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2024",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53],"https://substackcdn.com/image/fetch/$s_!Ysqd!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa82718a9-5427-489b-b57f-7ac24f8900c5_750x333.webp","https://s.yimg.com/lo/mysterio/api/d22fa9492e4eff1550ada587f339a060edf2b3c1570621c6e026cce17e6fd9f5/lightyear_networkapi/resizefill_w976;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fsourcing_journal_735%2F4f10ece8b5063524571ef7bc5b87d018","https://english.news.cn/20260728/53d721f37a48403081fcf7c9b3ba0143/2026072853d721f37a48403081fcf7c9b3ba0143_XxjwshE000041_20260728_CBMFN0A001.png","https://8d073164.delivery.rocketcdn.me/wp-content/uploads/2026/07/julia-taubitz-oQlA_B_dYno-unsplash-1024x683.jpg","https://akm-img-a-in.tosshub.com/indiatoday/images/story/202607/pti-international-3-original_306-sixteen_nine.png?VersionId=65Bo1RpNIO4hy.uUhaMhVefOT96YFV92&size=1280:720","https://image.chitra.live/api/v1/wps/d4100e4/b2de466c-7ef2-4940-8f5f-5b2a55f20ff3/0/XxjwshE000026-20260728-CBMFN0A002-620x420.jpg","https://bloximages.chicago2.vip.townnews.com/ottumwacourier.com/content/tncms/assets/v3/editorial/7/67/76767285-3076-52e7-b3a6-0d9d47384ada/6a689ad2db1d7.image.jpg?resize=400%2C267","https://images.ft.com/v3/image/raw/https%3A%2F%2Fcms-image-bucket-productionv3-ap-northeast-1-a7d2.s3.ap-northeast-1.amazonaws.com%2Fimages%2F6%2F8%2F4%2F3%2F12913486-1-eng-GB%2F3143c8e9fb00-2026-07-14T105944Z_1245181485_RC2KDMA7FZ5G_RTRMADP_3_CHINA-ECONOMY.JPG?fit=cover&gravity=faces&dpr=2&quality=medium&source=nar-cms&format=auto&width=780","https://web-cdnprod.aa.com.tr/uploads/Contents/2026/07/28/thumbs_b_c_82ffe4787ad3e708869d556a84f24ae2.jpg","https://static.cryptobriefing.com/wp-content/uploads/2026/08/02131936/china-flag-with-polyester-fabric-two-brass-grommets-and-doub-800x420.jpeg","https://img.caixin.com/2025-04-09/174421395215046_1280_720.jpg","https://insideretail.asia/wp-content/uploads/2026/08/beijing-traffic-720x400-1.jpg","https://imgsrv2.voi.id/tnxeSpnxQTp8IRhT98K3yGqIIO1xO_nY8i_juUs1K0c/auto/1280/853/sm/1/bG9jYWw6Ly8vcHVibGlzaGVycy81ODcxMTQvMjAyNjA3MjkxMjUwLW1haW4uY3JvcHBlZF8xNzg1MzA0MjM1LmpwZWc.jpg","https://static.law360news.com/images/mlex_square_logo.png","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ix6g2o7hKnfU/v0/-1x-1.webp","https://wwd.com/wp-content/uploads/2026/07/chinafactory.jpg?w=910&h=511&crop=1","https://news.cgtn.com/news/2026-07-29/CGTN-Poll-81-7-oppose-politicizing-trade-over-excess-capacity--1Pb7eh4qF4k/img/8ca5130fe3414304aeb3ed48d225f9ef/8ca5130fe3414304aeb3ed48d225f9ef-1920.png","https://image.bastillepost.com/1200x/wp-content/uploads/global/2026/07/8491696_1785267016002_a_FB.jpg.webp","https://bloximages.newyork1.vip.townnews.com/guardonline.com/content/tncms/assets/v3/editorial/1/78/178595dc-7bff-547f-814c-562e630ad453/6a689a718c67d.image.jpg?resize=1200%2C800","https://bloximages.chicago2.vip.townnews.com/lufkindailynews.com/content/tncms/assets/v3/editorial/b/ab/bab258a5-64f3-59e0-9a62-d721622768ea/6a6f7c6001133.image.jpg","https://news.cgtn.com/news/2026-07-28/Poll-on-China-s-position-paper-on-so-called-excess-production-capacity-1P9smbloY9O/img/e9b9ad94655b4569b2f24494cb455194/e9b9ad94655b4569b2f24494cb455194.png","https://fox5sandiego.com/wp-content/uploads/sites/15/2026/07/6a6899786f3f32.64718469.jpeg?strip=1","https://s.abcnews.com/images/International/wirestory_cf3e096486d6f0c83b0b52e0aa7f446d_16x9_1600.jpg","https://cdn.i-scmp.com/sites/default/files/styles/700x400/public/d8/images/canvas/2026/07/28/5c79a065-3cd1-4e47-b277-71b5d7d9e693_c355ebed.jpg?itok=Oovt5jot&v=1785232856","https://news.cgtn.com/news/2026-07-28/China-releases-document-on-so-called-excess-capacity-issue-1P91ZKLpylW/img/f6c3018307184d44a5df4049b1fbb456/f6c3018307184d44a5df4049b1fbb456.png","https://img.digitimes.com/newsshow/20260730vl217_files/2_b.jpg","https://menafn.com/updates/pr/Menafn_News_Images/local_politics_1079.jpg","http://img2.chinadaily.com.cn/images/202607/30/6a6a869da310986