# Geopolitical tensions drive renewable shift > Live situation record from CLSTR: https://clstr.news/situations/geopolitical-tensions-drive-renewable-shift > Updated: 2026-08-06T08:26:40.000Z. Sources: 14. Developments: 2. Initial reports noted that the United States' withdrawal from the Paris Agreement and its military action against Iran, which closed the Strait of Hormuz, raised oil prices and prompted several European governments to adjust energy policies, while countries such as Spain increased the share of renewables in their power mix. A few days later, continued disruption of oil and LNG flows through the Strait was linked to a rapid expansion of clean‑technology markets: Chinese exports of solar panels, batteries and electric vehicles grew sharply, and large green‑industry projects were launched in Paraguay and Sweden with EU carbon‑price support. The United States, insulated by high domestic oil and gas production and extensive refining capacity, avoided major supply shocks, highlighting a divergence between U.S. energy resilience and the broader global push toward renewable sources. ## Timeline ### 2026-08-06: Strait of Hormuz disruption fuels clean tech surge, US energy resilience Strait of Hormuz disruptions spur a clean‑tech surge, highlighted by Chinese export growth and new green‑fertiliser and steel projects, while the US energy system remains resilient with record oil and gasoutput 5 sources. https://clstr.news/cluster/strait-of-hormuz-disruption-fuels-clean-tech-surge-us-energy-resilience ### 2026-08-02: US withdrawal from Paris Accord and Ukraine‑Iran conflicts spur renewable energy shift Trump’s exit from the Paris Agreement, EU’s softened carbon rules, Germany’s temporary coal use, and the US‑Iran Strait of Hormuz closure have spurred a global shift toward renewables despite setbacks in policy 9 sources. https://clstr.news/cluster/us-withdrawal-from-paris-accord-and-ukraineiran-conflicts-spur-renewable-energy-shift --- Cite as: Geopolitical tensions drive renewable shift. CLSTR, https://clstr.news/situations/geopolitical-tensions-drive-renewable-shift