---
title: "The great energy pivot: US oil and Chinese solar are the winners in Trump’s war on Iran"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/284109726.md"
description: "The article discusses the impact of Donald Trump's policies on the oil market, highlighting a surge in super-sized tankers heading to the US to load crude oil. This influx is set against a backdrop of a significant global supply crisis, positioning US oil drillers and refineries to benefit from the situation. The piece emphasizes the strategic shift in energy dynamics, with US oil and Chinese solar energy emerging as key winners amid geopolitical tensions in the Middle East."
datetime: "2026-04-26T11:11:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284109726.md)
  - [en](https://longbridge.com/en/news/284109726.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284109726.md)
---

# The great energy pivot: US oil and Chinese solar are the winners in Trump’s war on Iran

In the open seas, an armada of empty tankers has quietly turned west. A record number of super-sized vessels are now heading to the US, where oil drillers and refineries are preparing to profit from Donald Trump’s war in the Middle East. Almost 30 of these vessels, each able to hold 2m barrels of oil, are contracted to load US crude, destined for a global market facing the biggest supply crisis in history. It is just over five years since the...

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