Oilprice.comLes entreprises chinoises investissent 80 milliards de dollars dans les technologies propres mondiales, une stratégie visant à contourner les tarifs douaniers américains et à répondre à une surcapacité domestique. Cette domination de la chaîne d'approvisionnement, notamment dans les batteries et le solaire, permet une diffusion technologique rapide et une baisse des prix, offrant des opportunités inédites aux pays en développement mais soulevant des questions de concurrence déloyale.
Chinese Firms Pour $80B Into Global Clean-Tech
Read original at Oilprice.com →Chinese foreign investment in clean energy has jumped to $80 billion in the year to November 2025, with Trump’s aggressive trade tariffs prompting many countries to deepen energy ties with China. That’s good for a 60% annualized increase compared with a total of $100 billion spent over the previous two years with Beijing leveraging its dominance in energy transition technologies.
China already was the global leader in sectors such as solar and wind energy as well as electric vehicles and EV batteries before the Trump administration withdrew federal support for clean energy projects.“The clean-tech economy represents a flourishing form of South-South cooperation, where national development goals meet China’s techno-industrial might,” Caroline Wang, analyst at Australian-based think tank Climate Energy Finance (CEF) said in a report.
“While the US sees China’s rise as a threat, many developing countries are inspired by its success and aim to emulate it.”According to CEF, Southeast Asia is China’s top destination for clean energy investments, led by Indonesia and Malaysia. Major projects here include a $6 billion battery plant in Indonesia being jointly developed by Indonesia Battery, Aneka Tambang and China’s EV battery giant, Contemporary Amperex Technology Co Limited (CATL).
Related: Rosneft Oil Cargo Wanders for Weeks as Sanctions MountThe Middle East and North Africa are also seeing a surge in Chinese renewable energy investments as governments try to lower reliance on oil. Countries are offering diverse incentives in a bid to attract Chinese clean-tech investments, including competitive tax rates and fast-tracked project approvals.
These projects are mainly focused on facilitating joint-venture projects with local partners, building local manufacturing capacity and boosting employment.Interestingly, China’s clean energy sector is also doing brisk business with less developed economies even as the U.S. retreats from the clean energy race.
In fact, 51% of China’s EV sales growth in the current year has come from nations outside the Organisation for Economic Co-operation and Development (OECD). Exports to ASEAN (Association of Southeast Asian Nations) surged 75% during the first eight months of 2025, while EV exports to Africa nearly tripled, led by Morocco and Nigeria with the West African nation recording a six-fold surge in purchases.
Meanwhile, exports to the Middle East jumped 72% while sales to Latin America grew 11%. But it's not just electric vehicles. China exported 46 GW of solar PV equipment in August, more than Australia’s total installed capacity.“China’s electrotech is becoming the basis of the new energy system, with continued cost reductions driving faster growth than ever, especially in emerging economies,” Ember analysts wrote.
And, it’s all being driven by a virtuous cycle of falling renewable energy prices, an economic phenomenon where increased adoption and production lead to lower costs, which in turn encourages more adoption and production, creating a self-sustaining downward spiral of prices and upward surge in deployment.
This cycle is driven by technological advancements, economies of scale in manufacturing, increased competition, and more efficient installation and operation of renewable systems.China’s value of green energy exports has actually declined by 47% in dollar terms since its March 2023 peak, with the country’s solar manufacturers currently embroiled in a vicious price war.
Since 2020, China has seen dramatic price reductions in both solar panels and EV batteries, with solar module prices falling significantly. An average EV battery pack price in China dropped by about 30% in 2024, contributing to a nearly 10% drop in average BEV SUV prices for the year.Free MarketsLast year, former U.
S. Treasury Secretary Janet Yellen lamented that China’s national underwriting for energy and other companies has been creating oversupply and distorting global markets. China has pumped in more than $50 billion in wafer-to-solar panel production lines, 10x more than Europe, and also controls a staggering ~95% of the world’s polysilicon and wafer supply.
China’s installed capacity for renewable energy, including wind and solar, reached 1,410 gigawatts last year, surpassing coal. In 2023, the IEA warned of the dangers of the world relying so heavily on China’s solar and clean energy sector.However, Beijing now appears increasingly willing to play by free market rules.
Earlier in the year, the South China Morning Post reported that the country is looking to modernize its renewable energy sector by leaving the prices of clean energy to the whims of the markets rather than being dictated by the government. China’s National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) have issued a notice about deepening the “market-oriented reform” wherein the price of on-grid electricity generated from renewable sources such as wind and solar, previously fixed, would be determined by market mechanisms.
“With the large-scale development of new energy, the fixed pricing for on-grid electricity cannot accurately reflect market supply and demand and does not share its responsibility for regulating the power system,” the authorities said.In an effort to balance the new market-driven pricing, Beijing will implement "balancing payments," a system comparable to the UK's contracts for difference.
This mechanism ensures power producers receive compensation when electricity prices fall below an agreed level and repay excess profits when rates exceed a certain threshold. The move underscores Beijing’s shift away from subsidy-driven incentives as its renewable energy sector continues to mature.
China has been criticized for its highly protectionist policies for its renewable energy sector and blamed for causing a global glut.By Alex Kimani for Oilprice.comMore Top Reads From Oilprice.com• U.S. Solar Installations Soar as Developers Rush to Secure Tax Credits• Eni’s Indonesia Strategy Pays Off with Major Gas Discovery• U.
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