journal article·2026-06

Observed constrained expansion and diminished affordability under the EU’s tariffs on Chinese electric vehicles

Hao Dou, Han Hao, Lang Mai, Boyu Liu, Ming Liu, Xin Sun

Joule· Volume 10· Issue 6
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Abstract

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Research context

OpenAlex topics: Electric Vehicles and Infrastructure · Environmental Impact and Sustainability · Extraction and Separation Processes

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References (16)

Show source-provided references
1. T&E (2024). Trade Defence: Where’s next for EU’s EV and battery trade policy https://www.transportenvironment.org/articles/batteries-the-next-frontier-in-trade-defence.
2. EU (2024). Commission Implementing Regulation
3. (EU) 2024/1866 of 3 July 2024 imposing a provisional countervailing duty on imports of new battery electric vehicles designed for the transport of persons originating in the People's Republic of China. https://eur-lex.europa.eu/eli/reg_impl/2024/1866/oj.
4. Reuters (2024). Carmakers respond to EU tariffs on Chinese-made EVs. https://www.reuters.com/business/autos-transportation/carmakers-respond-eu-tariffs-chinese-made-evs-2024-07-03/. Reuters, July 4, 2024.
5. Exclusive: Germany to vote against EU tariffs on Chinese electric vehicles
6. Europeans are warming to EVs - and to Chinese brands
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8. IEA (2025). Global EV Outlook 2025 (. https://www.iea.org/reports/global-ev-outlook-2025.
9. T&E (2023). Small and profitable: Why affordable electric cars in 2025 are feasible https://www.transportenvironment.org/articles/small-and-profitable-why-affordable-electric-cars-in-2025-are-doable.
10. The geostrategic race for leadership in future electric vehicle battery technologies10.1039/D5EE00301F ↗
11. Taking the wheel: Systematic review of reviews of policies driving BEV adoption
12. Tariff reduction on renewables inputs for European decarbonization10.1038/s41893-018-0113-1 ↗
13. Quantifying the costs of diversifying silicon PV module assembly with local economic policies10.1016/j.joule.2024.02.006 ↗
14. Breaking down barriers on PV trade will facilitate global carbon mitigation10.1038/s41467-021-26547-7 ↗
15. Reshoring silicon photovoltaics manufacturing contributes to decarbonization and climate change mitigation10.1038/s41467-023-36827-z ↗
16. Deloitte (2024). Deloitte Perspective: what is the impact of EU tariffs on Electric Vehicles in China? https://www.deloitte.com/cn/en/services/tax/perspectives/eu-tariffs-impact-on-chinese-evs.html.