Car Wars (Part 2) – Electric Vehicles, China and the EU
This podcast episode was recorded on 17 June 2024.
Panellists: Elvire Fabry, Senior Research Fellow, Jacques Delors Institute
Miguel Otero Iglesias, Senior Analyst, Elcano Royal Institute
Moderator: Rem Korteweg, Senior Research Fellow, Clingendael Institute
As the competition between the US and China over electric vehicles ramps up, the pressure has mounted on the EU to agree its own approach to the issue of Chinese EVs. While there are widespread concerns about the impact of Chinese EV imports and calls for the EU to protect its auto industry, others argue that the availability of affordable Chinese EVs and “green tech” more generally can help accelerate Europe’s own transition. This critical policy debate is taking place against a backdrop of concern about the global impact of Chinese industrial over-capacity.
Why is the EU concerned and is it right to be? How might the EV issue affect broader EU-China trade relations and what are its implications for EU-US trade relations? Lastly, what does the EV case teach us about how the EU should balance decarbonisation and industrial policy?
For a discussion of the US-China EV rivalry, listen to the previous episode of the AIG Global Trade Series 2024: “Car Wars (Part 1)” features Rem Korteweg in conversation with Scott Kennedy and Wendy Cutler.
Related content from GTS Contributors:
Policy Paper | Shields Up: How China, Europe, Japan, and the United States shape the world through economic security
Article | The economics and geopolitics of electric cars: a European Perspective
The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade:
the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); CITD - the Center on Inclusive Trade and Development at Georgetown University Law Center (US); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).
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