Comment Re:Possibly the only good thing... (Score 2) 143
This particular statistic has nothing to do with Iran, but we can expect a significant global boost for renewables due to the currently ongoing debacle. Businesses and governments worldwide knows how bad this hurts, and is still going to hurt. They know that they need to decouple from oil strategically. The cheapest route to do that is solar + batteries (for most of the world). Some northern countries (Scandinavia, Canada, northern Russia, plus a bit of central europe) - will of course need "winter generation" in addition. Norway solves that with Hydro. Others will need nuclear in addition.
There will most certainly be an acceleration in buildout due to this debacle. That won't shop up in the statistics for another year - but it'll be there.
Finally, anyone who has paid a modicum of attention to geopolitics in the last 45 years know of the Strait of Hormuz. It was quite central in the "Tanker Wars" in the early 80s. Not to mention for people who paid a modicum of attention around 20-25 years ago when Iran started developing their "speedboat strategy".