China’s clean energy dominance reshapes global markets

China has surged ahead in renewable energy, outpacing the United States and Europe through aggressive investment, state support, and control of critical raw materials.

Christian Shepherd and Jinpeng Li report for The Washington Post.


In short:

  • China leads in wind, solar, and electric vehicle production, adding more solar capacity in 2023 than the U.S. installed in total by that year.
  • The country dominates the supply chain for critical minerals like cobalt, graphite, and rare earth elements, leveraging its control for economic and political influence.
  • Heavy state support, including subsidies and policy backing, has fueled China’s rapid green energy expansion, making clean tech a key driver of its economy.

Key quote:

“It is difficult to overstate China’s singular lead across clean energy technologies. The gaps are both enormous and historically unprecedented.”

— Milo McBride, Carnegie Endowment for International Peace

Why this matters:

China’s dominance in renewable energy is reshaping global trade, politics, and the fight against climate change. Its control over critical materials and manufacturing keeps costs low but raises concerns about supply chain security and environmental impact. While other nations ramp up clean energy efforts, they face an uphill battle in catching up. Meanwhile, China’s green tech boom helps offset its economic slowdown, ensuring its continued investment in the sector.

Related: China's renewable energy surge could signal peak in emissions

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