Tag
China overcapacity
China’s EV Overcapacity Is Inevitable
By Zhuoran Li
China’s local governments have a strong interest in ensuring the survival and success of local car factories – regardless of market conditions.
China’s Third Plenum Wants to Raise Household Income. That’s Good News for the US.
By Fuxian Yi
Planned reforms could indirectly help balance China-U.S. trade by boosting consumption, thereby reducing political hostility between the two major powers.
What Do Tongwei and LONGi’s Struggles Say About the Future of Solar Supply Chains?
By Chris Hankin
The two Chinese companies play a dominant role in the solar panel supply chain. Now even they are suffering from overconcentration of the solar industry.
New Energy Competition: It’s Politics First for Both US and China
By Rakshith Shetty
Both China and the U.S. are looking to tariffs and other trade barriers to protect their clean energy industries. The outcome is likely to be a more protectionist world economy.
The Geopolitics of Tesla’s China Breakthrough
By Marina Yue Zhang
Amid growing concerns about China’s EV overcapacity, the U.S. firm wins rare access to the Chinese market.
US and Europe: 2 Different Approaches to Restricting Chinese EVs
By You Wang
As China's overcapacity becomes a buzzword, restrictions on Chinese electric vehicles are expected. However, the objectives, approaches, and anticipated outcomes differ between Europe and the U.S.
Beyond Tariffs: Overcapacity Ignites Fresh Tensions in China-US Trade Relations
By Lizzi C. Lee
Traditional tools no longer suffice. Policymakers in both countries must embrace paradigm-shifting solutions for new challenges.
Behind the EU’s New Probe Into China’s Green Tech Subsidies
By Valeria Fappani and Blanca Marabini San Martín
The latest probe is just the beginning of EU efforts to adjust to a “new world” focused on economic security.
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