The share of electric vehicles (EVs) in Europe that are imported from China could reach 15 percent in 2025, up from six percent in 2022, projected the European Commission in an announcement on September 13, where it also launched an investigation into whether Chinese EV-imports are benefiting from unfair state subsidies and should be imposed with tariffs.

Ilaria Mazzocco, Senior Fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies (CSIS), and Gregor Sebastian, Analyst at MERICS, talk to Johannes Heller-John about how Chinese EV-manufacturers have become so important, current trends in the country’s EV industry, and implications for European governments and manufacturers. They are the co-authors of a new CSIS report called “Electric shock: Interpreting China’s electric vehicle export boom”.