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Janka Oertel

@jankaoertel.bsky.social
2.9K followers 876 following 44 posts

ECFR Asia Director. Personal views only.

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Reposted by Janka Oertel
ECFR European Power @ecfrpower.bsky.social · 23/02/2026
Europe must capitalise on its advantage in biosolutions as the industry can help strengthen defence, resilience, and competitiveness. Europe must also double down, writes @jankaoertel.bsky.social, to counter China's future dominance in this innovative domain. #DARE buff.ly/bwEUE4h
buff.ly
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ECFR @ecfr.eu · 14/02/2026
🎧New podcast! In this special episode of the World in 30 Minutes, @markhleonard.bsky.social welcomes @jeremycliffe.bsky.social, @rikefranke.bsky.social, @jankaoertel.bsky.social and Majda Ruge live from the @munsecconf.bsky.social to unpack its biggest moments. #MSC2026 ecfr.eu/podcasts/epi...
ecfr.eu
Live from MSC 2026: Transatlantic turning point – European Council on Foreign Relations
Mark Leonard welcomes Jeremy Cliffe, Ulrike Franke, Janka Oertel and Majda Ruge live from the Munich Security Conference to unpack its biggest moments
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ECFR @ecfr.eu · 16/01/2026
“There is no such thing as an ideal version of free trade. Our best bet is as-free-as-possible trade.”, writes @jankaoertel.bsky.social. As China undercuts industry worldwide, it’s time to refresh the open market story. @ecfrpower.bsky.social bit.ly/4sQYZft
ecfr.eu
EU-Mercosur deal: Take the win, but change the tune  – European Council on Foreign Relations
With the EU-Mercosur deal signed after 25 years of negotiations, free trade advocates in Europe may feel triumphant. But their narrative is no longer convincing
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ECFR @ecfr.eu · 02/10/2025
While Europeans are determined to cut red tape and reduce the bureaucratic burden, more information is still needed to bridge the gap between what governments need to know and what they actually know, writes @jankaoertel.bsky.social @ecfreuropeansec.bsky.social bit.ly/4mCDg6p
ecfr.eu
Carbon copy: How Europe can narrow the economic intelligence gap with China
China is scooping up supply chain information as part of its trade restrictions. Europe lags behind in economic intelligence, but there is a way to start closing this gap with a low-cost…
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ECFR Berlin @ecfrberlin.bsky.social · 11/09/2025
Der ECFR launchte heute das DARE*-Projekt: in den nächsten drei Jahren soll es helfen, die industrielle Wettbewerbsfähigkeit, die Führungsrolle im Bereich sauberer Technologien, die Sicherheit und den globalen wirtschaftlichen Einfluss Europas erhalten 🧵 ecfr.eu/topic/dare/
ecfr.eu
DARE
DARE* is a three-year, cross-office ECFR initiative to boost European industrial competitiveness, clean technological leadership, security, and global influence.
