1.Background
1.1 U.S.: Doubling Tariffs on EVs and Lithium Batteries from China
1.1.1 Rationale Behind U.S. Tariffs:
1.2 Turkey: Tariffs with Conditional Exemptions
1.2.1 Rationale Behind Turkey’s Tariffs:
1.3 EU: Anti-Subsidy Tariffs on Chinese EVs – A Shifting Policy Landscape
1.3.1 Rationale Behind the EU's Tariffs:
2. Impact Analysis
2.1 U.S. Tariffs on Chinese EV: More Symbolic than Substantive
2.2 European Tariffs on Chinese EVs: A Delicate Balance
2.3 China's Response to Tariff Restrictions: Capacity Export and New Cooperation Models
3. MIC Perspective
3.1 Electric Vehicles Entering the Geopolitical Arena in 2024
3.2 Divergence of Chinese and Non-Chinese EV Supply Chains
Appendix
List of Companies