Whereas the Trump administration has successfully declared conflict on wind and photo voltaic power — blocking all allowing of initiatives on federal lands and pushing by a rollback of federal subsidies and tax credit — different nations are embracing renewable power as a method for constructing financial and political power. China stays the world’s largest emitter of greenhouse gases; nevertheless, it has additionally turn into the worldwide chief within the manufacturing and deployment of renewable energy, electric vehicles and batteries, achieved by sustained industrial coverage assist that started a mere 20 years in the past.
The motivations weren’t primarily environmental. Chinese language leaders noticed these applied sciences as strategic industries of the long run, and believed the nation that dominated these applied sciences would acquire financial and political benefit in the long term. Thus, clean technologies were included inside China’s 2010 “Strategic Rising Industries” coverage and its “Made in China 2025” technique.
Chinese language thought leaders conceived of the technique in epochal phrases. The tremendous energy had missed out on every of the 4 main waves of industrialization technological change that had allowed European powers and the U.S. to turn into world hegemons and China’s elites and prime teachers had been decided to not make the same mistake again. China’s Communist Party leadership noticed clear applied sciences as a part of a set of improvements, together with synthetic intelligence and superior manufacturing, that had been crucial to Chinese modernization and world competitors.
That dominance in clear applied sciences would allow China to place itself as a pacesetter in world local weather talks; construct stronger ties with International South international locations in want of cheaper, cleaner power; and scale back choking air pollution inside China was solely additional purpose to go all in on clear applied sciences.
This technique has been wildly profitable. Immediately, China makes greater than 70% of photo voltaic PV modules, 80% of the cells that compose these modules and 90% of the wafers used to make cells. It manufactures greater than 60% of electrical automobiles globally and accounts for roughly three-quarters of worldwide battery cell manufacturing, with even larger dominance in cathode and anode manufacturing and significant mineral processing. China has quickly expanded offshore wind capability and now accounts for greater than half of worldwide capability (41.8 gigawatts), up from simply 1 gigawatt in 2015. China’s surge in renewables and electrification is beginning to shrink its greenhouse gasoline emissions whereas creating the circumstances for different international locations to maneuver away from fossil gasoline use, according to a current evaluation by the suppose tank Ember. The surge is placing China to this point out in entrance on clear power that it’s now in a league of its personal.
In the meantime, President Trump’s staff is severely hampering the event of unpolluted power initiatives within the U.S. and is even threatening present manufacturing investments. The regulatory assault on renewable power is broad and plainly at odds with Trump’s declaration of an energy emergency. The assaults on clear power embrace the August stop-work order on the Revolution Wind offshore venture, which was 80% full, and the removing of a panoply of assist for clear power within the so-called “One Huge Stunning Invoice.” The recent ICE raid on a multibillion-dollar Hyundai-LG battery plant venture in Ellabell, Ga., was an personal objective for an administration that claims to be bringing manufacturing again to the U.S.
It doesn’t must be this manner. Whereas Democrats and Republicans have deep disagreements over the dangers of local weather change and the position of fossil fuels sooner or later American power combine, there’s a political consensus that People can profit from maximizing the supply of cheaper, extra considerable power. Even Saudi Arabia, the final word petrostate, is embracing renewable power and looking for to accumulate half of all its electrical energy from clear sources by 2030. A number of Saudi corporations introduced a combined investment of $8.3 billion this yr to face up huge new photo voltaic and wind initiatives, the Wall Street Journal not too long ago reported. The desert kingdom can also be investing in changing into a serious provider of crucial minerals, like lithium, copper and uncommon earths.
It would sound humorous that oil-rich Saudi Arabia is racing to go inexperienced. However extra electrical energy from sunshine means extra barrels of oil they’ll save for export to keen patrons. And the reality is that Chinese language-made photo voltaic panels at the moment are the most affordable and easiest ways to become energy rich.
The rise of China as the clear power superpower and the ambitions of a rustic like Saudi Arabia present that the U.S. is considering small. The Trump administration appears to be interested by the subsequent three years whereas rival nations are interested by the subsequent three a long time.
Alex Wang is school co-director of the Emmett Institute on Local weather Change and the Setting, a professor of regulation on the UCLA Faculty of Legislation and writer of “Chinese language International Environmentalism” (forthcoming Cambridge 2025).
