Gregor Sebastian @gregor_seb
Senior Analyst @rhodium_group focusing on EU-CN economic relations, industrial policy and China’s EV industry Berlin, Germany Joined January 2020-
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“It’s ironic, really,” @mazzocco_ilaria tells the @TheAtlantic. “Our efforts to cut China out from every part of the supply chain might actually be what prevents us from competing with their EVs.”
“It’s ironic, really,” @mazzocco_ilaria tells the @TheAtlantic. “Our efforts to cut China out from every part of the supply chain might actually be what prevents us from competing with their EVs.”
When it’s Monday morning and you meet colleagues at the airport, you know that you are living the #ThinkTankLife ! Discussing #China overcapacity in Berlin airport with Jacob Gunter and @gregor_seb 🌟
A great pleasure to moderate this exciting panel on China's impact on EU decarbonisation at @AMO_klima conference with @BelindaSchaepe @R_Spicar_SP_CR @gregor_seb
A great pleasure to moderate this exciting panel on China's impact on EU decarbonisation at @AMO_klima conference with @BelindaSchaepe @R_Spicar_SP_CR @gregor_seb
A joint venture between India’s JSW Group and Chinese SAIC-owned MG Motor aims to sell 1 million EVs in India by 2030. JSW’s Sajjan Jindal: “We will manufacture them in India and also export them to the most developed markets.” This partnership is interesting in several ways:…
Shipbuilding: the new battleground in the US-China trade war on.ft.com/3Ty1Qds
Fantastic work on 🇨🇳 FDI in the EV supply chain by @gregorseb @RevaGoujon and Armand Meyer shows that localization of cathode and anode production by Chinese firms is growing rapidly in LATAM, Europe, Asia. Next step: EV factories rhg.com/research/pole-… via @rhodium_group
The US will never allow Chinese EVs into the US market. It hits too many things at once: competition with China over American union manufacturing jobs in the symbolically important auto sector across major swing states like Michigan, Wisconsin, and Ohio.
As a giant container ship lands in Germany full of 1000's of Chinese e-vehicles, we have insights from Gregor Sebastian @gregor_seb at Rhodium @rhodium_group on what this means. Interview with Rob Watts @Rob_Watts | DW Business youtu.be/uEr5h6b-CHg?si… via @YouTube
In the past, Chinese companies struggled to compete with highly specialized German machinery companies, manufacturers of ICE vehicles, and producers of specialized chemicals. But that's now changing:
Great chart from Rhodium. China is the new Germany -- Much of the shift happened in the pandemic, while the Davos crowd focused on "fragmentation" even as China's surplus soared.
Great chart from Rhodium. China is the new Germany -- Much of the shift happened in the pandemic, while the Davos crowd focused on "fragmentation" even as China's surplus soared.
The German government rejected a planned JV between German chemical producer Evonik and the material unit of state-owned aerospace giant AVIC says @yicaichina. Reportedly, Berlin did not approve the use of one of Evonik's patents by the JV. yicaiglobal.com/news/german-go…
🇩🇪 export licensing for dual-use goods to 🇨🇳 are declining ▫️ approved value plummeted by 29% in 2023 ▫️ total number of approved exports decreased by 21% ▫️ approval times for companies increased from a few days to sometimes several months @sinolytics table.media/en/china/sinol…
🚨JUST IN EU starts a probe on a subsidiary of China’s state-owned rail giant CRRC, the first time the EU invokes its new foreign subsidies regulation. “There are sufficient indications that this company has been granted a foreign subsidy that distorts the internal market.”
Thorsten Benner @thorstenbenner
37K Followers 2K Following Co-Founder & Director, Global Public Policy Institute (GPPi), Berlin.
Vincent Brussee @Vincent_WDB
1K Followers 556 Following PhD candidate, Leiden University. Data science for 🇨🇳 policy analysis. My book *Social Credit* is out now! Tweets in 🇳🇱🇬🇧
Finbarr Bermingham @fbermingham
20K Followers 2K Following Irish journalist in Brussels. Europe Correspondent, @SCMPnews. Covering Europe's relationship with China. Fermanagh man. Own views, likes = bookmarks.
