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EVs: Geopolitics

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EVs: Geopolitics
Stay updated on China’s booming electric vehicle industry, a key driver of global EV adoption and sustainability efforts.
The Xiaomi SU7 Ultra electric car is displayed at the 2025 Mobile World Congress in Barcelona, Spain. Chinese electric vehicle brands have rapidly gained ground in Europe in recent months. Photo: Xinhua
China-EU relations

‘A big opportunity’: why Spain’s new electric car plan hands an opening to China

Madrid’s ambitious strategy may hinge on attracting more Chinese investment, giving China’s firms greater leverage, analysts say.

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China-EU relations

As Macron eyes China deals to revive industry, trade shows tables have turned

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Climate change

Opinion | How Cop30 laid bare the new geopolitics of climate action

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US-China trade war

China’s EV parts could be in Tesla’s crosshairs – is a total ‘de-risk’ feasible?

Tesla’s reported strategy may have some success but China’s manufacturing edge makes broader decoupling impractical, analysts say.

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Laborers work on an assembly line during the organised press tour in the Avatr EV factory, in Chongqing on May 20. Photo: EPA-EFE
China-EU relations

Exclusive | ‘Progress cannot be stopped’: China’s chief Paris envoy talks trade, EV tariffs

Deng Li says China and Europe can build emerging sectors like EVs together, Beijing not interested in ‘completely unnecessary’ trade surplus.

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China-EU relations

As China’s EV boom makes the EU anxious, is it too late to work together?

Decades after their first joint venture, EU carmakers fear losing their markets to China’s upstarts. Is it too late for them to work together?

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European Union

Opinion | Europe should focus on beating US tariffs, not Chinese EVs

European producers are getting hit hard by US trade barriers. A deal with Beijing could give Brussels enough breathing room to fight back.

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People visit an exhibition zone of Chinese car company Leapmotor in Munich, Germany, on September 10. Photo: Xinhua
China’s fourth plenum

Energy transition goals in China’s 15th five-year plan

China’s 15th five-year plan will lay out plans for reaching its “dual carbon” goals, and targets under the Paris Agreement, as it seeks to replace energy from fossil fuels with renewables.

China trade

Argentina registration by China’s BYD hints at local car production

If the EV behemoth follows through with manufacturing, Argentina would host the company’s second vehicle factory in Latin America.

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Electric & new energy vehicles

BYD challenges Tesla with launch of cheaper SUV in Hong Kong

The Atto 2 is priced at HK$169,800 after tax, while the cheapest Tesla Model 3 ‘rear-wheel drive’ starts at HK$249,000 before tax.

BYD launches the Atto 2 EV model at an event at Sai Kung’s WM Hotel on Friday. Photo: Edmond So
China Future Tech briefing

EVs | China’s EV makers look overseas for growth

Domestic price wars and overcapacity, as well as tariffs in North America, are spurring Chinese EV makers to boost exports and open new factories in Europe and emerging markets.

China’s EV makers look overseas for growth
China trade

Brazil grants BYD exemption from EV tariff hike, but not for as long as sought

Regulators compromise after other carmakers push back, saying the break would unfairly advantage BYD and might threaten up to 50,000 jobs.

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China trade

Brazil weighs BYD tariff break as rivals warn of lay-offs and investment freeze

Chinese EV maker seeks cut while building local plant but other carmakers and regional governors say it could hurt Brazil’s industrial base.

Donald Trump

Trump offers surprise support to Musk, as Tesla stock plunges

The US president says he wants the billionaire to ‘THRIVE’, in a startling development after their recent bitter public feud.

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Elon Musk speaks at a confearence in Beverly Hills, California, in May 2024. Photo: TNS
Electric & new energy vehicles

BYD outsells Tesla, BMW in Hong Kong’s right-hand drive EV market

Hong Kong sells fewer than 40,000 cars a year, but mainland carmakers consider it the beachhead for breaking into the global right-hand-drive market.

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A BYD showroom in Tsim Sha Tsui. Photo: Jelly Tse
Electric & new energy vehicles

China and Europe power 24% growth in global EV sales in June

Sales in China jumped 28 per cent, while Europe’s demand rose 23 per cent to 390,000 units last month, according to Rho Motion.

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China Future Tech briefing

EVs | China plugs into next-generation batteries

Sodium-ion and solid-state batteries are emerging technologies for powering electric vehicles and storing electricity. China has made big advances on both.

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US-China trade war

US Senate, passing Trump bill, bars energy tax credits for China-linked firms

House of Representatives must still approve legislation, which also ends ‘de minimis’ customs protections, before sending it to White House.

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US Senate Majority Leader John Thune speaks to reporters on Capitol Hill after the Senate passed President Donald Trump’s sweeping spending and tax bill, on Tuesday. Photo: Reuters
Electric & new energy vehicles

China’s plug-in hybrid exports spike in wake of EU tariff exemption

Plug-in hybrids are exempt from European Union duties on Chinese electric vehicles. China’s auto giants have been quick to take advantage.

China-EU relations

Overcapacity: the economic buzzword fuelling Europe’s clash with China

Some EU officials believe Beijing is trying to distract from what they consider to be serious problems by poking holes in the terminology.

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Electric & new energy vehicles

Exclusive | SemiDrive to supply cockpit chips in European EVs as Chinese firms go global

‘Striving to be a top global chip supplier, we need to expand from the China market to the global market,’ general manager Eugene Wang says.

Visitors look at a display at the booth of SemiDrive Technology at the 2023 Shanghai Auto Show. Photo: Getty Images
Electric & new energy vehicles

How BYD and Chinese peers are transforming Europe’s small EV market

Volkswagen, Renault and other EU stalwarts prepare a slew of smaller, cheaper EVs to fight an influx of Chinese models.

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BYD electric cars waiting to be loaded on a ship are stacked at the international container terminal of Taicang Port in Suzhou, Jiangsu Province in September 2024. Photo: AFP
China-EU relations

A tale of two cities: why views of China differ so much in Barcelona and Prague

The stark contrast between Spain’s wish for close economic ties and Czech suspicion highlights the growing divide within the EU over China.

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Foxconn

Foxconn expects robust revenue growth from AI despite US tariffs

The world’s largest contract electronics manufacturer plans to enter the US market by the end of this year, chairman Young Liu says.

Electric & new energy vehicles

Renault leverages Shanghai operation for cars aimed at markets outside Europe

Company says Shanghai operation is working on developing models for Ampere and Renault marques for sale outside Europe.

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A Renault electric car in Paris. Photo: Reuters
China-EU relations

Job creator or industry killer? Europe faces Chinese EV investment dilemma

Truck maker Windrose wants to be ‘first of many’ to bring EV ecosystem to Europe, matching Macron’s ambitions for ‘Battery Valley’ in France.

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French President Emmanuel Macron (centre) holds a model of an electric lorry made by Windrose, a Chinese company founded by entrepreneur Wen Han (right), at the Choose France summit in Versailles, France on Monday. Photo: Instagram/whan6023
Electric & new energy vehicles

BYD overtakes Tesla in Europe for the first time as sales jump 169% in April

Shenzhen-based BYD sold 7,231 battery electric vehicles in April versus 7,165 by Tesla, according to data from Jato Dynamics.

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China-EU relations

Europe’s clash with China on EVs not ‘existential’, former EU official says

Trump is pushing Europe and China to cooperate more closely despite disagreements, according to former trade negotiator.

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