دراسات اقتصادية
Volume 20, Numéro 3, Pages 99-117
2026-10-28

The Clean Energy Economy In The Face Of Maritime Chokepoint Shocks: An Analysis Of China's Response To The Strait Of Hormuz Crisis

Authors : Deheina Majdouline .

Abstract

Maritime chokepoint shocks — foremost among them disruptions to the Strait of Hormuz — have become one of the most salient risks threatening energy security and international trade. These risks take on a strategic dimension in the case of China, the world's largest oil importer, at a time when the structure of its energy system is shifting rapidly towards renewable energy and electric vehicles. This study seeks to analyse China's response to disruptions in the Strait of Hormuz and to identify the role played by the clean energy economy in mitigating the structural and economic repercussions of such shocks. The study adopts a descriptive-analytical approach, monitoring and tracking indicators of oil consumption, renewable energy expansion, electric vehicle penetration, and strategies of supply diversification and strategic stockholding. The study concludes by assessing the extent to which the energy transition has succeeded in reducing the vulnerability of the Chinese economy to maritime shocks, and by identifying the limits of its continued dependence on the stability of oil markets and international shipping corridors.

Keywords

Clean energy ; Energy security ; Strait of Hormuz ; China ; Energy transition ; Electric vehicles ; Maritime chokepoint shocks