Ep 58 - FYP, GDP, and Ilaria Mazzocco on NEVs

It’s been a big week in China, with the annual government meetings (aka the Two Sessions) kicking off to lay out key policy priorities for the year – and to drop a draft version of the 15th Five Year Plan (FYP).

• There’s a ton of policy to wade through in both the annual government work reports and the FYP – from macro, to tech, to healthcare, to bio-manufacturing, and more.

On this week’s Trivium China Podcast, host Andrew Polk is joined by six different Trivium policy specialists to walk through their initial takes on what matters most in latest releases.

Then on the second half of the pod, Andrew is joined by Ilaria Mazzocco, Deputy Director and Senior Fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies, to discuss all the latest in the China electric vehicle (EV) space. Ilaria gets into:

• Successes and failures of Chinese industrial policy in supporting EVs
• The role of the private sector in realizing China’s EV dominance
• How countries throughout the world are responding to the Chinese EV juggernaut – from the US, to the EU, to a range of emerging markets – as they seek to protect or grow their own advanced manufacturing capabilities
• How it all plays into various national conceptions of economic security – in both China and the West

The conversation is a must listen for anyone who cares about the future of global electrification, as well as issues of economic security.