
Arun Venkataraman
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Jul 31, 2026
Ep. 54: The Cul-de-sac Conundrum: China's Excess Capacity, 301s, 308s, and the USMCA Reckoning
6:53
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7:06
7:22
K
6:48Kellie Meiman HockMODERATOR
Arun, how do you see this? On the 301, we'll stick to 301 for now.

Arun VenkataramanGUEST
Just on that last point, I think we have to remember what the focus of this 301 is.

Arun VenkataramanGUEST
It's about whether you have an import ban addressing imports made using forced labor.

Arun VenkataramanGUEST
It's a very discreet and very different question from a lot of these countries that are saying we have better labor policies in the United States, which may or may not be fair, but that's a distinct point.

Arun VenkataramanGUEST
I think it's an uphill climb for these 301 cases that are challenging them in court.
30 MINS LATER
K
37:35Kellie Meiman HockMODERATOR
So, you know, any reactions to the MOFCOM paper, or are you hearing reverberations about it with any of your international interlocutors?