Electric vehicles, batteries, and solar power are driving a global energy revolution. In 2025, China’s green power play places the country at the center of this transformation. From BYD’s record-breaking EV sales to CATL’s global battery dominance, Chinese firms are claiming the commanding heights of the energy transition. This reflects patterns highlighted in our Scenario Outlook (2025–2026).
The Green-Yuan Strategy
Beijing is pairing its industrial might with financial innovation. The “green Yuan” strategy ties RMB financing to renewable projects worldwide while securing access to critical commodities. This dual approach strengthens energy security and expands China’s monetary influence. It also reinforces our RMB & Green Yuan Strategy thesis.
Global Context
While Europe struggles with re-armament costs and Washington’s political gridlock hampers climate action, China benefits from scale and state support. As a result, it is able to push ahead with projects that competitors hesitate to fund. This edge ties into our Global Energy Transition hypothesis, where renewables, batteries, and electrification reshape trade flows and industrial policy.
Implications for Investors
For investors, China’s green power play represents both opportunity and resilience. Exposure spans EV makers, battery firms, solar leaders, and commodity suppliers linked to China’s supply chain. Risks remain, including trade restrictions, overcapacity, and geopolitical backlash. Nevertheless, the trajectory is clear: China is embedding itself at the core of the global energy economy.
Conclusion
China’s green power play in 2025 is more than industrial policy. It is a structural shift that links energy transition, financial strategy, and geopolitical ambition. For markets, it signals lasting demand for renewables and commodities. For geopolitics, it marks the erosion of Western dominance in the energy system.
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