Podcasts about overcapacity

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?

Asia BDO editor Corey Chew and European BDO editor Yashas Mudumbai discuss the long supply and low demand conditions across the two regions, and whether regular trade flow will resume after the Lunar New Year holidays.

BARCELONA (ICIS)—European polyethylene (PE) markets face growing pressure from cheaper imports, highlighting the impact of rising overcapacity driven by China and the US. -          Plants in Europe operating at technical minimum levels-          Minimal stocks held amid plentiful supply-          Demand poor across most end uses, packaging stronger-          Europe will see more PE imports as global overcapacity grows-          More polymer plant closures are likely in Europe and other high-cost regions-          US has more to lose from trade war as it is a major exporter of PE to China-          Trade flows could change dramatically if tariff walls go up-          Supply/demand imbalance may take up to nine years to correct

- 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

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- 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

China's automobile industry set a new record in the year 2023, with both production and sales exceeding 30 million units for the first time. But as China's new energy vehicles, solar photovoltaic panels, and lithium batteries enjoy booming sales worldwide, some Western media outlets claim that Chinese EV manufacturers' rapid development was driven by subsidies. Is China's so-called overcapacity really flooding global markets? Or should we put a quotation mark on the word overcapacity?

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Group Chief Economist Neil Shearing explains what the latest signals from the Bank of England and that Q1 UK GDP report mean in the latest episode of The Weekly Briefing from Capital Economics. He also previews the coming week's US inflation data, tells David Wilder why EM monetary easing will need to slow and puts the US current account deficit in context. Also on the show, Chief Asia Economist Mark Williams talks to Leah Fahy from our China team about what his analysis of Chinese auto production and exports says about what's been missing from the growing global row about Chinese industrial overcapacity.And, in an exclusive clip from our recent client briefing about global inflation, the team talk services inflation and signs of labour market softening on both sides of the Atlantic. 

Some US and Western politicians and media outlets have recently claimed "overcapacity" in China's industrial sector. They have focused on the growth of Chinese manufacturing in new green industries like electric vehicles, lithium-ion batteries, and solar panels. In 2023, China became the world's largest auto exporter, with a significant increase in sales of new energy vehicles. What's behind China's NEV success? Why does the "overcapacity" narrative conflict with the global demand for new energy vehicles and basic economic principles?

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

In this episode, we delve into many of the issues facing today's energy transition and discuss the solutions. In Europe, we bring you the latest on Lithuania's undersubscribed offshore wind tender process. We also highlight the rapid growth of the Spanish solar market in recent years, and pick out the key players, as seen in inspiratia's latest country focus report. While solar in Europe is booming, we further explore some of the consequences of overcapacity production and its impact on the trading relations between the EU, the US and China. We also bring you exclusive research on one of the most promising tools on the horizon for grid management, the Virtual Power Plant. Hosted by:Oliver Carr - Lead AnalystViola Caon - Head of ContentDila Cebeci Smith - Senior AnalystReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2024 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

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. 

The European Union and the United States claim that China is flooding global markets with cheap goods. China says these assertions are groundless. Post Europe correspondent Finbarr Bermingham breaks down the arguments for and against overcapacity, and looks at whether the EU and China are heading towards a trade war. Read more about this: https://sc.mp/a1e73f 

Janet Yellen lent official voice to resurgent global worries about the threat of Chinese overcapacity when she pointedly criticised Beijing's overinvestment and underpowered consumption during her trip there earlier this month.  But are the US Treasury Secretary's criticisms justified? Will China's leaders push through the necessary reforms to bring down the savings rate? And how will western governments respond if they don't?  In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks to Mark Williams, our Chief Asia Economist, all about the politics and economics around the perception that China's factories are once again flooding global goods markets. 

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.

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

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

- EU Overcapacity Poses Plant Closing Threat - Tesla Makes More $$$ Per Vehicle Than GM, Ford - France Chops EV Subsidies on Too Much Demand - Rivian Cuts MSRP As Price War Rages - 7 OEMs To Build Charging Network to Challenge Tesla - Tesla Made $9 Billion In EV Subsidies - Aston Adds 152 HP To Vantage - BYD Supercar Boasts 1,200 HP - Joby To Start Operating eVTOLs In Dubai

- EU Overcapacity Poses Plant Closing Threat - Tesla Makes More $$$ Per Vehicle Than GM, Ford - France Chops EV Subsidies on Too Much Demand - Rivian Cuts MSRP As Price War Rages - 7 OEMs To Build Charging Network to Challenge Tesla - Tesla Made $9 Billion In EV Subsidies - Aston Adds 152 HP To Vantage - BYD Supercar Boasts 1,200 HP - Joby To Start Operating eVTOLs In Dubai

