Featured in Building resilience – 04-2026

Tensions test solar supply

The US-Israeli conflict with Iran is unlikely to materially affect solar manufacturing projects in the Middle East for now, as most of these investments remain at an early stage. OPIS analyst Brian Ng sees the most immediate risk in logistics. If disruptions persist, shipments of solar products into the region could be delayed and export pricing may turn volatile.

By

pv magazine

02 Apr 2026

Shipping through the Strait of Hormuz has been severely disrupted due to conflict, and war-risk terms have tightened for voyages in the Middle East as a result. | Image: MODIS Land Rapid Response Team, NASA GSFC

The Middle East remains a major destination for China’s module exports and an increasingly important market for new photovoltaic manufacturing investment. Recent clashes have so far had limited impact on Chinese downstream module and cell trading, as the situation is still evolving and broader implications for the entire supply chain remain uncertain. China’s solar shipments …

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