Industrial Policy, "Overcapacity," and U.S.-China Trade: A Conversation with Cambridge's Jostein Hauge

10/06/2025 1h 8min
Industrial Policy, "Overcapacity," and U.S.-China Trade: A Conversation with Cambridge's Jostein Hauge

Listen "Industrial Policy, "Overcapacity," and U.S.-China Trade: A Conversation with Cambridge's Jostein Hauge"

Episode Synopsis


This week on Sinica, I chat with Jostein Hauge, political economist and an Assistant Professor in Development Studies at the University of Cambridge, based at the Centre of Development Studies and the Department of Politics and International Studies, and author of the book The Future of the Factory: How Megatrends are Changing Industrialization.3:09 – Self Introduction: Jostein Hauge4:23 – Anti-China Sentiment in Western Discourse7:40 – Misconceptions and Prevailing Narratives10:08 – Technological Transfer and the Political Economy12:18 – Historical Periods of Economic Rivalry 14:36 – Evolving Industrial Policy: From Japan’s MITI to China and the U.S. today18:59 – China’s Contemporary Industrial Policy: Quality or Quantity? 21:13 – China as a Rising Power: Is History Repeating?24:18 – The Sustainability of China’s Industrial Policy 26:43 – China, Overcapacity, and Global Imbalances34:07 – Overcapacity: Economic Reality or Ideological Construct?36:04 – China's domination in the renewable energy market39:13 – China’s greenhouse gas emissions43:17 – How China is reshaping the IP regime 48:14 – The U.S. national security stance and the trade war with China55:10 – Europe’s approach to ChinaPaying it forward: Kyle Chan at High CapacityRecommendations:Jostein: The White Lotus (TV Series)Kaiser: The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II by Stephen R. PlattSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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