Updated
Updated · CounterPunch · Jun 3
China Lifts Power Output 16% in 2025, Capturing 70% of Global EV Production
Updated
Updated · CounterPunch · Jun 3

China Lifts Power Output 16% in 2025, Capturing 70% of Global EV Production

2 articles · Updated · CounterPunch · Jun 3

Summary

  • China raised total power generation by 16% in 2025, with solar and wind supplying half of installed capacity, underscoring the scale of its green-energy buildout.
  • That expansion is being driven by cost and technology gains: solar power is cited as 41% cheaper and wind 53% cheaper than the least expensive fossil-fuel alternative, while battery advances are improving EV range, charging time and storage economics.
  • China already makes 80% of the world’s solar panels and now accounts for 70% of global EV production; its auto industry reached 24% of world car output in 2025 and is projected to hit 35% within four years.
  • The report contrasts that surge with the U.S., where Trump administration moves to cancel wind projects, end EV tax credits and expand drilling are linked to Detroit’s retreat from EVs and a drop to 16% of global car production.
  • It argues the energy shift is becoming a geopolitical one, with China’s green-tech scale strengthening its economic position as U.S. influence and manufacturing competitiveness erode.

Insights

America bets on oil while China dominates green energy. Who is making the smarter wager for future global economic supremacy?
As the Pax Americana crumbles, what new world order will rise from the ensuing chaos of conflict and economic rivalry?
With U.S. power stretched thin by Iran, are its security promises to Asian and European allies now essentially worthless?

China’s Clean Energy and EV Surge (2024-2026): Economic Scale, Market Saturation, and Global Consequences

Overview

China's electricity demand is exceptionally high, surpassing both the United States and the combined usage of the European Union, Russia, India, and Japan. This immense scale means that even small shifts in China's energy mix have major global effects. From 2024 to 2026, China is making a strategic move toward clean energy and electric vehicles, which not only supports global decarbonization but also reshapes international energy markets. As China transforms its energy sector, these changes are set to influence both its economic growth and its role in tackling climate change worldwide.

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