TSEP#147 China: Global Energy Transition Leader

The smarter E Podcast

All eyes on China: It is impossible to talk about solar energy without talking about developments in what is by far the world's leading solar market. As of April, China's cumulative installed capacity was 380 GW, and the country is on track for 177% growth by 2023. A huge increase in PV production is also expected over the next two years. When it comes to associating China with Europe, memories of the past mix with prospects for the future: is the country a fierce competitor for European industry, or have China and Europe driven the success that PV is experiencing globally today, promising a bright solar future for both markets? In the latest episode we have a talk with Frank Haugwitz, Senior Advisor at Apricum The - Cleantech Advisory.

Timeline:

• 03:10 What developments can be observed in China to enable the current strong growth?

• 09:09 According to IEA, the global manufacturing capacity will double in 2023 and again in 2024, with China accounting for more than 90% of this increase. Is oversupply a realistic scenario regarding this growth?

• 12:02 How are the market opportunities for big Chinese solar PV players in the European and US manufacturing landscape?

• 16:08 Floating PV and Agriculture PV: What role do they play on the domestic market and what are the biggest differences to Europe?

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