The European Union’s decision to impose steep tariffs on Chinese electric vehicles (EVs) has sparked division among its member states. Poland supported the measure, but questions remain about its economic impact. A recent poll of 50 Polish economists reflects these uncertainties: 54% believe the tariffs will benefit Poland, while 26% disagree, and 20% remain neutral.
Potential Benefits for Polish Industry
Poland is already a key player in Europe’s EV battery production. Dr. Łukasz Goczek from the University of Warsaw suggests that shielding Poland from Chinese competition could attract foreign investment and create jobs. Increased production capacity in Poland could also strengthen the domestic EV industry.
Much of Poland’s economic benefit from these tariffs depends on the success of the Izera project, the country’s upcoming EV brand. Professor Paweł Strzelecki notes that Chinese companies may invest more in EU projects, indirectly benefiting Izera. However, many Polish companies rely on German supply chains, which could face disruptions due to these tariffs.
Risks of Consumer Costs and Chinese Retaliation
Some economists warn of rising consumer costs due to limited access to affordable Chinese EVs. Additionally, China may reduce investment in EU nations supporting tariffs, which could ultimately hinder Poland’s long-term growth in the EV sector.