Understanding the Rise of China’s Electric Vehicle Industry

China has emerged as the global leader in clean energy industries, reshaping the trajectory of the energy transition worldwide. This talk examines the rapid rise of China’s electric vehicle (EV) industry. I discuss how coordinated industrial policies, consumer incentives, and rapid expansion of charging infrastructure helped scale early adoption. Over time, intense competition, learning-by-doing in battery production, and a dense, clustered supply chain drove down costs and improved quality. The interaction between policy and market forces offers important lessons for accelerating clean energy transitions in other countries. 

Speaker: Sanjun Li, Stanford University

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