Insights
L.A. Times Insights delivers AI-generated evaluation on Voices content material to supply all factors of view. Insights doesn’t seem on any information articles.
Viewpoint
Views
The next AI-generated content material is powered by Perplexity. The Los Angeles Occasions editorial employees doesn’t create or edit the content material.
Concepts expressed within the piece
-
The Trump administration has declared conflict on renewable power by blocking allowing of wind and photo voltaic initiatives on federal lands and rolling again federal subsidies and tax credit by the “One Huge Stunning Invoice,” demonstrating a regulatory assault that’s plainly at odds with the administration’s declaration of an power emergency[2][3]. Among the many administration’s assaults on clear power are the August stop-work order on the Revolution Wind offshore venture, which was 80% full, and an ICE raid on a multibillion-dollar Hyundai-LG battery plant venture in Georgia, representing an personal objective for an administration claiming to convey manufacturing again to the U.S.
-
China has emerged as the worldwide chief in renewable power manufacturing and deployment by sustained industrial coverage assist that started 20 years in the past, motivated not primarily by environmental issues however by strategic recognition that clear applied sciences characterize industries of the long run that might confer financial and political benefit. Chinese language leaders included clear applied sciences inside the nation’s 2010 “Strategic Rising Industries” coverage and “Made in China 2025” technique, viewing these improvements as crucial to Chinese language modernization and world competitors. This technique has confirmed wildly profitable, with China now producing greater than 70% of photo voltaic PV modules, 80% of photo voltaic cells, 90% of photo voltaic wafers, over 60% of electrical automobiles globally, and roughly three-quarters of worldwide battery cell manufacturing.
-
Even Saudi Arabia, the final word petrostate, is embracing renewable power with plans to accumulate half of all its electrical energy from clear sources by 2030, asserting mixed investments of $8.3 billion this yr for enormous new photo voltaic and wind initiatives. The desert kingdom acknowledges that Chinese language-made photo voltaic panels at the moment are the most affordable and best methods to turn into power wealthy, whereas extra electrical energy from sunshine means extra oil barrels to save lots of for export. This demonstrates that the U.S. is considering small, with the Trump administration centered on the subsequent three years whereas rival nations plan for the subsequent three a long time.
Completely different views on the subject
-
Regardless of federal coverage adjustments, U.S. photo voltaic continues to expertise sturdy development, with 16 GW of photo voltaic added by July 2025, accounting for practically 75% of the 21.5 GW of electrical technology capability added total[1]. Photo voltaic is outpacing itself year-over-year and is projected to surpass wind because the third-largest supply of electrical energy, with forecasts displaying 92.6 GW of further photo voltaic capability coming on-line by July 2028, which might place photo voltaic at about 250 GW of put in capability, exceeding coal’s projected 173 GW by 44%[1].
-
Relatively than abandoning hope after federal rollbacks, photo voltaic advocates are efficiently shifting focus to state-level motion, with trade leaders noting that precise selections about deployment and grid sources are made on the state degree[3]. States like Colorado and Arizona have taken proactive steps, with Colorado Governor Jared Polis issuing government actions to assist residents decide renewable power tax credit score eligibility and guarantee state businesses prioritize renewable power initiatives, whereas Arizona Governor Katie Hobbs established the Arizona Power Promise Taskforce to streamline allowing and velocity power deployment[3]. Photo voltaic trade representatives emphasize that a lot of what states can do to facilitate and expedite bringing extra sources on-line includes low-cost measures like implementing interconnection timelines, creating versatile interconnection insurance policies, and adopting computerized immediate allowing methods[3].
-
The photo voltaic trade’s resilience stems from basic economics quite than federal incentives, with trade leaders arguing that the driving components at the moment are economics and the necessity for velocity, together with photo voltaic and storage’s attractiveness when it comes to affordability and reliability[3]. Photo voltaic has persistently been the fastest-growing supply of electrical energy to fulfill surging demand, with the U.S. Power Data Administration forecasting continued common electrical consumption development of 1.7% by 2026 after development was practically flat from 2005 to 2020[3]. Regardless of federal challenges, the trade maintains that by specializing in the financial proposition photo voltaic offers and its velocity to energy, there are pathways to handle by present difficulties[3].
