Overview
- Ember data show August 2025 cleantech shipments reached a monthly record, led by electric vehicles and batteries.
- From January to August, EV exports rose 26% year over year and battery exports climbed 23%, while solar PV export value fell 19%.
- China exported a record 46 gigawatts of solar PV capacity in August, even as solar revenues remained 47% below the March 2023 peak.
- More than half of 2025 EV export growth came from outside the OECD, with ASEAN up 75%, Africa nearly tripling, the Middle East up 72% and Latin America up 11%.
- Through July, China shipped about $120 billion in green technology versus $80 billion in U.S. oil and gas exports, underscoring a shifting energy trade landscape.