Associate Director
Gregor Williams is an Associate Director with Rhodium Group's China Corporate Advisory team, focusing on China’s industrial policy, EV industry, and relationship with the EU.
ChinaBefore joining Rhodium Group, Gregor was an Analyst in the Economy Research Team at the Mercator Institute for China Studies (MERICS) in Berlin, Europe’s biggest China-focused think tank. He holds an MSc in Economic History from the London School of Economics and a undergraduate degree in Political Science from the University of Halle.
Report
Building on a long-standing collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2025, analyzing policy developments and the shifting patterns in China’s FDI.
Note
A year and a half after the EU's new duties on China-made EVs, imports are still accelerating. The proposed Industrial Accelerator Act is one possible fix, but even in its strongest form, it might not be enough to shield European carmakers.
Note
Chinese carmakers have lower cost structures, driven by tighter control over their supply chains and a stronger focus on the China market. This puts Western OEMs in a tough spot.
Note
Over the past year, German political leaders, central bankers, business associations, and unions have begun talking openly about the risks of a “China shock.” The rhetoric, however, has not been matched by decisive policy action.
