EU–China Strategic Competition

EV Tariffs Active — De-risking Strategy · Risk 7.8/10 · 5 active alerts

CET
80 alerts
18 new
Last check: 28 Mar
EV Tariffs Active — De-risking Strategyhigh risk

EU–China Strategic Competition

EV tariffs, investment screening, de-risking strategy. Tension with Competitiveness Compass. DG TRADE, EEAS, Foreign Affairs Council central. High geopolitical risk.

7.8
/10 risk index
Escalating
Baseline: 6.7 → Now: 7.8

30-Day Risk History

Primary Law

1 instruments
REGULATION

Anti-Subsidy Duties on Chinese EVs (Regulation)

2025-11-04European Commission DG TRADE
Stage:In force — Definitive duties applied

Up to 38% tariffs on Chinese EV imports. BYD, Geely, SAIC targeted. Retaliation risk on EU exports.

Watch: WTO dispute settlement case (China appeal expected Q2 2026)

Watch Signals

China WTO dispute settlement case filedhigh

Legal challenge to EV tariffs. Multi-year process.

Chinese retaliation on EU exportscritical

Brandy, pork, dairy, luxury goods at risk.

EU–China investment agreement talks resumemedium

CAI frozen since 2021. De-escalation signal if resumed.

Foreign subsidies regulation first enforcementhigh

Tests new tool against Chinese state-backed M&A in EU.