Germany’s second China shock
About this episode
The episode discusses the impact of the new wave of Chinese competition on Germany and Europe, focusing on economic resilience and political challenges.
This week, Mark Leonard is joined by Janka Oertel , director of ECFR’s DARE* initiative, and Andrew Small , head of ECFR’s Asia programme, to examine the growing impact of the “China shock 2.0” on Germany and Europe. A new wave of Chinese competition, driven by overcapacity and state-backed industrial strength, is hitting sectors such as car manufacturing, chemicals and machine tools. Germany is at the epicentre, with mounting job losses raising questions about Europe’s long-term economic resilience and competitiveness. The crisis is reshaping German politics, exposing government divisions and putting pressure on Chancellor Friedrich Merz ahead of September’s potentially divisive regional elections. Together, Mark, Janka and Andrew discuss the policy options being considered in Brussels and in European capitals—from emergency trade measures to new industrial strategies. Can Europe protect its industrial base without triggering a damaging escalation with China? Is Germany able to lead a coherent European response amid its own political turbulence? This podcast episode was recorded 12th August 2026. Bookshelf China Shock 2.0: The Cost of Germany’s Complacency , by Brad…
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