Electric vehicle trade is evolving

China’s EV trade is splitting the global auto market, writes the Wall Street Journal. The Wire China reports on Chinese automakers’ role in global shipping. Katrina Hamlin in Reuters ponders whether Chinese automakers will follow in the footsteps of their Japanese predecessors. The Rhodium Group examines China’s global investment boom in the EV supply chain. Meanwhile, China brings a WTO dispute against the US for its EV subsidies, per Reuters.

Mentioned publications

China’s Role in EVs Is Splitting the Global Auto Market in Two – Yuko Kubota, The Wall Street Journal, March 28, 2024
The world’s markets are split between those accepting Chinese EVs and those rejecting them.
Automakers at Sea – The Wire China, February 11, 2024
What does the entry of Chinese automakers into the shipbuilding industry mean for global shipping and global trade?
China’s automakers try turning Japanese – Katrina Hamlin, Reuters, March 20, 2024
Will Chinese automakers follow in Japan’s footsteps in responding to tariffs and protectionism?
Pole Position: Chinese EV Investments Boom Amid Growing Political Backlash – Gregor Sebastian, Reva Goujon and Armand Meyer, Rhodium Group, February 29, 2024
China’s outbound investments along the EV value chain have set records in recent years.
China opens WTO dispute against US subsidies to protect its EV industry – Reuters, March 27, 2024
Will a new dispute result in increased tariffs?