CleanTechnica•about 1 month ago
China EV Sales — Forecasts for 2026 & 2030
Key Takeaway
The projected rapid growth of China's EV market by 2026 and 2030 signals a massive surge in electricity demand, creating significant opportunities for developers in new generation (especially renewables), transmission, and grid infrastructure.
AI Summary
- •Forecasts for significant EV market share growth in China by 2026 and 2030 indicate a massive increase in future electricity demand, requiring substantial new generation capacity.
- •This surge in EV adoption, driven by Chinese EV policies, will place considerable strain on the power grid, potentially impacting electricity prices and grid stability.
- •The implied need for new power generation (likely renewables), transmission infrastructure, and charging solutions creates significant development opportunities for IPPs and equipment suppliers.
- •Understanding China's EV policies is crucial for developers, as they will continue to shape the demand for power and related infrastructure.
Topics
emissionsfinancingoempolicyppasolarstoragetransmissionwind
Article Content
José Pontes, Larry Evans, Steve Hanley, and I sat down today for a long discussion, starting with the Chinese electric vehicle market, EV policies in China, and what they expect for EV share of the Chinese auto market in 2026 and in 2030. Whether you watch the video or discussion ... [continued] The post China EV Sales — Forecasts for 2026 & 2030 appeared first on CleanTechnica .