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is China exporting its electric vehicles?","where-is-china-exporting-its-electric-vehicles","article/where-is-china-exporting-its-electric-vehicles",{"_uid":557,"date":558,"tags":559,"editor":572,"content":582,"excerpt":724,"featured":51,"reporter":725,"_editable":729,"component":730,"seo_title":553,"categories":731,"visibility":738,"author_company":49,"featured_image":739,"seo_description":724,"author_full_name":49,"author_job_title":49,"formattedDate":743,"formattedArticleDate":744},"fae8921e-8a77-445e-8a81-a127c0216c82","2024-05-28 00:00",[560,563,566,569],{"slug":561,"name":562},"china","China",{"slug":564,"name":565},"europe","Europe",{"slug":567,"name":568},"us","US",{"slug":570,"name":571},"policy","Policy",[573],{"slug":574,"name":575,"content":576},"didi-bostock","Didi Bostock",{"job_title":577,"image":578,"bio":580,"linkedin":581},"Editor - Energy Transition & Economics",{"filename":579},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":583,"content":584},"doc",[585,602,613,618,623,628,635,640,653,674,683,688,693,698,703,708,719],{"type":586,"attrs":587,"content":588},"paragraph",{"textAlign":49},[589,592,600],{"text":590,"type":591},"This month the ","text",{"text":593,"type":591,"marks":594},"US imposed steep tariffs",[595],{"type":596,"attrs":597},"link",{"href":598,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://source.benchmarkminerals.com/article/us-hikes-tariffs-to-further-isolate-china-from-its-ev-supply-chain-ambitions","url",{"text":601,"type":591}," on electric vehicle (EV) imports from China, but the country accounted for less than 1% of Chinese EV exports in 2023. Other regions, particularly Europe, were key to China’s surge in EV exports, which increased 47% last year.",{"type":586,"attrs":603,"content":604},{"textAlign":49},[605,611],{"text":606,"type":591,"marks":607},"Electric vehicle exports from China increased",[608],{"type":596,"attrs":609},{"href":610,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://source.benchmarkminerals.com/article/chinas-nev-sales-rebound-in-march-after-slow-start-this-year",{"text":612,"type":591}," seven fold to 1.55 million units in 2023 from 2020, according to data from the General Administration of Customs People’s Republic of China (GACC). ",{"type":586,"attrs":614,"content":615},{"textAlign":49},[616],{"text":617,"type":591},"“Chinese automakers have been looking ahead to overseas markets for new sources of growth, which is reflected in the rapid increase in exports seen in 2023,” said Luke Gear, analyst at Benchmark.",{"type":586,"attrs":619,"content":620},{"textAlign":49},[621],{"text":622,"type":591},"In 2023, the European Union (EU) had the largest share of China’s EV exports at 31%, while Thailand emerged second with a 10% share and the UK came third with an 8% share, according to GACC.",{"type":586,"attrs":624,"content":625},{"textAlign":49},[626],{"text":627,"type":591},"Here’s a look at China’s growing electric vehicle exports.",{"type":629,"attrs":630,"content":632},"heading",{"level":631,"textAlign":49},4,[633],{"text":634,"type":591},"Europe’s lower tariff draws Chinese EV imports ",{"type":586,"attrs":636,"content":637},{"textAlign":49},[638],{"text":639,"type":591},"The 27-nation EU currently imposes a 10% tariff on electric cars imported from China. That could change as the European Commission’s anti-subsidy probe aims to find out whether it should impose higher tariffs on Chinese EV imports. ",{"type":586,"attrs":641,"content":642},{"textAlign":49},[643,645,651],{"text":644,"type":591},"“European tariffs are expected to be more lenient than the 100% tariffs introduced in the US,” said Gear. Despite a tariff, Chinese EV makers can ",{"text":646,"type":591,"marks":647},"still draw more profit",[648],{"type":596,"attrs":649},{"href":650,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://source.benchmarkminerals.com/article/opinion-de-risking-the-global-electric-vehicle-value-chain-build-out",{"text":652,"type":591}," from