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ECFR @ecfr.eu · 01/10/2025
China is scooping up supply chain information as part of its trade restrictions. Europe lags behind in economic intelligence, but there is a way to start closing this gap with a low-cost, low-bureaucracy, high-impact step, writes @jankaoertel.bsky.social @ecfrasia.bsky.social bit.ly/4mCDg6p
ecfr.eu
Carbon copy: How Europe can narrow the economic intelligence gap with China
China is scooping up supply chain information as part of its trade restrictions. Europe lags behind in economic intelligence, but there is a way to start closing this gap with a low-cost…
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Janka Oertel @jankaoertel.bsky.social · 28/07/2025
After the tariff deal is before the next necessary adjustment: if the new tariff line on vehicles means a knock down for everyone by 7.5 percentage points then the EV tariffs on China that address the distortion will have to go up… @sandertordoir.bsky.social
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Byford Tsang @byfordt.bsky.social · 24/07/2025
Quick take on EU-China (or China-EU) climate joint statement: We'll do more of the same and we'll commit to make some commitments later. vs. last joint statement back in 2021 - in which China stated that it was going to 'strictly control coal consumption (it didn't)
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Sander Tordoir @sandertordoir.bsky.social · 24/07/2025
Stimmt. Ich glaube, manche sehen die Risiken durchaus – sind aber defaitistisch. Warum glauben so viele in Berlin, Deutschland könne Chinas Industriepolitik nichts entgegensetzen? Dabei haben wir riesige fiskalische Spielräume und eine starke industrielle Basis. 1/
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ECFR @ecfr.eu · 02/07/2025
🔴The visit of Chinese Foreign Minister Wang Yi to Brussels, Berlin and Paris this week is an opportunity for European leaders to push back hard against Chinese coercion and assert European power @ecfrasia.bsky.social Read @jankaoertel.bsky.social's latest policy alert for more: bit.ly/3ZYJ6GS
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Lethal weapon: Why Europe can’t afford to blink on China’s rare earth blackmail
China’s export restrictions are bringing European factories to the verge of shutting down. Yielding to Chinese pressure today will only invite more sophisticated threats tomorrow; only a united and…
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Finbarr Bermingham @fbermingham.bsky.social · 02/07/2025
NEW from me - The EU-China reset that never was: summits begin but divisions remain A curtain raiser on a month of summitry, kicking off in earnest in Brussels today www.scmp.com/news/china/d...
scmp.com
The EU-China reset that never was: summits begin but divisions remain
After much talk of patching things up, a grand rapprochement has failed to materialise, with Beijing seen to be playing a ‘waiting game’.
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Lauri Myllyvirta @laurimyllyvirta.bsky.social · 24/06/2025
We knew China's rush to install solar and wind was going to be wild but WOW😮. The solar panels & wind turbines China installed in May alone, in a single month, will generarate as much electricity as: -Poland -Sweden -Norway -the UAE -North Carolina&Maryland or -Washington&Wyoming
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Sandra Schulz @schusand.bsky.social · 31/05/2025
Ich würds echt nicht sagen, wenn es nicht so wäre. Die neue Episode von unserem DLF-Podcast Der neue Westen war für mich wieder eyeopening. Dieses Mal gehts um China als lachenden Dritten. @jankaoertel.bsky.social im Gespräch mit @weltmayster.bsky.social . share.deutschlandradio.de/dlf-audiothe...
share.deutschlandradio.de
Wird China die Führung der Welt übernehmen?
Trumps Angriff auf die westliche Wertegemeinschaft ist gefundenes Fressen für China: Wie Peking seine Macht ausbaut, beantwortet die Sinologin Janka Oertel.
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Janka Oertel @jankaoertel.bsky.social · 17/05/2025
It will be hard got me to get the image of Sabine Weyand in a Ninja outfit out of my head after listening, but this is really worth your time and @katie0martin.ft.com as amazing as always podcasts.apple.com/de/podcast/u...
podcasts.apple.com
The UK’s trade deal
Podcast-Folge · Unhedged · 15.05.2025 · 22 Min.
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Chatham House @chathamhouse.org · 16/05/2025
Podcast🎙️| Can the UK take on the EU, US and China? @jankaoertel.bsky.social and Sir Martin Donnelly join the podcast this week to discuss how 🇬🇧 can manage its economic ties with the 🇪🇺 🇺🇸 and 🇨🇳. Apple: apple.co/4mjYnLO Spotify: spoti.fi/3SKJPat
chathamhouse.org
Independent Thinking: Can the UK take on the EU, US and China?
Janka Oertel and Sir Martin Donnelly join the podcast to discuss how the UK can manage its economic ties with the European Union, United States and China.
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Jakub Jakóbowski @jjakobowski.bsky.social · 15/05/2025
Super proud to share a result of our joint work with @jankaoertel.bsky.social on what CEE and Germany can do together to withstand the China Shock 2.0, particularly in car industry MAKE CENTRAL EUROPEAN VALUE CHAIN GREAT AGAIN 😎 ecfr.eu/publication/...
ecfr.eu
Electric shock: The Chinese threat to Europe’s industrial heartland
The industrial heartland of Germany and central Europe is at risk from the second “China shock”. Here is how decision-makers can save industry and avert social and political strife.
