Podcasts about overcapacity

Overcapacity in the Trans-Pacific container trade lanes nullified November general rate increase plans, causing prices on Asia to US West Coast lanes to drop 32% last week to $1,900 per FEU. We discuss the latest data on falling East Coast rates and the continued emphasis on container shipping challenges, including the potential return of traffic to the Suez Canal route amid Red Sea tensions. Mexican truckers and farmers have begun removing highway and border blockades after reaching agreements with federal authorities to address concerns over escalating highway insecurity, rising cargo theft, and overdue subsidy payments. These disruptive protests severely impacted cross-border shipments, with trade leaders estimating the economic impact at about $3 million per day in lost cross-border salaries and revenue. Additionally, a North New Jersey truck driving school agreed to settle a lawsuit after being accused of misclassifying at least 30 driver instructors as independent contractors. The settlement includes a total gross payment of about $345,000 to the affected instructors, alongside payments of over a quarter million dollars to the state for penalties and costs, highlighting the enforcement of the ABC test used to classify workers in New Jersey. Learn more about your ad choices. Visit megaphone.fm/adchoices

Overcapacity in the Trans-Pacific container trade lanes nullified November general rate increase plans, causing prices on Asia to US West Coast lanes to drop 32% last week to $1,900 per FEU. We discuss the latest data on falling East Coast rates and the continued emphasis on container shipping challenges, including the potential return of traffic to the Suez Canal route amid Red Sea tensions. Mexican truckers and farmers have begun removing highway and border blockades after reaching agreements with federal authorities to address concerns over escalating highway insecurity, rising cargo theft, and overdue subsidy payments. These disruptive protests severely impacted cross-border shipments, with trade leaders estimating the economic impact at about $3 million per day in lost cross-border salaries and revenue. Additionally, a North New Jersey truck driving school agreed to settle a lawsuit after being accused of misclassifying at least 30 driver instructors as independent contractors. The settlement includes a total gross payment of about $345,000 to the affected instructors, alongside payments of over a quarter million dollars to the state for penalties and costs, highlighting the enforcement of the ABC test used to classify workers in New Jersey. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Sinica, I chat with Lizzi Lee, a fellow on the Chinese economy at the Asia Society Policy Institute and one of the sharpest China analysts working today. We dig into the 4th Plenary Session of the 20th Party Congress and what it reveals about China's evolving growth model — particularly the much-discussed but often misunderstood push against "involution" in key sectors like EVs and solar. Lizzi walks us through the structural incentives driving overcompetition, from local government finance and VAT collection to the challenges of rebalancing supply and demand. We also discuss her recent Foreign Affairs piece on China's manufacturing model, why "overcapacity" is a misleading frame, the unexpected upsides of China's industrial strategy for the global green transition, and what happened at the Trump-Xi meeting in Busan. This is a conversation about getting beyond the binaries and understanding the actual mechanisms — and contradictions — shaping China's economic trajectory.4:43 – What Western reporting missed in the 4th Plenum communique 6:34 – The "anti-involution" push and what it really means 9:57 – Is China's domestic demand abnormally low? Context and comparisons 12:41 – Why cash transfers and consumption subsidies are running out of steam 15:00 – The supply-side approach: creating better products to drive demand 18:33 – GDP vs. GNI: why China is focusing on global corporate footprints 20:13 – Service exports and China's ascent along the global supply chain 24:02 – The People's Daily editorial on price wars and profit margins 27:31 – Why addressing involution is harder now than in 2015 29:56 – How China's VAT system incentivizes local governments to build entire supply chains 33:20 – The difficulty of reforming fiscal structures and local government finance 35:12 – What got lost in the Foreign Affairs editing process 38:14 – Why "overcapacity" is a misleading and morally loaded term 40:02 – The underappreciated upside: China's model and the global green transition 43:14 – How politically potent deindustrialization fears are in Washington and Brussels 46:29 – Industry self-discipline vs. structural reform: can moral suasion work? 50:15 – BYD's negotiating power and the squeeze on suppliers 53:54 – The Trump-Xi meeting in Busan: genuine thaw or tactical pause? 57:23 – Pete Hegseth's "God bless both China and the USA" tweet 1:00:01 – How China's leadership views Trump: transactional or unpredictable? 1:03:32 – The pragmatic off-ramp and what Paul Triolo predicted 1:05:26 – China's AI strategy: labor-augmenting vs. labor-replacing technology 1:08:13 – What systemic changes could realistically fix involution? 1:10:26 – Capital market reform and the challenge of decelerating slowly 1:12:36 – The "health first" strategy and investing in peoplePaying it forward: Paul TrioloRecommendations: Lizzi: Chokepoints: American Power in the Age of Economic Warfare by Edward Fishman Kaiser: Morning Coffee guitar practice book by Alex RockwellSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Episode 222 of China EVs & More, Tu Le and Lei Xing tackle a packed week in China's EV world as the industry faces mounting headwinds at home and abroad.They break down the major developments impacting China's auto sector:

