Sustainability is being made in China
key takeaways.
- China exceeded its 2030 solar and wind power targets six years early, and is now home to more than 40% of all global renewables capacity
- From May 2024–May 2025, China’s emissions fell even as electricity generation rose – a potential turning point in global efforts to tackle climate change
- China’s dominance in clean technology and energy metals gives it geopolitical leverage and an economic edge – the country’s clean technology exports are set to exceed USD 340 billion by 2035
- Investors will discover opportunities in electricity grid infrastructure upgrades, clean technology innovations, and national efforts to secure energy metals supply chains.
For many years China was seen as a climate villain. With China now leading the world in sustainable technologies, discover how the story is…
China – still a climate villain?
The power paradox
Read also: Emerging markets’ sustainable investment paradox
The world’s first electro-state
Read also: Why rare earths are key to investing in transition materials
Sustainability lead builds geopolitical strength
Sustainability’s new address
Read also: Investing in system changes
1 Greenhouse gas emissions - Our World in Data
2 Analysis: China’s clean-energy exports in 2024 alone will cut overseas CO2 by 1% - Carbon Brief
3 Analysis: China’s clean-energy exports in 2024 alone will cut overseas CO2 by 1% - Carbon Brief
4 Coal consumption, 2024
5 Coal – Global Energy Review 2025 – Analysis - IEA
6 CO₂ emissions - Our World in Data
7 China’s construction of new coal-power plants ‘reached 10-year high’ in 2024 - Carbon Brief
8 China’s construction of new coal-power plants ‘reached 10-year high’ in 2024 - Carbon Brief
9 Xinhua Headlines: Coal-to-green transition redefining China's west-to-east power transmission
Xinhua
10 China building two-thirds of world’s wind and solar projects | China | The Guardian
11 MONTHLY-CHINA-ENERGY-UPDATE-Feb-2025.pdf; Renewable Capacity Highlights 2025
12 China's Installed Renewables Achieved Yet Another Record in 2024 | Financial Post
13 China is building 74% of all current solar and wind projects, report says
14 Global energy transition: Tracking China's falling emissions | World Economic Forum
15 How we made it: will China be the first electrostate?
16 These Countries Are Electrifying their Bus Fleets the Fastest | World Resources Institute
17 Tracking global data on electric vehicles - Our World in Data
18 Net Zero by 2050 - A Roadmap for the Global Energy Sector
19 Global trends – Global Energy Review 2025 – Analysis - IEA; Global electricity demand to grow by
4% through 2027, IEA says | Reuters
20 How a heat pump works – The Future of Heat Pumps – Analysis - IEA; Electric vehicles use half
the energy of gas-powered vehicles » Yale Climate Connections;
21 How Xi sparked China’s electricity revolution
22 China overtakes Japan as world's top car exporter - BBC News
23 China's Grip on World’s Metal Supply
24 China's clean energy investments nearing scale of global fossil investments, researchers find |
Reuters
25 Energy Technology Perspectives 2024 – Analysis - IEA
26 Global automotive industry faces critical bottlenecks as China tightens grip on rare earth supply chain | Wood Mackenzie
27 China's exports of rare earth magnets to the US surge in June | Reuters
28 Scotland bets on supply chain growth with subsea cable investment
29 Will there be enough cables for the clean energy transition?
30 European battery recycling market analysis | Strategy&
31 $1bn US battery plant plan shows race to reduce reliance on China
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