I was at a conference, and this is a presentation by a China Analyst, Climate Energy Finance at a conference on Australia–China green economy cooperation.
Key points are:
- China dominates global clean energy and clean tech manufacturing, holds ~40% of global solar, leads global EV sales (2.4 million in Q1 2025, +36% YoY), and controls over 80% of global manufacturing capacity across 11 clean-tech supply chain segments (solar, batteries, critical minerals processing).
- China is Australia's #1 trade partner and offers the world's lowest-cost, most advanced clean tech.
- Government needs to build an enabling environment through a future-oriented national China strategy, bilateral decarbonisation agreements, clearer foreign investment rules