New data and policy report on Chiense outward clean tech manufacturing investment

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Mathias Lund Larsen

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Sep 10, 2025, 7:12:14 AM9/10/25
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Dear GEP-ED colleagues,

I am writing to share a new policy report with groundbreaking data showing that China's new global role in the green transition is investing in manufacturing, not financing infrastructure: "China’s Green Leap Outward: The rapid scale-up of overseas Chinese clean-tech manufacturing investments.” It provides the first comprehensive data on Chinese outwards investments in clean tech manufacturing. We show that a rapid acceleration in investment is reshaping the global clean-tech landscape. Since 2022 alone, investments have surged past USD 220 billion, now at an equal annual scale to China's previous role of lending for infrastructure projects.

https://www.netzeropolicylab.com/china-green-leap

The intention with the policy report and dataset to be made public soon is to inform researchers and policy makers on China’s new global role in a green transition - hence I hope it's relevant to many in the GEP-ED network.

All best,

Mathias


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Mathias Larsen
Senior Policy Fellow
Grantham Research Institute on Climate Change and the Environment
London School of Economics and Political Science
London, UK, WC2A 2AE
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