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How Chinas Electric Vehicle Exports Are Reshaping Global Trade Rules
Season 2
Episode 88
Published 2 days, 1 hour ago
Description
China's electric vehicle exports surged past 1.5 million units in 2025, making it the world's largest EV exporter. But that success is triggering a wave of retaliatory tariffs and new trade barriers from the EU and US. In this episode, Lucas and Luna break down the numbers behind China's EV export boom, the specific tariffs targeting BYD and other Chinese automakers, and how Beijing is fighting back with its own anti-subsidy investigations. They also discuss what this means for the yuan, the trade surplus, and global supply chains. With the yuan stable at 6.80 and export growth accelerating, China's EV industry is at the center of a new trade war — one that could redefine international auto trade for decades.