China’s overcapacities, with Max J. Zenglein and Jacob Gunter episode artwork

EPISODE · May 2, 2025 · 23 MIN

China’s overcapacities, with Max J. Zenglein and Jacob Gunter

from MERICS China Podcast · host MERICS

High US tariffs on China have raised concerns in the EU of Chinese goods being rerouted from the US to Europe. This has also rekindled an ongoing discussion about overcapacities in the Chinese industry. Why are they a danger to European industries? What drives them in China? And what options do European decisionmakers have?Max J. Zenglein, Chief Economist at MERICS, and Jacob Gunter, Lead Analyst at MERICS, are two of the lead authors of the recent report “Beyond overcapacity: Chinese-style modernization and the clash of economic models”. They join Johannes Heller-John for this podcast episode to share their findings.More information:MERICS: Beyond overcapacity: Chinese-style modernization and the clash of economic modelsMERICS: Staying focused: Priorities for transatlantic China policy coordinationEU Chamber of Commerce in China: Made in China 2025: The Cost of Technological Leadership

High US tariffs on China have raised concerns in the EU of Chinese goods being rerouted from the US to Europe. This has also rekindled an ongoing discussion about overcapacities in the Chinese industry. Why are they a danger to European industries? What drives them in China? And what options do European decisionmakers have? Max J. Zenglein, Chief Economist at MERICS, and Jacob Gunter, Lead Analyst at MERICS, are two of the lead authors of the recent report “Beyond overcapacity: Chinese-style ...

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China’s overcapacities, with Max J. Zenglein and Jacob Gunter

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This episode is 23 minutes long.

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This episode was published on May 2, 2025.

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High US tariffs on China have raised concerns in the EU of Chinese goods being rerouted from the US to Europe. This has also rekindled an ongoing discussion about overcapacities in the Chinese industry. Why are they a danger to European industries?...

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