Europe in the Middle | CEPR


VoxEU Talk

EU policies


Energy


Trade

China cannot sell as much as it used to in the United States. That trade has to go somewhere, and somewhere might be Europe. In this week’s VoxTalk, Tim Phillips asks Pol Antràs (Harvard) and Beata Javorcik (EBRD, Oxford) what this means for European producers and consumers. Antràs and Andrea Presbitero have mapped which countries and sectors face the sharpest competition from redirected Chinese exports, and which stand to gain. Does cheap Chinese tech ease Europe’s energy cost crisis, or squeeze European manufacturers of wind turbines and electric cars? If Europe decides to take the gains where consumers and firms can get them, and compensate the producers who are legitimately hurt, how do they go about it? And can raising tariffs in a world of global value chains protecting one sector without damaging others? New episode, recorded at the PSE-CEPR Policy Forum 2026 in Paris.



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