Rebecca Arcesati @RebeccaArcesati
3K Followers 3K Following Researching China’s S&T and digital policies + their impacts on Europe at @merics_eu | @PKU1898 & @TOChinaHub alum | usual caveats
Stuart Lau @StuartKLau
36K Followers 7K Following Correspondent, NATO & Europe-China @POLITICOEurope | Author, China Watcher newsletter
Victor Shih @vshih2
58K Followers 4K Following Director of 21st Century China Center and Ho Miu Lam Chair at GPS of UCSD. Expert of Chinese elite politics, economy, and finance. RT does not mean endorsement.
Miguel Otero @miotei
18K Followers 5K Following Senior Analyst, International Political Economy, @rielcano. Also at @IEUniversity & @ESSCA_Eu_Asia
Tobias Gehrke @TGehrke_
3K Followers 2K Following Senior Policy Fellow at @ecfr covering geoeconomics, economic security | Associate @EgmontInstitute, @TheWilsonCenter, @AGI| PhD
Alicja Bachulska @a_bachulska
3K Followers 2K Following 🇨🇳🇪🇺🇵🇱Policy Fellow @ecfr, Research Fellow @chinaobservers, PhD @GSSR_Warsaw, @SOAS @FudanUniv alumna. Views private
Jacob Gunter @Jacob_T_Gunter
5K Followers 2K Following Lead Analyst @merics_eu - pol. economy of China, decoupling and derisking, EU-China competition in 3rd markets. 10 years in China, ~3 in Berlin. Views my own.
Thomas des Garets Ged.. @thomasdggeddes
4K Followers 790 Following Newsletter: https://t.co/W3lD8Cc7GL | Associate Fellow @RUSI_org | Formerly @merics_eu | @SOAS & @UniofOxford Alum | RTs, likes, shared articles ≠ endorsements
Sari Arho Havrén @SariArhoHavren
51K Followers 4K Following Geopol., China analyst. Futurist. Passionate abt past&future&democracy. Cold War relations. History, int’l relations PhD. Opinions mine.
David Nicholson @rivergecko
1K Followers 1K Following Electric cars, renewables, clean energy, clean transport & Democracy. @MyUrbanCar provides information on zero emission transport. 🇺🇦Time4 #ClimateAction
Mirco Günther @MircoGuenther
3K Followers 4K Following Head of Asia-Pacific Department @fesonline I Previously Singapore, Kabul, OSCE, Ukraine, Central Asia, #McCloy Fellow @Kennedy_School I Personal views, RT≠E
Snapeman 🦇 @Snapeman1
24 Followers 190 Following Darkness cannot drive out darkness: only light can do that. Hate cannot drive out hate: only love can do that.
jingge.xiao @xiao_jingge
6 Followers 337 Following
Niels Hegewisch @HegewischNiels
735 Followers 2K Following Vernunftrheinländer & Wahlnorddeutscher, Stammwähler🌹aus Leidenschaft, teilnehmende Beobachtung in 🇫🇮🇲🇳🇵🇰, beruflich mit @fesonline/@fesinasia unterwegs
Otter @DragiOtter
266 Followers 1K Following interested in: International Political Economy, Gramsci, Reclaim Public Services, Corporate Capture, Trade, Global Health Inequality
Stefan Schmalz @st_schmalz
732 Followers 375 Following Sociologist | Labor | Global China | Property | Globalization | Tweets in English & German | Heisenberg Program @dfg_public | @SFB294
LynnBethune @49T11VDc2Ta1407
0 Followers 73 Following
Tobias Wuttke @TobWuttke
367 Followers 323 Following Postdoc @Bard_berlin Industrialization, development, global value chains, electronics & automotive supply chains
Juliette Brown (she/h.. @juliettebrwn
67 Followers 196 Following Just a Gen Z trying to understand how Twitter works Journalist for @France24, @LSEnews @BristolUni grad, opinions here are mine only.
