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.

Issue 04-2026 Issue 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.

Photo: MODIS Land Rapid Response Team, NASA GSFC

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