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Wind of Change: German China Policy After the Election
An election on February 23 could bring change in Germany’s approach to China. The extent of the shift will depend in part on the makeup of the governing coalition.
Senior Advisor
Noah Barkin is a Senior Advisor with Rhodium Group's China practice, focusing on Europe-China relations and transatlantic China policy.
ChinaNoah is a part of the Rhodium Group team advising government and corporate clients. He is also a Visiting Senior Fellow in the Indo-Pacific Program at the German Marshall Fund of the United States and creator of the popular “Watching China in Europe” newsletter.
Previously he worked as a bureau chief, regional editor and roving Europe correspondent for Reuters, based in Berlin, Paris, London and New York. He has also written for publications including The Atlantic, The New York Times, Foreign Policy and Politico and is quoted regularly in leading international media. Noah has been a visiting fellow at the Mercator Institute for China Studies in Berlin and the American German Institute in Washington. He has testified in the U.S. Senate and the European Parliament, and is a regular speaker and moderator on European policy issues. Noah is also the author of a book on the euro. A native Californian, he has a Bachelor’s degree in Political Science and French from U.C. Berkeley and a Master’s degree from Columbia’s School of International and Public Affairs.
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An election on February 23 could bring change in Germany’s approach to China. The extent of the shift will depend in part on the makeup of the governing coalition.
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The return of Donald Trump to the White House represents a multi-dimensional challenge for Europe, with major implications for transatlantic relations, Europe’s relationship with China, and broader G7 unity.
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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.
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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.