No Wind Farms in China? Trump Claim Torched by Record Year of New Wind Capacity, Mostly in China

Why It Matters

The scale of China’s wind build underscores its growing influence over global renewable supply chains and pressures Western manufacturers. It also signals a shift as Chinese firms expand abroad, reshaping competitive dynamics.

Key Takeaways

• 169 GW new wind capacity added in 2025.
• China installed over 100 GW, first to exceed 100 GW.
• Chinese firms hold six of top ten turbine market spots.
• Domestic share for Chinese manufacturers fell to 93 %.
• India became second‑largest wind market after China.

Pulse Analysis

The wind power sector logged its third consecutive record year in 2025, bringing 169 GW of new capacity online – a 38 % jump from 2024. Almost all of the additions were on‑shore projects, which represented 95 % of the total, while offshore installations lagged at just 8 GW. Stable long‑term policies in key regions, especially China’s Five‑Year‑Plan incentives, helped accelerate project pipelines and pushed developers to commission plants before upcoming power‑market reforms. This surge reinforces wind energy’s role as the fastest‑growing renewable source worldwide.

Chinese turbine manufacturers turned that policy boost into market dominance. Six of the top ten global suppliers were Chinese, with Goldwind delivering 29.3 GW and Envision 20.9 GW, while the remaining firms split the rest of the market. Domestic installations still absorbed 93 % of Chinese capacity, but the share fell from 99 % in 2024, indicating a strategic push abroad. Leveraging low‑cost production, rapid delivery and thin margins, firms are targeting emerging markets across Latin America, the Middle East, Africa and Asia, challenging established Western players.

The competitive landscape is shifting. Denmark’s Vestas slipped to seventh place, and Siemens Gamesa remains the only non‑Chinese firm in the top ten, highlighting the pressure on traditional OEMs. Outside China, new wind builds grew 17 % to 43 GW, with India overtaking the United States and Germany to become the world’s second‑largest market, driven by complex auction designs that favor larger, hybrid projects. As Chinese exporters expand and Indian demand rises, the next decade will likely see intensified price competition and accelerated adoption of wind power globally.