This episode explores China’s new-energy vehicle (NEV) market and draws from the November 2018 CSIS report entitled China’s Risky Drive into New-Energy Vehicles. We are joined by the author of the report, Dr. Scott Kennedy, who examines the strategic and economic motivations behind Beijing’s prioritization of NEVs. Dr. Kennedy discusses the positive results of China becoming the world’s largest NEV market, as well as issues the industry faces in China, such as overcapacity, environmental ramifications, and the challenges posed by international competitors. He also offers his assessment of how the industry will evolve and China’s role moving forward.

Dr. Scott Kennedy is senior adviser of the Freeman Chair in China Studies and director of Project on Chinese Business and Political Economy at CSIS. Prior to joining CSIS, he was a professor at Indiana University (IU) for over 14 years. His work focuses on China’s economic policy and its global economic relations, including industrial policy, technology innovation, and US-China commercial relations.

China’s Emerging New-Energy Vehicle Industry: A Conversation with Scott Kennedy

The National Committee on U.S.-China Relations is the leading American nonprofit, nonpartisan organization devoted to promoting constructive engagement between the United States and Greater China.

Since 1966, the National Committee has served as a vital bridge between the two countries, responding to immediate crises and systemic shifts by providing a platform for frank and constructive dialogue, and by creating relevant, high-impact programs that address the changing nature of the bilateral relationship. Its ongoing exchanges, dialogues, conferences, and delegations bring together a wide range of policymakers, corporate leaders, academics, entrepreneurs, professionals, military personnel, and students from both sides of the Pacific. Through public outreach and educational events, the Committee stimulates public discussion and facilitates the exchange of ideas and viewpoints.

The National Committee’s programs draw strength from its members, who number more than 700 prominent Americans from all parts of the country, and nearly 60 corporations and professional firms. They represent many viewpoints, but share the belief that productive U.S.-China relations require ongoing public education, face-to-face contact, and the forthright exchange of ideas.