The BYD Explorer No1 arrived at Bremerhaven 🇩🇪Sunday, unloading 3,000 BYD EVs Its maiden voyage took in Vlissingen, Antwerp, Hamburg. A sign of what's to come: COSCO has 24 of these giant ro-ro vessels on order for delivery next year (via Noah Barkin) nordsee-zeitung.de/Bremerhaven/BY…

Read the latest policy brief from Barry Naughton UC Institute on Global Conflict & Cooperation and MERICS to learn how China's more state-centered approach to techno-industrial policy is reshaping the relationship between government and enterprise: ucigcc.org/publication/ho…

China's 2024 government workplan provides strong support for green industries and clean energy, but shows little urgency on meeting 2025 climate targets.

MERICS European China Talent Program 2024 👉 Applications run until March 18 Join fellow China researchers and professionals at our #Europe-#China 4 day workshop in Berlin. Meet leading experts and think outside the box on EU’s China policy. 👇 merics.org/en/call-applic…

In her analysis of recently translated documents on AI, @rebeccaarcesati argues that as countries around the world work to develop AI technologies, China will seek to become a leading voice in global standards-setting and AI governance.

Feels like a pretty seismic week in EU-China relations. I get the feeling that we're not in Kansas anymore Here is a summary of the major events that have happened, let me know if I missed any, bearing in mind it's still only lunchtime on Friday...

🚨As promised, the English version of my IFRI Briefing: Xi Jinping's Visit to France: Stumbling Blocks Pile Up on the Path of Bilateral Cooperation ➡️ifri.org/en/publication…

China’s Customs Administration continues to publicly report transactions, even in areas subject to export controls. While the world's exports of high priority products to Russia declined by 45% since 2021, Russia’s reliance on China has surged from 32% to 89% in 2023.

Press statement by EC President von der Leyen following the trilateral meeting with President Xi Jinping, with a clear demand to „ curtail delivery of dual-use goods to Russia that find their way to the battlefield“ in Ukraine. ec.europa.eu/commission/pre…

So perhaps some overcapacity after all? China Moves to Rein in Battery Boom Amid Overcapacity Concerns caixinglobal.com/2024-05-09/chi…

Rund die Hälfte der deutschen Industriefirmen reagiert auf die zunehmende Konkurrenz aus #China mit Entlassungen, zeigt eine neue IW-Studie. Die Firmen verweisen auf unfaire #Subventionen und sprechen sich für #Strafzölle auf chinesische E-Autos aus. iwkoeln.de/presse/pressem…

JUST OUT! By our conservative count, Chinese industrial policy spending on its EV sector for 2009-2023 totaled $230.8 billion, = to 18.8% of total sales. For our numbers & the dilemma such support & improving quality create for Western policymakers, see: csis.org/blogs/trustee-…

This may be an outlier, but the issue of trade redirection as a consequence of U.S. and EU tariffs is real. Indonesia to impose up to 200-pct import tariffs on Chinese goods - ANTARA News en.antaranews.com/news/317223/in…

The current debate on EVs can only be a starting point for a longer conversation with China - last week in our panel discussion "Overcapacities in China: A Threat to the Industrial Base in the West?", Franziska Brantner, Wolfgang Niedermark, Mikko Huotari and Moritz Schularick discussed to what extent

Thrilled to share my latest for the July issue of the The Diplomat Magazine: SCO Expansion: A Double-Edged Sword - just 2 days before the #SCO Summit in Astana The piece discusses past expansions&looks ahead at Belarus' upcoming admission as 10th member thediplomat.com/2024/06/sco-ex…

Interesting Kiel Policy Brief: "A combination of a reduction of MFN tariffs coupled with countervailing duties on Chinese cars would be a perfect implementation of the EU’s new trade policy doctrine which is meant to be, at the same time, “open, sustainable and assertive.”

🇩🇪🇨🇳 Seit einem Jahr hat Deutschland eine offizielle #China-Strategie. Mikko Huotari hat bei uns im Deutschlandfunk eine ausführliche Zwischenbilanz gezogen. deutschlandfunk.de/interview-huot…

My Carnegie Endowment report on China’s nuclear policy is out today after extensive work: “Political Drivers of China’s Changing Nuclear Policy: Implications for U.S.-China Nuclear Relations and International Security” A brief thread: carnegieendowment.org/research/2024/…

Xpeng, Volkswagen’s Chinese partner, is in the initial stages of selecting a site in the EU as part of its future plan to localise production "Xpeng also plans to set up a large-scale data centre in Europe... for cars’ intelligent driving features" scmp.com/business/china…

Very important piece by my colleague Jana Puglierin and Claudia Major on how west is sleepwalking into Ukraine defeat after 🇺🇸 election. They lay out strategy to reframe security debate to prevent Kyiv from being forced to settle on Russian terms. ip-quarterly.com/en/wests-respo…