13/15 ... the Strategic Dialogue between stakeholders & the Commission should focus on a wide range of policy options, that we grouped in the report in 4 categories of measures:
▶️ Regulatory
▶️ Trade policy
▶️ Industrial policy
▶️ Infrastructures
and build a comprehensive strategy.

12/15 🚗 But considering four potential scenarios based on the interplay between global tensions & international cooperation...
▶️ protectionist rivalry
▶️ competitive coexistence
▶️ unilateral dominance
▶️ strategic collaboration

11/15 🚗 Investment in R&D and diversification of supply are key to limit exposure to China's dominance across the value chain.

10/15 🚗 The profitability of most European carmakers stands in contrast to the low profits reported by Chinese manufacturers and the relatively lower margins of American companies.

9/15 🚗 Great disparity of EV charging infrastructures across the EU mirrors important disparities in EV adoption.

8/15 🚗 OEMS have performed variably to reach 2025 decarbonization targets.

7/15 🔋 China's dominance of the battery value chain and the US's leadership in digital technology (while failing to meet its climate commitments) limit the benefits of European ICE production legacy & call for urgent EU action to support a sustainable transition of the EU automotive industry.

6/15 🚗 By actively exporting its EVs, China is challenging European equipment manufacturers, who are still struggling to develop their economies of scale.

5/15 🚗 European OEMs have developed different global strategies, notably regarding the Chinese market.

4/15 🤝Difficult compromises are to be found to support an industry employing a workforce of 13 million people across the EU but presenting national specificies and different contrains between OEMs and suppliers.

2/15 📣 In the run-up to the Commission’s Strategic Dialogue @delorsinstitute.bsky.social & PSIA/Sciences-Po worked on an intensive consultation process on the challenges raised by the trilemma & possible solutions.
🎙️ > 70 interviews with stakeholders & several round tables

Will the little engagement of Xi at the 🇪🇺🇨🇳 summit press the EU towards more de-risking? Our scenarios by 2035 may be even more useful to identify key drivers of change and to protect European interest.
👉 urlz.fr/oQzL