Rising sulfur costs following the Iran conflict threaten the global energy transition by inflating the production expenses of EVs and solar panels.
Thursday, June 4, 2026
Rising sulfur costs following the Iran conflict threaten the global energy transition by inflating the production expenses of EVs and solar panels.
The U.S.-Israeli war on Iran exposes the fragile nature of global energy markets, driving a costly and risky global pursuit of self-sufficiency.
The Strait of Hormuz is effectively closed; the U.S. must act fast to prevent an energy crisis.