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Janka Oertel @jankaoertel.bsky.social · 12/05/2025
So we are back to square one on China-US trade relations for 90 days. Would be a massive exaggeration to call this agreement to de-escalate a „deal“, uncertainty remains high, but one thing is clear: China is certainly in a better position now than before the tariff escalation began.
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Janka Oertel @jankaoertel.bsky.social · 09/05/2025
www.fmprc.gov.cn/eng/xw/zyxw/... For all to read where China and Russia see their priorities and goals. We should pay close attention in Europe. We didn’t take the joint statement in 2022 seriously - let’s not make the same mistake again.
fmprc.gov.cn
JOINT STATEMENT by the People’s Republic of China and the Russian Federation on Global Strategic Stability
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Janka Oertel @jankaoertel.bsky.social · 07/05/2025
on.ft.com/3YzLPGa Europe’s last maker of key antibiotics ingredients shuts biggest domestic factory
on.ft.com
Europe’s last maker of key antibiotics ingredients shuts biggest domestic factory
Xellia Pharmaceuticals to close Copenhagen plant and shift some production to China
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Martin Ehl @martinehl.bsky.social · 03/05/2025
Very thoughtfull and informative podcast by Choice - China observers in Central and Eastern Europe: On EVs, supply chains, production and import through the eyes of European automotive power houses with @jankaoertel.bsky.social and Jakub Jakobówski OSW, Poland open.spotify.com/episode/6pJC...
open.spotify.com
Janka a Jakub
Voice for CHOICE (China Observers in Central and Eastern Europe) · Episode
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ECFR @ecfr.eu · 18/04/2025
🎧 New Podcast! This week, Mark Leonard welcomes @agathedemarais.bsky.social and @jankaoertel.bsky.social to examine the diverse perspectives on US-China relations and how Europe can navigate this changing geopolitical landscape. Listen, share and subscribe!✍️ buff.ly/8xkp5tw
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ECFR @ecfr.eu · 16/04/2025
Beijing’s economic policies are threatening European competitiveness and economic security at a time when Europe cannot afford to be vulnerable. Poland can use its growing leadership role in the EU to help guide the bloc’s response.
bit.ly
Multi-Pole-arity: How Poland can help Europe think big on China
Beijing’s economic policies are threatening European competitiveness and economic security at a time when Europe cannot afford to be vulnerable. Poland can use its growing leadership role in the EU…
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Mike Forsythe 傅才德 @pekingmikenyt.bsky.social · 08/04/2025
“If it’s a question of who can endure more pain, China will not lose,” said Wang Wen, dean of the Chongyang Institute for Financial Studies at Renmin University in Beijing. By @dhpierson.bsky.social www.nytimes.com/2025/04/07/w...
nytimes.com
China Accuses U.S. of Blackmail After Trump Threatens More Tariffs
China sees little to gain in capitulating to President Trump’s tariff threats, labeling them “blackmail” and vowing to “fight to the end.”
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Janka Oertel @jankaoertel.bsky.social · 04/04/2025
Highly plausible response. Beijing understands the meaning of reciprocity very well. edition.cnn.com/2025/04/04/b...
edition.cnn.com
China imposes 34% reciprocal tariffs on imports of US goods in retaliation for Trump’s trade war | CNN Business
China said on Friday it will impose reciprocal 34% tariffs on all imports from the United States from April 10, making good on a promise to strike back after US President Donald Trump escalated a glob...
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ECFR Asia @ecfrasia.bsky.social · 03/04/2025
🎙️ In Welt.Macht.China podcast @jankaoertel.bsky.social discusses the winds of change since Trump's taking office - where is the relationship between the two superpowers China and USA heading? And what options remain for Europe and Germany?
ardaudiothek.de
Podcast: Trump 2.0 vs. China: Eskaliert der Kampf um die globale Vorherrschaft?
