China's early bet on low-carbon technology is looking smarter after Hormuz shipping disruptions exposed how much oil and gas still moves through the Strait. The country still imports about 70% of its crude oil and 45% of its natural gas, and roughly half of that crude comes through Hormuz. The article traces that push back to the early 2000s, when concerns about the Strait of Malacca drove Beijing to fund EV research and pass the Renewable Energy Law. Since then, China has used state funding, subsidies, and tax breaks to build out solar, wind, batteries, and electric cars. Those industries now spill into trucks, ships, and storage. Energy Intelligence argues the strategy was as much about security as climate, and that recent disruption has proved the approach works. For anyone tracking low-carbon policy or energy independence, this is a useful look at how security concerns can drive real decarbonization.
