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2/ Chinese firms have committed $227+ billion across 461 green manufacturing projects in 54 countries since 2011 - with 88% of investment occurring just since 2022. This dwarfs the $200 billion Marshall Plan (in today's dollars).

3/ While America retreats from clean energy leadership, China has built end-to-end control of green supply chains: solar, batteries, EVs, wind turbines, green hydrogen. Over 75% of these projects are in Global South countries eager for this industrial capacity.

12/9/25, 2:21 am28 reposts147 likes

4/ The geographic shift is telling: MENA jumped from almost no Chinese green tech projects in 2021 to over 20% of new deals in 2024, worth nearly $50 billion. Gulf states now welcome Chinese solar and electrolyser manufacturing that the US won't support at home.

5/ Key hubs are emerging outside Western influence: Indonesia for battery materials, Morocco for EU-bound cathodes and hydrogen, Brazil for Latin American manufacturing. China is creating alternative supply chains that bypass US-allied networks entirely.

6/ The infrastructure being built is permanent: 60+ projects exceed $1 billion each, with green hydrogen facilities averaging $2 billion. These aren't just factories - they're industrial ecosystems that will anchor the next generation of clean energy development.