Rocking Down to Electric Avenue

What can we learn from the electrification of China?

China isn’t just transitioning to clean energy—it’s using electrification to reshape its economy and global influence. While other nations debate policy, China is building at scale, turning battery technology, EVs, and renewables into the foundation of its next economic era.

Some key takeaways:

• Clean energy now accounts for 10% of China’s GDP—a $1.9 trillion sector that is growing faster than traditional manufacturing.
• China dominates battery production and supply chains, setting the pace for global electrification.
• Industrial strategy is central to the transition—from policy alignment to infrastructure investments, China is integrating energy transformation across its economy.

China is securing long-term economic leadership in a world that will increasingly run on electricity.

What can we learn from this approach? Scaling matters. Supply chains matter. Strategy matters. The shift to electrification isn’t just a technological change—it’s an economic realignment.

Read the great piece from Carbon Brief that breaks down the impact of clean energy on China's GDP: https://www.carbonbrief.org/analysis-clean-energy-contributed-a-record-10-of-chinas-gdp-in-2024/

Or watch our summary below:

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