Data Products/Yuan Adoption Tracker

Geoeconomics & Economic Security · 194 Countries

Yuan Adoption Tracker

A comprehensive country-by-country analysis of yuan adoption across 194 nations — examining adoption status, drivers, and implications for dollar dominance and global financial architecture.

194
Countries Analyzed
7
Adoption Status Levels
7
Driver Categories
Apr 2024
Data as of

About the Tracker

A Data-Driven Political-Economy Analysis

China's push for greater international use of the yuan has evolved from a purely economic initiative to a more assertive strategy under President Xi Jinping. Yuan internationalization, once focused on increasing China's stature through trade and economic interdependence, has now become part of Beijing's attempts to assert itself as a global power in the security and economic spheres.

The discussions of yuan adoption in financial and policy media has risen sharply in the aftermath of Russia's 2022 invasion of Ukraine. Treatment of yuan internationalization in Western circles varies from inattention and consternation to full-throated alarms that the renminbi will dethrone the dollar as the world's reserve currency. While the media goes through cyclical, and anecdotal, hysteria around Chinese efforts, economists have been quick to dismiss the project as economically infeasible and practically impossible given the dollar's unique and embedded role in the world economy.

Despite clear SWIFT transaction data that shows the dollar's continued dominance as a percentage of total trade, the absence of data-driven political-economy analysis still undermines discourse on the subject. Therefore, the Yuan Adoption Tracker aims to provide a comprehensive analysis of yuan-denominated transactions on a country-by-country basis, examining the motivations behind each nation's approach and cutting through the conventional narratives surrounding this trend.

Novel Dataset

The Tracker examines 194 countries, compiling publicly available information using a combination of webscraping and hand-collection to enable innovative analysis of a polarizing and commonly discussed but relatively unexamined trend.

Each country is assigned adoption status and driver of adoption based on a standard scale of open source indicators of their adoption as of April 2024. All countries were rated by two research analysts and validated by advisors to ensure reliability.

Development Team

Dana Cahoon, Alex de Roos, Ken Stibler, Patricia Diaz

Citation: D, Cahoon. K, Stibler. A, de Roos, (2024). Yuan Adoption Tracker. Center for Emerging Economies, Washington DC.

Interactive Map

Global Yuan Adoption Status

Click on a country to see its adoption status and further details.

Adoption Status Legend

No Evidence of Adoption
Considering Adoption
Adopted by Central Bank
Bilateral Trade Adoption
Financial Sector Adoption
Multilateral Trade Adoption
Full Legal Adoption

Methodology

Adoption Status Scale

No Evidence of Adoption

No available data or clear opposition to the yuan.

Considering Adoption

Public interest, ongoing negotiations, or signed MOU.

Adopted by Central Bank

Used as a reserve currency or to settle debts.

Bilateral Trade Adoption

Used to settle trade with China.

Financial Sector Adoption

Used in the domestic financial sector.

Multilateral Trade Adoption

Used for trade where China is not a counterparty.

Full Legal Adoption

Where the yuan is legal tender.

 

Drivers of Adoption

Financial Sector Competitiveness

Access new markets and promote domestic firms

Trade Efficiency

Make bilateral trade relationships more efficient

Trade Promotion

Increase bilateral trade with China

Economic Development

Increase Chinese investment and aid

Economic Crisis

Respond to economic and financial instability

Geopolitical Hedging

Proactively diversify economic relationships

Sanctions Evasion

Trade outside of the dollar system while under sanctions

Research Conclusions

Key Findings

01

A relatively high level of economic complexity is a precursor to renminbi adoption. Even countries struggling financially are seen as acceptable investments for Beijing, as long as the economy is sophisticated enough.

02

Two waves of adoption (2014 and 2022) both correlate heavily with fears about a strong dollar's impact on global markets. Weak economies have begun to look to the yuan as a potential alternative.

03

Geopolitical instability and rising concern about security of central bank dollar reserves post-Russia sanctions has promoted an increase in hedging among EM central banks — though gold has seen bigger gains than the yuan.

04

Most adoption is for bilateral trade efficiency and to increase trade with China. Countries with large financial sectors have also adopted to remain competitive, but this has little chance of supporting broader dedollarization.

05

Economic crisis is the biggest driver of both proactive and reactive yuan adoption. The Federal Reserve and G7 central banks should consider creating liquidity swap programs to ease acute strong dollar pressures.

06

A small subset of players is forming an effective yuan zone in the face of sanctions regimes. Ironically, rogue regimes in the Americas (Cuba and Venezuela) are even more dependent on illicitly sourced dollars.

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