Highlights from their conversation include:Peter's Background and Entry into Shipping (2:19)Lessons from Market Volatility and Crisis Response (3:41)The Shift Toward Data-Driven Decision Making (4:49)Embracing Transparency and Index-Linked Contracts (5:48)Standardization and Hedging in Ocean and Air Freight (9:17)How Index-Linked Contracts Work in Practice (11:58)Advice on Tendering Cycles and Spreading Risk (16:18)Overcapacity, Trade Wars, and 2026 Demand Forecast (20:40)Building a Data-Driven and Trustworthy Culture (25:06)Rapid Fire: Peter's Favorite Port and Career Alternatives (28:42)If Containers Could Talk: Stories from Around the World (29:15)Final Thoughts and Takeaways (30:02)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China's electric vehicle price war represents the calculated culmination of a decade-long state industrial policy that has now reached its inevitable—and perhaps intended—climax. Since 2009, Beijing has channeled over $230 billion into EV incentives, subsidies, and industrial support, creating what appears to be overcapacity but was actually a deliberate strategy to forge global champions through domestic combat. The result is a market hosting over 130 brands competing in what Volkswagen's China chief describes as a sector that has "lost all reason". Today we'll discuss: Chronic Overcapacity and Unsustainable Competition Deep Financial Stress Across the Industry Global Repercussions and Political Backlash A reminder our bonus shows are exclusively for our Patreon supporters. For the first 7 days, only Patreon insiders get early access, their name on the list of legends for Executive Producers and above, and the power to shape future shows. If being in the know and recognised as a supporter sounds like you, join us now at patreon.com/evnewsdaily and become part of something special.

- Stellantis Shutdowns Spread to 6 More Plants - North American OEMs Cutting Overcapacity - Data Centers Use 10X Electricity of EVs - Nissan Gives Sentra a Refresh - Mercedes Deepens Ties with Chinese Tech Companies - Mercedes Replaces CTO - Ford Consolidates Sales Ops in China - China Writes Rules for Door Handles - Tariffs Not Helping U.S. Auto Industry

- Stellantis Shutdowns Spread to 6 More Plants - North American OEMs Cutting Overcapacity - Data Centers Use 10X Electricity of EVs - Nissan Gives Sentra a Refresh - Mercedes Deepens Ties with Chinese Tech Companies - Mercedes Replaces CTO - Ford Consolidates Sales Ops in China - China Writes Rules for Door Handles - Tariffs Not Helping U.S. Auto Industry

HEADLINE: China's EV Market Faces Global Headwinds and Domestic Overcapacity GUEST NAME: Alan Tonelson SUMMARY: Despite innovation, China's electric vehicle market, led by BYD, is experiencing production drops, price wars, and significant international pushback due to quality, surveillance fears, and predatory trade practices, exposing a broader economic deflation. China's EV market leader BYD saw production drops amidst price wars and over 150 producers. Global markets, including the US, Japan, Germany, and South Korea, resist Chinese EVs due to surveillance concerns and predatory trade practices. Beijing maintains employment through municipal loans, but widespread overcapacity and deflation are significant challenges. 1950 PEKING

PREVIEW: HEADLINE: China's Economic Weakness: Deflation, Overcapacity, and Export Barriers GUEST NAME: Alan Tonelson SUMMARY: John Batchelor and Alan Tonelson discuss the crippling deflation gripping China's economy, a result of its plan to promote overcapacity. China has alienated many countries, hindering its ability to move products and no longer enjoys the "American safety valve" for exports. Tonelson explains that this barrier prevents continued Chineseeconomic growth, with no apparent solution. 1952

