Eu-china relations

Europe’s electric vehicle conundrum

What to do about Chinese overcapacity, EU subsidies and the electric transition

Rebecca Christie, Ugnė Keliauskaitė, Antoine Mathieu Collin and Ben McWilliams

China economic database

Repository of what we consider to be the most relevant macroeconomic data for China and EU-China relations.

Alicia García-Herrero, Michal Krystyanczuk, Robin Schindowski, Théo Storella and Jianwei Xu

European and Chinese exports kept growing despite the 2025 Trump trade shock

Diversification has kept global trade strong, despite Trump’s tariffs and accelerated US-China decoupling

Zsolt Darvas and Marie-Sophie Lappe

Growth without profits: how will ‘involution’ in China end?

China’s involution drives price wars and misallocation as even laggards slash prices, propping up zombie firms and stoking trade tensions

Alicia García-Herrero and Jianwei Xu

Venezuela: the upending of values and another warning to Europe

Trump's brazen attack on Venezuela presents challenges for China – and opportunities

Alicia García-Herrero

The Nexperia crisis: a wake-up call for Europe’s approach to Chinese investment

Alicia García-Herrero

From strategy to doctrine: the next steps for European economic security

The EU needs a balanced strategy to cut reliance on the US and China while improving its capacity to counter coercive economic threats

Ignacio García Bercero and Niclas Poitiers

How does China’s industrial policy work?

Alicia García-Herrero

Different routes to decarbonisation: EU carbon pricing versus China’s green tech

Alicia García-Herrero

Escalating US-China rare earth tensions signal determination to decouple

The future may be parallel refining and supply systems for rare earths and associated technologies, as the US and China drift further apart

Alicia García-Herrero

Convergence, not alignment: EU-China climate relations ahead of COP30

Trade and other tensions between the European Union and China should not be allowed to derail joint work to cut emissions

Cecilia Trasi

European exports in geopolitical storms

With demand from US and China weakening, the EU can boost trade by focusing on other markets and strengthening global partnerships

Niclas Poitiers, Madalena Barata da Rocha and Nicolas Boivin

The Chinese economy: stimulus without rebalancing

China remains hesitant about rebalancing its growth model towards greater consumption

Alicia García-Herrero and Jianwei Xu