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Europe Faces Security Risks from Chinese Green Tech

Financial Times Companies •
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European governments chase green tech to beat fossil fuel volatility, but a new study warns that dependence on Chinese suppliers could expose the bloc to cyber attacks, export controls and political pressure. The report, led by former UK national‑security strategist Michael Collins, points out that China makes roughly 90 % of global solar modules and 80 % of wind turbines worldwide market.

Collins and co‑author Michal Meidan identified eight risks, chief among them supply‑chain disruption. Beijing’s growing export‑control toolkit could throttle low‑carbon components, while U.S. pressure might force Europe to strip Chinese tech from grids or face tariffs. The study flags inverters—critical for linking renewables to the grid—as a particularly vulnerable node in the near future as risk remains significant for investment decisions today.

Europe’s scramble to decarbonise has already seen the UK reject a Chinese wind‑turbine factory in Scotland and Italy mandate non‑Chinese modules for new solar auctions. While China claims its green gear is politically neutral, the report cautions that a sudden supply cut could slow progress. Investors now face a sharper trade‑off between cost, speed and security for future policy decisions.