The Iran war is driving clean energy development. It's not enough to help the planet, yet
Countries are embracing clean power and taking steps to use less energy because of the war against Iran, but it is not yet enough to help address climate change.
When the U.S. and Israel launched the war in February, some backers of renewables opined it could drive a green transition as oil and gas prices spiked. So far, more than 30 governments have enacted policies to move away from fossil fuels or improve energy efficiency. Yet at the same time, global emissions of greenhouse gases increased slightly and investments in clean energy fell compared to the same period last year.
The Associated Press talked to a dozen experts who said that while the Iran war appears to be helping the adoption of clean energy, the world is still heavily dependent on fossil fuels. They said it will take more time for new policies to show results.
“Governments are currently doing a dance between acknowledging the importance of clean power while continuing to support fossil fuel expansion,” war studies lecturer Pauline Heinrichs at King’s College London wrote in an email. “We are seeing an old and a new world interact in contradiction with each other.”
There has been a surge in solar installations in the United Kingdom. The government is also considering expanding natural gas production. In Asia, where there’s massive demand for solar power and electric vehicles, Indonesia is replacing some diesel power plants with solar, while also doubling down on coal for heavy industries.
Global investment in wind and solar deployment fell in the first half of 2026 compared to the same period last year, after several years growth, according to Rhodium Group’s Clean Investment Monitor. China accounted for most of the global decline. In the U.S., Europe and India, where economies are more exposed to gas and oil prices, solar investment grew and wind investment held stable or grew, said Hannah Pitt, a director at Rhodium.
In February, Stanford University climate scientist Rob Jackson said it was “just wishful thinking” that the new war would boost support for homegrown renewables over imported fossil fuels — unless it turned out to be a sustained conflict.
Six months later, Jackson said he didn’t anticipate oil prices hurdling past $90 or $100 a barrel for so long. If dozens of countries are promoting electric vehicle incentives, charging infrastructure and electrification in general, that can help in the fight against climate change, added Jackson. But only if those actions are sustained.
“We need that action over years, to decades, to make a dent in the climate problem,” Jackson said Monday.
Thirty-three governments adopted policies to switch from fossil fuels to electricity or improve energy efficiency in response to the Middle East conflict, as of Sept. 9, according to the International Energy Agency. This includes supporting EV adoption, promoting renewable energy, replacing gas boilers with electric heat pumps and retrofitting homes and businesses to use less energy. The Netherlands, Spain and the U.K. are doing everything on that list.
China is working to make heavy industry more energy efficient and pushing to electrify heavy vehicles. India and Indonesia are shifting to electric stoves to replace imported liquefied petroleum gas as a cooking fuel. Laos suspended gas and diesel car imports through 2026 to boost EVs.
These efforts haven't moved the needle yet. Incentivizing EV purchases or encouraging energy efficiency take time and scale, according to researchers for the Climate TRACE database of emissions.
At the same time, many governments are cutting fuel taxes. That provides immediate relief to consumers but disincentivizes switching to EVs. And, the war itself will spike emissions.
Global greenhouse gas emissions increased 0.2% in the first half of 2026, compared with the first half of 2025, according to Climate TRACE. While emissions from road transportation increased, Climate TRACE found that power sector emissions declined, despite concern that disruptions in oil and gas markets would push countries to use more coal for electricity. Shipping emissions also declined, likely due to the Strait of Hormuz closure.
Those bills would have been even steeper, though, if not for the clean power added since 2020.
Fossil fuel importers have paid prices that are $330 billion higher compared to prewar market expectations, making it the largest sustained price shock since the 1990 Gulf War, according to research by the Centre for Research on Energy and Clean Air. The European Union, China and India paid the most.
Countries that invested in clean energy after past energy crises saved an estimated $36 billion in avoided fossil fuel imports in the first five months of the conflict, the research found. China and Japan saved the most, followed by Spain, France, Italy, the Netherlands, Brazil and India.
Governments are trying to insulate themselves from geopolitical volatility and fuel price instability, said Caspian Conran, lead economist at the global consultancy firm Baringa. China knows it can rely on coal and the U.S. won’t run out of domestic natural gas, he said. Europe's politicians feel the most urgency to adopt new energy policies because their fossil fuel production is limited, said Conran, who is based in London.
“We simply don’t have a choice,” he said.
At this point, the signal would be small and there is a lot of other variation in the system, according to Michael Oppenheimer, a Princeton climate and international affairs professor.
“One thing is clear, however. When the trouble began, lots of people said there would be a rush to other, readily-available fossil fuel sources to replace Gulf oil and compensate for the price run-up, which would presumably bury any gain in carbon-free energy,” he wrote in an email. “Instead, at this point, it looks like events could turn out to be a net winner for renewables.”
Brookings Institution scholar Samantha Gross said the war is changing how people think about transitioning away from fossil fuels — that it’s not just for the climate, it’s an energy security strategy.
“That widens the appeal,” Gross said. “It brings in not just people concerned about the green side, but people concerned about hard security.”
President Donald Trump is shifting the U.S. away from renewables. The war underscores the risks of his relentless focus on fossil fuels.
“The Trump administration has been really focused on fossil fuels, but since they started this conflict, you have to ask the question, is this good for fossil fuels? And in short, I really think not,” Gross said. “Because the high prices and the uncertainty brought about by this war are helping to push other countries away from fossil fuels.”
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