- Overcapacity Is Killing China's Auto Industry - Renault To Build EVs For Nissan and Mitsubishi - Nissan Consolidates Global Design Operations - Toyota Creates App to Get PHEV Owners to Charge More - BMW Adopts New Sales Model in Europe - U.S. BEV Registrations Up 6% In July - Rivan Breaks Ground on Georgia Plant - Ford Cuts 1K Jobs at German EV Plant  - Racing for The Visually Impaired

- Overcapacity Is Killing China's Auto Industry - Renault To Build EVs For Nissan and Mitsubishi - Nissan Consolidates Global Design Operations - Toyota Creates App to Get PHEV Owners to Charge More - BMW Adopts New Sales Model in Europe - U.S. BEV Registrations Up 6% In July - Rivan Breaks Ground on Georgia Plant - Ford Cuts 1K Jobs at German EV Plant  - Racing for The Visually Impaired

The former Brenntag CEO believes the chemical industry can overcome current challenges once it takes some more bold steps. -          Industry emerged stronger from previous crises and can do so again-          Nascent recovery stifled by tariff war-          Overcapacity is hurting industry everywhere-          Europe closures mean distributors may adjust sourcing-          Distribution industry is ripe for more consolidation-          Leaders need a strong vision to attract the best talent-          Private equity, state-funded bodies could buy assets, create national champions In this ICIS Think Tank podcast, Will Beacham interviews Christian Kohlpaintner, former CEO of Brenntag. 

Welcome to EV News China — the podcast dedicated to the world's largest electric vehicle market. Each day, we bring you the latest headlines, expert insights, and analysis from the heart of China's booming EV industry — and reveal how these developments are shaping the global landscape. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. Be like them by clicking here: https://www.patreon.com/EVNewsDaily

Rising overcapacity, AI and protectionism may drive a swift transition in chemical production and markets in the next 5-10 years.-          Commodity chemicals may be produced mainly by large state-owned enterprises-          Smaller, privately-owned companies may switch to high value composites, specialties, low-carbon chemicals-          High-cost regions such as Europe could protect their essential commodity chemicals production-          Protective measures need to be taken in next 3-6 months to rescue EU commodity chemicals-          A lot more commodity capacity closures required to keep operating rates healthy-          AI will have a massive impact on chemical companies and markets-          AI will enable us to navigate and analyse increasingly chaotic markets-          AI could drive job losses, disrupt economies-          Climate change will alter seasonal and geographic demand patterns-          Electronics, property, auto markets are depressed-          Q2 chemicals results are very poor in all regionsIn this ICIS Think Tank podcast, Will Beacham interviews John Richardson from the ICIS market development team, ICIS Insight Editor Tom Brown and Paul Hodges, chairman of New Normal Consulting. 

This week on Sinica, I chat with Jostein Hauge, political economist and an Assistant Professor in Development Studies at the University of Cambridge, based at the Centre of Development Studies and the Department of Politics and International Studies, and author of the book The Future of the Factory: How Megatrends are Changing Industrialization.3:09 – Self Introduction: Jostein Hauge4:23 – Anti-China Sentiment in Western Discourse7:40 – Misconceptions and Prevailing Narratives10:08 – Technological Transfer and the Political Economy12:18 – Historical Periods of Economic Rivalry 14:36 – Evolving Industrial Policy: From Japan's MITI to China and the U.S. today18:59 – China's Contemporary Industrial Policy: Quality or Quantity? 21:13 – China as a Rising Power: Is History Repeating?24:18 – The Sustainability of China's Industrial Policy 26:43 – China, Overcapacity, and Global Imbalances34:07 – Overcapacity: Economic Reality or Ideological Construct?36:04 – China's domination in the renewable energy market39:13 – China's greenhouse gas emissions43:17 – How China is reshaping the IP regime 48:14 – The U.S. national security stance and the trade war with China55:10 – Europe's approach to ChinaPaying it forward: Kyle Chan at High CapacityRecommendations:Jostein: The White Lotus (TV Series)Kaiser: The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II by Stephen R. PlattSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Scott Kennedy about China's industrial policy around electric vehicles, what it means for China's economy, and how Western countries should react to this economic trend. You can find Scott's blog post for CSIS here: www.csis.org/blogs/trustee-chin…dized-yet-striking // Guest Bio: - Scott Kennedy is senior adviser and Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "Wild Ride: a Short History of the Opening and Closing of the Chinese Economy", by Anne Stevenson-Yang: buijones.com/wild-ride // Interview recording Date: July 8, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