e101a8db2.jpeg","https://m.economictimes.com/thumb/msid-132812051,width-1200,height-900,resizemode-4,imgsize-10848/china-draws-red-lines-around-its-economic-model-ahead-of-eu-us-trade-talks.jpg","https://www.chinadailyhk.com/upload/main/image/2026/05/04/e30706b9b6152f2f3d203ce02d452608.png","https://news.cgtn.com/news/2026-07-29/Rethinking-the-global-debate-over-manufacturing-overcapacity-1PaOaIi6hby/img/16e3cc576f364010b2e71c153656019d/16e3cc576f364010b2e71c153656019d.jpeg","https://www.globalbankingandfinance.com/i/cloud-9d4c9d47-3ea1-4149-ba0a-5b52148dbb54/width=1200,quality=72,format=auto,fit=cover/","https://www.globaltimes.cn/Portals/0/attachment/2026/2026-07-10/8d9cc6fe-c323-4183-89d6-a62185c66cbf.jpeg","https://www.steelradar.com/i/l/016/0162469_aisi-chinas-no-overcapacity-report-does-not-reflect-reality.png","https://www.reuters.com/resizer/v2/YYF3GILI5RPIZMZK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escalating US-China trade dispute represents a critical inflection point for cross-border e-commerce sellers. Following the Communist Party's August 3 Politburo meeting reaffirming commitment to subsidized advanced industries, the **USTR has launched a formal investigation into Chinese industrial overcapacity** targeting steel, aluminum, semiconductors, and other critical manufacturing sectors. This investigation directly challenges China's export-driven model, where **60% of Chinese firms' market share gains stem from government subsidies** (OECD data) and **75% of export growth derives from domestic overcapacity** (Bank of Italy study).\n\n**The tariff arbitrage window is closing rapidly.** China currently adds three times more productive assets annually than the US and EU combined while achieving 40% lower capital returns—a structural advantage that Western policymakers view as market-distorting dumping. The EU already faces a $1 billion daily trade deficit with China, prompting defensive industrial policies. The USTR investigation signals imminent tariff escalation, with potential additional duties on finished goods and raw materials sourced from China. For sellers relying on Chinese manufacturing for competitive pricing, this creates immediate procurement cost pressures of 8-15% on affected categories.\n\n**Supply chain diversification is now a competitive necessity, not optional.** Sellers currently sourcing electronics, home goods, and industrial products from China face three scenarios: (1) absorb tariff increases and compress margins by 5-12%, (2) shift sourcing to Vietnam, India, or Mexico (adding 2-4 week lead times and 3-8% sourcing cost premiums), or (3) increase retail prices 10-18% and risk demand destruction. The investigation's focus on technology and industrial goods sectors signals that semiconductors, consumer electronics, and smart home categories face the highest tariff risk. Sellers with diversified supplier bases across Vietnam, India, and Southeast Asia will gain competitive advantage as tariffs on Chinese goods increase. The policy window before tariff implementation (typically 60-90 days from investigation conclusion) represents the last opportunity to lock in current pricing with Chinese suppliers or execute sourcing transitions.\n\n**Market access opportunities emerge in non-China sourcing regions.** As tariffs on Chinese goods increase, sellers can exploit tariff arbitrage by sourcing equivalent products from Vietnam (currently 5-8% tariff advantage vs. China on electronics), India (emerging advantage on textiles and home goods), and Mexico (USMCA preferential access). Sellers who establish supplier relationships in these regions before tariff implementation will capture 3-6 month first-mover advantages before competitors execute similar transitions. The competitive shift favors medium-sized sellers (100-500 SKUs) with agility to rebalance supplier portfolios, while large sellers face supply chain restructuring costs of $500K-$2M and small sellers face margin compression unless they rapidly increase