Pierre F. @Costa_art06
186 Followers 314 Following Life in Shenzhen, Chinese Tech (AI, Deeptech, Telecom, EV...) 🇫🇷 🇨🇳
ipad2011 @ipad_lll
39 Followers 830 Following
Tom Parry-Jones @tominexile
194 Followers 723 Following Lapsed doctoral student in legal and political thought. Eurocrat. Both the views, and the pictures of dogs, are not my employer's.
Melanie Ullrich @ullrichmelanie1
454 Followers 1K Following hamburger in Berlin after years in Asia & the UK. public policy, external relations and development. I🏃♀️, drink ☕️, knit 🧣 and pet your 🐕🦺.
Nicolette Ship @NicoletteS45051
64 Followers 5K Following
Todd N. Tucker @toddntucker
11K Followers 3K Following Director, Industrial Policy & Trade @RooseveltInst @RooseveltFWD. Political scientist researching economic transitions & administrative states. PhD.
Streikmonitor @streikmonitor
184 Followers 47 Following Hier twittert das Team des Streikmonitor-Projekts an der @unierfurt
TottoVLuna @22_V_LU
1 Followers 113 Following
Drunken Smurf @Drunken_Smurf
197 Followers 246 Following 🌙 Dreamweaver 🌠 Looms in hyperspace, threads of possibility. Embracing paradox, dancing with chaos. Seeker of fractured truths.
Mento @mindfuckmental
86 Followers 2K Following
UI GLOBAL @UI_GLOBAL
123 Followers 932 Following Research focused urban development advisory. Finding value in built assets.
Nicole @Nicole99901270
7 Followers 454 Following
Dustin Hinkley @Dustin_Hinkley
907 Followers 2K Following @SasakawaUSA | @AU_SIS. Interested in foreign policy strategy and alliances 🇺🇸🇯🇵🇦🇺🇪🇺. Election nerd. New Englander. Cat haver. He/him. 🏳️🌈
Lukas Hornung @l_hornung
3K Followers 771 Following PhD Student @ UniBW HH | EU-China Economic Diplomacy | LSE alumnus | Social Democrat
Jagannath Panda, 潘�.. @jppjagannath1
10K Followers 5K Following Head: @ISDP_SCSAIPA (Stockholm Center for #SouthAsia & #IndoPacific) l Professor: @UniWarszawski |Director: @ycapsjapan | Senior Fellow: Hague Centre: @hcssnl
Elzė @ElzePinelyte
32 Followers 291 Following MA Student in Diplomacy and Governance at Sciences Po & Peking University. Research Intern at @EESCT_LT.
Michael Hart @_MichaelHart
2K Followers 5K Following Editor of Landmine and Cluster Munition Monitor, ICBL-CMC. Research armed groups and explosives in the Philippines 🇵🇭. Editorial @ReviewPacific journal.
Звездочка @setabrr165
738 Followers 3K Following I block Trumpanzees, Putin apologists, and crypto clowns.
Trevor @trevorbobyk
303 Followers 459 Following $TSLA Bull 📈 Tech, Markets, AI, autonomous electric vehicles
Eddie O'Connell @oconnelleddie
241 Followers 176 Following Leadership Consultant who loves travel, different cultures, working in different countries, great people and great food.
Martha Castenanos @castenanos42848
40 Followers 5K Following
Chris Stokel-Walker @stokel
20K Followers 9K Following Tech journalist and lecturer. I write books (How AI Ate The World, out May 2024), do radio and TV, and present podcasts too
Romana Jungwirth Brez.. @r_bromi
459 Followers 799 Following Climate diplomacy / UNFCCC and PA negotiations / Climate security / Climate policy and gender -Tweets are personal-
Ivano di Carlo @ivano_dicarlo
974 Followers 3K Following Senior Analyst at @epc_eu. Tweets on China, NATO, Indo-Pacific, ASEAN, security and defence at large. Usual caveats apply.
