Global overcapacity in cleantech manufacturing is compressing margins, threatening producer profitability, and leading to industry consolidation.
It is difficult to definitively prove causation between the Iran War and the export surge, as other factors like Chinese domestic policy complicate the analysis.
The dependence on Chinese manufacturing poses strategic risks for countries attempting to build their own local supply chains.
Opportunities Identified
High fossil fuel prices are creating new, accelerated growth markets for cleantech in emerging economies.
Manufacturers can use detailed trade data analysis to identify and target these new high-growth markets.
The oversupply of low-cost cleantech makes it cheaper and faster for countries to pursue their energy transition goals.