China and emerging sunbelt economies lead record clean industry investment, ahead of developed world
By Eve
Mission Possible Partnership's Global Project Tracker, supported by the Industrial Transition Accelerator, found a record 36 clean industrial projects reached final investment decision over the past 12 months. China accounted for 23 of them with $45 billion of financing, while emerging markets and developing economies raised $5.3 billion across six large-scale facilities, including fertiliser plants in Kenya and Paraguay. Developed economies secured $4.8 billion for six projects, with sustainable aviation fuel, methanol and ammonia leading the growth.
Why it matters
Capital for renewables-powered industry is concentrating where cheap clean power, supportive policy and domestic demand coincide, which may shape where large new electricity loads and grid connection demand emerge. CPOs and suppliers should note that this is clean industry rather than charging investment, so the read-across is about energy competition and market positioning, not direct charging demand.
Source
- Original title
- “China & emerging sunbelt economies overtake developed world with $50bn clean industry investment in 2026”
- Published
- 4 November 2026
In this story
- Topic
- Policy & Market
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