A Financial Times report based on an EY-Parthenon analysis estimates… (трлн · зависимость · китай)
A Financial Times report based on an EY-Parthenon analysis estimates that the U.S., Europe, and the UK will need to invest $23.6 trillion over the next 25 years to reduce dependence on China in critical technology and production sectors. The study highlights challenges such as high costs, inflation risks due to cheaper Chinese goods, and the impossibility of complete decoupling.
Consensus
- The U.S., Europe, and the UK will need to invest $23.6 trillion over the next 25 years to reduce dependence on China in key economic sectors.
- The investment is needed for infrastructure, production capacity, supply chains, software, and research capabilities.
- China controls more than 60% of global lithium and cobalt supplies and about 80% of graphite and rare earth metals.
- Replacing Chinese goods with domestic alternatives could increase prices in key sectors by 1–2.5%, especially in Europe.
- Complete decoupling from China is considered impossible due to the dominance of Chinese production.
Points of divergence
- For the EU, reducing dependence on China would mean nearly doubling its annual budget. — kommersant
- Annual U.S. spending required would be around $550 billion. — kommersant
- Experts consider 'partial decoupling' the most realistic scenario to avoid excessive costs for taxpayers and businesses. — kommersant
- The European Union is developing a new financial mechanism, planned as a 'safety cushion,' to reduce dependence on China. — vesti
Coverage (2 sources)
- FT: The West will pay $23 trillion to reduce dependence on China — Коммерсантъ
- US and Europe will need $23.6 trillion to reduce dependence on China — Вести