该文指出，尽管“新的海湾战争”后煤炭常被称为最大受益者，但在霍尔木兹海峡持续关闭下，清洁能源——尤其是太阳能——可能获得更大提振。即便在二月末美国和以色列开始对伊朗实施空袭之前，清洁能源成本下降在许多地区就已先于并压低了化石燃料。
在4月20日发布的《国际能源署》年度《全球能源回顾》中，太阳能光伏满足了全球新增能源需求的25%以上，而天然气为17%。在4月21日发布的Ember报告中，2025年可再生能源电力增长首次超过全球电力需求增长，而且可再生能源占全球电力的34%，略高于煤炭的33%，这是百年多以来第一次出现这种超越。
2025年可再生能源电力增长由太阳能主导，太阳能发电量从2,143升至2,778 TWh，增长30%，几乎全部来自新增装机；风电则从2,510升至2,715 TWh。包括水电、地热及其他技术在内，可再生能源去年达到近11,000 TWh（34%），本世纪以来化石燃料仅在第4次发电量低于上一年，且太阳能“平准化”成本自2010年以来下降约90%，低于印度（含电池储能）的煤电成本，陆上风电更便宜；德国在2022年俄乌战争后早期已投资清洁能源，每年节省约€25bn（$26bn）天然气进口，去年新增太阳能发电量超过了海湾2025年全部液化天然气（LNG）出口对应的电力量。
The context argues that while coal is often hailed as the major winner after the new Gulf war, clean energy—especially solar—may get an even larger boost if the Strait of Hormuz remains closed. Even before the U.S. and Israel began bombing Iran at the end of February, falling clean-energy costs had already undercut fossil fuels in many places.
In the IEA’s 20 April Global Energy Review, solar photovoltaics supplied more than 25% of worldwide new energy demand, compared with 17% for natural gas. In Ember’s 21 April report, 2025 renewable-electricity growth exceeded global electricity-demand growth for the first time, and renewables generated 34% of global electricity versus coal’s 33%, the first such lead in more than a century.
The increase was led by solar, whose generation rose 30% from 2,143 to 2,778 TWh, mostly from newly installed capacity, while wind rose from 2,510 to 2,715 TWh. Renewables including hydro, geothermal, and other technologies reached nearly 11,000 TWh (34%) last year with fossil fuels producing less than the previous year for only the fourth time this century, while solar’s levelized cost has fallen about 90% since 2010 to below coal in India even with battery storage, onshore wind is cheaper still, Germany’s early clean-energy investments after the 2022 Ukraine war saved about €25bn ($26bn) in gas imports, and last year’s new solar output surpassed the electricity from all LNG exported by the Gulf in 2025.
Source: Renewables are shining. The Iran war amplifies their appeal
Subtitle: Two new reports are a must-read of energy-starved governments
Dateline: 4月 23, 2026 03:40 上午 | New York