RMI's report on zero-carbon investing in China identifies seven key areas for the country's transition to carbon neutrality by 2050. These include resource recycling, energy efficiency, demand-side electrification, zero-carbon power generation, energy storage, hydrogen, and digitalization. The report estimates the combined market size for these technologies will reach nearly 15 trillion yuan (USD 2.32 trillion) by 2050, with about 70 trillion yuan (USD 10.8 trillion) in infrastructure investment leveraged between 2020 and 2050. The report provides analysis of market trends, development stages, and policy recommendations for each technology area. It is aimed at long-term value investors and policymakers looking to understand where capital can be deployed effectively in China's decarbonization drive. The authors note that these technologies are at different stages of maturity and face distinct challenges, requiring tailored policy support to become bankable. For investors tracking China's climate goals, this report offers a structured breakdown of where the money is likely to flow over the next three decades. It covers both mature sectors like solar and wind, and emerging areas like hydrogen and digitalization of the energy system. The report is freely available from RMI, a nonprofit research organization.
