In this episode of the Sinica Podcast, expert Ilaria Mazzocco discusses China's remarkable ascent to becoming a leader in the electric vehicle (EV) market. She explains that while state subsidies are important, China's success also stems from strategic demand generation, extensive charging infrastructure, and a robust manufacturing ecosystem. The conversation delves into how this growth affects global competition, particularly in the US and EU, where responses have included protectionist policies alongside efforts to nurture domestic EV industries. They also examine the challenges of balancing decarbonization goals with the need to safeguard existing jobs and untangle complex global supply chains. The discussion wraps up by exploring future battery technologies and the possibilities for international collaboration.