Stanislav Mistik🇸�.. @StanoMistik
463 Followers 2K Following * civil servant & diplomat @SlovakiaMFA * COASI & COTRA delegate in Brussels @SLOVAKIAinEU * Before in 🇨🇳& 🇪🇺 *
Pavlína Janebová @PavlinaJanebova
1K Followers 2K Following Research Director @AMO_cz. Focusing on Czech Foreign Policy, Central Europe & EU affairs. 🌍 Views are my own.
fb186 @Fbg78363864
9 Followers 1K Following
Simon Holmström @Simon4Nature
271 Followers 528 Following Advocate for sustainable oceans in Brussels🌊 | Former Nordic MP 🗳️ | Committed to daydreaming. 🌍 | Navigating towards a greener future! 🚀| Views are my own.
Amiya Marco @amiya_marc
49 Followers 5K Following
Viola Zhou @violazhouyi
16K Followers 2K Following tech reporter @restofworld. formerly @viceworldnews @scmpnews. 📧 [email protected]. dm for signal etc.
AMO_klima @AMO_klima
1K Followers 414 Following Klimatým🇨🇿/Climate Team🇪🇺 @amo_cz think-tank. Přinášíme do debaty o #klima #energetika #transformace podložená data a obhajujeme smysluplná řešení.
Thorsten Benner @thorstenbenner
37K Followers 2K Following Co-Founder & Director, Global Public Policy Institute (GPPi), Berlin.
Vincent Brussee @Vincent_WDB
1K Followers 556 Following PhD candidate, Leiden University. Data science for 🇨🇳 policy analysis. My book *Social Credit* is out now! Tweets in 🇳🇱🇬🇧
Finbarr Bermingham @fbermingham
20K Followers 2K Following Irish journalist in Brussels. Europe Correspondent, @SCMPnews. Covering Europe's relationship with China. Fermanagh man. Own views, likes = bookmarks.
Paul Triolo @pstAsiatech
22K Followers 986 Following Unflinching look @ nexus: tech/politics. Digital Econ, Semis, AI, Greentech, Partner, SVP China/Tech Policy Lead @ASG DGA. CFR, @PaulsonInst @CSIS @ChatGPT
Bill Bishop @niubi
194K Followers 6K Following Sinocism https://t.co/4IciuAHywl Co-founded https://t.co/e9DjtXQ6tc. Sharp China Podcast https://t.co/qVWELS0lYq
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Rebecca Arcesati @RebeccaArcesati
3K Followers 3K Following Researching China’s S&T and digital policies + their impacts on Europe at @merics_eu | @PKU1898 & @TOChinaHub alum | usual caveats
Stuart Lau @StuartKLau
36K Followers 7K Following Correspondent, NATO & Europe-China @POLITICOEurope | Author, China Watcher newsletter
Victor Shih @vshih2
58K Followers 4K Following Director of 21st Century China Center and Ho Miu Lam Chair at GPS of UCSD. Expert of Chinese elite politics, economy, and finance. RT does not mean endorsement.
China Law Translate /.. @ChinaLawTransl8
22K Followers 282 Following CLT is a crowdsourced translation project making Chinese law accessible in English and run by Jeremy Daum, Yale Law Tsai Center Fellow.
Tobias Gehrke @TGehrke_
3K Followers 2K Following Senior Policy Fellow at @ecfr covering geoeconomics, economic security | Associate @EgmontInstitute, @TheWilsonCenter, @AGI| PhD
Jana Puglierin @jana_puglierin
30K Followers 996 Following Head of @ECFRBerlin. 🇩🇪 & 🇪🇺 foreign, security & defense policy; transatlantic relations. FirstGen. ❤️ for Claire Underwood.
Jordan Schneider @jordanschnyc
48K Followers 4K Following Newsletter: https://t.co/j23uuLxE59 join 35k readers Podcast: https://t.co/4sx8iev5Az Business partnerships: https://t.co/a8hYrI8Qde Fellow: @cnasdc
Bonnie Glaser / 葛�.. @BonnieGlaser
107K Followers 857 Following Managing Director, Indo-Pacific Program, German Marshall Fund @GMFAsia, China, Indo-Pac, Europe-China, RT≠ endorsement. Mute/block bots & all nasty tweets.
