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John Kehoe

China’s EVs good for Aussie drivers, bad for global trade war

Beyond the swings in the iron ore price, Australia’s national security and economic agencies are discussing a new vexing issue.

John KehoeEconomics editor

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As Jim Chalmers prepares to be the first federal treasurer in seven years to visit China, he should not only have the budget implications of China’s softening demand for iron ore on his mind.

The price of Australia’s largest export has been volatile recently and China’s steel demand has plateaued – albeit at a high level of more than 1 billion tonnes a year, BHP chief executive Mike Henry said at the miner’s profit result this week.

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John Kehoe is economics editor at Parliament House, Canberra. He writes on economics, politics and business. John was Washington correspondent covering Donald Trump’s first election. He joined the Financial Review in 2008 from Treasury. Connect with John on Twitter. Email John at jkehoe@afr.com

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    Original URL: https://www.afr.com/policy/economy/china-s-evs-good-for-aussie-drivers-but-risk-global-trade-war-20240827-p5k5ni