We conduct public interest financial analysis on the most profound economic transformation since the industrial revolution: the transition from fossil fuels to clean energy.

BYD’s Brazil factory marks a clean-tech power shift: where China builds, countries reindustrialise and plug into the future of mobility. As Beijing anchors global net-zero supply chains, Australia faces a stark choice – integrate with Asia’s clean-energy ecosystem or watch the next industrial wave pass it by. When BYD launched its largest EV plant outside Asia in October, in Camaçari, Brazil, the symbolism was profound. It was the very site Ford abandoned four years ago. Where a US internal combustion engine giant exited, a Chinese EV leader stepped in – reviving industry, upgrading technology and embedding Brazil into the future of mobility. Read more

Climate Energy Finance (CEF,) an Australian-based think tank, says that Chinese firms have committed more than $180bn of investment in clean technology overseas, since the start of 2023; $80bn was over the past year. The majority of these projects are in the Global South. According to the report, these include: In Nigeria, China’s LONGi secured a deal with the Nigerian government and a local developer for a $8.3bn green hydrogen project. In Chile, China Southern Power Grid undertook the $4bn acquisition of Transelec SA and will build a new $1.5bn 1,300km grid transmission line. In Peru, China Three Gorges has commissioned its $560m, 209MW hydro-electricity project. In Brazil, Envision Energy will develop Latin America’s first Net-Zero Industrial Park, focusing on Sustainable Aviation Fuel (SAF), green hydrogen and ammonia. Read more

China dominates new clean energy plants. From 2018 to 2024, it controlled 80% of new solar, wind, battery, and hydrogen facilities worldwide, per the CEF report. Companies such as CATL and BYD set the pace, exporting billions in technology yearly. Read more