Ep 31 - The involution will not be televised
Update: 2025-07-05
Description
Is Beijing finally gearing up to address chronic oversupply – and resulting price wars – in its NEV and other cleantech sectors?
Trey McArver joins Trivium China Podcast host Andrew Polk this week to discuss just that question.
- Specifically, they examine what may be the early signs of a major policy shift – meant to break through the structural causes that keep industries from consolidating and zombie firms from exiting the market.
The two discuss:
- The most recent meeting of the Central Commission for Financial and Economic Affairs – which took direct aim at these issues
- Other signs that momentum is building for a more forceful approach
- The ongoing challenges that such a policy pivot would face
- Parallels between this moment and mid-2016 – the last time a significant new macro policy framework was rolled out
The gents also dive into their takeaways from the June Politburo meeting – as the Party looks to better coordinate its top policymaking bodies – and touch briefly on the latest rumors that Xi Jinping is losing his grip on power.
Spoiler alert: We don’t buy the rumors.
It’s another fun one – so enjoy!
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