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Iran Conflict Disrupts Oil Supply, Boosts Pakistan's Solar Adoption

3/18/2026

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Story summary
  • The ongoing war in Iran has disrupted oil supplies, threatening Pakistan's energy sector.
  • Haneea Isaad of the Institute for Energy Economics and Financial Analysis (IEEFA) notes distributed solar has mitigated immediate supply issues, but Pakistan remains vulnerable.
  • More than 90% of Pakistan's LNG and oil imports pass through the Strait of Hormuz, exposing the country to price and supply shocks.
  • Rooftop solar adoption has surged, providing a buffer against disruptions.