2025 Energy Outlook: Trends in Solar, Wind,
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While renewable installations are set to continue, investment growth is expected to slow in 2025. In the case of solar PV, investment is even expected to fall back slightly. China achieved its 2030 wind and solar capacity target in 2024, six years ahead of schedule. China’s evolving macroeconomic priorities have long shaped its approach to energy investment.
China’s evolving macroeconomic priorities have long shaped its approach to energy investment. While China met its 5% GDP growth target in 2024, the economy faced mounting pressures from weak domestic consumption, deflationary risks, and a deepening real estate crisis.
Chinese energy investment is shifting from being dominated by state-owned enterprises and large-scale infrastructure projects backed by government financing. In recent years, the government has increasingly encouraged greater private sector participation in energy development.
For investors, understanding these trends isn’t just about keeping up with market shifts—it’s about positioning for the long-term structural changes reshaping how the world generates, stores, and distributes energy. The numbers tell a compelling story.