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Is China’s High-Tech ‘Overproduction’ Killing Jobs In The West? | When Titans Clash | Full Episode
CNA Insider

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Some EU and US leaders have accused China of overcapacity, and dumping electric vehicles, solar panels, and batteries on the global market, at artificially low prices. The fear is that this will lead US & EU companies to go bust. China has hit back, saying that there is no overcapacity in its 3 clean tech industries, and accusing some of these countries of being protectionist.

Who is right? Are we about to see a trade war erupt between EU and China, similar to what we had seen between the US and China?

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0:00 Introduction

02:49 Protests against China steel exports

05:27 Western leaders on overcapacity problem

08:21 Comparative Advantage

09:04 As China exports, US loses millions of jobs

11:16 The impending second China shock

15:55 BYD ascends

18:05 The history of China’s electric vehicle dreams

22:30 China pushes back against overcapacity accusation

23:30 Auto industry in Europe cuts jobs

25:15 A trade war between Europe and China?

27:33 Solar in China

31:04 US solar makers go bankrupt

33:09 Trump’s solar tariffs

36:26 China’s Ambassador to USA responds

36:55 China exports to the Global South

39:38 How did China dominate battery industry?

42:30 The role of state planning

44:42 China’s moment of reckoning

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