Janka Oertel

If the desire is to continue to address the distortion I am sure it can be figured out, but if the political desire were to cloak the fact that European cars produced in China get a tariff reduction through the backdoor when exported to Europe it would be a different story…

After the tariff deal is before the next necessary adjustment: if the new tariff line on vehicles means a knock down for everyone by 7.5 percentage points then the EV tariffs on China that address the distortion will have to go up… @sandertordoir.bsky.social

Quick take on EU-China (or China-EU) climate joint statement:
We'll do more of the same and we'll commit to make some commitments later.

vs. last joint statement back in 2021 - in which China stated that it was going to 'strictly control coal consumption (it didn't)

Stimmt. Ich glaube, manche sehen die Risiken durchaus – sind aber defaitistisch.

Warum glauben so viele in Berlin, Deutschland könne Chinas Industriepolitik nichts entgegensetzen?

Dabei haben wir riesige fiskalische Spielräume und eine starke industrielle Basis.

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Lethal weapon: Why Europe can’t afford to blink on China’s rare earth blackmail China’s export restrictions are bringing European factories to the verge of shutting down. Yielding to Chinese pressure today will only invite more sophisticated threats tomorrow; only a united and…

🔴The visit of Chinese Foreign Minister Wang Yi to Brussels, Berlin and Paris this week is an opportunity for European leaders to push back hard against Chinese coercion and assert European power @ecfrasia.bsky.social

Read @jankaoertel.bsky.social's latest policy alert for more: bit.ly/3ZYJ6GS

The EU-China reset that never was: summits begin but divisions remain After much talk of patching things up, a grand rapprochement has failed to materialise, with Beijing seen to be playing a ‘waiting game’.

NEW from me - The EU-China reset that never was: summits begin but divisions remain

A curtain raiser on a month of summitry, kicking off in earnest in Brussels today

www.scmp.com/news/china/d...

We knew China's rush to install solar and wind was going to be wild but WOW😮. The solar panels & wind turbines China installed in May alone, in a single month, will generarate as much electricity as:
-Poland
-Sweden
-Norway
-the UAE
-North Carolina&Maryland or
-Washington&Wyoming

Wird China die Führung der Welt übernehmen? Trumps Angriff auf die westliche Wertegemeinschaft ist gefundenes Fressen für China: Wie Peking seine Macht ausbaut, beantwortet die Sinologin Janka Oertel.

Ich würds echt nicht sagen, wenn es nicht so wäre. Die neue Episode von unserem DLF-Podcast Der neue Westen war für mich wieder eyeopening. Dieses Mal gehts um China als lachenden Dritten. @jankaoertel.bsky.social im Gespräch mit @weltmayster.bsky.social . share.deutschlandradio.de/dlf-audiothe...

The UK’s trade deal Podcast-Folge · Unhedged · 15.05.2025 · 22 Min.

It will be hard got me to get the image of Sabine Weyand in a Ninja outfit out of my head after listening, but this is really worth your time and @katie0martin.ft.com as amazing as always podcasts.apple.com/de/podcast/u...

Independent Thinking: Can the UK take on the EU, US and China? Janka Oertel and Sir Martin Donnelly join the podcast to discuss how the UK can manage its economic ties with the European Union, United States and China.

Podcast🎙️| Can the UK take on the EU, US and China?

@jankaoertel.bsky.social and Sir Martin Donnelly join the podcast this week to discuss how 🇬🇧 can manage its economic ties with the 🇪🇺 🇺🇸 and 🇨🇳.

Apple: apple.co/4mjYnLO
Spotify: spoti.fi/3SKJPat

Electric shock: The Chinese threat to Europe’s industrial heartland The industrial heartland of Germany and central Europe is at risk from the second “China shock”. Here is how decision-makers can save industry and avert social and political strife.

Super proud to share a result of our joint work with @jankaoertel.bsky.social on what CEE and Germany can do together to withstand the China Shock 2.0, particularly in car industry

MAKE CENTRAL EUROPEAN VALUE CHAIN GREAT AGAIN 😎

ecfr.eu/publication/...

This was more the art of the fold rather than the art of the deal…the U.S. had to retreat and this strengthens the hand of negotiators in Beijing. EU will likely face even more confident counterparts in China. But lots of uncertainty remains.

For Europe it means that none of the China challenges have become smaller & that the US negotiations could become harder.Focus on diversifying trade and strengthen competitiveness, enhance defense measures w/ regard to China, single market reform - we know what we have to do. We just have to do it..

So we are back to square one on China-US trade relations for 90 days. Would be a massive exaggeration to call this agreement to de-escalate a „deal“, uncertainty remains high, but one thing is clear: China is certainly in a better position now than before the tariff escalation began.

www.fmprc.gov.cn/eng/xw/zyxw/...

For all to read where China and Russia see their priorities and goals. We should pay close attention in Europe. We didn’t take the joint statement in 2022 seriously - let’s not make the same mistake again.