Seit Trumps Machtantritt weht in der Welt ein neuer Wind. Auch China bekommt das zu spüren. Wir wollen an unsere Folge vom 8.November 2024 anknüpfen. Damals, als Trump 2.0 noch ganz frische Realität…
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Janka Oertel @jankaoertel.bsky.social · 03/04/2025
Noteworthy in vdL statement for all China watchers: "others are taking unfair advantage of the current rules - ready to support any efforts to make the global trading system fit for the realities" & "we cannot absorb global overcapacity and won't accept dumping" ec.europa.eu/commission/p...
ec.europa.eu
Statement by President von der Leyen on the announcement of universal tariffs by the US
President Trump's announcement of universal tariffs on the whole world, including the EU, is a major blow to the world economy. I deeply regret this choice. Let's be clear-eyed about the immense conse
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Janka Oertel @jankaoertel.bsky.social · 03/04/2025
I had forgotten the section 301 tariffs....indeed... we are well beyond 60.... www.scmp.com/economy/glob...
scmp.com
Explainer | After Trump’s ‘Liberation Day’, what’s China’s effective tariff rate?
With US ‘reciprocal tariffs’, taxes on Chinese goods have climbed even further – with some analysts predicting an effective rate of ‘almost 70 per cent’.
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Janka Oertel @jankaoertel.bsky.social · 03/04/2025
54 per cent it is…for now. Staggered on top of each other. More could come. The argument that Trump in the end would be weak on China really does not hold anymore (has been a very European argument all along…) www.nytimes.com/2025/04/02/b...
nytimes.com
China Will Face at Least 54 Percent Tariffs With Trump’s New Order
The 34 percent tariff announced on Wednesday is in addition to two rounds of import taxes the president already imposed since January.
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Cornelius Dieckmann @codieckmann.bsky.social · 17/03/2025
Während Trump Verbündete beschimpft, gibt China sich verständnisvoll. Gehen die Europäer in ihrer Ratlosigkeit ausgerechnet auf Xi Jinping zu? Die Sinologin @jankaoertel.bsky.social warnt dringlich davor – und sagt, was sie Friedrich Merz rät. Interview @spiegel.de👇 www.spiegel.de/ausland/euro...
spiegel.de
(S+) Sinologin Janka Oertel über Europa und Trump: »Für Peking sortieren sich die Karten perfekt«
Während Donald Trump Verbündete beschimpft, gibt China sich verständnisvoll. Gehen die Europäer in ihrer Ratlosigkeit bald ausgerechnet auf Xi Jinping zu? Die Sinologin Janka Oertel warnt davor – und ...
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ECFR Berlin @ecfrberlin.bsky.social · 24/02/2025
📢 Gleich geht’s los! Die Wahlnacht ist vorbei – Zeit für die Analyse mit Expert:innen! – was kommt jetzt für Berlin & Europa? 🇩🇪🇪🇺 🗣️ @jankaoertel.bsky.social @jpuglierin.bsky.social @jeremycliffe.bsky.social & Timo Lochocki Heute um 09:00 CET – sei dabei! 👇 buff.ly/41f2bFZ
buff.ly
ECFR election insights: Will Germany lead or lag in Europe’s next foreign policy chapter?
Germany’s election results are in—now what? Join the European Council on Foreign Relations (ECFR) for a timely post-election analysis in the early morning after results are in. What does the outcome…
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Janka Oertel @jankaoertel.bsky.social · 22/02/2025
@katie0martin.ft.com made me laugh 👇 on.ft.com/4hO8eqP. Great piece in general. „The performance of US markets is not bad enough to force a change of direction from the new president, but it is exceptional for the wrong reasons. Investors are taking note, an quietly tiptoeing away.“
Newspaper clip
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Jeremy Cliffe @jeremycliffe.bsky.social · 21/02/2025
For those thinking through the European and foreign policy dimensions of Germany's momentous election on Sunday: @jpuglierin.bsky.social 's and my podcast Searching for Deutschland has now covered a number of the major issues with guests from @ecfr.eu and beyond ⬇️ ecfr.eu/podcast-seri...
ecfr.eu
Searching for Deutschland
The ECFR had launched a new podcast, ‘Searching for Deutschland’, exploring Germany’s foreign policy debates before the federal election on 23 February.
