Concentrated Processing, Dominant Manufacturing: China’s Dual Control of the EV Battery Value Chain
China’s dominance in battery-grade processing and cell manufacturing leaves global EV production dependent on two stages of the supply chain.
The Structure of Global Automotive Trade in 2024
The top ten exporters and importers of automotive products reveal a highly concentrated global trade system.
China Is Reshaping Global Auto Trade With Surging Electric Vehicle Exports
Electric and hybrid vehicles are driving China’s export growth, accelerating overseas market penetration and compressing the response time available to legacy auto exporters.
Fuels, Vehicles and Capital Goods: The Imports Powering Chile’s Economy
Energy, mobility and industrial equipment—led by imports from China and strong U.S. supply—underpin Chile’s industrial and consumer economy.
Capital Goods, Fuels and Chemicals: The Inputs Powering Brazil’s Farms and Factories
Brazil’s import bill is dominated by capital goods, vehicles & parts, fuels and industrial chemicals, with China as the top supplier.
China’s Domination of Global Car Production
China is for several years already the world’s leading producer of cars, and it looks set to soon become the world’s leading exporter of cars as well.