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Expert briefing
Publication date: 14 February 2024
Expert Briefings Powered by Oxford Analytica

US trade exposure to China will remain high

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CHINA/UNITED STATES

In January-November, imports of Chinese goods dropped more than 20% year-on-year. China’s share of total US imports plunged to 13.9% from 16.7% in the same period in 2022, while…

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Expert briefing
Publication date: 30 October 2023
Expert Briefings Powered by Oxford Analytica

Chinese loans for large-scale infrastructure have largely stopped since 2019 and are unlikely to recover due to repayment problems and environmental concerns. Chinese corporations…

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Expert briefing
Publication date: 15 February 2023
Expert Briefings Powered by Oxford Analytica

The inclusion of Mexican-assembled EVs among those eligible for US clean energy subsidies advances Mexico's ambition to develop its leading industrial sector (auto and parts…

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Expert briefing
Publication date: 20 August 2020
Expert Briefings Powered by Oxford Analytica

US President Donald Trump has left the Trans-Pacific Partnership and escalated trade frictions with China. The USMCA, by contrast, shows a trade deal renegotiated, the…

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Expert briefing
Publication date: 3 September 2018
Expert Briefings Powered by Oxford Analytica

The US–Mexico Trade Agreement leaves the core NAFTA provisions intact but contains new provisions including on rules of origin for automobiles, intellectual property, digital…

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Expert briefing
Publication date: 23 December 2021
Expert Briefings Powered by Oxford Analytica

Even after these challenges have passed, other factors will hinder the industry's recovery. The sector accounts for 3.8% of GDP and employs nearly 1 million people, and its…

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