Overview

• Ember data show China exported US$120 billion in EVs, solar panels and batteries through July, compared with US$80 billion in U.S. oil and gas sales.
• Cleantech exports set a new monthly high in August at US$20 billion even as per‑unit prices declined.
• China shipped a record 46,000 megawatts of solar capacity abroad in the first seven months of 2025.
• More than half of Chinese EV exports this year went to non‑OECD markets, with ASEAN demand up 75% and Indonesia now a top‑ten destination.
• The U.S. hit a record for oil exports in 2024, and current policy under President Trump targets higher fossil‑fuel output as the green‑technology sector faces tighter constraints.