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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.
Large numbers of cars are lined up ready for export at a port in eastern China’s Jiangsu province. China recently overtook Japan as the world’s largest car exporter. Photo: Xinhua
China exports

The Iran war could widen China’s EV lead over its global rivals. Here’s why

The ‘eye-watering’ surge in oil prices may push consumers around the world to switch to electric cars, boosting Chinese brands, analysts say.

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The Philippines

Is Philippines falling behind in EV race as Southeast Asia revs up?

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China-EU relations

How Europe, not the US, became China’s No 1 trade headache

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China-EU relations

China-EU deal on EVs marks rare agreement in frosty relations

The EU will waive tariffs on China-made battery electric vehicles if carmakers set a minimum price that offsets the effect of subsidies.

Photo: AFP
China-EU relations

China slaps tariffs on EU cheese and cream amid trade row

Alleging that European subsidies are hurting Chinese producers, Beijing has imposed fees that look to hit French exporters the hardest.

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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

China once exported cheap goods to Europe – now, French leader urges its firms to transfer tech expertise.

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France’s President Emmanuel Macron looks on next to President Xi Jinping following a signing ceremony for agreements at the Great Hall of the People in Beijing on December 4. Photo: AFP
Climate change

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

Fractures, even among the Global South, show the energy transition is not just a technical challenge but a deeply political negotiation.

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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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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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Deng Li, China’s ambassador to France and Monaco, says Beijing still sees the EU as a partner and welcomes economic cooperation. Photo: Handout
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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Illustration: Lau Ka-kuen
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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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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People stop by the booth of the Chinese carmaker BYD during an auto show in Hangzhou in east China’s Zhejiang province on July 1. Photo: LONG WEI / Feature China/Future Publishing via Getty Images
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 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.

Guests inspect a BYD vehicle on display in Camacari, Brazil on July 1 as the Chinese automaker held a ceremony to mark its first passenger vehicle assembled at its factory there. Photo: Xinhua
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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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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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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Visitors look at a BYD EV at the Bucharest Tech Expo in June. Photo: Xinhua
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.

China plugs into next-generation batteries
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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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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Illustration: Lau Ka-kuen
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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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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