{"id":304921,"date":"2026-02-22T20:39:23","date_gmt":"2026-02-22T20:39:23","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/304921\/"},"modified":"2026-02-22T20:39:23","modified_gmt":"2026-02-22T20:39:23","slug":"chinas-auto-exports-go-nuts","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/304921\/","title":{"rendered":"China’s auto exports go nuts"},"content":{"rendered":"

For reasons that\u2019ll remain forever murky, China\u2019s leadership decided many years ago it wanted to become a player in the global auto sector. Electrical vehicles (EVs) were just becoming a thing and so China became a major EV producer<\/a>. Along with that came a push for electrification<\/a> and production of things like solar panels, which complement China\u2019s push into autos.<\/p>\n

A few months ago, I wrote a post<\/a> documenting how massively China\u2019s auto exports have grown. The bottom line in that piece was that most of these cars aren\u2019t going to advanced economies but to emerging markets (EM). The idea that tariffs will protect auto makers in Germany or France therefore misses the point that this isn\u2019t where the battle is being fought. There\u2019ll never be a phalanx of Chinese cars heading down the Autobahn. The battle – instead – is being fought in EM, where car manufacturers from across advanced economies are being squeezed out. EU tariffs can\u2019t change that.<\/p>\n

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Since I made that point, China\u2019s auto exports have gone totally nuts. As the black line in the chart above shows, auto exports in December 2025 went vertical. The blue bars in the chart show exports to advanced economies, while the red bars show exports to EM. The massive growth in December 2025 is all EM. China\u2019s exports to advanced economies plateaued some time ago and – if anything – look like they\u2019re falling back.<\/p>\n

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Of course, the surge in auto exports is nothing compared to China\u2019s overall exports, which also went nuts in December 2025 and reached a new all-time high. The black line in the chart above shows China\u2019s overall exports, while the red bars are the small role that auto exports play. China\u2019s massive export machine is in overdrive in a broad sense, not just where autos are concerned. That\u2019s a sign that China\u2019s currency is very substantially undervalued<\/a>, which gives it an unfair advantage on global markets and is a profoundly destabilizing force in the global economy.<\/p>\n","protected":false},"excerpt":{"rendered":"For reasons that\u2019ll remain forever murky, China\u2019s leadership decided many years ago it wanted to become a player…\n","protected":false},"author":2,"featured_media":304922,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[114,184,85,46],"class_list":["post-304921","post","type-post","status-publish","format-standard","has-post-thumbnail","category-economy","tag-business","tag-economy","tag-il","tag-israel"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/304921","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=304921"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/304921\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/304922"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=304921"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=304921"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=304921"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}