Kevin Rudd
speaker
641 appearances
1 recordings
1 series
first heard Jul 2026
last heard 14 Jul
Kevin Rudd’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
They scale up rapidly given the automatic leverage of their domestic market.
But given their domestic market is still flat because of problems with disposable income, then deploying this surplus capacity, this surplus production on global markets is their next best step.
And since America has erected the tariff wall, all roads lead to Europe, which is why you see such huge reaction now from European political leaders.
That's what's unfolding.
And it's all of those things everywhere at once.
and at a pace of knots like this thing is happening at speed now.
Is it sustainable for China itself?
Ultimately, there is a problem of finance.
We need to think this through.
How does China finance this level of industrial subsidy?
For them and their calculus, this is a temporary exercise.
That is, we will, through our level of industrial subsidy, ultimately destroy the world's competition and opposition.
those will fold.
Then we can restore prices at a level which makes sense for us in terms of the cost of production domestically.
But by then, the alternative sources of production have gone.
This is a very elaborately thought through strategy on the part of the Chinese.
And so far,
To give them credit, it has worked remarkably well.
But they cannot sustain it indefinitely.
They're currently borrowing from Chinese consumers and their personal savings in banks to keep this whole thing afloat.
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