Where China goes, so goes the global energy transition. With its dominance across solar and energy storage supply chains, China’s every policy shift ripples through global clean tech markets.
In 2025, that landscape is shifting fast: after nearly 200 GW of new solar capacity added early in the year, installations have slowed as the industry adapts to new policies. Meanwhile, manufacturers are facing overcapacity and hunting for new export markets.
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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Frank Haugwitz is a Senior Analyst with Berlin-based consultancy, Apricum. He first worked in China in 2002 with the German development agency, the Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ). In 2012 he founded the Asia Europe Clean Energy (Solar) Advisory. He served as the Director of the Asian Photovoltaic Industry Association from 2011 to 2021.