prices.",[56,59,62,65,68,71,74,77],{"title":57,"answer":58,"author":5,"avatar":5,"time":5},"What is the timeline for USTR tariff implementation and when should I act?","USTR investigations typically conclude within 60-90 days, followed by 30-60 days before tariff implementation. The investigation was initiated in August 2024, suggesting potential tariff announcements by October-November 2024 with implementation by December 2024-January 2025. This creates a narrow window (60-90 days) to lock in current Chinese supplier pricing, execute sourcing transitions, or adjust retail pricing before tariffs take effect. Sellers should immediately contact suppliers to negotiate price locks, request expedited shipments to build inventory buffers, and evaluate alternative sourcing. Delaying action beyond September 2024 risks missing the supplier negotiation window and facing full tariff exposure.",{"title":60,"answer":61,"author":5,"avatar":5,"time":5},"Should I shift my sourcing from China to Vietnam, India, or Mexico to avoid tariffs?","Yes, but with strategic timing and cost analysis. Vietnam currently offers 5-8% tariff advantages on electronics compared to China, while India is emerging as competitive for textiles and home goods. Mexico provides USMCA preferential access for goods destined to North America. However, sourcing transitions add 2-4 week lead times, 3-8% sourcing cost premiums, and require 4-8 week supplier qualification periods. Calculate your tariff exposure first: if tariffs exceed 12%, diversification pays for itself within 6-12 months. Sellers with 100-500 SKUs should prioritize transitioning high-volume, high-tariff-risk products first. Establish relationships with Vietnam/India suppliers now before competitors saturate capacity.",{"title":63,"answer":64,"author":5,"avatar":5,"time":5},"Which product categories face the highest tariff risk from this USTR investigation?","The investigation explicitly targets steel, aluminum, semiconductors, and other critical manufacturing sectors. For cross-border sellers, this means electronics (including consumer electronics, smart home devices, and components), industrial goods, and metal-based products face the highest tariff risk. Technology products and semiconductors are specifically flagged as future restriction categories. Sellers in these categories should prioritize supply chain diversification immediately. Home goods, apparel, and non-metal consumer products face lower tariff risk but may see indirect cost increases if they use steel or aluminum components.",{"title":66,"answer":67,"author":5,"avatar":5,"time":5},"What is the USTR investigation into Chinese excess capacity and how does it affect my sourcing costs?","The USTR investigation examines whether Chinese government subsidies and state-owned enterprises artificially inflate production capacity, flooding global markets with below-cost exports. The investigation specifically targets steel, aluminum, semiconductors, and industrial goods—categories where Chinese firms gain 60% of market share through subsidies. If the investigation concludes that Chinese policies distort markets, the USTR can impose additional tariffs of 15-25% on affected products, directly increasing your procurement costs by 8-15% depending on product category. Sellers should immediately audit their supplier base to identify which products fall under investigation scope and calculate tariff exposure by HS code.",{"title":69,"answer":70,"author":5,"avatar":5,"time":5},"How do EU trade policies and the $1 billion daily trade deficit with China affect cross-border sellers?","The EU faces a $1 billion daily trade deficit with China, prompting defensive industrial policies that create secondary tariff barriers for sellers exporting to European markets. EU-based sellers and those shipping to EU customers should expect additional tariff scrutiny and potential anti-dumping investigations on Chinese-sourced products. The EU's defensive posture mirrors the US USTR investigation, indicating coordinated