Note
Collision Course: The Future of Chinese Carmakers in Russia
Chinese carmakers have made inroads into the Russian market, but are facing growing headwinds from Russia itself and the risk of increased scrutiny from Western policymakers.
Gregor Sebastian
Senior Analyst
Gregor Sebastian is a Senior Analyst 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.
Research by Gregor Sebastian
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Don’t Stop Believin’: The Inexorable Rise of German FDI in China
EU investments in China are being driven by Germany and its carmakers, deepening their dependency on the Chinese market while Berlin and Brussels pursue economic de-risking policies.
Note
Car Trouble: ICTS Rule Rewires Global Auto Supply Chains
The US is forging ahead with new measures to bar Chinese-made vehicles as well as certain software and hardware from the US market. Global automakers and their suppliers will now have to restructure their supply chains to comply with the new rules.
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Terms and Conditions Apply: Regulating Chinese EV Manufacturing Investment in Europe
In this note, we explore the emerging debate in Europe about conditioning Chinese greenfield investment in the EV sector and the tools the EU could use to ensure they reap the benefits from these investments.