cross-posted from: https://sopuli.xyz/post/30659576
The headline is about China. But their second figure shows the situation outside of China:
Overall, the top five western OEMs represented 93% of the global volumes outside of China.
Out of these, only Genereal Electrics is Amercian. Vestas, Siemens Gamesa, Nordex, and Enercon are all EU-based.
This post suggests that the role of General Electrics decreased in 2024: https://www.linkedin.com/pulse/wl-106-top-10-wind-turbine-manufacturers-2024-windletter-66wuf/
Did I read that correctly, that China produces twice what Europe produces?
Yeah, that’s true. But their production seems to be almost fully for their internal market. Which shows how crazy the scale of the green energy transition within China.
China accounted for 65% of global wind capacity in 2023
So basically, China also installed twice as much wind power as the rest of the world in 2023
It’s similar with solar, but there China has a bit lower percentage of the demand, and more of manufacturing. -> It is a major exporter. See, e.g., https://www.iea.org/data-and-statistics/charts/solar-pv-manufacturing-capacity-and-production-by-country-and-region-2021-2027
