Tweet by ramez
March 28, 2026
China's cleantech exports are surging. A couple observations: 1. All of this is from before the US invasion of Iran and current oil price spike. We should expect these numbers to keep growing, especially EVs. 2. US tariffs haven't stopped China's cleantech exports from growing. They've just hurt Americans. 3. Batteries and EVs are each now much larger export businesses for China than solar. Solar export volume has grown but prices have dropped so much that solar exports in dollars have dropped quite a bit. Batteries and EVs are not only larger than solar is now - they're each larger than solar ever was. We're in entirely new territory.
- Author
- ramez
- Date
- March 28, 2026
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- /tweets/ramez-2038002883749359780-ed5ebf