Hormuz crisis could splinter green fuel transition into regional ‘patchwork’
- A prolonged Hormuz crisis will create a ‘patchwork’ response to decarbonisation, accelerating the transition in energy import-dependent regions such as Europe and China, while pushing others back toward coal
- China’s push into green fuels is driven primarily by energy security rather than climate policy, with Beijing now positioning hydrogen, ammonia and methanol as strategic industrial pillars
- For shipowners, geopolitics has overtaken decarbonisation as the dominant concern
The Hormuz crisis could reshape the energy transition into a regional patchwork, where security trumps sustainability and green ambitions collide with operational reality
