Energy, Climate, and the Green Transition – EPHI's Analyses

How have China’s industrial policy and production capacity created a European dependence on Chinese products for the green transition, and what risks and possible measures does the report describe?

In-Depth Coverage – Reports, Episodes, and Articles

Frequently Asked Questions

What does the report “China Wants to Dominate Europe’s Green Markets” say?

The report by Jojje Olsson concludes that the EU’s dependence on Chinese electric cars, solar panels, and lithium-ion batteries could pose risks to European industry as well as to economic and national security. It highlights a combination of tariffs, domestic subsidies, political decisions, and measures to build up European production and supply chains.

What percentage of the world's solar panels are manufactured in China?

According to the report, over 80 percent, and up to 95 percent for certain individual components.

How many electric cars and plug-in hybrids did China manufacture in 2024?

12.4 million, just over 70 percent of global production (IEA, as cited in the report).

Where can I find EPHI's materials on energy, climate, and industry?

In the list above, featuring reports, podcast episodes, and interviews on the green transition, industrial policy, and energy security.