According to the Ember think tank, China achieved record monthly clean-tech exports worth $20 billion in August. This result confirms that Beijing is consolidating its position as a world leader in the renewable energy sector. The data was highlighted by Bloomberg, which compares the current export performance of China and the United States.
While the United States - especially under the Donald Trump administration - has built its energy strategy on oil and gas exports, China has chosen a different course. According to Bloomberg, the U.S. exported roughly $80 billion worth of fossil fuels in the first seven months of this year. China exported roughly $120 billion worth of clean energy-related technologies over the same period. Ember data confirms that despite falling prices for solar and wind technologies, China's export volume remains at record levels.
Ember reports that in the first seven months of the year, the country's solar panel exports reached a capacity of 46,000 megawatts - an all-time high. Although unit prices for panels have fallen significantly since the spring of 2023, demand for Chinese products is growing rapidly. Meanwhile, while the United States is seeking to develop domestic manufacturing through the Inflation Reduction Act, China is massively expanding its export markets.
According to a BloombergNEF analysis, an increasing share of Chinese shipments is going to developing countries. More than half of electric vehicle exports in 2025 went to regions outside the Organisation for Economic Co-operation and Development (OECD). As recently as 2022, the share of clean technologies going to the developing world was 24 %, and by 2024 it was 43 %. China is thus not only expanding its export geography, but also its geopolitical influence.
The Energy & Clean Air report points out that clean energy already accounts for more than ten percent of China's GDP, with the production of electric cars, batteries and solar panels among the so-called "new three" pillars of Chinese industry. This sector attracts around three-quarters of all global investment in clean technology - as BloombergNEF confirms, around 76 % of global investment in 2024 was directed to China.
Moreover, according to experts at Energy Connects, Chinese companies are increasingly focusing on building factories abroad to avoid customs barriers and get closer to end markets. This strengthens not only the trade balance but also Beijing's long-term geopolitical influence.
Director of British company Octopus Energy Greg Jackson to this he stated that "Clean energy exports are technologies that, once purchased, produce energy for ten or twenty years. With gas, you burn it and it's gone.".
While the United States can increase its supply of fossil fuels and renewable technologies, the agency concludes Bloomberg China's role in the global energy market will continue to grow - not only due to its export volumes, but also its strategy of long-term presence in key developing regions.
gnews.cz - GH
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