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SOAPBOX

SOAPBOX provides insights on EU-China trade. The weekly newsletter, compiled by Rafael Jimenez Buendía and Ilaria Perla, is published in collaboration with the Mercator Institute for China Studies (MERICS).

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Substack
PricingOnly free issuesPublishesWeekly
Issues179Founded4 years agoLast Issue8 days ago
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Latest Issues

Whatever happened to balanced trade?

A decade ago, China’s leadership argued that stronger domestic demand would lead to more imports and more balanced trade. Those speeches are still in the official archives. The trade data tell a different story.

China’s goods surplus did n...

8 days ago
1

The China deficit Brussels can no longer ignore

The Brussels mood is hardening, and the trade data explain why. On our estimate, the EU goods deficit with China is on course to reach almost €400bn in 2026, above the previous record set in 2022.

This is no longer just a trade-statistics...

15 days ago

China brings a brutal trade scorecard to Brussels

In the week of 15 June, EU foreign affairs ministers will discuss the state of play of relations between the EU and China. They will have some appalling data on the table. Beijing has just published a brutal trade scorecard.

In Jan-May 202...

22 days ago
2
2

The EU is China’s battery export market

Against a backdrop of rising EU-China trade tensions, Li-ion batteries show a dependence that runs in both directions. The EU relies heavily on Chinese batteries, but China’s battery export machine also leans heavily on the EU. This is not...

a month ago
3

The EU cannot chase China one product at a time

Product-specific tariffs can stop one flow, but not necessarily the wider export push behind it. China’s manufacturing system is present at many points of the same value chain.

That is why a narrow tariff can miss the wider problem. Electr...

a month ago
6
2

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  • SOAPBOX

    Weekly dose of China trade insights – with a focus on EU-China trade. Produced in collaboration with Mercator Institute for China Studies (MERICS).

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