Jacob Gunter @Jacob_T_Gunter
5K Followers 2K Following Lead Analyst @merics_eu - pol. economy of China, decoupling and derisking, EU-China competition in 3rd markets. 10 years in China, ~3 in Berlin. Views my own.
Thomas des Garets Ged.. @thomasdggeddes
4K Followers 790 Following Newsletter: https://t.co/W3lD8Cc7GL | Associate Fellow @RUSI_org | Formerly @merics_eu | @SOAS & @UniofOxford Alum | RTs, likes, shared articles ≠ endorsements
David Rennie 任大�.. @DSORennie
42K Followers 865 Following Beijing bureau chief, Chaguan columnist, co-host Drum Tower podcast @TheEconomist. Ex-Washington, London, Brussels, Washington, Beijing, Sydney. Panelist @1a
Constanze Stelzenmül.. @ConStelz
49K Followers 3K Following Director CUSE Germany explainer etc. @ Brookings; FT contributing columnist. Wizards fan. (I know.) pic: Marc Darchinger. Views my own, people.
Emily Feng 冯哲芸 @EmilyZFeng
63K Followers 3K Following Covering China, Taiwan, and beyond for @NPR. Also writing a book on Chinese identity for @CrownPublishing. 请联系我 [email protected]
𝙉𝙋𝘾 𝙊𝙗.. @NPC_Observer
9K Followers 209 Following ⚖️ Independent coverage of China's National People's Congress and its Standing Committee | 🟦 https://t.co/ccBf5OxdL5
james crabtree @jamescrabtree
36K Followers 1K Following Analyst & writer. Billionaire Raj author. @ecfr distinguished fellow. @foreignpolicy columnist. Ex: IISS, FT, LKY School, UK Govt. LSE / Harvard. Cat lover.
Todd N. Tucker @toddntucker
11K Followers 3K Following Director, Industrial Policy & Trade @RooseveltInst @RooseveltFWD. Political scientist researching economic transitions & administrative states. PhD.
Myrto Kalouptsidi @myrto_kaloup
1K Followers 208 Following Professor of Economics @Harvard; research on IO, transportation and trade
Vijay Gokhale @VGokhale59
23K Followers 471 Following China Watcher, Non-Res Senior Fellow @CarnegieIndia; teaching Symbiosis Pune, Author of 4 books. latest book: Crosswinds: (Jan 2024); ex-diplomat
Chris Stokel-Walker @stokel
20K Followers 9K Following Tech journalist and lecturer. I write books (How AI Ate The World, out May 2024), do radio and TV, and present podcasts too
Filip Šebok @FilipSebok
1K Followers 1K Following China research fellow at @AMO_cz; @Chinaobservers, @MapInfluenCEEU. Personal views only.
Edward White @edwardwhitenz
5K Followers 4K Following FT China correspondent. @FinancialTimes. Normal disclaimers.
Yanmei Xie @YanmeiXie
2K Followers 489 Following China policy analyst. Tweets my own. Don’t just like, retweet please.
CSIS Chinese Business.. @CSISCBE
3K Followers 882 Following The Trustee Chair in Chinese Business and Economics provides thought leadership for the policy community about China's economy. Retweet ≠ endorsement
ChinaObservers @chinaobservers
5K Followers 612 Following CHOICE is an independent platform for monitoring & evaluating the influence of China in the CEE region. Designed and run by @AMO_cz. #ChinaObservers
Cobus van Staden @stadenesque
4K Followers 3K Following Co-host of the China in Africa podcast. Senior China-Africa researcher at South African Institute of International Affairs.
