed the energy source is completely local.
It doesn't move through shipping lanes.
It doesn't get held hostage by geopolitics.
It genuinely does not care what is happening on the other side of the planet.
A war in the Middle East isn't just a story about oil prices.
It's a very loud reminder that energy dependence is a strategic weakness and every government watching this is taking notes.
We're already seeing it happen.
Europe overtook fossil fuels in electricity generation for the first time ever in 2025.
Renewables supplied 47% of European electricity.
The US is still pushing renewable deployment hard into 2026 despite all the tariff chaos and supply chain headaches.
Solar and wind are literally growing faster than global electricity demand right now.
Let that sink in.
Now here in Australia, and this is where it gets interesting for us, our industry runs heavily on government rebates and incentives.
And what drives those rebates? Policy.
And what drives policy? Energy security.
When governments watch 20 million barrels a day disappear through one chokepoint they stop thinking purely about climate targets and start thinking about survival.
And survival budgets are a lot bigger than climate budgets if you know what I mean.
That turns solar from an environmental feel good choice into a genuine national security strategy.
And for everyone in the Australian solar industry, that is honestly a very good place to be sitting right now.
Also if you want me to spend my very spendable time covering any new solar-related topics or ideas, drop them in the comments, and I will get to it.
And if you ever need any kind of help in the industry, you know who to ask.
Disclaimer that is me, by the way, in case that was not obvious.
Drop a comment and let me know what you think this means for the Australian market.
I want to hear from you and I promise I will actually reply this time.
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What the US-Iran war actually means for the renewable industry
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