Western pressure on Chinese industrial policies. Sellers should evaluate separate sourcing strategies for EU markets versus US markets, as EU tariff rates may diverge from US rates. Consider establishing EU-based fulfillment centers or partnering with EU 3PL providers to reduce tariff exposure on inbound shipments. Monitor European Commission trade announcements for sector-specific tariff changes, particularly in steel, aluminum, and semiconductor categories where EU overcapacity concerns are highest.",{"title":72,"answer":73,"author":5,"avatar":5,"time":5},"How does China's refusal to reform its industrial policies affect my long-term sourcing strategy?","China's August 3 Politburo statement reaffirmed commitment to subsidized advanced industries and rejected structural reform demands from the US and EU. This signals that Chinese government support for overcapacity will continue, making tariff escalation a structural, long-term trend rather than a temporary dispute. Sellers should treat China sourcing as a declining advantage and plan for permanent tariff increases of 10-20% on affected categories. This favors sellers who build diversified supplier networks across Vietnam, India, Mexico, and Southeast Asia. The competitive advantage shifts to sellers with supply chain agility and multiple sourcing options. Long-term strategy should assume China tariffs remain elevated (15-25%) for 2-3 years, making supplier diversification a permanent competitive requirement rather than a temporary adjustment.",{"title":75,"answer":76,"author":5,"avatar":5,"time":5},"What compliance or monitoring steps should I take now to prepare for tariff changes?","Immediately audit your supplier base by HS code to identify tariff exposure. Use the USITC HTS database (hts.usitc.gov) to classify your products and check current tariff rates. Create a supplier diversification roadmap: identify 2-3 alternative suppliers in Vietnam, India, or Mexico for your top 20 SKUs by revenue. Request quotes from alternative suppliers and calculate total landed costs including tariffs. Monitor USTR announcements weekly at ustr.gov for investigation updates and sector-specific tariff proposals. Establish relationships with customs brokers to understand tariff classification and potential duty deferral strategies. Consider increasing inventory of high-tariff-risk products before implementation if cash flow permits. Document all supplier communications and pricing agreements to support tariff mitigation strategies.",{"title":78,"answer":79,"author":5,"avatar":5,"time":5},"How much will my Amazon FBA or Shopify margins compress if tariffs increase 15-20%?","Margin compression depends on your current cost structure. If your COGS is 40% of retail price and tariffs add 15%, your effective COGS increases to 46%, compressing margins by 6 percentage points (15% of 40%). For a product with 30% gross margin, this reduces margin to 24%—a 20% margin compression. On Amazon FBA, this also increases fulfillment costs as a percentage of revenue. Sellers have three options: (1) absorb the cost and reduce margin by 5-12%, (2) increase retail prices 10-18% and risk 8-15% demand destruction, or (3) shift sourcing to lower-tariff countries. Most sellers will need to implement a combination: shift 40-60% of sourcing to Vietnam/India, increase prices 5-8%, and accept 2-4% margin compression.",[81,86,91,96,100,104,108,113,117,121,125,130,134,138,141,145,149,153,157,161,165,169,172,176,180,185,189,193,197,201,205,209,213,217,221,225,229,233,237,241,245,250,254,258,262,265,268,272,276,280,283,287,290],{"id":82,"title":83,"source":84,"logo":49,"time":85},1331428,"‘Overcapacity’ theory misreads industrial reality","https://www.chinadailyasia.com/article/637310","2D AGO",{"id":87,"title":88,"source":89,"logo":21,"time":90},1331429,"Why China won’t change its export-led growth model ahead of US talks","https://insideretail.asia/2026/08/03/why-china-wont-change-its-export-led-growth-model-ahead-of-us-talks","1D