cover of episode The Fate of China's Global Supply Chains in the New Tariff Era

The Fate of China's Global Supply Chains in the New Tariff Era

2025/4/9
logo of podcast The China in Africa Podcast

The China in Africa Podcast

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中国外交部发言人林肯
白宫贸易顾问彼得·纳瓦罗
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中国外交部发言人林肯:美国滥用关税政策,违反WTO规则,损害全球经济秩序。中国将坚决维护自身权益,对抗美国的贸易战到底。 白宫贸易顾问彼得·纳瓦罗:越南等国通过转运规避关税,损害美国利益。美国将采取措施打击这种行为。 阿加莎·克莱茨:中国仍然是全球主要的制造业强国,但东南亚等地区也正在崛起成为新的制造中心。美国对所有国家的全面关税政策可能会导致供应链冻结,并加剧通货膨胀。 朱丽安娜·布乔:美国目前的政策过于激进,可能会适得其反。 劳伦·派珀:中国在全球供应链中仍然占据主导地位,尤其是在消费电子和服装领域。服装业的供应链已经开始向东南亚国家转移,但中国仍然是主要生产国。消费电子产品供应链高度依赖中国,短期内难以实现大规模转移。

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With new tariff threats from the Trump administration and rising tensions across key markets, companies and governments alike are scrambling to understand what decoupling—or de-risking—actually looks like in practice. From electronics and apparel to solar panels and electric vehicles, China’s role in global production remains formidable. But is it unshakeable? In this special bonus episode, Eric is joined by Agatha Kratz, Juliana Bouchot, and Lauren Piper from the Rhodium Group, whose recent report "China and the Future of Global Supply Chains)"* offers one of the clearest pictures yet of what’s happening on the ground. Together, they explore whether Southeast Asia, India, or Latin America can meaningfully absorb China’s manufacturing output—and what the U.S. strategy of sweeping tariffs might mean for inflation, consumers, and the Global South.

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