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. Frank Haugwitz, Senior Analyst at cleantech advisory Apricum, joins host Jonathan Gifford to break down the latest trends – and what to expect from China’s renewable energy industry through the end of the decade. Follow The smarter E podcast for more global insights into the clean energy transition – and don’t forget to rate and review if you enjoy the show!