We don't talk about overcapacity enough in legal practice, especially not the hidden ways it erodes performance, burns out your team, and stalls your cases. In this episode, I take a closer look at what really happens when you're operating beyond your firm's functional capacity. From unnecessary administrative overhead to frustrated clients and cherry-picked tasks, the ripple effects of overload are costing you more than you think. If your firm is feeling stretched, stuck, or constantly in firefighting mode, this episode will help you understand why. Get full show notes, transcript, and more information here: https://www.agileattorney.com/72

Schools operating over their campus capacity are getting creative to cater for roll growth. New data shows 17% of state schools had more students enrolled than their official classroom capacity last year. Another 71% are operating at capacity. Secondary Principals' Association president Vaughan Couillault told Mike Hosking packed schools typically put in more prefabs in the first instance. He says they may also start to make classes bigger or use libraries and meeting rooms as classrooms. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Chinese leaders believe overcapacity across industries including automotive is a cyclical problem that fresh growth will solve. Foreign investors with experience in the PRC see things differently. To them, overcapacity is a direct result of China's planned economy. Not only does massive overcapacity spark price wars inside China, it also threatens to spur an avalanche of exports into markets worldwide, undermining industries and killing jobs. Joerg Wuttke led the China operations of BASF, the German chemical giant for 27 years. Mr Wuttke  knows China like few people on the planet. In the summer of 2024, he became a partner at the Albright Stonebridge Group based in Washington DC. Mr Wuttke is considered one of the world's leading experts on Europe-China trade and investments. Today, we talk about what Mr Wuttke calls China's "breaking point" when it comes to overcapacity. How soon will it arrive? What will it look like?

- U.S. Has 1M Overcapacity with EVs - Bosch Slashing Jobs and Work Hours - GM Headed to F1 in 2026 - BMWs Roll Off Line Autonomously - Mercedes Develops Neuromorphic Computing - EV Battery Replacement to Be Cheaper Than ICE  - Huawei Maextro Targets Rolls, Maybach - Chery CKD At Former Nissan Spain Plant

- U.S. Has 1M Overcapacity with EVs - Bosch Slashing Jobs and Work Hours - GM Headed to F1 in 2026 - BMWs Roll Off Line Autonomously - Mercedes Develops Neuromorphic Computing - EV Battery Replacement to Be Cheaper Than ICE  - Huawei Maextro Targets Rolls, Maybach - Chery CKD At Former Nissan Spain Plant

Whether it is solar panels or steel, clothes or tech, many of the world's manufactures are made in China. But did you know that the Chinese manufacturing sector is not really supply and demand driven and tends to produce far more than the rest of the world demands? Now… with a faltering post-COVID recovery, a housing market collapse, and worsening relationship with the West, is China's economy in a genuine state of crisis? And could a troubled Chinese economy, unable to be buoyed by the recently announced stimulus, spread more Disorder globally? And what should the US and UK do to contain China's disordering potential? And how are different approaches to the Chinese economy a key electoral issue in the upcoming US Presidential election?    Jason Pack is joined by Zongyuan ‘Zoe' Liu, the Maurice R. Greenberg Fellow for China Studies at the Council on Foreign Relations, and author of Sovereign Funds: How the Communist Party of China Finances Its Global Ambitions. Jason and Zoe discuss how China's economic policies – characterized by a motley mix of market-driven and state-controlled elements – have led to both tremendous Chinese excellence in manufacturing and also oversupply. The duo also discuss: the changing US-China relationship, the implications of Chinese overproduction on the global economy, and the role of massive Chinese provincial government debt.    As they Order the Disorder, they suggest how existing institutions like the World Trade Organization could work better, and how to patch up the failing marriage between China and the West.    Producer: George McDonagh  Exec Producer: Neil Fearn    Subscribe to our Substack: https://natoandtheged.substack.com/      Show Notes Links  Read Zoe's article ‘China's Real Economic Crisis: Why Beijing Won't Give Up on a Failing Model' https://www.foreignaffairs.com/china/chinas-real-economic-crisis-zongyuan-liu  Read more on why ‘China's economic ills are serious but not incurable'https://www.ft.com/content/553b106c-2bba-4f90-86d6-8496fc9cf902  On the Chinese hacking of Trump and Vance's phone's: https://edition.cnn.com/2024/10/25/politics/chinese-hackers-targeted-trump-and-vances-phone-data/index.html   For more on China's government is about to spend big on stimulus – can it turn around the country's sluggish economy? https://theconversation.com/chinas-government-is-about-to-spend-big-on-stimulus-can-it-turn-around-the-countrys-sluggish-economy-241260  To get more on Zongyuan Zoe Liu https://www.cfr.org/expert/zongyuan-zoe-liu  Watch US Ambassador to China Nicholas Burns explain The China Challenge https://foreignpolicy.com/live/burns-china-us-competition-diplomacy/  Read George Manus' piece ‘China's plan to boost flagging growth is the very definition of economic insanity‘ https://www.theguardian.com/business/2024/oct/13/chinas-plan-to-boost-flagging-growth-is-the-very-definition-of-economic-insanity  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dr. Gary Weitzman, President and CEO of the San Diego Humane Society, talks about the continual overflowing of animals in their shelters, while offering a variety of tips to help reduce the overcrowding.  Weitzman chats about the September's "National Disaster Preparedness Month," along with the society's iconic Fur Ball, slated for October 5.

