Guan Cha Zhe Wang·2026-01-23 10:16Core Viewpoint - The article discusses the rising global recognition of China's renewable energy sector as a vital contributor to energy transition, countering criticisms from the U.S. regarding unfair competition and overcapacity [1][2]. Group 1: China's Renewable Energy Position - Zhang Lei, Chairman of Envision Group, asserts that Chinese renewable energy represents a "civilizational output," akin to the steam engine during the Industrial Revolution, establishing a new energy infrastructure globally [1]. - Al Gore supports this view, highlighting that by 2025, the total value of green technology exported by China will exceed that of all fossil fuels exported by the U.S. by 50% [1]. - Countries like Nigeria, Kenya, and Zambia are experiencing a surge in solar installations, indicating a global shift towards renewable energy solutions [1]. Group 2: Canada-China Energy Cooperation - Canadian Prime Minister's recent visit to China marks a significant thaw in relations, focusing on cooperation in key areas such as energy and agriculture, which is crucial for both nations [2]. - Meetings between Canadian officials and major Chinese energy companies, including China National Petroleum Corporation, Envision Group, and CATL, are pivotal for reshaping the global energy landscape [2][5]. - The collaboration is seen as a strategic response to Canada's energy transition challenges, showcasing China's renewable energy capabilities [2][11]. Group 3: Challenges in Canada's Energy Sector - Canada faces a dilemma with over 95% of its oil and most natural gas reliant on the U.S. market, posing strategic security risks amid politicized U.S. energy policies [9]. - The aging electrical grid in Canada struggles to integrate renewable energy, falling short of the 2030 and 2035 renewable energy targets [10]. - A weak green industrial base and incomplete supply chains hinder Canada's ability to leverage its resource advantages, necessitating external technological support [11]. Group 4: Technological and Systemic Advantages of China - China's renewable energy industry has developed a comprehensive "scale-technology-system" model, providing a robust foundation for international cooperation [12]. - Envision Group's AI-powered energy systems exemplify this systemic advantage, addressing the complexities of renewable energy management and enhancing operational efficiency [13][15]. - The AI energy system's capabilities align with Canada's long-term energy system upgrade plans, indicating a deepening of technological collaboration [14][19]. Group 5: Future Implications of Cooperation - The partnership between Canada and China transcends mere product trade, evolving into a collaborative model for technology standards and industrial practices [14][20]. - This cooperation is expected to reshape global energy collaboration, allowing Chinese renewable technology standards to influence international markets and contribute to global carbon neutrality efforts [20].