In a remote desert near the Tibetan Plateau in Northwest China, millions of solar panels produce enough electricity to power a midsize American city. This project, one of the largest solar farms ever built, uses raw materials, solar panels, and battery technologies that are produced in China. In 2019, China made 80 percent of the world’s supply of solar panels.
But buying Chinese solar panels to reduce emissions is like using gas to put out a fire. To manufacture critical raw materials like polysilicon, Chinese firms rely on coal-powered electricity in Xinjiang. Without even accounting for the energy impact of transporting the final products, a solar panel made in China has about double the carbon footprint as a similar panel manufactured in Europe.
Buying Chinese solar panels to reduce emissions is like using gas to put out a fire.
This is also about fundamental U.S. values. On June 24, the Biden administration blocked a Xinjiang-based polysilicon manufacturer due indications of forced labor. According to recent research, human rights abuses are not isolated to a single company—the issue is systemic. Every single one of the polysilicon manufacturers in Xinjiang has links to coercive Chinese Communist Party-backed “labor transfer” programs.
China’s chokehold on the solar supply chain thus presents challenges for U.S. President Joe Biden’s recent pledge to make electricity carbon-free by 2035. But supply chains are not immutable. Development and deployment of clean energy technology is not just good for the climate—it can help ensure a secure and socially responsible energy supply chain. This requires a green technology strategy for the next decade.
Read the full article from Foreign Policy.
More from CNAS
Executive Summary China and North Korea pose intertwined challenges for U.S. and allied policy. The Korean Peninsula constitutes just one area among many in U.S.-China relatio...
By Jacob Stokes
CommentaryThe Biden administration just stalled China’s advance in the Indo-Pacific
Australia, by intensifying the military competition with China, could tee up a chain of as yet unforeseen events....
By Robert D. Kaplan
CommentaryChina tariff policies flounder without a strategy
The White House ought to be asking a series of questions. What problem are we responding to? What are we trying to achieve? How will 301s and tariffs further that?...
By Van Jackson
CommentaryNeoliberals, Anti-imperialists, and the China Question
If there are arguments to be made in favor of cooperation with China, or to justify not sweating China’s accumulation of power, they’re probably best made on grounds other tha...
By Van Jackson