इस हफ़्ते पुलियाबाज़ी पर चर्चा चीन के बेलगाम उत्पादन की। क्या चीन के अतिरिक्त उत्पादन से दुनियाभर के देशों के उद्योग पर जोखिम मंडरा रहा है? कई देश इस पर रोक लगाने की कोशिश कर रहे हैं, तो ऐसे में भारत को क्या करना चाहिए? चीन की मैन्युफैक्चरिंग से हम क्या सीख सकते है? इन सब बातों पर चर्चा आज की पुलियाबाज़ी पर। We discuss:* China's overcapacity—a structural flaw* Lessons for India?* How should India respond?Readings:Global Policy Watch: The Perils of Decentralisation with Chinese Characteristics by Pranay Kotasthane and Manoj KewalramaniRelated Puliyabaazi:भारत और चीन के बदलते रिश्ते। Decoding India-China relations ft. Vijay Gokhaleचीन की विश्वगुरु हसरतें। How China plans to change the world order? Ft. Manoj KewalramaniIf you have any questions for the guest or feedback for us, please comment here or write to us at puliyabaazi@gmail.com. If you like our work, please subscribe and share this Puliyabaazi with your friends, family and colleagues.substack: Website: https://puliyabaazi.inHosts: @saurabhchandra @pranaykotas @thescribblebeeTwitter: @puliyabaazi Instagram: https://www.instagram.com/puliyabaazi/Subscribe & listen to the podcast on iTunes, Google Podcasts, Castbox, AudioBoom, YouTube, Spotify or any other podcast app. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.puliyabaazi.in

- Ford in Talks to Return to India - Ford Pays EV Owners to Not Charge During Peak Hours - Lucid Teases New Mid-Size Model - Honda Retools Ohio Plants to Make ICEs, Hybrids and BEVs - Stellantis Prepares U.S. Plants for Electrified and ICE Models - VW Paves Way for Job Cuts in Germany - Europe Faces Overcapacity Issues - NHTSA Proposes New Pedestrian Safety Rules - Renault Measures Road Noises to Determine Road Conditions - DS Creates Concept Inspired By 1970's Citroen

- Ford in Talks to Return to India - Ford Pays EV Owners to Not Charge During Peak Hours - Lucid Teases New Mid-Size Model - Honda Retools Ohio Plants to Make ICEs, Hybrids and BEVs - Stellantis Prepares U.S. Plants for Electrified and ICE Models - VW Paves Way for Job Cuts in Germany - Europe Faces Overcapacity Issues - NHTSA Proposes New Pedestrian Safety Rules - Renault Measures Road Noises to Determine Road Conditions - DS Creates Concept Inspired By 1970's Citroen

On today's show Andrew and Bill begin with reactions to last week's arrest of Linda Sun, a former deputy chief of staff to governor Kathy Hochul. Topics include: The allegations contained in the Department of Justice indictment of Sun and her husband, the PRC efforts to influence local government officials around the world, the status of New York Consul General Huang Ping, and a report on the suppression of dissidents during Xi's APEC visit in November. From there: Updates on the overcapacity concerns around the world, a Bloomberg story on a $6.5 trillion stock rout, and reactions to a thoughtful Substack post on deleveraging efforts and deflation concerns in the midst of recent turmoil. At the end: An update on Qin Gang that may or may not resolve lingering questions, and a new rock bottom for the PRC men's soccer team.

