
What's up with clean-energy supply chains and global trade?
Volts
Overcapacity in Clean Energy Manufacturing
This chapter examines the overcapacity issues in clean energy manufacturing, specifically in wind and solar sectors, linked to substantial government investments and subsidies. It discusses China's strategic shifts from production dominance to prioritizing consumption, while addressing market challenges in solar and battery industries. The chapter highlights ongoing financial struggles, the necessity for investment to meet net-zero goals, and the resilience of new market entrants amidst these complexities.
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