China’s economy is permanently deflationary due to manufacturing capacity vastly exceeding domestic demand, capacity which will always exceed a forever declining demand forward curve (due to urbanization and structural demographics). This was an intentional choice via five year plans, the world is their market, and will remain so. The US exported treasuries, China exports clean tech. Global light vehicle TAM is ~90M units/year, China is currently exporting ~12M units/year. They can build ~50M EVs/year. EV printer goes brrr.
- Chinese exports of batteries, wind turbines, electric vehicles and, above all, solar panels avoided 374 million metric tons of carbon dioxide emissions (MtCO2) last year, according to analysis by Lauri Myllyvirta, co-founder of the Helsinki-based Centre for Research on Energy and Clean Air.
- Over their lifetime, China's clean technology exports in 2025 are expected to avoid 6,900 MtCO2, up 31% from 2024 and equivalent to about twice India's emissions last year.
- China is both the world's largest carbon emitter and the leading producer and exporter of technologies needed to reduce emissions. Produced at huge scale and low cost, Chinese wind turbines, solar panels, batteries and electric vehicles have reshaped the economics of electrification and decarbonisation, particularly in developing countries.
- Almost a third of the avoided emissions identified by the analysis came from solar exports to South Asia, where Pakistan is in the midst of a boom that has given it one of the highest shares of solar power generation in the world.
https://archive.today/0bufM
China’s economy is permanently deflationary due to manufacturing capacity vastly exceeding domestic demand, capacity which will always exceed a forever declining demand forward curve (due to urbanization and structural demographics). This was an intentional choice via five year plans, the world is their market, and will remain so. The US exported treasuries, China exports clean tech. Global light vehicle TAM is ~90M units/year, China is currently exporting ~12M units/year. They can build ~50M EVs/year. EV printer goes brrr.
IEA Expects Electric Vehicles to Account for 29% of Global Car Sales in 2026 - https://news.ycombinator.com/item?id=49970471 - October 2026
IEA: Global EV Outlook 2026 Executive summary - https://www.iea.org/reports/global-ev-outlook-2026/executive...
China's clean tech exports avoided more CO2 than UK emitted last year - https://www.reuters.com/sustainability/cop/chinas-clean-tech... - September 23rd, 2026
- Chinese exports of batteries, wind turbines, electric vehicles and, above all, solar panels avoided 374 million metric tons of carbon dioxide emissions (MtCO2) last year, according to analysis by Lauri Myllyvirta, co-founder of the Helsinki-based Centre for Research on Energy and Clean Air.
- Over their lifetime, China's clean technology exports in 2025 are expected to avoid 6,900 MtCO2, up 31% from 2024 and equivalent to about twice India's emissions last year.
- China is both the world's largest carbon emitter and the leading producer and exporter of technologies needed to reduce emissions. Produced at huge scale and low cost, Chinese wind turbines, solar panels, batteries and electric vehicles have reshaped the economics of electrification and decarbonisation, particularly in developing countries.
- Almost a third of the avoided emissions identified by the analysis came from solar exports to South Asia, where Pakistan is in the midst of a boom that has given it one of the highest shares of solar power generation in the world.
Ember Energy: China Cleantech Exports Data Explorer - https://ember-energy.org/data/china-cleantech-exports-data-e... (updated monthly)