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China’s Clean-Energy Exports Propel Global CO2 Cuts as EV Shipments Jump

A 33 percent surge in EV shipments this year underscores China’s central role in the global clean-energy transition

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Container ship on the Elbe River in Hamburg, Germany. Credit: Holger Weitzel / Alamy Stock Photo
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Overview

  • China’s 2024 exports of solar panels, batteries, EVs and wind turbines are set to cut overseas CO2 emissions by 220 Mt, about 1 percent of global emissions
  • Incorporating planned overseas factories and clean-power installations lifts annual avoided CO2 to 350 Mt, equal to roughly 1.5 percent of emissions outside China
  • The 110 Mt of CO2 generated by manufacturing exported clean-energy equipment in China is offset in under a year of operation abroad
  • Chinese clean-energy products reached 191 of the 192 other UN member states in 2024, and EV exports climbed 33 percent in the first five months of 2025
  • Debate over potential trade restrictions in the US and EU is rising even as the Middle East, South Asia and Africa deepen partnerships with Chinese clean-energy providers