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28 November 2025

How Solar Energy Could Transform Geopolitics

Ravi Agrawal

In the month of May this year, China created more new wind and solar capacity than the electricity, from all sources, that Poland installed in the entirety of 2024. While part of the outlandishness of this statistic is because of companies racing to take advantage of expiring subsidies, it shouldn’t obscure the bigger picture that the sheer scale of Chinese industrial policy has made the mass global proliferation of clean energy a very real possibility. Could it eventually save the planet?

On the latest episode of FP Live, I spoke with the longtime journalist and environmentalist Bill McKibben, whose 1989 book The End of Nature is widely seen as one of the first to bring the idea of climate change into public consciousness. His latest book, Here Comes the Sun, is altogether more hopeful, exploring how solar energy is already transforming energy markets.

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