derek guy @dieworkwear
805K Followers 964 Following Menswear writer. Editor at @putthison. Creator of @RLGoesHard. Bylines at The New York Times, The Washington Post, The Financial Times, Esquire, and Mr. Porter
Glenn @GlennLuk
11K Followers 314 Following Co-founder @HealthCareInc | Previously @Catalyte_io | VC/PE @Investcorp Technology Partners — Tech | Economic Development | Investing | Greater China
Weihuan Zhou @WeihuanZhou
2K Followers 1K Following Associate Professor, Co-Director of CIBEL Centre@UNSW Law& Justice. Co-Secretary of SIEL; formerly @Corrs @WTO @Sydney Law School
Paulina Uznanska @PUznanska
1K Followers 2K Following China specialist focusing on EU-China affairs & technologies I @OSW_pl @OSW_eng I @PKU1898 @UniWarszawski @SGHWarsaw alumna
Gloria Li @ruiyanggloriali
741 Followers 2K Following South China researcher @FT covering the region and China EV | alum @varsitycuhk | tips via DM or [email protected] | usual disclaimers
Gregory Plummer @gl_plummer
20 Followers 78 Following
Guntram Wolff @GuntramWolff
18K Followers 3K Following Europe, climate, defence eco, eco security, macro; Fellow @Bruegel_org @kielinstitute; Prof @BrandtSchool; Frmr Director @dgapev & @Bruegel_org RT ≠ endorsement
Fabian Kretschmer @FabiKretschmer
3K Followers 3K Following China correspondent in Beijing for @diepressecom, @tazgezwitscher et al.; @weltreporter-member; wrote a book abt a North Korean resettler: https://t.co/IwV7ap6q9B
Marcin Jerzewski 葉�.. @yehaoqin
4K Followers 2K Following “Great but a little too Taiwan-centric” Head of Taiwan Office @_europeanvalues 在台辦事處主任. Politics of #Taiwan, TWN-EU rltns, #IndoPacific. 🧋🇪🇺🏳️🌈 he/him
Zaki Laidi @ZakiLaidi
2K Followers 1K Following Special Adviser to #Josep Borrell in Brussels .High Representative of the #EU. Sciences po Professor on leave. Views are EXCLUSIVELY mine. RT not endorsement.
Marcus Gustafsson @MPLGustafsson
284 Followers 356 Following Far East Unit (Taiwan/China), DG TRADE, European Commission 🇪🇺🇸🇪Trade lawyer. Views my own.
Nicolas Köhler-Suzuk.. @nicolaskoehler
2K Followers 3K Following Trade Policy Advisor @inttradeintel, Associate Researcher @DelorsInstitute, Co-founder @tradepolicyX, https://t.co/cDDYqsQBsn on Bluesky
elettra_a @elettra_a1
32 Followers 229 Following Italian living in the UK. Europe research analyst at Greenmantle. Lover of books
Wendy Chang @fwendy
46 Followers 247 Following
Justin Wolfers @JustinWolfers
227K Followers 2K Following Professor @UMichEcon & @FordSchool | Senior Fellow @BrookingsInst & @PIIE | Intro Econ textbook author | Think Like an Economist podcast.
Centre for Research o.. @CREACleanAir
7K Followers 349 Following An independent international research organisation focused on promoting clean energy and clean air with data and evidence. @[email protected] on Mastodon.
