A guide to the electric cars, batteries and solar panels that are reshaping global industry
China builds more than half of the world’s electric vehicles and dominates the supply chains for batteries and solar panels. Companies such as BYD and CATL have gone from domestic players to global leaders in little more than a decade, and Chinese cars are now pushing into markets from Europe to Latin America.
That success has a darker side: brutal price wars, chronic overcapacity and a wave of tariffs as other countries try to protect their own industries. This guide brings together China Factor’s coverage of the EV and clean-tech boom, including what it means for Canada.
1 The EV juggernaut
Years of state support, fierce domestic competition and control of battery materials turned China into the world’s EV powerhouse, leaving US and European carmakers struggling to catch up.
- Trump’s war has revved up China’s EV sales
- EV revolution threatens to leave the US behind
- Long and winding road to catch China’s EV juggernaut
- China’s EV surge threatens to shock global markets
- Innovation is driving China’s electric vehicle revolution
2 Price wars and overcapacity
Too many factories chasing too few buyers have driven prices down across cars and solar, squeezing profits and prompting Beijing to step in against what it calls ‘involution’.
- China’s top solar giants sign ‘no-sales-below-cost’ pact to end price war
- Beijing puts the brakes on EV race to the bottom
- China’s car sector careers into price war roadblock
- Why the sun has set on Europe’s solar power sector
3 Batteries, tariffs and trade fights
As Chinese EVs and batteries flood global markets, governments are weighing cheaper clean technology against industrial and security risks. Canada is the latest front.
- China’s auto firms race to claim Canada’s EV market
- Sparks flying at CATL over Chinese military claims
- Chinese EVs flooded into the EU to avoid tariffs
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This guide is updated as China Factor publishes new coverage. Last revision: November 2026.