How has the Iran conflict accelerated the energy transition?

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Publication date: 28 May 2026

Published by: Guinness Global Investors

The Iran war has removed around 12 million barrels of oil per day from global markets, triggering an energy shock with no clear resolution. Policymakers worldwide are responding with an accelerated push toward renewables, electrification and energy security. This structural shift that looks set to reshape global energy markets for years to come. What does this mean for investors, and which parts of the energy transition stand to benefit most?

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