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overcapacity

Tesla may end up the only victim as Canada mulls punitive tariffs on Chinese-made EVs

by Anas Siddiqui
Tesla may end up the only victim as Canada mulls punitive tariffs on Chinese-made EVs

Canada accused China of “anticompetitive practices” as it announced it is set to launch a public consultation exploring potential tariffs on Chinese electric vehicles (EVs), similar to that carried out …

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Canada considers imposing import tariffs on Chinese EVs

by Walter Watson
Canada considers imposing import tariffs on Chinese EVs

Canada is considering whether to impose import tariffs on Chinese-made electric vehicles (EVs) and will seek the public’s opinion about the idea, Deputy Prime Minister Chrystia Freeland said on Monday. …

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Chinese EV makers, suppliers risk dent to global stature in price war, Bosch exec warns

by Anas Siddiqui
Chinese EV makers, suppliers risk dent to global stature in price war, Bosch exec warns

Xu was among the business leaders who met Xi in East China’s Shandong province on May 23 when the Chinese president struck a pro-business and pro-growth tone to reassure bosses …

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Opinion | Overcapacity? China’s competitive edge lies elsewhere

by Ron Morgan
Opinion | Overcapacity? China’s competitive edge lies elsewhere

Despite these practices having been a part of China’s industrial policy for decades, the country now resolutely accuses the West of hyping up claims of overcapacity. To China, these are …

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China outlook ‘strongly negative’ for German engineers, with poor demand and overcapacity named as culprits

by Walter Watson
China outlook ‘strongly negative’ for German engineers, with poor demand and overcapacity named as culprits

The German trade group’s findings follow dire statements from European and American chambers of commerce in China this year on the second-largest economy’s investment climate. Lack of orders remains the …

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How China’s EV overcapacity has come to a head after 15 years, and what’s in store for the industrial policy race with US and EU

by Walter Watson
How China’s EV overcapacity has come to a head after 15 years, and what’s in store for the industrial policy race with US and EU

But the blowback from abroad has ramped up relatively recently, as the fruits of China’s exhaustive EV undertakings truly began to be realised. Having long led the global pack in …

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Exclusive | German carmakers want to compete with China but it must be a ‘fair fight’: envoy Patricia Flor

by Ron Morgan
Exclusive | German carmakers want to compete with China but it must be a ‘fair fight’: envoy Patricia Flor

It is completely normal in a democracy with free media as in Germany to have a free debate on whether the trip was successful or not. Why did the chancellor …

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Opinion | No good reason for Europe to follow the US’ China containment strategy

by Walter Watson
Opinion | No good reason for Europe to follow the US’ China containment strategy

Others ponder the ineffectiveness of sanctions and the impossibility of defeating Russia. More people are reflecting on a crisis which resulted in higher energy prices, serious inflation and an increased …

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China’s overcapacity dilemma solvable with ‘painful’ industrial revamp, scholars say

by Anas Siddiqui
China’s overcapacity dilemma solvable with ‘painful’ industrial revamp, scholars say

China should accept the “painful restructuring” of some industries to ease overcapacity concerns, as inaction may hamper the country’s economic recovery and motivate the US and Europe to ramp up …

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Opinion | US concern about China’s overcapacity is a non-issue, just like in 2009

by Walter Watson
Opinion | US concern about China’s overcapacity is a non-issue, just like in 2009

Lu Feng, emeritus professor of economics at Peking University, recently shed light on the dimensions of the current wave of overcapacity. He pointed to sectors including petrochemicals, semiconductors, autos, new …

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