Join us at The Chemical Summit on October 8-9, 2024 to engage with great leaders, including many guests of The Chemical Show.Visit thechemicalsummit.com for more information and to register. Ep 179 Show Notes  Geopolitical shifts, economic challenges, and sustainability goals are reshaping the global chemical industry. John Richardson, senior consultant at ICIS, joins host Victoria Meyer to delve into the market's uncertainties and logistical issues affecting Europe, the repercussions of the Russia-Ukraine war, and the potential of developing markets like India and Africa. John sheds light on critical issues such as the demand-supply imbalance for commodity chemicals, Europe's struggle with high energy costs, and China's evolving role from a dominant importer to a potential major exporter of synthetic resins. Victoria and John also explore the wider scope of sustainability within the chemical industry, examining Europe's pursuit of a circular economy amidst complex regulatory landscapes and fluctuating geopolitical risks. They discuss the impact of demographic changes on consumer behavior, and the shifting focus towards eco-friendly products. Tune in to gain a comprehensive understanding of the forces shaping the chemical market's future, from rising sustainability efforts to adapting strategic decisions in a dynamically changing global landscape. Join us to gain insights on the following topics this week: Chemical markets in the 2nd half of 2024 and leading into 2025 Overcapacity and supply-demand imbalance China's economic slowdown and demographic changes have significantly impacted global chemical demand. The rising middle class in developing countries, including China, India, and others, has driven increased demand for chemicals and plastics Geopolitical tensions have disrupted supply chains, increased energy costs, and created uncertainty in the market Circularity struggles - infrastructure, regulatory hurdles, and feedstock availability 10 interconnected forces shaping the new global chemical landscape Big commodity chemicals winners and losers "China's historical impact on global polymer demand is profound, but with the shifting sands of demographics and geopolitics, the future may see other developing countries rising, albeit not at the breakneck pace we've witnessed. The global chemical industry must pivot and adapt to these emerging complexities and opportunities." – John Richardson ***Don't miss an episode: Subscribe to The Chemical Show on your favorite podcast player.  ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com  ***Thank you to our sponsor Veson Nautical:From multi-jurisdictional regulations to geopolitics and decarbonization, the maritime ecosystem is more complex than ever. This is creating unprecedented levels of risk exposure. With trusted maritime data and built-for-purpose workflows from Veson Nautical, you can confidently make decisions to better manage risk and maximize profit.For over twenty years, Veson has been co-innovating with the world's largest buyers and sellers of bulk marine freight.  Join their client community and find your decision advantage. Learn more at veson.com 

In the past few months, the issue of surplus supply or 'overcapacity' in the Chinese production ecosystem has led to a ringing of alarm bells in the economies of the geopolitical West. Using both a national security and economic logic to approach the issue, Western countries have slapped import tariffs of upto a 100% on Chinese exports to prevent dumping. The supply glut is also causing low profitability for Chinese firms, amidst an already slowing economy. In this special video episode of Takshashila's 'All Things Policy' podcast, Pranay Kotasthane and Anushka Saxena weigh in on the debate surrounding Chinese overcapacity. They also discuss policy approaches India can adopt to address potential fallouts of such overcapacity. Tune in now! All Things Policy is a daily podcast on public policy brought to you by the Takshashila Institution, Bengaluru. Find out more on our research and other work here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://takshashila.org.in/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Take our 'China Challenge' survey here: https://shorturl.at/XMUW7 Check out our public policy courses here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://school.takshashila.org.in⁠

PREVIEW: PRC: CANADA: USA: TARIFFS: Conversation with colleague Alan Tonelson re what is to be done about PRC dumping of overcapacity and subsidized products such as steel, aluminum and EVs on the US through subterfuge and other schemes. More later. 1949

