The US-Iran conflict has now persisted for six months, with geopolitical tensions causing severe shocks to the global energy supply chain. According to international observers, the core of the conflict involves not only military standoffs between Iran and Israel but also directly affects the Strait of Hormuz, a lifeline for global energy transport. As a critical chokepoint for global oil and liquefied natural gas (LNG) shipments, the strait’s obstruction has directly impacted an estimated one-fifth of global oil and gas transport. Against this backdrop, the energy security architecture in Eurasia is being reshaped, forcing governments to reassess the resilience of their energy supplies and pivot toward the accelerated deployment of renewable energy to cope with the risk of long-term shortages.

According to comprehensive reports from various media outlets and research institutions, Eurasian nations have reached a consensus on the necessity of reducing reliance on imported fossil fuels to counter price shocks and supply disruptions caused by geopolitical instability. In Europe, following previous fluctuations in Russian energy supplies, natural gas consumption in the EU has fallen by approximately 18%, indicating that energy transition has become a core policy priority. In Asia, countries are also actively adjusting their energy structures by increasing the share of renewables in their power systems, attempting to establish autonomous energy supply systems amidst a volatile international environment. Energy experts point out that this wave of energy transition is not only for environmental sustainability but also serves as a survival strategy for nations in the current conflict-ridden context.

However, there remain discrepancies and unverified information regarding the specific impact of the conflict. Some media reports indicate that Iran has recently conducted strikes near major Israeli nuclear research centers, suggesting that the conflict is no longer limited to maritime blockades but involves sensitive military and nuclear issues, which adds a layer of complexity far beyond simple energy supply concerns. Furthermore, there is no consensus among parties on whether the "de facto closure" of the Strait of Hormuz is a comprehensive, permanent blockade or a phased military restriction.

Energy market analysts also hold divergent views on the projected duration of the conflict. Some argue that if the conflict is not mitigated in the short term, the global energy market will face long-term structural inflationary pressure, which poses a significant economic challenge for emerging Asian markets that rely on energy imports.

This energy crisis has had a profound impact on industries and policies across Eurasia. At the industrial level, traditional energy extraction and transportation sectors face extremely high operational risks, while renewable energy, energy storage technologies, and infrastructure construction have become focal points for government subsidies and investment. Policymakers are accelerating grid upgrades to accommodate more intermittent renewable power and are attempting to share supply risks through regional energy networks. For Europe, this means striking a delicate balance between maintaining economic operations and driving the green transition; for Asia, it requires making difficult decisions between ensuring energy security and controlling the costs of transition.

Although the potential of renewable energy is widely recognized, there are limitations and aspects that should not be over-interpreted. Analysts caution that energy transition cannot be achieved overnight, and renewables still face numerous challenges in infrastructure construction, technical reserves, and cost-effectiveness. Moreover, energy transition policies in Eurasia are highly susceptible to geopolitical interference; if the scope of the conflict expands, it could lead to disruptions in raw material supply chains, thereby dragging down the speed of manufacturing and deploying renewable energy installations. Therefore, the current energy transition should not be viewed as a panacea for geopolitical conflict, but rather as a means of risk diversification in an uncertain environment.

Future observations will focus on the evolution of the US-Iran conflict and whether there will be a turning point in the navigability of the Strait of Hormuz. The international community will closely monitor military interactions between Iran and Israel, as well as the effectiveness of individual nations' energy security policies. Additionally, the global energy market's reaction to oil and gas prices, and whether major energy-consuming nations adopt more aggressive energy substitution plans, will be key variables affecting Eurasian economic stability in the coming months. Subsequent reports from the International Energy Agency and relevant think tanks will also serve as important indicators of whether the global energy transition process is being "accelerated" or "stymied" by the conflict.