China: Global Energy Transition Leader

The smarter E Podcast Episode 147 | August 24, 2023 | Language: English

All eyes on China: It is impossible to talk about solar energy without talking about developments in what is by far the world's leading solar market. As of April, China's cumulative installed capacity was 380 GW, and the country is on track for 177% growth by 2023. A huge increase in PV production is also expected over the next two years. When it comes to associating China with Europe, memories of the past mix with prospects for the future: is the country a fierce competitor for the European industry, or have China and Europe driven the success that PV is experiencing globally today, promising a bright solar future for both markets? In the latest episode we have a talk with Frank Haugwitz, Senior Advisor at Apricum – The Cleantech Advisory.


  • 03:10 What developments can be observed in China to enable the current strong growth?
  • 09:09 According to IEA, the global manufacturing capacity will double in 2023 and again in 2024, with China accounting for more than 90% of this increase. Is oversupply a realistic scenario regarding this growth?
  • 12:02 How are the market opportunities for big Chinese solar PV players in the European and US manufacturing landscape?
  • 16:08 Floating PV and Agriculture PV: What role do they play on the domestic market and what are the biggest differences to Europe?

About The smarter E Podcast

The smarter E podcast is all about the current trends and developments in a renewable, decentralized and digital energy industry. Our moderators Tobias Bücklein and Zackes Brustik welcome and interview personalities who shape our industry and drive developments forward. A new episode is published every Thursday.

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About Frank Haugwitz and Apricum

Frank Haugwitz is Apricum’s representative in China and has been based in Beijing since 2002. An expert in solar energy, he has an extensive network in China’s solar industry and a deep understanding of China’s regulations and policy for solar energy.

Established in 2008, Apricum is a globally active transaction advisory and strategy consulting firm dedicated to the cleantech industry. Their growth-oriented services connect investors and companies both public and private, including mergers and acquisition, fundraising, project finance, strategy development, business model design and technology roadmaps.

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