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Sander Tordoir @sandertordoir.bsky.social · 18/02/2025
Think the CDU leadership about to take the reins in Germany should want to know this fact inside out. Chinas car export engine has in some ways only just begun. And has almost limitless capacity to do more.
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ECFR @ecfr.eu · 30/01/2025
🎧 New episode ! @jpuglierin.bsky.social and @jeremycliffe.bsky.social are joined by @jankaoertel.bsky.social to discuss the future impact of political and economic divisions over Germany’s China policy. Listen, share and subscribe! ✍ Full episode here: buff.ly/3Ef1TWB
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Janka Oertel @jankaoertel.bsky.social · 29/01/2025
Sneak peek…fully updated paperback edition of the #ChinaIllusion is in bookshops tomorrow…has more on Trump, China and the way forward for Europe…
Paket mit Taschenbuch
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Andrew Small @ajwsmall.bsky.social · 22/01/2025
Confirming the (IMO good) news that Ivan Kanapathy will take on the Senior Director for Asia role at the NSC: www.prnewswire.com/news-release... For Europeans, here is his testimony on "Europe-China Relations and Transatlantic Cooperation" to the USCC the previous year: www.uscc.gov/sites/defaul...
prnewswire.com
Beacon Global Strategies Congratulates Ivan Kanapathy on Appointment as Senior Director for Asia at the National Security Council
/PRNewswire/ -- Beacon Global Strategies (BGS) is proud to announce that Senior Vice President Ivan Kanapathy has been appointed as Senior Director for Asia at...
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Janka Oertel @jankaoertel.bsky.social · 23/01/2025
If investors had certainty that🇨🇳 wind turbines would be excluded for national security reasons in onshore & offshore projects in the 🇪🇺, investment in European suppliers would immediately be more attractive & their market value would go up. Would say it is a good step 1 to save European wind industry
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Janka Oertel @jankaoertel.bsky.social · 22/01/2025
Would be not so smart to leave an entire sector to Chinese companies imho….without the US market and by being basically unable to access Chinese market European companies will not be able to compete against Chinese players. Time for Euorpeans to act on wind - quickly! on.ft.com/3PLInDC
on.ft.com
Trump halts more than $300bn in US green infrastructure funding
New president’s order to pause federal disbursements cuts critical loans and grants to developers
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Finbarr Bermingham @fbermingham.bsky.social · 16/01/2025
Chinese officials & automakers eyeing German factories slated for closure - are particularly interested in VW sites "Buying a factory would allow China to build influence in Germany's prized auto industry, home to some of the oldest and most prestigious car brands" www.reuters.com/business/aut...
reuters.com
Exclusive: Chinese buyers interested in unwanted German Volkswagen factories, source says
Chinese officials and automakers are eyeing German factories slated for closure and are particularly interested in Volkswagen's sites , a person with knowledge of Chinese government thinking told Reuters.
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Janka Oertel @jankaoertel.bsky.social · 16/01/2025
Wichtige neue Studie von @sandertordoir.bsky.social und Brad Setser: Wie muss Deutschland mit dem zweiten "China-Schock" umgehen? Die Kurzfassung www.handelsblatt.com/politik/deut...
handelsblatt.com
Handelsblatt
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Sarah Kirchberger @sarahkirchberger.bsky.social · 06/01/2025
- 🇨🇳 hackers have the ability to shut down dozens of U.S. ports, power grids and other infrastructure targets at will, Jake Sullivan told telcom and tech execs at a secret White House meeting in 2023. - The attack could threaten lives, and the gov‘t needs companies’ help to root out the intruders
wsj.com
How Chinese Hackers Graduated From Clumsy Corporate Thieves to Military Weapons
Massive “Typhoon” cyberattacks on U.S. infrastructure and telecoms sought to lay the groundwork for potential conflict with Beijing, as intruders gathered data and got in position to impede response a...
