Clean energy technology, particularly the “new three” of solar power, batteries and electric vehicles, emerged as an important source of growth in China’s exports in 2023. Thanks to booming markets at home and abroad, clean energy has become a key driver of economic growth.
A lot of media and policymaker attention is focused on possible US and European tariffs on China’s cleantech exports, with the perception that these could be a major blow to the industry.
What is missing from this picture is that half of all China’s exports of solar and wind power equipment and electric vehicles (EVs) now go to the Global…