TSEP #243 China’s massive solar market in transition

Where China goes, so goes the global energy transition. With its
dominance across solar and energy storage supply chains, China’s
every policy shift ripples through global clean tech markets.


In 2025, that landscape is shifting fast: after nearly 200 GW of
new solar capacity added early in the year, installations have
slowed as the industry adapts to new policies. Meanwhile,
manufacturers are facing overcapacity and hunting for new export
markets.


Frank Haugwitz, Senior Analyst at cleantech advisory Apricum,
joins host Jonathan Gifford to break down the latest trends
– and what to expect from China’s renewable energy industry
through the end of the decade.


Follow The smarter E podcast for more global insights
into the clean energy transition – and don’t forget to rate
and review if you enjoy the show!