Kiel Institute China .. @kiel_china
834 Followers 617 Following Building a network that connects academic and policy experts on China in the global economy. @kiel-china.bsky.social @kielinstitute #china
Rewert Hoffer @RewertHoffer
732 Followers 1K Following Correspondent for Israel and the Palestinian territories @NZZ
AJ Cortese @AJCortese_
442 Followers 1K Following Tracking China's industrial technology @MacroPoloChina @PaulsonInst
傅道格 Doug Fuller @FuDaoge
3K Followers 2K Following Assoc Prof @CBScph and author of Paper Tigers, Hidden Dragons: Firms and the Political Economy of China's Technological Development. RT≠ endorse
Ute John @JohnUte
501 Followers 903 Following Head of Trade and Sustainability @ Mercedes-Benz Group AG - EU Corporate Representation, Brussels. Currently chairing ICC's Trade and Investment Commission
China Banking News @CBankingEditor
4K Followers 639 Following Demystifying China's economic and financial policy for the rest of the world. Sign up for our free newsletter: https://t.co/TZNhKXcfJI
Mary Gallagher @MaryGao
15K Followers 2K Following Director, International Institute and Professor of Political Science, the University of Michigan; former director, Lieberthal-Rogel Center for Chinese Studies
Abigaël Vasselier @v_abigael
3K Followers 2K Following 苏琴 - after ECFR & EEAS working at @MERICS_eu / RT not endorsement & tweets are personal views
Stefan Steinicke @s_steinicke
912 Followers 3K Following Referent im BDI. Ex @Bundestag, @SWPBerlin, @IFS_Oslo, @planungsstab. Interests: Global transformations. Usual disclaimers. https://t.co/PlfTADHS2B
David Fishman @pretentiouswhat
29K Followers 538 Following China power - econ & policy analysis for RE, nuclear, coal, markets, grid. 11-yr migrant, currently SH Rural development enthusiast @HopkinsNanjing @LantauGroup
Wendy Leutert @wendyleutert
4K Followers 927 Following Assistant Professor at Indiana University @HamiltonLugar School, @IUB_EALC. Tweet on Chinese economy, state-owned enterprises.
D Rosen @RhodiumDan
1K Followers 236 Following
Mary Hui @maryhui
32K Followers 3K Following Reporter @qz. Industrial policies and strategies. Newsletter on the global industrial contest: https://t.co/jq7rmljcvH
Reva Goujon @RevaGoujon
4K Followers 3K Following Making sense of the world; Corporate advisory and analysis @Rhodium_Group; Public speaker and writer on geopolitical risk
David Barboza @DavidBarboza2
50K Followers 4K Following Former New York Times Shanghai Bureau Chief; 2-time Pulitzer Prize winner; investigative reporter and co-founder of The Wire China and @WireScreenAI.
Luisa Kinzius @l_kinzius
14 Followers 108 Following
UC Institute on Globa.. @UCIGCC
2K Followers 489 Following The UC Institute on Global Conflict & Cooperation (IGCC) addresses global challenges to peace and prosperity through research, training, and policy engagement.
Richard McGregor @mcgregorrichard
21K Followers 3K Following Lowy Institute, Sydney, via Taipei, Tokyo, HK, S'hai, Beijing, London, DC. Author of The Party on CCP; Asia's Reckoning, on China v Japan + XJP: The Backlash.
Armand Meyer @Armd_meyer
97 Followers 298 Following China research analyst @rhodium_group. Alumn @SOAS.
Charlie Vest @cvest88
592 Followers 1K Following Associate Director at @Rhodium_Group | Non-resident Research Fellow at @NBRnews | #LFGSD 💛🤎
Kate Ferguson @KateKatharina
2K Followers 5K Following Anchor, reporter & events moderator Specialist areas: business, science & healthBYD has become synonymous with China's rapid rise in electric vehicles. Wang Chuanfu's true ambition goes far beyond cars, and far beyond China. @FinancialTimes ft.com/content/b8bde0…
In this week's edition of Sinification, two important voices on #EU-#China relations providing two differing perspectives: Prof. Jian Junbo (简军波) from Fudan University and Grzegorz Stec (@grzestec), head of MERICS's (@merics_eu) Brussels office. sinification.com/p/breaking-the…
Thanks for the invitation to contribute @thomasdggeddes. It was a pleasure. We definitely need the exchanges even more when our points of view differ.
