Brad Setser on X: “The total vehicle export numbers for China are a bit crazy right now; …”

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Brad Setser on X: “The total vehicle export numbers for China are a bit crazy right now; …” | PeekX

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Brad Setser

@Brad_Setser

Aug 7

The gap for Europe is even bigger if trade is examined by volume or weight rather than $ or EUR value

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Brad Setser

@Brad_Setser

Replying to @Brad_Setser

The total vehicle export numbers for China are a bit crazy right now; a 12m annual pace in the last 3ms -- so China is on track to export well over 11m more vehicle that it imports in 2026 ...

Something has to give; pace of change here is unsustainable

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Aug 7, 2026, 7:36 PM UTC

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