AI, electrification and extreme weather redefine energy transition trajectory
Published on: Aug. 23, 2025, 10:34 p.m. | Source: Devdiscourse
While demand is accelerating, the clean technology supply chain is experiencing unprecedented growth. The study highlights a significant oversupply in photovoltaic (PV) module production, estimated at around 1.1 terawatts (TW) annually, and battery manufacturing capacity of approximately 7.5 terawatt-hours (TWh) per year. This oversupply is driving down costs across the board, making clean energy technologies more affordable and accelerating their global adoption.
