A wave of tariff hikes imposed by major economies last year is beginning to reshape the global landscape of electric vehicle (EV) trade. A review of China's EV export data for the first quarter of 2025 shows a notable overall decline alongside some shifts in destination markets.

A press conference held by China's State Council Information Office provided an overview of the country's import and export performance in the first quarter of 2025. Touting the total trade in the first quarter reaching 10.3 trillion yuan (approximately 1.4 trillion USD), Chinese officials

China's Ministry of Commerce released its services trade data for January and February. Growth in travel and knowledge-based services drove overall expansion, with a narrowing trade deficit.

Following a new U.S. investigation on copper imports, China warned of retaliation against potential U.S. tariffs. However, trade data suggests that China may not be the most impacted nation if new duties are imposed, and the references to China in the White House announcement may be exaggerating China&

Officials of the Ministry of Commerce (MOFCOM) recently touted growing domestic consumption in 2024, in part due to the government's trade-in subsidy programs, and made additional announcements related to the operation of these programs in 2025.

Data published by the General Administration of Customs of China (GACC) indicates that the export controls on gallium and germanium put in place by Beijing last summer have not impacted overall exports significantly, although the impact varies among countries.

After five months of China's new export controls on graphite, its graphite exports are climbing back quickly, indicating a very limited trade impact of the new rules.