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Janka Oertel @jankaoertel.bsky.social · 02/01/2025
Venture capital in China is in crisis as government guidance funds overwhelm the industry’s traditional modus operandi. www.caixinglobal.com/2024-12-27/i...
caixinglobal.com
In Depth: Venture Capital in China Flounders as State Takes Over (Part 1)
Onerous terms imposed on VC firms that manage the money of government guidance funds, along with an outdated evaluation system, are distorting investment, insiders say
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Janka Oertel @jankaoertel.bsky.social · 02/01/2025
www.wsj.com/world/how-an... "Beijing is certainly aware of the trade conducted via Hong Kong, but they are doing virtually nothing to stop it."
wsj.com
How an FBI Sting Stopped a Russian Smuggler but Not His Hong Kong Supply Route
The case showed how difficult it is to stanch the flow of equipment to Russia through China, which the U.S. accuses of helping Moscow sustain the military production it needs to continue the war.
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Alexander Lipke @alexlipke.bsky.social · 03/12/2024
I'm still grappling with what is unfolding in Seoul tonight, but I would agree with this assessment that this should likely be spelling the end to Yoon's presidency one way or another, the open question being the degree of violence between now and then.
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Janka Oertel @jankaoertel.bsky.social · 26/11/2024
„Ich bin unverändert überzeugt, dass das Abkommen ein Mehr an verlässlichen Rahmenbedingungen für Investitionen gegenüber der jetzigen Situation bedeuten würde.“ Angela Merkel in ihren Memoiren über das Investitionsabkommen mit China, das 2021 scheiterte….
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Byford Tsang @byfordt.bsky.social · 22/11/2024
1/ As COP29 coming to a close, let's take stock of where China stands on climate finance. EU climate chief Hoekstra once said: "If you are able to embark on a mission to the moon and are responsible for 1/4 of global emissions... you simply need to do more." So, will China pay? 🧵
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Janka Oertel @jankaoertel.bsky.social · 22/11/2024
www.bloomberg.com/news/article...
bloomberg.com
Surprise Solar Boom in Pakistan Helps Millions, But Harms Grid
There’s a shiny new addition to Pakistan’s dusty agricultural heartland: rows upon rows of solar panels.
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ECFR Asia @ecfrasia.bsky.social · 15/11/2024
#Europe's climate safety relies not only on its own targets but also heavily on #China's climate policy decisions. The #EU must use its diplomatic and regulatory toolbox to push for a credible, ambitious commitment from China, argues @byfordt.bsky.social. buff.ly/3ALYlJJ @ecfr.bsky.social
buff.ly
Carbon diplomacy: How Europe can steer China’s climate path
Beijing is poised to make a pivotal decision that will shape global climate action for decades to come and directly affect European climate safety.
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Ananth Krishnan @ananthkrishnan.bsky.social · 20/11/2024
What India and China Agreed and Diverged On When Jaishankar Met Wang Yi - The India China Newsletter indiachina.substack.com/p/what-india...
indiachina.substack.com
What India and China Agreed and Diverged On When Jaishankar Met Wang Yi
A parsing of the readouts that came out yesterday, November 19, following the meeting between Foreign Ministers.
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Jana Puglierin @jpuglierin.bsky.social · 15/11/2024
Few people in Europe can keep up with Majda Ruge when it comes to analyzing the Republican Party and its various players. This is a must-read to understand how the new personnel will influence US policy towards Europe under Trump. ecfr.eu/article/up-c...
ecfr.eu
Up close and personnel: What Donald Trump’s administrative picks mean for US foreign policy and Europe
Donald Trump is choosing the cabinet for his second administration. Who will oversee key foreign policy positions – and whether they are a ‘primacist’, ‘prioritiser’, or ‘restrainer’ – will determine ...
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