EU’s China overcapacity push starts with a problem of definition
By Oscar Pandiello ( August 10, 2026, 12:50 GMT | Comment) -- The EU’s push to tackle Chinese overcapacity will require a definition tight enough to capture state-backed structural oversupply, without encompassing ordinary export success. As Brussels weighs new or broader trade-defense action, experts and business groups say the focus should be on oversupply that ignores market signals, aims to eliminate rivals, and squeezes competitors’ access to raw materials. A loose test could rebound against EU export sectors if China responds in kind.The EU’s push for a sharper response to Chinese overcapacity will force Brussels to define a slippery concept....
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