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The Great EV Glut
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The Great EV Glut

Can the E.U. save its auto industry from Chinese-made EVs and still keep its green transition going?



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China appears to be achieving hegemony in the manufacture of electric cars, with few obstacles in its way. The European Union now faces strong Chinese competition in its EV market, and policy discord among EU members on how best to address the issue of Chinese exports could raise the risk of a trade war. In this informative article, academic Luke Patey draws out the sticking points in China–EU trade that affect not just their economies but their decarbonization efforts as well.

Take-Aways

  • Some 20% of all EVs sold in Europe will be Chinese imports by 2027.
  • Relative to its European rivals, China enjoys an advantage in electric automobile manufacturing.
  • Europe must forestall the takeover of its EV industry while continuing its efforts to decarbonize.

About the Author

Luke Patey is a senior researcher at the Danish Institute for International Studies and Lead Senior Research Fellow at Oxford University’s Institute for Energy Studies.


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