Jakub Jakóbowski
jjakobowski.bsky.social
Jakub Jakóbowski
@jjakobowski.bsky.social
Deputy Director, Head of China Dept. at the Centre for Eastern Studies (OSW)

China, Europe, the post-Soviet space. Eurasian connectivity.
Haha, point taken 🦋

Thanks a lot for your read and the thread!
May 22, 2025 at 5:34 AM
I mean its not only about slapping tariffs (but these are welcome) and non-tariff stuff

Chinese OEMs are flocking in, but the European car market is developed, regulated and saturated, some already bounced off

Many (basically non-BYD) will have to form local partnerships to scale up sales
May 17, 2025 at 4:00 PM
Market access 😎 using Beijing's own playbook
May 17, 2025 at 3:54 PM
There are counterarguments to our 'assembly line' reductionist take, that Chinese OEMs will only import subsidised parts/sets to Europe.

Some say Japan localized the value chain after all, including in the US. But it took VERs, harball negotiations first etc.

And Beijing will not want this
May 17, 2025 at 3:49 PM
Thanks a lot Sander, also building on your amazing work on China shocks!
May 17, 2025 at 3:40 PM
I'd love to be added!
November 16, 2024 at 11:09 AM
Reposted by Jakub Jakóbowski
💥Breaking: EU has conclusive proof of armed drones for Russia being made in China

www.scmp.com/news/china/d...
EU has ‘conclusive’ proof of Chinese armed drones meant for Russia: sources
The evidence is said to be ‘convincing’ and ‘credible’, but it is not yet clear whether the production of the drones was approved by Beijing.
www.scmp.com
November 15, 2024 at 1:12 PM