While Western countries have been hyping up China's so-called "overcapacity" problem lately, a commentary piece by Remeredzai Joseph Kuhudzai on CleanTechnica, a leading U.S. news website in the cleantech industry, pointed out that with many parts of the world still facing energy and mobility poverty, a case of overcapacity that cannot be absorbed isn't reality.

European Commission President Ursula von der Leyen said earlier this month that "the world cannot absorb China's surplus production." Commenting on the claim, Kuhudzai pointed out what might be considered "overcapacity" in Europe could actually play a significant role in the green transition in other parts of the world.

"If the EU is not too keen to have new energy vehicles, solar and battery storage products, and other things from China at levels they consider 'flooding,' there is a big opportunity for any capacity in China that may been deemed 'spare capacity' to be aggressively redirected to make a real impact in other parts of the world, such as Asia, Central and South America, as well as Africa."

Using Africa as an example, the analysis laid out significant hurdles in the energy and mobility landscape for African countries, including low levels of electrification and motorization across vast areas. The author suggests that leveraging China's production capacity could offer viable solutions to address these challenges, contributing to a transition to new energy vehicles and cleaner electricity generation systems, ultimately helping to transform lives and communities in many parts of the African continent.