Paul Hodges of New Normal Consulting and publisher of The pH Report returns to Forward Guidance to update viewers on the state of the chemicals and automotive industry. Hodges sees significant overcapacity in chemicals and persistently low price of ethene, propylene, and other chemicals suggests that demand is weakening. Jack asks about whether the fall in inflation in the U.S. economy, which occurred while the labor market and spending stayed strong, indicates that a “soft landing” is a likely outcome in the U.S. or might have even already occurred. Filmed on January 5, 2024. Public dot com has just launched its new high-yield cash account, offering an industry-leading 5.1% APY. Learn more at https://public.com/forwardguidance. A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account __ Follow Paul Hodges on Twitter https://twitter.com/paulhodges1 New Normal Consulting https://t.co/d5mkV0QuBb pH Report https://new-normal.com/the-ph-report-overview/ Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG10 to get 10% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (26:09) The Bank of Japan Faces A Dilemma (29:09) Why China's Economy Could Remain Weak For Longer Than Many Expect (43:25) The Chemicals Market Remains Weak (55:42) Will The U.S. Continue To Be Immune To Global Slowdown? (01:09:13) Euphoria In The Stock Market (01:10:43) Hodges' Concerns About The Bond Market (01:17:59) Why Can't The Printing Continue? (01:27:52) The Federal Reserve In 2024 (01:34:12) Why Paul Is The Most Risk Averse He's Ever Been (01:40:12) Geopolitics (01:42:05) Green Energy and Electric Vehicles __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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.

Ken Pilot interviews Terry Lundgren for this flight of The Retail Pilot - Leaders & Legends.Terry Lundgren served for 14 years as CEO of Macy's, Inc., operator of Macy's, Bloomingdale's, Bluemercury and one of the largest retail ecommerce businesses in America. He retired from Macy's, Inc. in January 2018 after serving for 10 months as the company's Executive Chairman. Prior to becoming CEO of the company in February 2003 and Chairman and CEO in January 2004, Lundgren had been President and Chief Merchandising Officer since May 1997. He is the founder of the Terry J. Lundgren Center for Retail at the University of Arizona where he hosts an annual conference for retail industry leaders and students interested in a career in retail and related industries.Lundgren currently serves on the boards of The Procter & Gamble Company, New DataNetwork, and the Economic Club of New York. He is a former board member of Kraft Foods Inc. the Federal Reserve Bank of New York, Carnegie Hall and has participated in numerous charitable and civic efforts. He has served as co-chairman of the Partnership for New York City and the American Heart Association CEO Roundtable, and as chairman of the National Retail Federation (twice), National Minority Supplier Development Council, and the American Society of Corporate Executives. Lundgren also currently serves as an Executive In Residence at Columbia Business School.Key Takeaways from Ken's conversation with Terry include:Terry Lundgren's Career Journey: Terry Lundgren started his retail career at Bullocks Department Store, which is now Macy's, and worked his way up to become the CEO of Neiman Marcus at the age of 37. Later, he played a key role in the acquisition and transformation of Federated Department Stores into Macy's Inc.Mentorship and Influential Figures: Alan Questrom, a prominent figure in the retail industry, was a significant mentor for Terry Lundgren. Questrom's guidance and influence played a crucial role in Lundgren's career decisions, including taking a lower-paying job at Bullocks, which eventually led to his successful career.Strategic Acquisitions at Macy's: Lundgren orchestrated major acquisitions at Macy's, including the purchase of Marshall Field and the acquisition of May Company. These strategic moves were aimed at expanding Macy's into a national brand and increasing its market presence.E-commerce Initiatives and Early Adoption: Lundgren recognized the potential of e-commerce early on and supported the development of online platforms at Macy's, leveraging the expertise of teams in Silicon Valley. Despite challenges, including the dot-com bust in 2000, Macy's continued to invest in e-commerce, establishing a significant lead over competitors.Challenges Facing the Retail Industry Today: Lundgren identifies three major challenges for retailers:Overcapacity of Physical Retail Space: There is an excess of physical retail space, and the industry needs to adapt by reducing store numbers.Potential Consumer Spending Slowdown: With a potential decline in consumer spending, especially among middle and lower-income households, retailers may face economic headwinds.Department Store Positioning: Department stores need to differentiate themselves to stay relevant. Lundgren advises a focus on offering unique products and enhancing the shopping experience to give consumers a reason to choose Macy's over other options.Department Stores' Future: Terry Lundgren believes that department stores will continue to exist in the future. He emphasizes the importance of adapting to the changing retail landscape by providing differentiated reasons for customers to choose one department store over another.Merchandising Strategy: Lundgren highlights the significance of uniqueness in assortment and in-store experience. He suggests that the best merchants will understand consumer expectations and deliver products and experiences that differentiate them from competitors.Collaboration with Brands: Lundgren shares examples of successful collaborations with brands, such as obtaining exclusivity with Tommy Hilfiger. He suggests that aligning with popular brands can attract customers and drive sales of other products within the store.Shop-in-Shop Model: The discussion touches upon the shop-in-shop model, where department stores collaborate with brands or retailers to create dedicated spaces within the store. Lundgren sees this as an opportunity, especially if the partnering brand can manage and operate the space more effectively than the department store itself.Technology in Retail: Lundgren discusses the impact of technology on the retail industry, including the use of RFID for inventory management and the potential of AI and generative AI in enhancing various aspects of the business. He emphasizes the importance of utilizing technology to improve inventory turnover and reduce markdowns.