AGO",{"id":92,"title":93,"source":94,"logo":24,"time":95},1331426,"China Gears Up to Fight Overcapacity Claims as Trade Clash Looms","https://www.bloomberg.com/news/articles/2026-07-28/china-gears-up-to-fight-overcapacity-claims-as-trade-clash-looms","7D AGO",{"id":97,"title":98,"source":99,"logo":33,"time":95},1331427,"China pushes back against Western overcapacity claims in new document","https://www.scmp.com/economy/china-economy/article/3362138/china-pushes-back-against-western-overcapacity-claims-new-document",{"id":101,"title":102,"source":103,"logo":44,"time":85},1331424,"China draws 'red lines' around its economic model ahead of EU, US trade talks","https://www.reuters.com/world/china/china-draws-red-lines-around-its-economic-model-ahead-eu-us-trade-talks-2026-08-02",{"id":105,"title":106,"source":107,"logo":5,"time":85},1331468,"ANALYSIS-China draws 'red lines' around its economic model ahead of EU, US trade talks","https://www.devdiscourse.com/article/business/3958563-analysis-china-draws-red-lines-around-its-economic-model-ahead-of-eu-us-trade-talks",{"id":109,"title":110,"source":111,"logo":11,"time":112},1331425,"China Hits Back At USTR Investigation Targeting ‘So-Called Excess Capacity’","https://www.yahoo.com/news/politics/articles/china-hits-back-ustr-investigation-222809779.html","3D AGO",{"id":114,"title":115,"source":116,"logo":5,"time":85},1331469,"Analysis-China Draws 'Red Lines' Around Its Economic Model Ahead of EU, US Trade Talks","https://money.usnews.com/investing/news/articles/2026-08-02/analysis-china-draws-red-lines-around-its-economic-model-ahead-of-eu-us-trade-talks",{"id":118,"title":119,"source":120,"logo":30,"time":95},1331466,"Poll on China's position paper on so-called excess production capacity","https://news.cgtn.com/news/2026-07-28/Poll-on-China-s-position-paper-on-so-called-excess-production-capacity-1P9smbloY9O/p.html",{"id":122,"title":123,"source":124,"logo":47,"time":90},1331467,"China draws 'red lines' around its economic model ahead of EU, US trade talks, China News","https://www.asiaone.com/china/china-draws-red-lines-around-its-economic-model-ahead-eu-us-trade-talks",{"id":126,"title":127,"source":128,"logo":40,"time":129},1331464,"Rethinking the global debate over manufacturing overcapacity","https://news.cgtn.com/news/2026-07-29/Rethinking-the-global-debate-over-manufacturing-overcapacity-1PaOaIi6hby/p.html","6D AGO",{"id":131,"title":132,"source":133,"logo":34,"time":95},1331465,"China issues document calling for objectivity over 'excess capacity'","https://news.cgtn.com/news/2026-07-28/China-releases-document-on-so-called-excess-capacity-issue-1P91ZKLpylW/p.html",{"id":135,"title":136,"source":137,"logo":37,"time":95},1331462,"Experts rebut 'overcapacity' claim by West","https://global.chinadaily.com.cn/a/202607/29/WS6a6a1b3ba310986e2b46800e.html",{"id":139,"title":102,"source":140,"logo":38,"time":85},1331463,"https://m.economictimes.com/news/international/world-news/china-draws-red-lines-around-its-economic-model-ahead-of-eu-us-trade-talks/articleshow/132812051.cms",{"id":142,"title":143,"source":144,"logo":5,"time":95},1331460,"Xinhua News | China releases document on so-called excess capacity issue","https://english.news.cn/20260728/4acf51148e474bd08a094f0912315cea/c.html",{"id":146,"title":147,"source":148,"logo":42,"time":95},1331461,"China releases position paper addressing the so-called 'overcapacity' issue; experts call it a systematic response to US, EU narratives","https://www.globaltimes.cn/page/202607/1366962.shtml",{"id":150,"title":151,"source":152,"logo":39,"time":95},1331459,"Claims of 'excess capacity' dismissed","https://www.chinadailyhk.com/hk/article/637096",{"id":154,"title":155,"source":156,"logo":36,"time":95},1331457,"China Rejects Overcapacity Criticism, Warns Against Politicizing Global Trade","https://menafn.com/1111454746/China-Rejects-Overcapacity-Criticism-Warns-Against-Politicizing-Global-Trade",{"id":158,"title":159,"source":160,"logo":15,"time":95},1331458,"Update: China releases document on