Signal The electric stack is 99% cheaper than in 1990, and the next Five-Year Plan doubles down
Summary
The cost of the electric stack has fallen by two orders of magnitude since 1990, and Beijing's 2026 Five-Year Plan will reinforce the sectors that rode that curve rather than moderate output in response to overcapacity criticism.
Classification
Main topicEnergy & Climate Tech
Secondary topicsIndustry & Supply Chains
Region menusGlobal
Occurrencescope:country · geo_region:east_asia · country:CN
Impactscope:global
Time horizon0-3 years (2026-07-25)
Last updated2026-07-29 04:49:53
Evidence 1
- Top Risks 2026 Eurasia Group page=9;section=Top Risk #2: Overpowered 2026-01 accessed 2026-07-25
Part of trends 1
Directly linked issues 0
No objects.
Relation types: supports
Public id: fm-e8de4d4332c2