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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.
last updated:
12 December, 2024
Lithium is key component in electric car batteries. Photo: AFP
Science

New discoveries raise China’s lithium reserves to second largest in the world

Recent finds, including a massive deposit in Tibet, will help meet demand for metal, which is key for EV batteries and other technologies.

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Semiconductors

China struggles to build car chip supply chain to break free of imports

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Foxconn

Foxconn invests in EV battery plant in China’s iPhone city

Business of climate change

Tariff jab at Chinese graphite exports could inflate EV battery costs: analysts

A US coalition of graphite miners has asked the Commerce Department to probe Chinese producers and apply 920 per cent of anti-dumping duties.

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Employees inside at a factory producing lithium battery for export in Huaibei in eastern Anhui province. Photo: AFP
Electric & new energy vehicles

Indonesia gives tax incentives to EV makers including China’s BYD, GAC Aion

The carmakers, which are building factories in Indonesia, will enjoy an exemption on import taxes and a break on luxury taxes.

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SCMP Highlights

Hong Kong launch pad for Chinese EVs, Xiaomi unveils electric SUV: 7 EV reads

From Chinese start-up Hozon eyeing exports to Chinese electric vehicle makers favouring Hong Kong, here are seven EV stories you may have missed.

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Electric & new energy vehicles

Beijing sees Hong Kong as launch pad for Chinese EV makers to go global

Hong Kong ‘can act as a two-way gateway for Chinese EV makers to go overseas and bring in new technologies’.

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A Leapmotor factory in Jinhua, China. Photo: Agence France Presse
China economy

My Take | Tesla is getting love from Chinese state media, but can the affair last?

Communist Party mouthpiece People’s Daily praised Tesla for sparking an EV boom, but Musk’s role in a new Trump administration could complicate matters.

US-China tech war

China’s tech firms fear bigger curbs as TSMC stops AI chip supply

A wider shipment ban on TSMC-made chips could affect a range of mainland businesses from electric vehicles to smartphones.

Electric & new energy vehicles

Trump’s return dims outlook for Chinese EV makers amid tariff threats

Chinese EV makers can opt to set up a base in the US, take the tariff blows or find new markets elsewhere, according to Pareto Economics.

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Chinese EVs waiting to be loaded onto a ship at Taicang Port in Suzhou, in China’s eastern Jiangsu province. Photo: AFP
Electric & new energy vehicles

China’s biggest EV tariff victims toe the line on Europe’s levies

The two denials followed Monday’s statement by the Ministry of Commerce that a state-backed guild was solely authorised to engage with the EU in tariff talks.

SAIC Motors’ electric vehicles at the Dongdu port in Xiamen city in southeastern China’s Fujian province, bound for Europe, on January 23, 2024. Photo: Xinhua.
China-EU relations

China on high alert to EU’s ‘divide and conquer’ tactics as EV talks continue

China and the European Union are set to continue talks next month over tariffs on Chinese-made electric vehicles.

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China-Australia relations

The US and EU are shutting out China’s green tech. Australia wants more. Why?

Unlike its allies in the West, Australia has kept its doors open to Chinese and green tech. What accounts for this divergence?

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Business of climate change

In electric buses as with EVs, it’s China versus rest of the world

As China’s market matures, exports hold the key to future profitability for Yutong, Foton and peers in rivalry with European electric-bus producers.

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China-EU relations

EU votes for tariffs on Chinese-made EVs in blockbuster trade row

China, which had lobbied with Germany for the tariffs to be rejected, says it will do all it can to safeguard the interests of Chinese companies.

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The EU vote on Friday followed an anti-subsidy investigation that found Chinese-made EVs were distorting the European market. Photo: AFP
China-EU relations

China, EU must reason their way out of EV dispute: ex-Merkel adviser

Former adviser to German chancellor says dialogue, not punitive tariffs, should be basis for conflict resolution in EU-China dispute.

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US-China relations

Biden is blocking ‘second China shock’ with tariffs: US ambassador

Envoy also warns that more sanctions on Chinese entities may follow to stem the flow of goods that support Russia’s military.

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Canada

Canada aims to match US on banning Chinese-made car software

The government is ‘absolutely’ looking such a measure, Finance Minister Freeland says, citing security concerns and Chinese overcapacity.

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Canada’s Minister of Finance Chrystia Freeland speaks during Question Period in the House of Commons on Parliament Hill in Ottawa, Ontario, on September 17. Photo: Reuters
China economy

China’s EV exporters, dealers squeezed at home and abroad as price war rages

Rounds of price cuts by China’s car dealers are being mirrored overseas, as manufacturers take losses to gain a foothold in global markets.

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China economy

Editorial | China’s hi-tech firms well equipped to deal with tariff threats

As the EU considers additional levies on Chinese EVs, country can take heart from progress made by Huawei despite crippling Western sanctions.

Malaysia

Exclusive | Malaysia must stay ‘open’ in EV push amid global trade tensions: minister

Trade chief Tengku Zafrul Aziz says Malaysia must navigate a balancing act to ensure its EV market is not overtaken by Chinese imports.

Tengku Zafrul Aziz, Malaysia’s trade minister. Photo: Eugene Lee
US-China relations

US study finds China’s tech innovation ‘much stronger’ than understood

Performing best in nuclear power, EVs and batteries, mainland companies will ‘likely equal or surpass Western firms within a decade or so’.

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People visit a booth for Chinese battery manufacturing giant CATL at Automechanika, a leading trade fair for cars, in Frankfurt, Germany, on September 11. Photo: Xinhua
China-EU relations

Germany lobbies fellow EU members to vote against tariffs on Chinese EVs

Efforts by Berlin come as China’s commerce minister is in Europe amid the trade dispute.

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China trade

China’s low-priced EVs reign in Spain, make gains in Europe’s lanes

Beating competitors on price, China’s electric vehicles have made headway in Europe – but tariffs and trade scrutiny may slow their advance.

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US-China relations

China calls on US to axe tariff increases on EVs, solar cells and semiconductors

Beijing says Washington’s decision to raise duties on Chinese hi-tech goods will undermine supply chains without helping American industry.

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Chinese photovoltaic cells will be subject to a 50 per cent tariff under a US plan announced on Friday. Photo: AFP
China trade

China won’t budge as it resists EV tariffs from EU, state broadcaster says

A social media account associated with China’s pre-eminent state TV network has come out hard against the EU’s electric vehicle tariffs.

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China’s booming electric vehicle trade has been a flashpoint in relations with the EU, as the bloc has imposed new tariffs on imports. Photo: Xinhua
US-China relations

US House votes to restrict tax credits for EVs with Chinese battery tech

White House opposes bill, saying it would ‘raise taxes on American consumers, punish American auto manufacturers [and] threaten good-paying auto jobs’.

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China-EU relations

EU proposes lower tariffs on Chinese-made EVs

The concession comes as Beijing is pushing for a deal with Brussels before the proposed duties come into force.

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