US Solar Panel Makers Try to Catch China With a Big Leap in Technology

Producers of solar panels in the United States say they are on the cusp of a technological breakthrough that could upend the industry and even threaten China’s grip on it. The manufacturers are racing to develop new kinds of panels that can generate 25 percent more energy than most such devices available today. If they are successful, the advance will allow the world to meet the rapidly rising demand for electricity with less land and roof area. The new technology, known as tandem solar, involves adding second and third layers…

China Moves the Price of Oil, Even When It Buys Less

After the war in Iran cut off a fifth of the world’s oil supply, oil prices jumped, at one point reaching nearly $120 a barrel. But they didn’t spike higher, even though some analysts warned ominously of $200 oil, and prices have since come down. At more than $80 a barrel, oil is expensive. But it could be a lot higher. One major reason was China. The biggest oil buyer in the world, China has kept a lid on prices by rapidly reducing the amount of oil it imports. Before…

How China Went From Clean Energy Copycat to Global Innovator

A single red rectangle with a patent drawing. 18 red rectangles. A grid of 5,206 red rectangles. A line chart that spans the years 2000 to 2022, with lines in different colors showing the trends in annual high quality patent filings from China, Japan, Europe, Korea, and the United States. Smart Grids Supercapacitors Methodology NYT

There’s a Race to Power the Future. China Is Pulling Away.

ChinaSolar in Shanxi Province Gilles Sabrié for The New York Times U.S.Oil in California J. Emilio Flores for The New York Times Lithium-ion batteries China$65 bil.United States$3 bil.Asia$21 bil.Europe$26 bil.Africa$2 bil.Americas$17 bil.Oceania$1 bil. Solar panels and modules China$40 bil.United States$69 mil.Asia$11 bil.Europe$20 bil.Africa$2 bil.Americas$6 bil.Oceania$1 bil. Electric cars China$38 bil.United States$12 bil.Africa$281 mil.Oceania$3 bil.Europe$26 bil.Asia$14 bil.Americas$8 bil. Crude oil China$844 mil.United States$117 bil.Asia$50 bil.Americas$16 bil.Oceania$799 mil.Europe$52 bil.Africa$359 mil. Natural gas China$3 bil.United States$42 bil.Asia$13 bil.Europe$22 bil.Africa$3 mil.Americas$11 bil. Coal China$1 bil.United States$15 bil.Africa$718 mil.Americas$3 bil.Asia$8 bil.Europe$5 bil.Oceania$16 thou. ChinaElectric car…

Yellen to Warn China Against Flood of Cheap Green Energy Exports

The Biden administration is growing increasingly concerned that a glut of heavily subsidized green technology exports from China is distorting global markets and plans to confront Chinese officials about the problem during an upcoming round of economic talks in Beijing. The tension over industrial policy is flaring as the United States invests heavily in production of solar technology and electric vehicle batteries with funding from the Inflation Reduction Act of 2022, while China pumps money into its factory sector to help stimulate its sluggish economy. President Biden and Xi Jinping,…

Germany’s Solar Panel Industry, Once a Leader, Is Getting Squeezed

Before China came to dominate the solar panel industry, Germany led the way. It was the world’s largest producer of solar panels, with several start-ups clustered in the former East Germany, until about a decade ago when China ramped up production and undercut just about everyone on price. Now as Germany and the rest of Europe try to reach ambitious goals to cut greenhouse gas emissions, the demand for solar panels has only increased. Some of the last remaining manufacturers in Germany’s solar industry are not ready to give up.…

How China Came to Dominate the World in Solar Energy

China unleashed the full might of its solar energy industry last year. It installed more solar panels than the United States has in its history. It cut the wholesale price of panels it sells by nearly half. And its exports of fully assembled solar panels climbed 38 percent while its exports of key components almost doubled. Get ready for an even bigger display of China’s solar energy dominance. While the United States and Europe are trying to revive renewable energy production and help companies fend off bankruptcy, China is racing…

Flush With Investment, New U.S. Factories Face a Familiar Challenge

The Biden administration has begun pumping more than $2 trillion into U.S. factories and infrastructure, investing huge sums to try to strengthen American industry and fight climate change. But the effort is facing a familiar threat: a surge of low-priced products from China. That is drawing the attention of President Biden and his aides, who are considering new protectionist measures to make sure American industry can compete against Beijing. As U.S. factories spin up to produce electric vehicles, semiconductors and solar panels, China is flooding the market with similar goods,…

Could Biden’s Clean Energy Push Be a Victim of Its Success?

Dalton, Ga., was once known as the carpet capital of the country. Economic diversification meant branching out from wall-to-wall to hardwood flooring. Now, at Qcells, a solar panel company, robots patrol acres of shop floor where delicate solar cells are packaged, laminated and boxed into sophisticated panels — almost 30,000 a day at peak production — in a highly automated production line. The company built a massive factory in Georgia — one of the most crucial states in the 2024 presidential election — and has another in the works. Both…