Note
Ain’t No Duty High Enough
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.
We support leaders in the public, corporate, and financial sectors with data-driven analysis of China’s economy, policy dynamics, and commercial ties.
Rhodium Group’s China research is grounded in an objective analysis of economic and policy dynamics, and a laser-like focus on implications for government and business decision-makers. We support the public sector, corporate leadership, and institutional investors’ strategy and decision-making with deep and actionable analysis of China’s economy and its global interactions. Our thought leadership work with philanthropies and think tanks has been a part of Rhodium’s mission since its founding in 2008.
Note
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.
Report
Although China is developing capacities that are making its economy more resilient to Western sanctions, reciprocal economic statecraft measures would exact a heavy financial toll on the G7, China itself, and the global economy.
Note
China's policy plans will compound the growing imbalance between domestic supply and demand, setting China on course for a trade confrontation with the rest of the world.
Note
New US tech controls will force a mindset shift for a wide range of industries on how their products could be national security risks.
Note
Chinese OFDI along the EV value chain has been booming, fueling anxiety about Chinese companies’ dominance in high-tech industries.
Note
The shifting economic relationship between Germany and China could have outsize impact on the direction of European policymaking toward Beijing.
Note
In the second half of 2023, Beijing's efforts on market policy reorientation were limited.
Note
China's economic policymaking process appears broken, or at the very least impaired.
When trustworthy data isn’t readily available, we have successfully built our own models to fill gaps.
The China Pathfinder project scores China's market reform across six key areas relative to open market economy norms.
Helping investors manage their systemic China portfolio risk.
A multiyear initiative that aims to provide greater transparency on capital flows between China and the United States.
Rhodium Group provides research, data, and insights that help clients face new challenges and seize new opportunities in China. Our teams have solutions for companies, investors, and governments that operate in or do business with China.
We provide strategic planning support for world-leading tech, industrial, retail, and services companies. With Rhodium’s help, clients can develop robust China+ strategies, uncover new revenue and investment opportunities, map out risks, build mitigation plans, optimize cross-border operations, and stress-test internal assumptions.
Our highly experienced analysts take a credit-driven, “follow the money” approach to gauging the inflection points in China’s economic outlook. We have a track record of predicting where China’s economy will go well before it gets there, providing huge value for institutional investors.
Our team provides best in class written and visual analysis to help public and private sector clients better understand key questions about China and its relation to the world. By engaging actively in the public debate about China’s interactions with the world, we constantly test our analysis against real world experience with leader-level audiences.
Combining cutting-edge technology with deep analytical China expertise, we create data solutions that help public and private sector clients manage risks and seize opportunities connected to China’s development and emerging global footprint.
This is an aggregate number across sectors. Different industries may have different optimal capacity utilization rates. For example, in the semiconductor industry, a CUR of 80 percent is typically understood to be the optimal full utilization rate of a fab and a lower rate indicates overcapacity. In the automotive sector, a rate of 70 to 80 percent is generally considered healthy.