The steel industry is facing too much supply and tumbling prices. Much of the problem is coming from China, where Chinese Communist Party (CCP) policies have led to overcapacity. Faced with this issue, the United States placed tariffs on Chinese goods, including steel and aluminum, which the CCP has in turn tried getting around by using Mexico as a waypoint to the U.S. market. This loophole is now being closed as well. We'll discuss in this episode of Crossroads. Views expressed in this video are opinions of the host and guests and do not necessarily reflect the views of The Epoch Times.     ⭕️

FreightWaves' Mike Baudendistel interviews ocean industry expert John D. McCown. Follow the Running on Ice Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Sinica, in a show recorded on the sidelines of the World Economic Forum's Annual Meeting of the New Champions, historian Adam Tooze joins to chat about what the U.S. wants from China, China's vaulting green energy ambitions, and much more. Don't miss this episode: Tooze gets pretty darn spicy!3:13 How Adam launched Chartbook in Chinese 5:37 How Dalian and Beijing have changed since Adam's last visit in 20199:01 What the West wants from China, the Thucydides Trap, 15:11 The trajectory of China's economic development and why it's hard for the West to reconcile with]25:11 “Overcapacity” and the politics of renewable energy31:00 Russo-Chinese relations and the war in Ukraine37:12 The Global South and China since February 24th and October 7th and the importance of Africa with regards to global development 41:39 Green energy as a driver of high-quality development in China 47:49 The “Red New Deal” and the combination punch metaphor 51:57 Adam's cognitive style (an interrelated thinker averse to analogizing), climate as a touchstone topic, and China's importance in global climate politics Recommendations:Adam: The work of Lauri Myllyvirta, including his analysis on Carbon BriefKaiser: Rewatching The Wire TV series (2002-2008)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

South Africa this week joined a growing list of developing countries around the world to introduce tariffs on certain Chinese imports in a bid to protect local producers. Indonesia, Mexico, Chile, and Brazil, among others, also introduced similar duties on Chinese steel and other products. While low-cost Chinese goods are a boon for Global South consumers, they're extremely problematic for manufacturers in these countries because it's almost impossible to match the "China Price." Chinese factories can produce goods at a scale and cost that remains unrivaled, and now, according to a new report by the consultancy Rhodium Group, they're flooding markets in Africa and other developing regions. Camille Boullenois, a director of Rhodium Group's China projects team, and Austin Jordan, a senior analyst a Rhodium Group, join Eric & Cobus to discuss their new report and why this trend is potentially debilitating for many of the world's least developed countries. JOIN THE DISCUSSION: X: @ChinaGSProject | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth FOLLOW CAP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CAP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CAP Podcast mug! www.patreon.com/chinaglobalsouth

- China Approves FSD Testing for Tesla - 1 Million EV Overcapacity in N. America - Mini Hit with EU's Highest China Tariff - China NEV Exports to Mexico Up 443% By Value - Fiat Panda Offers Hybrid and BEV Choices  - Stellantis Says ‘Back to Work!' - Tony Roma To Head Corvette Program - 917 Dragon Armor Edition Is Wild Chinese SUV - Lucid Air Now Gets 5 Miles Per kWh

- China Approves FSD Testing for Tesla - 1 Million EV Overcapacity in N. America - Mini Hit with EU's Highest China Tariff - China NEV Exports to Mexico Up 443% By Value - Fiat Panda Offers Hybrid and BEV Choices  - Stellantis Says ‘Back to Work!' - Tony Roma To Head Corvette Program - 917 Dragon Armor Edition Is Wild Chinese SUV - Lucid Air Now Gets 5 Miles Per kWh

News

Listen for the latest from Bloomberg News See omnystudio.com/listener for privacy information.

This podcast begins by dissecting the Reuters article about the Tesla Model 2 being cancelled as a passenger vehicle.The conversation moves over to Tesla sales in China, predictions about total sales for 2024 and what Tesla could do to boost sales in 2024. They pivot over to a quick discussion about Porsche's struggles in China and what it'll take to turn its sales around in the China market. They also spend a few minutes discussing Xiaomi's continued sales and XPeng's struggles. Tu then talks briefly about Janet Yellen's visit to China and her emphasis on overcapacity in China. Tu then specifies that the overcapacity is much more prevalent on the ICE side, not so much the EV side but that there would nonetheless be pressure to export due to the price war and the inability for many Chinese EV brands to gain any sustained sales traction. The episode closes out with what Lei and Tu are looking forward to when they both travel to China for Auto Beijing 2024. 

