ReNew Energy Global CEO Warns China's 90% Solar Dominance Threatens Energy Transition

Highlights

• China controls 60–90% of solar manufacturing stages, creating concentrated supply-chain risk for global energy transition goals.
• Wind turbines and batteries have distinct mineral dependencies from solar panels, meaning China's leverage varies by technology.
• India faces a five-to-seven-year gap between political diversification ambitions and actual industrial manufacturing readiness.
• REEx's Transition Vulnerability Window measures the dangerous gap between policy targets and demonstrated supply-chain capacity.