Thanks to today's podcast sponsor, SimpleNexus, an nCino Company, developer of mortgage technology uniting the people, systems, and stages of the mortgage process into one seamless, end-to-end solution.Learn more at simplenexus.com. 

Have you heard the buzz in the freight market? It's no secret that there's an overcapacity of trucks, but when will the market level out? We've got the answers for you! In this episode of the Freight 360 Podcast, we'll break down our analysis of when the market will level out. We'll compare an article from FreightWaves, expert insight from market analysts at DAT, and real feedback from shippers and brokers. Plus, we've got a few fun stories mixed in to keep things light. 0:00 Intro, News, and Sports 4:30 Main Episode Freight Broker Basics Course: https://bit.ly/freight-360-university Sponsors/Affiliates: https://bit.ly/3mT2KAP Freight 360 Website: https://www.freight360.net/ Facebook Group: https://www.facebook.com/groups/449325909379811

Leslie will be joined by Tom Conway, President of the United Steelworkers (USW), North America's largest industrial union.  They're 1.2 million members and retirees strong in the United States, Canada and the Caribbean. They proudly represent men and women who work in nearly every industry there is. The two will have a broad conversation about how national security requires sound trade policy. Here are the subtopics that they'll be covering during the interview: Manufacturing in key sectors like steel and aluminum underpins national security, providing vital resources for our military and helping the nation meet its critical infrastructure needs. Section 232s have been an essential part of this since 2018. While there have been some modifications in relations to trading partners like the European Union and the United Kingdom, these measures remain an essential part in ensuring the U.S. can protect itself and rebuild its infrastructure. Facing global overcapacity, largely driven by China's unfair trade practices, 232 relief measures worked –and are continuing to work – as intended. - In steel, they improved industry conditions, spurred investments, and directly created thousands of new jobs. - They also allowed for needed capital investments so that U.S. steelmakers can continue to produce some of the best, cleanest steel in the world. - And domestic steel is underpinning the massive infrastructure upgrades we're making in communities across the country thanks to President Biden's vision and leadership. This is why a recent ruling by the World Trade Organization (WTO) was not only deeply flawed, but also dangerous. A recent decision by the dispute panel of the United States-Mexico-Canada Agreement, (USMCA), raises similar concerns about overreach. - The WTO has no standing to interfere with national security, and its attempt to do so undermines the credibility of the entire organization. - Allowing China to join the WTO, more than 20 years ago, was a mistake that has allowed the Chinese Communist Party (CCP) to leverage its position and continue its predatory practices. - Overcapacity, dumping, and illegal subsidies remain urgent concerns – which the WTO again made clear it is not equipped to address. - Until we have a broader reform of our trade system, we must instead rely on the tools we have at our disposal like filing trade cases and keeping the 232 relief measures in place. The Russian invasion of Ukraine also reinforced how critical trade is to national security. - The U.S. aluminum industry was already struggling, and then last year Century Aluminum Company idled its smelter in Hawesville, Ky.. They were the last domestic producer of commercial quantities of military-grade aluminum remaining after decades of foreign competition undercut the U.S. industry. - Energy prices caused by the war are also hurting European Aluminum producers, leaving markets open to Russian exports. - Sanctions on Russian aluminum will be a critical part of keeping not only the U.S. but the whole world safe, as will bringing new smelting capacity online. As we look to the future, domestic production and sound trade policy will be essential in another aspect of our national security: meeting our energy needs. - There is tremendous potential in areas like offshore wind, and the Biden administration is working to build out our domestic industry and secure the supply chain this industry will need to be successful. - Europe has a significant lead. - And China is ramping up production. Chinese producers are currently able to produce relatively inexpensive products because they can rely on the country's overcapacity in steel, dominance in rare earths, and control over the supply chain, setting up a “race to the bottom.” - So the U.S. needs to act quickly. The previous administration made it clear that we cannot exist in a vacuum when it comes to trade, that we need careful coordination with trusted partners. This is why it is crucial that we're deliberate in our work in the Indo-Pacific region.  - The administration's Indo-Pacific Economic Framework contains important priorities, including strong labor and environmental standards. - However, it's essential that the agreement adheres to worker-centered values, and that the U.S. selects only partners who are serious about realizing these goals, and intend to meet its terms. - Only then will this new chapter make our trade policy sounder – and our nation safer. The website for the United Steelworkers is www.USW.org. Their handle on Twitter and Instagram is @steelworkers.