'The spillovers of China’s domestic imbalances are already compelling a response from a broader set of countries, including Brazil, India, Mexico, and South Africa. If China’s imbalances continue, this emerging market pushback will also likely intensify.' rhg.com/research/overc…

'Researchers at Rhodium Group said the duties on Chinese EV imports to the EU could range from 15 to 30 percent.'

Read our note on the topic: rhg.com/research/aint-…

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Nearly 45 million jobs in China depend on final demand from G7 countries. In a high-escalation scenario of a Taiwan crisis, most of these jobs would at least temporarily be put at risk by G7 sanctions.

More from our report with Rhodium Group ⤵️
bit.ly/49kkF8O

Catch Rhodium's @NoahBarkin on CNAS's latest podcast on European-China relations: cnas.org/publications/p…

Carbon dioxide removal (CDR) is gaining attention as an important piece of the US decarbonization puzzle. Here we survey the state of different CDR approaches and policy options to help CDR scale to the level required for decarbonization by 2050.⬇️ rhg.com/research/carbo…

EU duties on Chinese EV imports are unlikely to be high enough to slow market share gains for Chinese automakers, forcing Brussels to consider other tools to protect the continent’s car industry.

Read more: rhg.com/research/aint-…

BYD makes around €14,300 in profit on each SEAL U model sold in the EU, compared to €1,300 on units sold in China.

Read why that matters in the context of the EU's investigation into imports of China-made EVs:

rhg.com/research/aint-…

Tomorrow we’re on Capitol Hill for a fireside w/ Michael Bennet on carbon dioxide removal ( #CDR ) and to learn about Rhodium Group’s latest report. Come for the sequestration, stay for the permanence.

Register now! bit.ly/3Qkzi50

Just how high would duties have to be to make the European market unattractive to China-based EV manufacturers?

For some manufacturers, higher than the EU Commission is likely to set them.

Read more: rhg.com/research/aint-…

In our latest note, Gregor Sebastian, Noah Barkin, and Agatha Kratz dig into how and why EU duties on Chinese EV imports are unlikely to be enough to slow the market share gains for Chinese automakers.

rhg.com/research/aint-…

America’s industrial sector is on track to become the nation’s biggest source of planet-warming emissions by 2035, according to Rhodium Group.

Learn more about the #ChartOfTheWeek : bit.ly/3QI5MGX

The shifting economic relationship between Germany and China could have outsize impact on the direction of European policymaking toward Beijing. rhg.com/research/tippi…

The Department of Energy has announced two direct air capture hubs: the South Texas DAC Hub in Texas and Project Cypress in Louisiana. In new analysis, we take a look at the economic and employment benefits associated with these two announced DAC hubs.
rhg.com/research/the-e…

China's policy path will only compound the trade impacts of China’s growing state-supported industrial capacity, setting China, the EU, and the US on a dangerous course of trade confrontation this year.

rhg.com/research/overc…

In 2030, much of the remaining GHG emissions in the US will come from sectors that have been less of a focus to date. Cutting these will be challenging, but a substantial fraction can be tackled using existing, widely available solutions.

Read more: rhg.com/research/pathw…