China Sustainability "Green Exports to Europe: Strong March Data" Lam

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China Sustainability "Green Exports to Europe: Strong March Data" Lam

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China Sustainability Equities

Asia PacificGreen Exports to Europe: Strong March Data

Global Sustainability

Jarvis Lam

Demand resilient, but increasingly shaped by policy selectivity Analyst

We believe European clean-energy demand remains supported in the near term, jarvis.lam@ubs.com

reflecting policy responses to ongoing energy system stress, including recent Middle East +852-2971 7701

developments, which have reinforced the urgency of electrification and system Victoria Kalb

resilience. Strong electrification demand, limited near-term domestic manufacturing Analyst

capacity and the cost competitiveness of Chinese green technologies are supporting vicki.kalb@ubs.com

import activity, while expectations of future policy tightening may incentivise buyers to +65-6495 4584

secure supply early. Over time, however, the outlook will depend increasingly on Phineas Glover

European policy positioning, with evolving “Made in EU” frameworks and funding Analyst

criteria likely to play a more defining role in shaping trade flows. See our companion phineas.glover@ubs.com

note discussing regulatory considerations for further detail. +852-3712 3917

Charles Fruitiere

Electrification demand remains strong, supporting China’s green exports Analyst

China has been a key supplier to Europe’s energy transition, particularly during the charles.fruitiere@ubs.com

+44-20-7567 4123

REPowerEU phase, when Europe became a major destination for exports of electric

vehicles, solar and batteries. Exports to EMEA increased from US$20bn in 2021 to US Alisa Dudchak

$87bn in 2023, and recent data suggests renewed momentum, with New Three exports Analyst