Brussels faces China trade deficit
10h
The EU imported three times as much from China as it exported, creating a trade deficit exceeding €1 billion per day in July and pressuring Brussels to act.
FT: "“I had thought that it was perhaps only towards 2030 that China would get up close to 40 per cent,” said Eskelund. “That of course also means that the imbalances are growing very, very considerably.”"
www.ft.com/content/51c4...
www.ft.com/content/51c4...
China’s share of global container exports soars to 40%
Rapid rise underscores economy’s reliance on trade and threat to trading partners, EU chamber says
www.ft.com
September 23, 2026 at 5:47 AM
FT: "“I had thought that it was perhaps only towards 2030 that China would get up close to 40 per cent,” said Eskelund. “That of course also means that the imbalances are growing very, very considerably.”"
www.ft.com/content/51c4...
www.ft.com/content/51c4...
Reposted by Daniel W. Drezner, Bessma Momani, Simon Lester
Carney, when asked just now about Trump’s upcoming visit with Chinese President Xi: “The United States has far deeper cooperation today in some of the most important strategic technologies on the planet with China than Canada does. That's an observation.”
September 22, 2026 at 8:46 PM
Carney, when asked just now about Trump’s upcoming visit with Chinese President Xi: “The United States has far deeper cooperation today in some of the most important strategic technologies on the planet with China than Canada does. That's an observation.”
Europe hasn’t developed a shared concept of ‘security of supply’. This article maps 229 elite statements and finds 9 competing frames, the East fears abandonment, the West fears constraint, and everyone mentions domestic industry. doi.org/10.1080/0966...
Reconceptualising security of supply in European defence politics
The material-discursive conceptualisation of
doi.org
September 22, 2026 at 12:32 PM
Europe hasn’t developed a shared concept of ‘security of supply’. This article maps 229 elite statements and finds 9 competing frames, the East fears abandonment, the West fears constraint, and everyone mentions domestic industry. doi.org/10.1080/0966...
Europe isn't just spending more on defence, it's reconceptualizing what defence production is for. This has long-term structural implications for ‘coordinated sovereignty’ where states and the EU Commission pool industrial policy but states retain control over procurement. doi.org/10.1080/0966...
Arming Europe – reconceptualising European defence production
Europe is rearming. A process that has laid dormant for the better part of three decades – within export oriented national policy and market-regulating European Union (EU) agency – has been jump st...
doi.org
September 22, 2026 at 12:32 PM
Europe isn't just spending more on defence, it's reconceptualizing what defence production is for. This has long-term structural implications for ‘coordinated sovereignty’ where states and the EU Commission pool industrial policy but states retain control over procurement. doi.org/10.1080/0966...
Reposted by Christian Odendahl
NEW🚨Automotive is at the very core of Europe's industrial policy concerns & efforts. The challenges are great, and China is only part of the issue. Defensive measures alone will not fix to the problem. Smarter industrial & trade policy actions are urgently required.
www.bruegel.org/policy-brief...
www.bruegel.org/policy-brief...
The European Union’s automotive sector needs a plan, not undue protection
European automotive policy should prioritise affordable competitiveness over protectionism, using resilience criteria and temporary safeguards
www.bruegel.org
September 22, 2026 at 7:42 AM
NEW🚨Automotive is at the very core of Europe's industrial policy concerns & efforts. The challenges are great, and China is only part of the issue. Defensive measures alone will not fix to the problem. Smarter industrial & trade policy actions are urgently required.
www.bruegel.org/policy-brief...
www.bruegel.org/policy-brief...
"The Role of Trade Agreements in Countering Trade Sanctions: Evidence from Sectoral Data" is available as a working paper at papers.ssrn.com/sol3/papers...
September 22, 2026 at 7:30 AM
"The Role of Trade Agreements in Countering Trade Sanctions: Evidence from Sectoral Data" is available as a working paper at papers.ssrn.com/sol3/papers...
