Hormuz Warning: Ditch Blood Oil for Asian Clean Energy
USraeli aggression against Iran as a signal to pivot from war-driven oil to neutral renewables.
The US and its master Israel have attacked Iran yet again, predaciously and illegally, in the midst of viable negotiations. Never one to deviate from its oft-practiced manual, USrael has swiftly proceeded with bombing its usual targets first — schools and hospitals. Eliminating such ‘existential threats’ to its vision of planetary domination has already resulted in more than a thousand innocent deaths.
Now, the conventional doctrine of disaster capitalism stokes panic-buying of fossil fuels as prices spike in response to Iran closing the Strait of Hormuz and Gulf production sites coming under fire. For tayyib and ethical investors, though, this is a definitive signal to divest from war-driven oil and pivot to neutral renewables.
“Halal” playbook
The uncomfortable truth is that even Muslim investment circles will feature war profiteers. Their standard advice is predictable: buy oil majors.
By conventional logic, US energy stocks like ExxonMobil (XOM) and Chevron (CVX) — along with peers like Shell (SHEL) and BP (BP) from vassal states across the Atlantic — act as a hedge since they are the prime beneficiaries of supply fears, and it is they who get oil licenses in newly occupied territories.
The thing is, even if these names were technically Shariah compliant, it wouldn’t cancel out their profits being tainted with imperial aggression (on top of environmental destruction). This blood money is what mainstream Islamic ETFs happen to be full of.
So if your portfolio rises after the Epstein regimes have murdered elementary school girls in full view of the world, you’re not investing. You’re racketeering from the war machine.
Energy pivot
The more tayyib, or wholesome, alternative is to vote for energy sovereignty over imperial resource extraction. To pivot capital away from Western fossil fuel giants (and compromised GCC oil) that cash in on collective shock events by design — and into Asian renewable infrastructure. These are companies building the grids, solar farms and geothermal plants that allow Muslim nations to decouple from the petro-dollar fuelled hegemony.
Here are some tayyib alternatives to blood oil, in Muslim-majority Malaysia and Indonesia, as well as China.
1. Malaysia: Solarvest Holdings (SLVEST)
Thesis: Malaysia is aggressively targeting renewable capacity with Budget 2026; Solarvest is a pure-play beneficiary of the government’s greening initiatives.
Tayyib: Unlike oil majors that profit from scarcity, Solarvest profits from abundance. It builds the infrastructure that allows local businesses to generate their own power, reducing reliance on the national grid and fossil fuels. Revenue is purely domestic, with no link to US war logistics.
Shariah status: Compliant as screened by Securities Commission Malaysia.
2. Indonesia: Pertamina Geothermal Energy (PGEO)
Thesis: Indonesia holds 40% of the world’s geothermal reserves; state-backed PGEO is monetising this massive clean energy opportunity.
Tayyib: While nickel miners in Indonesia are plagued by environmental scandals, PGEO extracts heat from the earth without the strip-mining devastation. Plus, the stability of geothermal power contributes to national resilience of the country with the largest Muslim population in the face of war-driven oil price shocks.
Shariah status: Listed on the Indonesia Sharia Stock Index.
3. China: Jinko Solar (JKS / 688223)
Thesis: If you want to invest in the actual hardware powering the global transition, look to China. Jinko is a leading supplier of solar modules.
Tayyib: Western media loves to smear all things Chinese, but the fact that Jinko maintains access to US/EU markets post-audits should dispel doubts. More importantly, Chinese technology is lowering the cost of green energy for millions in the Global South — much to the chagrin of the western military-industrial complex.
Shariah status: Check Shariah screens or do financial ratio calculations on your own. (Xinyi Solar (968.HK), a manufacturer of solar glass, is another option.)
Takeaway
Iran has what most Muslim nations don’t have the least bit of: the courage, the tenacity and the guts to stand up to the American bully and its Zionist overlords. And for that crime of sovereignty, for refusing to kiss the imperial boot, it has suffered tremendously under a brutal US stranglehold for the past many decades.
This latest act of USraeli aggression should push Muslim investors to cleanse their portfolios of war trades (if, for some reason, they still haven’t) and back instead companies that build peace. Divesting from volatile fossil fuels and investing in sustainable future is more than a personal choice — it’s a bid for a world where the Ummah powers itself, free of threats from outside or treacherousness from within.
Disclaimer: Nothing you read on Tayyib Finance constitutes financial advice. There is no guarantee of Shariah compliance of any particular stock at any particular time, since ‘Shariah compliance’ is fluid depending on the provider of judicial opinion and must be regularly affirmed. Similarly, there is no assurance that the same stock is simultaneously ‘tayyib’ (or Islamically ethical). Do your own research.