China exports a ton of cleantech — and the world is poised to want more

When it comes to clean energy, China makes — and the world takes.

The country produces the vast majority of the globe’s solar panels, batteries, and wind turbine equipment, and most of its EVs. Plenty of that tech is used in China itself, but the country also exports a lot of it elsewhere.

In recent years, China has seen the most growth in its exports of EVs and batteries in particular. For both technologies, European nations have been the main destination.

In the EU, Chinese-made EVs accounted for 9% of sales in December 2025 — up from 6% the prior year. That acceleration happened even though the EU slapped duties on Chinese-made EVs in October 2024, in an attempt to protect its domestic automakers.

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Though China still makes more than 90% of the world’s solar panels, its exports have declined from their peak in early 2023 as two key markets — Europe and Brazil — have imported and installed solar at a slower pace. Asian countries imported more Chinese solar equipment than did any other region across most of last year.

China’s clean-energy manufacturing machine has taken on new relevance since late February, as U.S. and Israeli attacks on Iran have spurred a historic disruption of global oil and gas markets.

Asian countries are bearing the brunt of the current energy crisis. Some especially hard-hit nations are taking extreme conservation measures — encouraging people to use less air conditioning, work from home, and even ration fuel. But energy costs are also soaring in other places, like Europe, which relies heavily on imported fossil fuels. Americans, meanwhile, are paying higher prices at the gasoline pump, where a gallon has surpassed $4 on average.

It’s the latest reminder of the perils that come with depending on fossil fuel imports — and it’s prompting some countries to double down on renewable energy to insulate themselves from future price shocks. True, importing clean-energy tech is still importing, but it’s fundamentally different from relying on fossil fuels from abroad. With clean energy, you buy it once, roll it out, and for decades it does its job within your borders. That’s not so with fossil-fueled infrastructure.

Ultimately, even if other regions invest in building out their own domestic clean-energy supply chains, China is the clear beneficiary of the coming shift to cleantech. Its head start is just that big.

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