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 shale revolution made the US a net energy exporter and the world’s biggest producer of oil and gas. Now…