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Sustainability is being made in China

key takeaways.

  • China exceeded its 2030 solar and wind power targets six years early, and is now home to more than 40% of all global renewables capacity
  • From May 2024–May 2025, China’s emissions fell even as electricity generation rose – a potential turning point in global efforts to tackle climate change
  • China’s dominance in clean technology and energy metals gives it geopolitical leverage and an economic edge – the country’s clean technology exports are set to exceed USD 340 billion by 2035
  • Investors will discover opportunities in electricity grid infrastructure upgrades, clean technology innovations, and national efforts to secure energy metals supply chains.

For many years China was seen as a climate villain. With China now leading the world in sustainable technologies, discover how the story is…

China – still a climate villain?

China is now home to more than 40% of global renewables capacity, yet the sector continues to set annual records for renewable capacity growth

The power paradox

Read also: Emerging markets’ sustainable investment paradox

The world’s first electro-state

Read also: Why rare earths are key to investing in transition materials

Sustainability lead builds geopolitical strength

Far from being cancelled, sustainability is thriving – it’s just not where many observers might think. It’s being made in China

Sustainability’s new address

Read also: Investing in system changes

view sources.
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1 Greenhouse gas emissions - Our World in Data
2 Analysis: China’s clean-energy exports in 2024 alone will cut overseas CO2 by 1% - Carbon Brief
3 Analysis: China’s clean-energy exports in 2024 alone will cut overseas CO2 by 1% - Carbon Brief
4 Coal consumption, 2024
5 Coal – Global Energy Review 2025 – Analysis - IEA
6 CO₂ emissions - Our World in Data
7 China’s construction of new coal-power plants ‘reached 10-year high’ in 2024 - Carbon Brief
8 China’s construction of new coal-power plants ‘reached 10-year high’ in 2024 - Carbon Brief
9 Xinhua Headlines: Coal-to-green transition redefining China's west-to-east power transmission
Xinhua

10 China building two-thirds of world’s wind and solar projects | China | The Guardian
11 MONTHLY-CHINA-ENERGY-UPDATE-Feb-2025.pdf; Renewable Capacity Highlights 2025
12 China's Installed Renewables Achieved Yet Another Record in 2024 | Financial Post
13 China is building 74% of all current solar and wind projects, report says
14 Global energy transition: Tracking China's falling emissions | World Economic Forum
15 How we made it: will China be the first electrostate?
16 These Countries Are Electrifying their Bus Fleets the Fastest | World Resources Institute
17 Tracking global data on electric vehicles - Our World in Data
18 Net Zero by 2050 - A Roadmap for the Global Energy Sector
19 Global trends – Global Energy Review 2025 – Analysis - IEA; Global electricity demand to grow by
4% through 2027, IEA says | Reuters

20 How a heat pump works – The Future of Heat Pumps – Analysis - IEA; Electric vehicles use half
the energy of gas-powered vehicles » Yale Climate Connections
;
21 How Xi sparked China’s electricity revolution
22 China overtakes Japan as world's top car exporter - BBC News
23 China's Grip on World’s Metal Supply
24 China's clean energy investments nearing scale of global fossil investments, researchers find |
Reuters

25 Energy Technology Perspectives 2024 – Analysis - IEA
26 Global automotive industry faces critical bottlenecks as China tightens grip on rare earth supply chain | Wood Mackenzie
27 China's exports of rare earth magnets to the US surge in June | Reuters
28 Scotland bets on supply chain growth with subsea cable investment
29 Will there be enough cables for the clean energy transition?
30 European battery recycling market analysis | Strategy&
31 $1bn US battery plant plan shows race to reduce reliance on China

important information

This is a marketing communication issued by Bank Lombard Odier & Co Ltd (hereinafter “Lombard Odier”).
It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a marketing communication.

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