Beijing: China’s dominance in the global clean energy supply chain reached new heights as battery and battery energy storage system (BESS) exports soared 24% year-on-year in the first nine months of 2025, generating approximately $60 billion in revenue, according to fresh data from energy think tank Ember.
Batteries have cemented their position as China’s most profitable clean-energy export since overtaking solar panels in mid-2022. The explosive growth comes despite escalating trade tensions, with the European Union imposing provisional tariffs of up to 37.6% on Chinese electric vehicles and launching probes into battery subsidies.
Strong demand from Europe, Southeast Asia, and emerging markets for lithium-iron-phosphate (LFP) cells and large-scale energy storage systems drove the surge. Chinese manufacturers, led by CATL and BYD, now account for more than 70% of global battery production capacity and over 80% of BESS deployments worldwide.
Analysts warn that continued export growth could trigger further protectionist measures, yet Beijing shows no signs of slowing investment. Domestic battery production capacity is projected to exceed 3 TWh by year-end, far surpassing global demand. Ember notes the $60 billion figure already rivals total 2024 solar module export revenue, underlining batteries as the new cornerstone of China’s green technology export strategy.