AP correspondent Charles de Ledesma reports on detailed talks between the U.S. and China.

In this episode of Pekingology, Freeman Chair in China Studies Jude Blanchette,is joined by Yanmei Xie, Geopolitics Analyst with Gavekal Research, who has recently been publishing articles at Gavekal and the Financial Times. Today, Jude and Yanmei discuss her recent client notes on Chinese overcapacity and its EV sector.

Plus, stay tuned because later in the show I'll tell you what the Chinese battery industry are saying about the current state of overcapacity, and what it means for falling prices. Good morning, good afternoon, and good evening wherever you are in the world, welcome to EV News Daily, your trusted source of EV information. It's Sunday 25th February, I'm Martyn Lee and I go through every EV story so you don't have to. We go live at 5pm UK, that's Midday Eastern.  Patreon supporters get the episodes as soon as they're ready and ad free. You can be like them by clicking here.   Jeep Prepares to Launch Its First EV in the US by July https://evne.ws/3SVWnvE US Trade Group Warns Against Chinese EV Imports from Mexico https://evne.ws/4bNirky Ford Pauses F-150 Lightning EV Deliveries for Quality Review https://evne.ws/3SZYTkB Rivian Expands Charger Access to All Electric Vehicles https://evne.ws/430X37E Cadillac Lyriq Qualifies for 2024 US EV Tax Credit https://evne.ws/4bXXO5a Shell Shuts Down Consumer Hydrogen Stations in California https://evne.ws/3wC2xJS Tesla Urged to Initiate Mexican Factory Construction by March https://evne.ws/42ZgOMK China's EV Battery Sector Grapples with Overstock and Overcapacity https://evne.ws/42Zw785

It's EV News Briefly for Sunday 25th February, everything you need to know in less than 5 minutes if you haven't got time for the full show. I'll be back later but Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here. Jeep Prepares to Launch Its First EV in the US by July https://evne.ws/3SVWnvE US Trade Group Warns Against Chinese EV Imports from Mexico https://evne.ws/4bNirky Ford Pauses F-150 Lightning EV Deliveries for Quality Review https://evne.ws/3SZYTkB Rivian Expands Charger Access to All Electric Vehicles https://evne.ws/430X37E Cadillac Lyriq Qualifies for 2024 US EV Tax Credit https://evne.ws/4bXXO5a Shell Shuts Down Consumer Hydrogen Stations in California https://evne.ws/3wC2xJS Tesla Urged to Initiate Mexican Factory Construction by March https://evne.ws/42ZgOMK China's EV Battery Sector Grapples with Overstock and Overcapacity https://evne.ws/42Zw785

Phil+Diane and Brook+Elizabeth respond to a few great questions in today's show. First, they talk about what to do when you feel overwhelmed with the load God has given you. Do you constantly feel like you are living outside of your capacity with no margin? Secondly, they discuss how to navigate the subject of death with your kids. This can be a tough subject when your kids feel afraid and even harder when you, as a parent, have fears around death, too. Lastly, they respond to a question about fathers cultivating a vision for their family and what to do if you never had a good father to show you how to do that for your family. This episode has loads of hope to share! Enjoy! HOPE: Heaven, Oriented, Perspective, Everyday Verses Mentioned: Psalm 54:4Isaiah 40:31Phil 4:13James 2: 14-17 Matthew 26:38John 14:1-141 Thessalonians 4:13-14 Book recommendation: Randy Alcorn: Heaven and Heaven for Kids Follow us on Instagram: @intentional_parents @brook_mosser @Emosser @philmcomer @dianewcomer FREE TEXT Message Daily Devotional

Why is steel so important? What is steel “overcapacity” and why does it matter? Which country produces more steel than the rest of the world combined? What is trade “Whac-A-Mole”? In this episode, we unravel the intricacies of the steel industry with our guest, Ben Caryl, Associate General Counsel of International Trade & Public Policy at U. S Steel. Ben discusses steel's long, long history and delves into why foreign government support for steel production and exports has fueled massive global steel overcapacity and imports into the United States that impact American steel mills, workers, and national security.