Europe’s last maker of key antibiotics ingredients shuts biggest domestic factory Xellia Pharmaceuticals to close Copenhagen plant and shift some production to China

on.ft.com/3YzLPGa Europe’s last maker of key antibiotics ingredients shuts biggest domestic factory

Janka a Jakub Voice for CHOICE (China Observers in Central and Eastern Europe) · Episode

Very thoughtfull and informative podcast by Choice - China observers in Central and Eastern Europe: On EVs, supply chains, production and import through the eyes of European automotive power houses with @jankaoertel.bsky.social and Jakub Jakobówski OSW, Poland
open.spotify.com/episode/6pJC...

🎧 New Podcast!

This week, Mark Leonard welcomes @agathedemarais.bsky.social and @jankaoertel.bsky.social to examine the diverse perspectives on US-China relations and how Europe can navigate this changing geopolitical landscape.

Listen, share and subscribe!✍️
buff.ly/8xkp5tw

Multi-Pole-arity: How Poland can help Europe think big on China Beijing’s economic policies are threatening European competitiveness and economic security at a time when Europe cannot afford to be vulnerable. Poland can use its growing leadership role in the EU…

Beijing’s economic policies are threatening European competitiveness and economic security at a time when Europe cannot afford to be vulnerable. Poland can use its growing leadership role in the EU to help guide the bloc’s response.

Is it? „Looking ahead, President von der Leyen noted that the upcoming EU-China Summit in July WOULD be a fitting opportunity to commemorate the 50th anniversary of diplomatic relations.“ I would say it is hoped to be 😉

China Accuses U.S. of Blackmail After Trump Threatens More Tariffs China sees little to gain in capitulating to President Trump’s tariff threats, labeling them “blackmail” and vowing to “fight to the end.”

“If it’s a question of who can endure more pain, China will not lose,” said Wang Wen, dean of the Chongyang Institute for Financial Studies at Renmin University in Beijing. By @dhpierson.bsky.social
www.nytimes.com/2025/04/07/w...

China has been de-risking its relationship from the U.S. for the past 8 years, the measures are going to hurt their economy too, but they expect to hurt Trump more. They can manage supply on agriculture and energy, they have planned for this. It comes at a cost, but not reacting was not an option.

Well they didn’t do it for the greater good or for Europe to be clear 😉

China imposes 34% reciprocal tariffs on imports of US goods in retaliation for Trump’s trade war | CNN Business China said on Friday it will impose reciprocal 34% tariffs on all imports from the United States from April 10, making good on a promise to strike back after US President Donald Trump escalated a glob...

Highly plausible response. Beijing understands the meaning of reciprocity very well. edition.cnn.com/2025/04/04/b...

Podcast: Trump 2.0 vs. China: Eskaliert der Kampf um die globale Vorherrschaft? Seit Trumps Machtantritt weht in der Welt ein neuer Wind. Auch China bekommt das zu spüren. Wir wollen an unsere Folge vom 8.November 2024 anknüpfen. Damals, als Trump 2.0 noch ganz frische Realität…

🎙️ In Welt.Macht.China podcast @jankaoertel.bsky.social discusses the winds of change since Trump's taking office - where is the relationship between the two superpowers China and USA heading? And what options remain for Europe and Germany?

EU is thus extending a hand to US admin to work together on China (if Washington wants to…) and is sending a signal to Beijing that it cannot expect current Brussels approach to address Chinese market distortions and overcapacities to magically disappear- quite the contrary.

Statement by President von der Leyen on the announcement of universal tariffs by the US President Trump's announcement of universal tariffs on the whole world, including the EU, is a major blow to the world economy. I deeply regret this choice. Let's be clear-eyed about the immense conse

Noteworthy in vdL statement for all China watchers: "others are taking unfair advantage of the current rules - ready to support any efforts to make the global trading system fit for the realities" & "we cannot absorb global overcapacity and won't accept dumping" ec.europa.eu/commission/p...

Explainer | After Trump’s ‘Liberation Day’, what’s China’s effective tariff rate? With US ‘reciprocal tariffs’, taxes on Chinese goods have climbed even further – with some analysts predicting an effective rate of ‘almost 70 per cent’.

I had forgotten the section 301 tariffs....indeed... we are well beyond 60.... www.scmp.com/economy/glob...

China Will Face at Least 54 Percent Tariffs With Trump’s New Order The 34 percent tariff announced on Wednesday is in addition to two rounds of import taxes the president already imposed since January.

54 per cent it is…for now. Staggered on top of each other. More could come. The argument that Trump in the end would be weak on China really does not hold anymore (has been a very European argument all along…) www.nytimes.com/2025/04/02/b...

(S+) Sinologin Janka Oertel über Europa und Trump: »Für Peking sortieren sich die Karten perfekt« Während Donald Trump Verbündete beschimpft, gibt China sich verständnisvoll. Gehen die Europäer in ihrer Ratlosigkeit bald ausgerechnet auf Xi Jinping zu? Die Sinologin Janka Oertel warnt davor – und ...

Während Trump Verbündete beschimpft, gibt China sich verständnisvoll. Gehen die Europäer in ihrer Ratlosigkeit ausgerechnet auf Xi Jinping zu? Die Sinologin @jankaoertel.bsky.social warnt dringlich davor – und sagt, was sie Friedrich Merz rät. Interview @spiegel.de👇

www.spiegel.de/ausland/euro...