bullish
EU's Battery and Solar Investments, One Year After, Part I
215 Views14 Jun 2024 16:25
SUMMARY
- About a year ago, we started collating battery investments in the European Union. At the time we conclude between 1/4 to a 1/3 were originated from China;
- A year later, we revisited and found the ratio has increased. With the latest EU tariff on China-made EV's, we expect Chinese capacity buildups to quicken;
- A total of 1,742 GWh of projects are supposed to go online in EU countries, representing investment of US$150bn, among which China related GWh and investment is ~25%.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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