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ilariamazzocco.bsky.social
Deputy Director and Senior Fellow, CSIS Trustee Chair in Chinese Business and Economics. Climate, industrial policy, trade, and China. Occasionally known as China Auto Lady.
11 posts 482 followers 447 following
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Trump moves to reimpose 25% tariffs on steel & aluminum imports from all countries, ending exemptions for allies. Key difference from similar moves on Canada/Mexico/China: using Section 232 authority vs IEEPA. 1/

on.ft.com/4jMiC3P “CATL said it was aiming to raise funds in part to boost its international expansion plans, which include building a production site in Hungary. It also plans a joint venture in Spain with Stellantis and a project in Indonesia”

“Trade, it turns out, is like water flowing through a stream strewn with rocks. When it can’t go through them, it goes around them.” www.nytimes.com/2025/02/03/b...

If you missed this and want 8 minutes of quick fire data and data complaints about solar in Pakistan, South Africa and California, here you are.

Posted on LinkedIn about BYD’s troubles in Brazil as an example of the coming challenge for Chinese companies as they internationalize and firms offering their services to help Chinese companies enter new markets started posting in my replies 😂 www.reuters.com/world/americ...

UPDATE: Today is my first day at RAND's new China Research Center. I look forward to working with Jude Blanchette to expand RAND's research into new areas, especially relating to China's economy and US-China economic competition.

The China Select Committee continues into its next chapter: selectcommitteeontheccp.house.gov/media/press-...

A common perception is that clean energy is replacing fossil fuels in developed economies where power demand is not growing fast or even at all, but cannot scale up fast enough to cover demand growth in rapidly developing countries. Can you guess which five countries provide a counter-example?

Big increase in GM EV sales this year, despite discontinuing their previous best seller, the Bolt. Impressive work to scale the Ultium platform vehicles to >100k sales (key to getting to profitable per vehicle margins).

This is so lazy: Germany, Europe, the West—even, have lots of problems but blaming it on the energy transition is really ideological. And plain wrong. www.nytimes.com/2024/12/17/o...

It was a pleasure to join @kaiserkuo.bsky.social on his podcast to talk about my research! I’ve been a long time lister and really enjoyed the conversation!

Keep a close eye on this case: "The Supreme Court on Friday said it will wade into a case over whether California can set its own vehicle emissions standards under a scheme laid out in the Clean Air Act." www.cbsnews.com/news/supreme... 🔌💡 🔌🚗

The results from BloombergNEF's 2024 lithium-ion battery price survey are out. Lithium-ion battery pack prices dropped 20% from 2023 to a record low of $115 per kilowatt-hour. This is the largest decline observed in our survey since 2017. 🧵⬇️

Is it still caturday @gdp1985.bsky.social ?

Where do Trump's appointees stand on China? We updated our guide with background on Lutnick and Bessent here: foreignpolicy.com/2024/11/18/t...

I made a starter pack for people interested in Chinese politics, economy and foreign policy! Share, follow, and write here if you want to be added! go.bsky.app/NZzqdpY

Does Chinese Industrial Policy Work? A simple question with a very complicated answer. Join us on Tuesday, Nov 19 at 930 ET for a discussion moderated by @ilariamazzocco.bsky.social. www.csis.org/events/does-...

Excited to be hosting this event evaluating the effectiveness of Chinese industiral policy with a stellar panel including @gdp1985.bsky.social Panle Jia Barwick, Chloe Papazian, and Lee Branstetter! Catch us live tomorrow at 9:30 am—make sure you send questions bigdatachina.csis.org/events/does-...

China's new energy law, after two decades in the making, was issued recently. THREAD dialogue.earth/en/digest/ch...

NEED SOME GOOD NEWS? The EU now generates more electricity from wind and solar than from fossil fuels. Graph from @natbullard.bsky.social using @emberenergy.bsky.social data.