2/2 🇰🇷 was an early target of 🇨🇳 economic coercion. Today, it must also navigate growing industrial pressures from its key 🇺🇸 ally.
What can 🇪🇺 EU learn? Economic security means managing dependencies strategically: adapting at home, diversifying abroad & working with partners 🤝
What can 🇪🇺 EU learn? Economic security means managing dependencies strategically: adapting at home, diversifying abroad & working with partners 🤝
September 22, 2026 at 5:32 AM
2/2 🇰🇷 was an early target of 🇨🇳 economic coercion. Today, it must also navigate growing industrial pressures from its key 🇺🇸 ally.
What can 🇪🇺 EU learn? Economic security means managing dependencies strategically: adapting at home, diversifying abroad & working with partners 🤝
What can 🇪🇺 EU learn? Economic security means managing dependencies strategically: adapting at home, diversifying abroad & working with partners 🤝
As the EU seeks to project global power:
1. its “frugal” members want to cut its budget
2. Over 10 countries want to pause new EU legislation for a year of simplification
Yet you cannot demand a stronger Europe while cutting its resources & capacity to act.
That is deeply contradictory
1. its “frugal” members want to cut its budget
2. Over 10 countries want to pause new EU legislation for a year of simplification
Yet you cannot demand a stronger Europe while cutting its resources & capacity to act.
That is deeply contradictory
September 22, 2026 at 5:18 AM
As the EU seeks to project global power:
1. its “frugal” members want to cut its budget
2. Over 10 countries want to pause new EU legislation for a year of simplification
Yet you cannot demand a stronger Europe while cutting its resources & capacity to act.
That is deeply contradictory
1. its “frugal” members want to cut its budget
2. Over 10 countries want to pause new EU legislation for a year of simplification
Yet you cannot demand a stronger Europe while cutting its resources & capacity to act.
That is deeply contradictory
Thoughts for @scmpnews.bsky.social: "While the #US still holds the leading-edge chip advantage, it is now treating it as a bargainable asset rather than a hard wall."
www.scmp.com/economy/glob...
www.scmp.com/economy/glob...
In Focus | The US-China tech war has evolved since Xi and Trump last met. Who has the edge?
The two sides have found new sources of leverage across AI, chips, rare earths and wider technology supply chains since the US leader’s May visit to Beijing.
www.scmp.com
September 22, 2026 at 4:06 AM
Thoughts for @scmpnews.bsky.social: "While the #US still holds the leading-edge chip advantage, it is now treating it as a bargainable asset rather than a hard wall."
www.scmp.com/economy/glob...
www.scmp.com/economy/glob...
JUST PUBLISHED: Geopolitical Tensions and Trade: Mitigating through Partner Diversification has been published at the Journal of Economics and Business doi.org/10.1016/j.jeconbus....
Working paper version is available at dx.doi.org/10.2139/ssrn.526...
Working paper version is available at dx.doi.org/10.2139/ssrn.526...
September 21, 2026 at 7:30 PM
JUST PUBLISHED: Geopolitical Tensions and Trade: Mitigating through Partner Diversification has been published at the Journal of Economics and Business doi.org/10.1016/j.jeconbus....
Working paper version is available at dx.doi.org/10.2139/ssrn.526...
Working paper version is available at dx.doi.org/10.2139/ssrn.526...
Reposted by Marko Lindroos
In my latest policy brief for @econ4ua.bsky.social, Oleksandr Shepotylo and I look at the role of China in propping up Russia's war against #Ukraine.
We also discuss what Europe should do to stop it.
econ4ua.org/wp-content/u...
We also discuss what Europe should do to stop it.
econ4ua.org/wp-content/u...
September 21, 2026 at 4:19 PM
In my latest policy brief for @econ4ua.bsky.social, Oleksandr Shepotylo and I look at the role of China in propping up Russia's war against #Ukraine.
We also discuss what Europe should do to stop it.
econ4ua.org/wp-content/u...
We also discuss what Europe should do to stop it.
econ4ua.org/wp-content/u...