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Tomorrow at 9AM: China's Annual Two Sessions: Meaningful Reform or Missed Opportunities? With experts Scott Kennedy and Ilaria Mazzocco from CSIS Chinese Business & Economics, Bonny Lin from ChinaPower, and Jon Czin from The Brookings Institution. Register here: tinyurl.com/2j24e23w

NEW! Continuity, for better or worse, is the main takeaway from China's latest Two Sessions. Read the latest CSIS Chinese Business & Economics analysis from Logan Wright, Ilaria Mazzocco, Deborah Seligsohn, Jeannette Chu, John Holden & myself. csis.org/blogs/trustee-…

On Monday, CSIS Chinese Business & Economics will discuss the future of Europe's auto sector and EU-China relations. This event will feature Ilaria Mazzocco, Maria Martin-Prat De Abreu of European Commission, Max Bergmann, Thomas König, and Julia Poliscanova of T&E (🦋 find us @transenv.bsky.social). Register here: tinyurl.com/3r5uv85y

Our Financial Times person in the news this week: BYD's Wang Chuanfu, the battery-obsessed Chinese billionaire with empire mentality … thx Ilaria Mazzocco CSIS Kana Inagaki IMD Mark Greeven et al ft.com/content/9beb25…

My newest brief on the big risks (but also some opportunities!) for Europe’s automotive sector and how it reflects the broader challenges in Europe’s economic strategy and relationship with China. And of course, I think all of this matters for the U.S. as well!

My favorite chart from my new brief: 🇨🇳ICE vehicle exports to the EU are growing rapidly. The idea that "if we don't buy EVs all will go back to normal" is a fallacy. Competition is everywhere. EU industry can't escape the need to innovate and compete. csis.org/analysis/drivi…

ICYMI: Ilaria Mazzocco recently hosted an event to analyze trade issues of EU-China relations today, including trends in the automotive industry and EVs affecting economic and national security. Watch here: csis.org/events/recharg…

How will the tariff war affect China's economy? What are the upcoming signposts to watch? Ilaria Mazzocco, Ryan Featherston and I answer these & other questions in our latest CSIS Critical Questions piece. csis.org/analysis/china…

NEW: Von der Leyen speaks with Chinese Premier Li Qiang, confirms EU-China Summit to take place in July ec.europa.eu/commission/pre…

The US tariff exclusions announced on April 11 have reduced the risk of imports collapsing for some of the largest categories of imports from China that the US relies upon. Most non-excluded but China-reliant goods are consumer goods. The big exception is lithium-ion batteries.

Only 15% of China-made batteries are exported, and only 25% of those go to the US. The worry for China's cleantech sector is not so much the US tariffs but rather the possible global recession. from CEIC Data (and my latest piece) and Ilaria Mazzocco

Less than 24 hours in Italy and I saw a BYD and a Tesla next to each other, strong start to my family vacation

The US-China trade war has quickly morphed into a supply chain war. China put export controls on critical minerals. Now the US is hitting back with export controls on jet engine tech and semiconductor design software.

I have been studying the automotive sector for almost a decade now and the complete reversal on EVs in the U.S. is dangerous for the future of American competitiveness and innovation. My latest: csis.org/analysis/whats…

Everyone has read it by now, but if you haven’t…! This is a must-read piece !

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We knew China's rush to install solar and wind was going to be wild but WOW😮. The solar panels & wind turbines installed in May alone, in a single month, will generarate as much electricity as: -Poland -Sweden -Norway -the UAE -North Carolina&Maryland or -Washington&Wyoming

New from me: China has begun issuing rare earth export licenses to European firms, EU sources say scmp.com/news/china/sci…

Bring it back!

STARTING SOON: Join us at 9am for this event on Apple's experience in China and the broader debate around multinationals' impact on the country. Tune in here: csis.org/events/can-mul…