so-called excess capacity issue","https://www.bignewsnetwork.com/news/279212986/update-china-releases-document-on-so-called-excess-capacity-issue",{"id":162,"title":163,"source":164,"logo":22,"time":129},1331455,"China Denies Excess Capacity Amid Threat of New U.S. Tariffs","https://voi.id/en/economy/587114",{"id":166,"title":167,"source":168,"logo":16,"time":95},1331456,"China hits back at criticism over excess industrial capacity as more US tariffs loom","https://www.ottumwacourier.com/news/business/china-hits-back-at-criticism-over-excess-industrial-capacity-as-more-us-tariffs-loom/article_acbc0a59-2301-58f5-a5e8-4cc6207f4986.html",{"id":170,"title":167,"source":171,"logo":28,"time":95},1331453,"https://www.guardonline.com/news/world/china-hits-back-at-criticism-over-excess-industrial-capacity-as-more-us-tariffs-loom/article_c45c99dc-7339-5631-931f-55dab1d035cb.html",{"id":173,"title":174,"source":175,"logo":20,"time":95},1331454,"Beijing Pushes Back on Overcapacity Claims as Trade Frictions Rise","https://www.caixinglobal.com/2026-07-29/beijing-pushes-back-on-overcapacity-claims-as-trade-frictions-rise-102468931.html",{"id":177,"title":178,"source":179,"logo":5,"time":95},1331451,"China Excess Capacity","https://www.dailyrecordnews.com/ap_news/international/china-excess-capacity/image_217e9f7f-d003-55db-a9b7-bd1e56733753.html",{"id":181,"title":182,"source":183,"logo":5,"time":184},1331452,"AISI Says China Report on ‘So Called Excess Capacity’ Fundamentally Flawed","https://www.steel.org/2026/07/aisi-says-china-report-on-so-called-excess-capacity-fundamentally-flawed","5D AGO",{"id":186,"title":187,"source":188,"logo":45,"time":184},1331450,"Uprooting the 'overcapacity theory': Xiakedao","https://en.people.cn/n3/2026/0730/c90000-20483831.html",{"id":190,"title":191,"source":192,"logo":5,"time":129},1331448,"“China Shock 2.0 Is an Opportunity”: Beijing Issues 10,000-Character Statement to Rebut U.S. and EU Trade Offensive","https://economy.ac/news/2026/07/202607289660",{"id":194,"title":195,"source":196,"logo":26,"time":129},1331449,"CGTN Poll: 81.7% oppose politicizing economic and trade issues under the pretext of 'excess capacity'","https://news.cgtn.com/news/2026-07-29/CGTN-Poll-81-7-oppose-politicizing-trade-over-excess-capacity--1Pb7eh4qF4k/p.html",{"id":198,"title":199,"source":200,"logo":27,"time":95},1331446,"Industrial subsidies not directly linked to so-called \"overcapacity\": commerce ministry","https://www.bastillepost.com/global/article/6043866-industrial-subsidies-not-directly-linked-to-so-called-overcapacity-commerce-ministry",{"id":202,"title":203,"source":204,"logo":5,"time":184},1331447,"New energy 'overcapacity' an unfounded narrative","https://www.chinadaily.com.cn/a/202607/30/WS6a6aa6f8a310986e2b468116.html",{"id":206,"title":207,"source":208,"logo":5,"time":184},1331444,"'Excess capacity' allegations false panacea","https://www.chinadailyhk.com/hk/article/637223",{"id":210,"title":211,"source":212,"logo":52,"time":95},1331445,"China calls US Section 301 probe into ‘overcapacity’ issue unilateral, reserves right to take necessary measures to defend interests: official","https://www.globaltimes.cn/page/202607/1366984.shtml",{"id":214,"title":215,"source":216,"logo":35,"time":184},1331442,"China rejects 'overcapacity' claims in new policy paper, defends industrial strategy","https://www.digitimes.com/news/a20260730VL217/china-policy-overcapacity-industrial-manufacturing.html",{"id":218,"title":219,"source":220,"logo":13,"time":184},1331443,"Ministry of Commerce Denies Insufficient Domestic Demand in China","https://www.opportimes.com/en/ministry-of-commerce-denies-insufficient-domestic-demand-in-china",{"id":222,"title":223,"source":224,"logo":53,"time":129},1331440,"Overcapacity: How Beijing is pushing back against the accusations","https://table.media/en/china/feature/overcapacity-how-beijing-is-pushing-back-against-the-accusations",{"id":226,"title":227,"source":228,"logo":17,"time":95},1331441,"China rejects 'overcapacity' claims in