CEPII - Accueil

Lithium-Ion Batteries: Dynamic Mapping of the Value Chain and Perspectives
Romain Capliez, Carl Grekou, Emmanuel Hache, Valérie Mignon

Accounting for more than 20% of global greenhouse-gas emissions, the transport sector plays a key role in the fight against global warming, alongside energy production. The lithium-ion battery sector has grown impressively over the past decade, this has mainly benefited China, which dominates the entire value chain. This Policy Brief provides an in-depth analysis of the positioning of the various players in the value chain, from minerals to batteries. By outlining industrial and institutional strategies, it also sets out how Europe can reduce its dependence on China. Finally, it focuses on sufficiency as a means of reducing dependence on critical materials and, by extension, on China.

February 12, 2025

How Trump tariffs (2.0) will reshape the car industry
Thierry Mayer, Vincent Vicard, Pauline Wibaux
The automotive sector plays a central role in Donald Trump's declarations on trade deficits and his threats of protectionist measures against the European Union (EU) as well as Canada and Mexico. With a $270 billion motor vehicle trade deficit in 2023, cars are one of the major items, nearly a quarter of the total, in the US trade deficit after consumer goods.

February 26, 2025

China, the leading importer of minerals for lithium-ion batteries
Romain Capliez, Carl Grekou, Emmanuelle Hache, Valérie Mignon
China, in addition to being one of the leading producers of minerals used in electric vehicle batteries, has also become the largest importer, thanks to its massive investments worldwide.

February 12, 2025

The very dynamic trade in healthcare products
Pierre Cotterlaz, Guillaume Gaulier, Aude Sztulman, Deniz Ünal
The boom in international trade in healthcare products does not date back to the Covid-19 pandemic but to the great multilateral trade opening of the 2000s. Will the protectionist tensions that have been building since 2022 slow this growth?

February 11, 2025

Volkswagen, Stellantis, Honda… droits de douane Trump II dans l’automobile, qui sera le plus impacté ?
Thierry Mayer, Vincent Vicard, Pauline Wibaux
Le président des États-Unis Donald Trump menace de relever les droits de douane sur le Canada, le Mexique et l’UE, des mesures qui toucheraient particulièrement le secteur automobile. Quels pays et quels constructeurs sont les plus exposés ?

Trade & Globalization

Competitiveness & Growth

Emerging Countries

Environment & Natural Resources

LE Graphique – THE Chart

China, the leading importer of minerals for lithium-ion batteries

China, in addition to being one of the leading producers of minerals used in electric vehicle batteries, has also become the largest importer, thanks to its massive investments worldwide.

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Working Around Sanctions.
What Cost to Russia?

While exports from sanctioning countries to Russia declined significantly after February 2022, a third of sanctioned products and two thirds of strategic products have been fully compensated by non-sanctioning countries. However, this trade diversion comes at a cost: Between the first and second quarter of 2022, the price index of Russian imports jumped by 15.7%, breaking a long period of moderate growth. The overall increase in Russia’s import prices is not related to Russian imports switching to more expensive exporters. On the contrary, after 2022, Russia began importing from new origins that are cheaper, suggesting that these new suppliers were offering lower-quality products. Continue reading >>

Analysis and debates

Trump 2.0 Tariffs: What Cost for the World Economy?

This Policy Brief conducts an ex-ante evaluation of Donald Trump’s protectionist proposal, an increase by 10 percentage points of tariffs on all goods from all origins, except Canada and Mexico, combined with 60 percentage points of tariffs on all goods from China. US partners retaliate. Continue reading >>

Publications

Dépendances commerciales : si la Chine est en position dominante, l’Union européenne n’est pas dépourvue d’atouts

Les multinationales plus résilientes en matière d’emploi que les groupes nationaux depuis la crise sanitaire, surtout dans leur pays d’origine

Towards a Trade War in 2025: Real Threats for the World Economy, False Promises for the US

The Gravity of Violence

When Quality Management Helps Agri-food Firms to Export

Working Around Sanctions. What Cost to Russia?

Trump 2.0 Tariffs: What Cost for the World Economy?

Lithium-Ion Batteries: Dynamic Mapping of the Value Chain and Perspectives

Health Products in International Trade: a Full-Fledged Industry Grouping

CEPII Region Profiles: indicators, databases and classifications

CEPII Country Profiles: indicators, databases and classifications

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Coming Events

Le CEPII au Printemps de l'économie 2025
March 18 - 21, 2025

Le dollar : une suprématie contestée ?
April 7, 2025

Call for papers: the 3rd Junior Workshop on The Economics of Migration
June 23 - 24, 2025

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Past Events

Quel a été l’effet réel des sanctions commerciales contre la Russie ?
March 6, 2025

Les défis de l'Europe face à la nouvelle présidence Trump
March 4, 2025

The CEPII research seminar "Opportunities or Benefits: Local Conditions an Refugee Labor Market Integration"
February 13, 2025

CEPII's Research seminar "China, Ports, and tard" with Pamina Koenig (University of Rouen-Normandy, PSE)
February 6, 2025

Séminaire compétitivité CEPII-Banque de France "L’Europe au défi de Trump 2.0"
January 15, 2025

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