The biggest winner is China. Countries/people who have any common sense will switch to solar, induction stoves (replacing LPG/LNG), batteries, electric vehicles (of all kinds). China is the only supplier of solar, batteries, EVs and all things electric with everyone else being a rounding error.
China also benefits that demonstrated its influence (by persuading Iran to negotiate) and from its supply of cheap Iranian oil:
I've been waiting for people to have common sense in this domain for decades. The short term always wins