Over the past decade, China's rise as a leader in energy transition technologies has been remarkable. From solar PV to wind, nuclear, and EVs China is driving the global shift to cleaner energy systems. Here's a breakdown of their progress across key sectors. - ThreadSky

teymour.me • 98 days ago

Over the past decade, China's rise as a leader in energy transition technologies has been remarkable. From solar PV to wind, nuclear, and EVs China is driving the global shift to cleaner energy systems. Here's a breakdown of their progress across key sectors.

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teymour.me•98 days ago

Solar PV: China’s has become the undisputed leader in every step of the manufacturing value chain. They've built more solar panels in 2023 than the entire world did in 2022.

teymour.me•98 days ago

Wind: China has built the largest wind capacity, both onshore and offshore. In 2023, they accounted for nearly 50% of global wind energy installations, supported by strong government policies and local manufacturing capabilities.

teymour.me•98 days ago

Nuclear: China approved 11 new reactors in 2024. The country is on track to become the world's largest producer of nuclear energy by 2030, overtaking France and the US.

teymour.me•98 days ago

Storage: China is also ramping up investments in areas that are notably under-invested by others - in particular, storage. Their installed capacity is now almost double that of the US.

teymour.me•98 days ago

Electric Vehicles (EVs): Another robust domestic supply chain, helped in part by China's control over rare earths/ batteries. Over half of all global EV sales in 2023 happened in China. Their exports are also booming, and should continue to do so unless tariffs are enacted.

teymour.me•98 days ago

That is not to say the current situation doesn't have its flaws. Some of these flaws will likely resolve naturally over time (e.g., coal use in energy equipment production), while others will require proactive changes (e.g., mineral resources conservation/ recycling rates improvement).

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