Riding the Global Clean Energy Wave: The Competitive Edge of Chinese Energy Storage Companies
- Chris Vũ Phan
- Oct 17
- 2 min read
The worldwide shift toward clean energy has become an irreversible trend. As investment in clean energy continues to surge, global spending is projected to reach $2.2 trillion by 2025, accounting for over two-thirds of total energy investment. China, a core hub in the global clean energy value chain and energy storage manufacturing, stands out with its cost efficiency, large-scale production capacity, and technological innovation. Contributing around 31% of global clean energy investment by 2025, Chinese companies are shaping a powerful global presence. With strengths in R&D, supply chain management, and policy support, China’s energy storage sector is on track to exceed a market size of $2.45 trillion by 2034.
Global Market Landscape
United States and Europe: Driven by strong policies and net‑zero commitments, both regions have growing demands for energy storage. However, foreign investment restrictions and “sensitive entity” designations have created entry barriers for Chinese companies as part of a broader push to secure local supply chains.
Southeast Asia, Latin America, and the Middle East: These rapidly developing markets—with urgent needs for grid modernization—represent key expansion frontiers for Chinese firms. They combine high growth potential with relatively low entry barriers and strong openness to partnership models.
Domestic momentum: Leading Chinese players such as CATL and BYD continue expanding their international footprint while addressing challenges around overseas financing, operations, and compliance.
Overseas Expansion of Chinese Energy Storage Companies
Since 2025, Chinese energy storage companies have seen sustained overseas order growth, maintaining an average annual compound growth rate above 25%. The bulk of these orders comes from utility‑scale projects, industrial and commercial systems, and microgrids in Europe, North America, and emerging markets. While cost advantages remain a differentiator, the market has evolved beyond price competition toward a new emphasis on technology, quality, and project execution. Many firms now establish overseas factories, acquire or form joint ventures with local companies, and develop flexible strategies to mitigate trade and market‑access risks.
Managing Policy, Investment, and Geopolitical Risks
As Chinese energy technology firms expand abroad, they frequently face challenges such as currency fluctuation, sudden regulatory changes, investment entry barriers, compliance reviews, and geopolitical uncertainty. Leading enterprises typically adopt the following best practices:
Engage local legal, financial, and compliance advisors early to ensure project legitimacy and operational transparency.
Build collaborative frameworks with local governments and industry associations to gain policy and tax advantages.
Employ flexible business structures (e.g., EPC + leasing models) to diversify risk and enhance financial resilience.
Participate in standard‑setting initiatives to shift competition from low‑price bidding toward technology‑driven, sustainable growth.
Value‑Added International Expansion Services
As an integrated HR and compliance partner for global enterprises, ArkTalents provides customized support to help energy storage and clean‑tech companies achieve compliant and efficient globalization. Our services include:
End‑to‑end overseas recruitment and localized HR compliance solutions
Policy tracking, compliance risk assessment, and actionable guidance in target markets
Cross‑border payroll, tax, and financial advisory for global business expansion
Team structuring and local management support for M&A, joint ventures, and strategic projects
Cross‑cultural communication and risk management system design to boost global competitiveness
To explore tailor‑made solutions for global compliance and international talent strategy, contact us today. We help your business expand globally with confidence—ensuring synergy between your people, projects, and global vision.
Comments