The EU is assembling a comprehensive new toolkit—including aggressive trade defence instruments, industrial policy, and an overcapacity mechanism—to counter the systemic challenge posed by China’s export-driven industrial model.
Category: Think Tank News
Atlantic Council: Can Section 301 Effectively Replace IEEPA?
The Trump administration can reconstruct much of the IEEPA tariff wall through an expanded Section 301 architecture, potentially generating up to $169–170 billion in annual tariff revenue based on 2025 import levels.
Lowy: US tariffs a costly affair for Americans
The Trump administration’s repeated attempts to find legal justifications for broad tariff powers have created costly uncertainty and complexity for US businesses, consumers, and taxpayers.
RIETI: Human rights due diligence is a process of behavioral change
Compliance-driven approaches to human rights due diligence risk producing only formalistic, paperwork-driven responses that fail to deliver genuine improvements in working conditions across supply chains.
CSIS: Strategic diversification as Indonesia’s foreign economic policy
Indonesia is pursuing a calibrated form of economic security that manages concentrated dependencies without abandoning its tradition of openness or resorting to autarky.
CSIS: A practical approach to the RCEP general review
Current US trade measures represent not merely a temporary disruption but part of a broader structural shift toward a hybrid geoeconomic order in which multilateral rules coexist with geopolitical competition.
CSIS: EU CBAM and implications for Indonesia
The EU’s carbon border adjustment mechanism is likely to disadvantage developing countries such as Indonesia by imposing higher trade barriers on carbon-intensive exports due to less stringent domestic climate policies.
Cato: Trump administration will seek to hold tariff refunds
The Trump administration is appealing a court order to refund $166 billion in tariffs collected under IEEPA, which the Supreme Court struck down as illegal, in order to retain revenue it was never entitled to collect.
Atlantic Council: EU is edging toward its own Section 301
Faced with growing Chinese manufacturing overcapacity and an inadequate trade defense toolkit, the EU is moving toward developing a more assertive, Section 301-style tariff instrument to address state subsidies and structural industrial imbalances.
Lowy: Three Countries Could Unravel WTO Fish Deal
The WTO Agreement on Fisheries Subsidies marks a historic breakthrough for marine environmental protection and multilateral cooperation, offering significant benefits to Pacific Island nations dependent on tuna fisheries.