According to the South China Morning Post, analysts believe that the Middle East conflict is keeping fossil fuel prices high, driving demand for battery energy storage systems in green energy projects. Chinese manufacturers, including CATL, BYD, and Gotion High-tech, are expected to benefit. The related positive impact is anticipated to offset the slowdown in domestic demand; weaker-than-expected demand has already caused lithium-ion battery supply chain stock prices to fall by over 46% in the past six months.