In this week's edition of Sinification, two important voices on #EU-#China relations providing two differing perspectives: Prof. Jian Junbo (简军波) from Fudan University and Grzegorz Stec (@grzestec), head of MERICS's (@merics_eu) Brussels office. sinification.com/p/breaking-the…
Lots of big news on the industrial policy / trade front over the last 24 hours, including big speeches from @johnpodesta and @POTUS. Thread with a few highlights... whitehouse.gov/briefing-room/…
When it’s Monday morning and you meet colleagues at the airport, you know that you are living the #ThinkTankLife ! Discussing #China overcapacity in Berlin airport with Jacob Gunter and @gregor_seb 🌟
I'm happy to officially share that I advanced to a new position of Head of #Brussels Office @merics_eu. It's been a great journey with wonderful colleagues, fascinating research & loads of #EU-#China. More to come. I look forward to this new chapter🥂 🔗merics.org/en/team/grzego…
A great pleasure to moderate this exciting panel on China's impact on EU decarbonisation at @AMO_klima conference with @BelindaSchaepe @R_Spicar_SP_CR @gregor_seb
@MatsR_Braun @OliviaLazard @LindaZeilina Pokračujeme panelem o dekarbonizaci #EU - bez, nebo s Čínou? 🇨🇳 Panelisty jsou @R_Spicar_SP_CR, @BelindaSchaepe & #GregorSebastian. Panel moderuje @FilipSebok z @amo_cina.
A joint venture between India’s JSW Group and Chinese SAIC-owned MG Motor aims to sell 1 million EVs in India by 2030. JSW’s Sajjan Jindal: “We will manufacture them in India and also export them to the most developed markets.” This partnership is interesting in several ways:…
I’ve been saying for a while that the overcapacity story isn’t totally clear cut. This brilliant @edwardwhitenz story raises Qs for me: what if overcapacity is in ICEs? What if it’s the foreign automakers that are going to flood the global markets?ft.com/content/b255d7… via @FT
Looking forward to joining this panel tomorrow!!
While Chinese auto investment is a small part of total Mexican FDI, it’s growing quickly. To find out potential impacts and possible policy responses please join @AsiaPolicy and @WITA_DC for a webinar tomorrow at 10am with a stellar panel asiasociety.org/policy-institu…
🚨NEW: Mercedes CEO says EU should *CUT* tariffs on Chinese EVs🚨 🔋"Let competition play out", Ola Kallenius tells me 🔋Carmakers "did not ask for" EU probe 🔋Must fight back with "better product, better tech, more agility" W/@patricianilsson: ft.com/content/acbba7…
If I were hiring, my only job interview question would be: "Are you obsessed with EV battery supply chains? If not, why?"
Fantastic work on 🇨🇳 FDI in the EV supply chain by @gregorseb @RevaGoujon and Armand Meyer shows that localization of cathode and anode production by Chinese firms is growing rapidly in LATAM, Europe, Asia. Next step: EV factories rhg.com/research/pole-… via @rhodium_group
Here’s a short piece I’ve written on how the party has decided to trust in the process and stay the course with its new tech-innovation development model. merics.org/en/comment/mis…
The US will never allow Chinese EVs into the US market. It hits too many things at once: competition with China over American union manufacturing jobs in the symbolically important auto sector across major swing states like Michigan, Wisconsin, and Ohio.
As a giant container ship lands in Germany full of 1000's of Chinese e-vehicles, we have insights from Gregor Sebastian @gregor_seb at Rhodium @rhodium_group on what this means. Interview with Rob Watts @Rob_Watts | DW Business youtu.be/uEr5h6b-CHg?si… via @YouTube
Chinese OFDI in EV-related industries is likely to have set a new record in 2023. At $28.2 billion, it has not yet matched the $29.7 billion of 2022, but the 2023 figure does not yet include several big-ticket projects with no known price tag, such as BYD’s Hungary plant. 🧵
In the past, Chinese companies struggled to compete with highly specialized German machinery companies, manufacturers of ICE vehicles, and producers of specialized chemicals. But that's now changing:
After living for a few years in DC it boggles the mind when you land in Berlin and remember that there are multiple train options out of the airport into the city. you need to make sure you’re on the right platform! None of the trains take 1.5 hours!
Great chart from Rhodium. China is the new Germany -- Much of the shift happened in the pandemic, while the Davos crowd focused on "fragmentation" even as China's surplus soared.
e.g. Global export share of certain industrial equipment - China vs. Germany 1995-2022
Trends for United States
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