EU Launches Investigation into Chinese EV Subsidies! The European Commission (EC) has announced that it is launching an investigation into the subsidies that China provides to electric vehicle (EV) makers.

In her speech, EC President Ursula von der Leyen said that "global markets are now flooded with cheaper Chinese electric cars. And their price is kept artificially low by huge state subsidies. This is distorting our market." She added that "as we do not accept this from the inside, we do not accept this from the outside. Europe is open for competition. Not for a race to the bottom."

The EC's investigation is likely to take months. If the EC finds that the Chinese subsidies are illegal, it could impose tariffs on Chinese EVs or other measures to level the playing field.

This is a significant development in the global EV market. The EU is a major and growing market for #EVs, and the Chinese government has been heavily subsidizing its EV industry in an effort to become a leader in this sector. The EC's investigation could have a major impact on the future of the EV market in both the EU and China.

Čína ztrácí 13M pracovníků ročně (brzký odchod do důchodu a už dospívají druhá generace politiky jednoho dítěte), takže cena práce poroste. Co občas čtu, tak vznikají první výrobní vlaštovky i v Evropě a USA bude mít nadbytek díky IRA, tak to budou posílat sem... Čínu čeká během dekády tvrdý dopad

MARASAN: kua, nemyslel jsem WTF, ale WTO ;-)

PES: kdyby mela EU nejkej Inflation Reduction Act a nevadilo by jako v USA, ze je proti pravidlum WTF, tak by se EU taky pohnula dal.

A jeste neco k vyrobni kapacite

A terawatt of solar module capacity expected within 16 months – pv magazine International
https://www.pv-magazine.com/2023/09/14/a-terawatt-of-solar-module-capacity-expected-within-16-months/

Muzem se na diskuzich placat po ramenou, ze to nikdy nepujde, ale realite se proste uniknout neda .)

Akorat EU by mohla bejt trochu pruznejsi

Solar panel exports are breaking records – now let's install them | Electrek
https://electrek.co/2023/09/13/solar-panel-exports-are-breaking-records-now-lets-install-them/

Solar panel exports from China grew by 34% in the first half of 2023, with 114 gigawatts (GW) shipped worldwide, compared to 85 GW in the same period last year, according to a new analysis by energy think tank Ember.

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The US has already cut Chinese imports to near-zero – sourcing instead from Southeast Asia – and the Biden administration’s Inflation Reduction Act has spurred significant domestic investments in solar panel manufacturing capacity.

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There’s an astounding 40 GW buildup of solar panel stock in European warehouses thanks to bureaucracy, a lack of solar installers, and a long wait to get it on the grid.