selling cars in Europe than in the US.",{"type":586,"attrs":654,"content":655},{"textAlign":49},[656,658,664,666,672],{"text":657,"type":591},"Chinese battery producers too have been making ",{"text":659,"type":591,"marks":660},"significant inroads in Europe",[661],{"type":596,"attrs":662},{"href":663,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://source.benchmarkminerals.com/article/chinese-owned-companies-to-produce-one-third-of-european-battery-cells-by-2030",{"text":665,"type":591}," where they see the environment to be more favourable to develop battery production than the US. In 2030, Chinese companies are forecast to account for one third of Europe’s total battery output, according to the ",{"text":667,"type":591,"marks":668},"Benchmark Lithium ion Battery Database",[669],{"type":596,"attrs":670},{"href":671,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://www.benchmarkminerals.com/forecasts/lithium-ion-batteries/reports/",{"text":673,"type":591},".  ",{"type":586,"attrs":675,"content":676},{"textAlign":49},[677],{"type":678,"attrs":679},"image",{"id":49,"alt":680,"src":681,"title":49,"source":49,"copyright":49,"meta_data":682},"","https://a.storyblok.com/f/287943243085208/8a3dc7d46e/bm-chinese-exports-sankey-v4.png",{},{"type":629,"attrs":684,"content":685},{"level":631,"textAlign":49},[686],{"text":687,"type":591},"Thailand leads China’s EV exports in Asia",{"type":586,"attrs":689,"content":690},{"textAlign":49},[691],{"text":692,"type":591},"Thailand has emerged as the largest importer of Chinese EVs in Asia, driven by a combination of free trade agreement and Thai subsidies. Chinese EV shipments to Thailand increased fifty fold in 2023 to 156,670 units from 2020, and more than doubled in 2023, according to GAAC. ",{"type":586,"attrs":694,"content":695},{"textAlign":49},[696],{"text":697,"type":591},"The Thai government reduced tariffs on imported EVs under its first phase of the EV subsidy program, according to Gear.",{"type":586,"attrs":699,"content":700},{"textAlign":49},[701],{"text":702,"type":591},"“Thailand’s initial strategy to increase EV sales and meet EV adoption targets has been to open the doors to affordable Chinese EV imports with customs and excise tax breaks,” he said.",{"type":629,"attrs":704,"content":705},{"level":631,"textAlign":49},[706],{"text":707,"type":591},"Canada’s lower tariffs draw more Chinese EVs than US",{"type":586,"attrs":709,"content":710},{"textAlign":49},[711,713,717],{"text":712,"type":591},"Canada’s lower import tariffs on Chinese EVs helped it ship in more EVs from China in 2023 than the ",{"text":568,"type":591,"marks":714},[715],{"type":596,"attrs":716},{"href":598,"uuid":49,"anchor":49,"target":49,"linktype":599},{"text":718,"type":591}," last year.  ",{"type":586,"attrs":720,"content":721},{"textAlign":49},[722],{"text":723,"type":591},"“China’s presence in the US market was already low as a result of the political sentiments and policy of recent years…the new tariffs will work to cement this further,” said Gear.","This month the US imposed steep tariffs on electric vehicle (EV) imports from China, but the country accounted for less than 1% of Chinese EV exports in 2023. Other regions, particularly Europe, were key to China’s surge in EV exports, which increased 47% last year. Electric vehicle exports from China increased seven fold to 1.55 […]",[726],{"slug":574,"name":575,"content":727},{"job_title":577,"image":728,"bio":580,"linkedin":581},{"filename":579},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"fae8921e-8a77-445e-8a81-a127c0216c82\", \"id\": \"\"}-->","article",[732,735],{"slug":733,"name":734},"batteries","Batteries",{"slug":736,"name":737},"ev","EV","private",{"id":49,"alt":680,"name":680,"focus":680,"title":680,"source":680,"filename":740,"copyright":680,"fieldtype":741,"meta_data":742,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/8d36ef7062/bm-exports.jpg","asset",{"alt":680,"title":680,"source":680,"copyright":680},"May 28, 2024","28th May 2024",[],[],1792769819987]