sweeping rebuttal against US, EU","https://asia.nikkei.com/economy/trade-war/china-rejects-overcapacity-claims-in-sweeping-rebuttal-against-us-eu",{"id":230,"title":231,"source":232,"logo":23,"time":95},1331439,"China rejects US, EU overcapacity claims in industrial-policy defense","https://www.mlex.com/mlex/articles/2506521/china-rejects-us-eu-overcapacity-claims-in-industrial-policy-defense",{"id":234,"title":235,"source":236,"logo":18,"time":95},1331437,"Beijing says ‘some countries’ politicize trade with overcapacity claims","https://www.aa.com.tr/en/asia-pacific/beijing-says-some-countries-politicize-trade-with-overcapacity-claims/4011225",{"id":238,"title":239,"source":240,"logo":14,"time":95},1331438,"China rejects overcapacity claims ahead of potential fresh US tariffs","https://www.indiatoday.in/world/story/china-overcapacity-claims-beijing-rejects-charge-ahead-of-expected-us-tariffs-ptag-2958219-2026-07-28",{"id":242,"title":243,"source":244,"logo":12,"time":95},1331435,"Full text: China's Position on the So-called Excess Capacity Issue","https://english.news.cn/20260728/53d721f37a48403081fcf7c9b3ba0143/c.html",{"id":246,"title":247,"source":248,"logo":43,"time":249},1331436,"AISI: China's \"no overcapacity\" report does not reflect reality","https://www.steelradar.com/en/aisi-chinas-no-overcapacity-report-does-not-reflect-reality","4D AGO",{"id":251,"title":252,"source":253,"logo":10,"time":95},1331433,"China's First Comprehensive Response to Western Overcapacity Allegations","https://www.geopolitechs.org/p/chinas-first-comprehensive-response",{"id":255,"title":256,"source":257,"logo":19,"time":85},1331434,"China sets ‘red lines’ for economic model ahead of EU, US trade talks","https://cryptobriefing.com/china-red-lines-trade-talks-crypto-impact",{"id":259,"title":260,"source":261,"logo":50,"time":95},1331431,"SCIO briefing about China's position on the so-called 'excess capacity' issue","http://english.scio.gov.cn/pressroom/node_9020024.html",{"id":263,"title":167,"source":264,"logo":32,"time":95},1331475,"https://abcnews.com/International/wireStory/china-hits-back-criticism-excess-industrial-capacity-us-135147885",{"id":266,"title":167,"source":267,"logo":31,"time":95},1331432,"https://fox5sandiego.com/news/business/ap-business/ap-china-hits-back-at-criticism-over-excess-industrial-capacity-as-more-us-tariffs-loom",{"id":269,"title":270,"source":271,"logo":48,"time":95},1331476,"China releases document to clarify so-called \"excess capacity\" issue","https://www.bastillepost.com/global/article/6042034-china-releases-document-to-clarify-so-called-excess-capacity-issue",{"id":273,"title":274,"source":275,"logo":5,"time":85},1331473,"Analysis-China draws 'red lines' around its economic model ahead of EU, US trade talks","https://www.streetinsider.com/Reuters/Analysis-China+draws+red+lines+around+its+economic+model+ahead+of+EU%2C+US+trade+talks/26852231.html",{"id":277,"title":278,"source":279,"logo":51,"time":85},1331430,"China defends industry-first economic model ahead of US and EU trade talks","https://mezha.net/eng/bukvy/09baa9d1_china_defends_industry-first",{"id":281,"title":110,"source":282,"logo":25,"time":112},1331474,"https://wwd.com/sourcing-journal/trade/china-commerce-ministry-ustr-section-301-investigation-excess-capacity-1239090411",{"id":284,"title":285,"source":286,"logo":41,"time":85},1331471,"China Draws Economic Policy Red Lines Ahead of EU, US Trade Talks","https://www.globalbankingandfinance.com/analysis-china-draws-red-lines-around-economic-model-ahead",{"id":288,"title":102,"source":289,"logo":46,"time":85},1331472,"https://www.marketscreener.com/news/china-draws-red-lines-around-its-economic-model-ahead-of-eu-us-trade-talks-ce7f50d8df80f526",{"id":291,"title":274,"source":292,"logo":29,"time":85},1331470,"https://lufkindailynews.com/news_reuters/business/analysis-china-draws-red-lines-around-its-economic-model-ahead-of-eu-us-trade-talks/article_8c18b9ba-1c3f-5983-ab8e-5f4c8f636bc4.html","#598ef9ff","#598ef94d",1785915076671]