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China Electric Vehicle Exports Face EU Tariff Escalation
Season 2
Episode 84
Published 4 days, 1 hour ago
Description
Episode 84 of China Economy with Fexingo examines the new EU tariffs on Chinese electric vehicle imports, which kicked in this month. Lucas and Luna break down the numbers: a 27.4% additional duty on BYD and 48.1% on SAIC, plus the broader trade balance context. They discuss how Chinese EV makers are responding—shifting production to Hungary and Morocco—and whether the tariff wall will slow EV adoption in Europe or just reshape supply chains. Lucas notes the yuan-per-dollar rate holding at 6.80 and what it means for export competitiveness. Luna asks whether Southeast Asian markets become the new battleground. Specific, data-driven, no hot takes.