China’s Clean-Tech Exports Are Hitting New Highs in Both Established and New Markets
Clean-tech exports reached almost USD 200 billion through August 2026, already 89% of the 2025 full-year total
Clean-tech exports reached almost USD 200 billion through August 2026, already 89% of the 2025 full-year total
China installed 434 GW of new wind and solar capacity in 2025, while clean-tech exports hit a record level in 2026
China is the world’s dominant EV market, and surging exports and diversifying overseas sales are extending its reach across global markets
Rapid growth in batteries, EVs and solar technologies is reinforcing China’s position at the centre of global clean energy supply chains.
Global lithium output is expanding in Australia and Chile, but China dominates processing and battery exports, capturing most of the downstream value.
Upstream mineral supply is globally distributed, but China remains the dominant actor in the midstream and downstream battery ecosystem.
China’s dominance in battery-grade processing and cell manufacturing leaves global EV production dependent on two stages of the supply chain.
As China’s export growth becomes more concentrated, a limited number of high-growth segments are combining rapid expansion with meaningful export scale.
Chinese mining M&A surged in 2019-2025, as China locked in supply-critical metals across Africa and Latin America.