Dr. Elizabeth Economy talks with Dr. Joanna Lewis and Dr. Scott Moore to explore China's commanding position in the global clean energy sector and its far-reaching implications. The two experts explain how China has become both the world's largest manufacturer and consumer of clean energy technologies, dominating supply chains from raw materials through finished products like solar panels, wind turbines, and batteries. The conversation tackles the complex question of whether China can be considered a climate leader, revealing a mixed picture of impressive renewable energy investments alongside continued heavy coal dependence. Additionally, the three address China's recent export restrictions on rare earth materials, examining whether this move strengthens or undermines China's strategic position in ongoing trade tensions with the United States. The discussion concludes with recommendations for U.S. policy, including avoiding the reversal of clean energy progress and potentially negotiating deals with Chinese companies to keep American industries competitive.

Recorded on October 23, 2025.

ABOUT THE SERIES

China Considered with Elizabeth Economy is a Hoover Institution podcast series that features in-depth conversations with leading political figures, scholars, and activists from around the world. The series explores the ideas, events, and forces shaping China’s future and its global relationships, offering high-level expertise, clear-eyed analysis, and valuable insights to demystify China’s evolving dynamics and what they may mean for ordinary citizens and key decision makers across societies, governments, and the private sector.