U.S. Treasury Secretary Janet Yellen has revealed that she intends to warn Beijing that its national underwriting for energy and other companies is creating oversupply and distorting global markets when she pays the country an official visit.
"I intend to talk to the Chinese when I visit about overcapacity in some of these industries, and make sure that they understand the undesirable impact that this is having--flooding the market with cheap goods- -on the United States, but also in many of our closest allies, Yellen said in a speech in Norcross, Georgia.
“I will convey my belief that excess capacity poses risks not only to American workers and firms and to the global economy, but also productivity and growth in the Chinese economy, as China itself acknowledged in its National People's Congress this month," she added.
Yellen made the comments after visiting Georgia to see a newly reopened solar cell manufacturing plant, which closed shop in 2017 because of stiff competition from factories in China. The factory has, however, re-opened thanks to generous solar and clean energy tax credits in the 2022 Inflation Reduction Act.
2017년 중국산의 저가 공세를 견디지 못하고 문을 닫앗던 공장이 2022년 IRA법에의해 세액공제를 받게 되어 다시 문을 열엇다..
A couple of days ago, China filed a complaint against the U.S. at the World Trade Organization, for electric vehicle subsidies arguing the requirements are discriminatory.
China has pumped in more than $50 billion in wafer-to-solar panel production lines, 10x more than Europe, and also controls a staggering ~95% of the world’s polysilicon and wafer supply. Last year, the International Energy Agency warned of the dangers of the world relying so heavily on China’s solar anc clean energy sector.
"The world will almost completely rely on China for the supply of key building blocks for solar panel production through 2025. This level of concentration in any global supply chain would represent a considerable vulnerability,” the agency wrote in a special report.
China is so dominant that it’s now, single-handedly, changing global solar standards: Last year, a Chinese IT columnist declared that large silicons sized between 182mm and 210mm would become the world’s standard thanks to their market share growing from 4.5% in 2020 to 45% in 2021, adding that they would probably increase to 90% in the near future.
Other than heavy investments and subsidies, Beijing has started taking extra measures in order to maintain its leading status and global market share in renewable energy manufacturing. Last year, in a mirror image of what the U.S. has been doing with its semiconductor lithography technology, China amended its rules to ban the export of several core solar panel technologies.(미국이 중국에 대한 반도체 기술제어을 한것과 꼭 같이 중국도 주요한 태양렬 판넬 기술 수출을 금지시켯다..) Following the ban, Chinese solar manufacturers are forbidden from using their large silicon, black silicon and cast-mono silicon technologies overseas, according to guidelines published by the Ministry of Commerce and the Ministry of Science and Technology.
“China’s export restraints are Exhibit A on the need to rapidly scale American solar manufacturing,” Abigail Ross Hopper, president and CEO of the U.S. business lobby Solar Energy Industries Association, told WSJ after the Biden administration launched the IRA, which has been hailed as a game-changer for the solar sector.
Although China produces more than 80% of the world’s solar panels and modules, solar exports have faced heavy tariffs imposed by the U.S. over the past decade. This has forced some Chinese manufacturers to move their facilities to countries like Malaysia and Thailand in a bid to avoid the tariffs. However, Beijing does not approve this trend because it does not want them to take their core technologies abroad. Technology experts have pointed out that China wants to prevent India from becoming a major competitor and one of the world’s leading solar panel suppliers.
Back in 2011, the U.S. Commerce Department ruled that China was dumping solar panels in the U.S. market and imposed duties on Chinese solar panels a year later. In June 2022, the Biden administration said it would waive tariffs on solar panels imported to the U.S. from Cambodia, Malaysia, Thailand and Vietnam for 24 months after Chinese solar firms moved their operations there. Previously, the U.S. placed tariffs on solar products from these countries and even on Taiwan, a close ally, after it deemed that Chinese manufacturers had moved their operations offshore to evade U.S. tariffs.
미국이 중국산 제품에 대대적인 관세를 부과되면서 중국산 제품의 수입이 줄어들엇습니다..그런데 인도 베트남 멕시코 등등 중국 제조업체들이 공장을 옮긴 국가로 부터는 수입이 그 만큼 늘엇습니다....
길이 막히니 우회한 것이지요.
근본적인 문제는 미국이 중국과 경쟁력을 갖을 수 잇는 제품을 만들어 낼 수 없다는 것입니다.
생산 기술 , 관리 기술, 전략 전술, 기타 등등 다른 무엇으로도 도무지 극복될 수 없는 체체의 차이가 점점 더 극명하게 들어나고 잇다는 것이지요..
중국=공산주의= 독제국가= 권력은 반드시 썩는다= 관료주의= 비효율..
이딴 쌍팔년도 시절의 이념싸움질로는 도무지 설명이 되지 않는 것이 너무나 많습니다.
왜 중국은 독제국가인데 부패 하지 않느냐??
왜 중국에서의 관영기업은 그리도 빠르게 기술을 습득하고 자신들의 기술을 발전 시켜 나 갈 수 잇는 것인가??
왜 선거도 없는 중국에서는 그리도 많은 변화가 일어 나는가?
왜 월가도 없는, 파생도 없는 중국의 금융은 그리도 막강하고 탄탄한가??
이런것 하나 하나를 미국과 대비 하여 ..짱꼴라 사냥질에 쩌른 썩은 눙깔 말고 ...맑은 눙깔로 꼼꼼히 들여다 보시기 바랍니다..
미국이 자유을 위해(그 자유가 대체 뭘 의미 하는지는 모르겟지만) 자본주의 시장 체체를 구현한 나라라면
중국은 공동부유를 위해 공산주의(중국식 사회주의)를 구현한 나라입니다...
다른소리가 얼마나 더 살게 될지는 모르겟지만
여러분들은 아마도 살아 생전에 그 결과를 볼 수 잇을 것입니다..