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Steven Olson

Stephen Olson is an international trade expert, former US trade negotiator, and visiting senior fellow at ISEAS–Yusof Ishak Institute, previously a research fellow at the Hinrich Foundation.

Oct 5, 2026

PeterHOST
15:29
So what's happening with those excess capacity tariffs, and would it lead to them coming out of their corners and duking it out again?
15:37
Yeah.
15:37
Well, well, look, in, in terms of Henry Gao's analogy about it being a heavyweight title fight, that would be fine.
15:43
I'm worried sometimes that it might turn into a steel cage death match.
15:47
So let's hope we're not, let's hope we're not [chuckles] heading down that road.
15:51
In terms of the, the, the excess industrial capacity tariffs, as best as we can understand, here's the state of play.
16:00
So the investigation is still ongoing.

12 MINS LATER

PrueHOST
27:36
One question I did have, though, was looking again specifically at the summit, for countries that aren't at that table, which is every- everyone else, but who are impacted, can you see any sorts of implications for, I guess, East Asia in particular, but also Australia?

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