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Nicolas Köhler-Suzuki @nks.bsky.social · 08/10/2026

🤝 Negotiation with Beijing deserves a real chance. It stands a better one if Europe has an alternative ready. Europe needs both, so that it can speak softly while carrying a sizeable stick. 📄 Read the paper: institutdelors.eu/content/uplo... We look forward to your comments!

institutdelors.eu

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Nicolas Köhler-Suzuki @nks.bsky.social · 08/10/2026

The instrument works through tariff-rate quotas, which protect the traditional volumes of other suppliers. It rests on GATT Article XXVIII and leaves the Article XXI security exception aside. Published exit criteria tell partners when and how the measures end.

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Nicolas Köhler-Suzuki @nks.bsky.social · 08/10/2026

⚖️ Trade remedies that work one product at a time cannot correct a distortion on that scale. We propose a Structural Rebalancing Instrument, modelled on the EU steel regulation and triggered by conduct observed across an entire value chain.

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Nicolas Köhler-Suzuki @nks.bsky.social · 08/10/2026

The EU's trade deficit with China reached €360bn in 2025, almost €1bn a day. We argue that the export surge behind it is the product of policy rather than comparative advantage: state support, an undervalued renminbi and household consumption stuck at 40 per cent of GDP.

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Nicolas Köhler-Suzuki @nks.bsky.social · 08/10/2026

🐢⚡ In European anti-dumping cases, even provisional measures take seven to eight months. China's administrative tools can hit an entire European industry in days. That is the starting point for a new Jacques Delors Institute policy paper by Pascal Lamy, @victordoprado.bsky.social and me.

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Nicolas Köhler-Suzuki @nks.bsky.social · 08/10/2026

🦆🎈 In July the European Commission opened an anti-dumping investigation into Pekin duck from China. The next day Beijing announced a temporary ban on exports of helium, a gas Europe's chipmakers cannot do without. 🧵

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Pasi Vaaranmaa @vaaranpa.um.fi · 06/10/2026

How to win a Trade War - a great discussion w @chadpbown.com moderated by @nks.bsky.social at Jacques Delors Institute in #Paris.

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Nicolas Köhler-Suzuki @nks.bsky.social · 25/03/2026

The report covers WTO reform, supply chain resilience, digital trade, and cooperation on sustainability within the EU-CPTPP framework. Contributors include @lorandbartels.bsky.social, @altenberg.bsky.social, @sebastienfmjean.bsky.social, and many more. institutdelors.eu/publications...

institutdelors.eu

[EN] After the Rupture: EU-CPTPP Responses to a Changing Global Trading Order - Institut Jacques Delors

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Nicolas Köhler-Suzuki @nks.bsky.social · 25/03/2026

Our answer, in a new report from the @delorsinstitute.bsky.social and Sciences Po PSIA: build a coalition between the EU and CPTPP countries. A third of global output. Not to replace the WTO, but as an insurance policy. Edited by @elvirefabry.bsky.social, @aranchagonzalez.bsky.social, and myself.

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Nicolas Köhler-Suzuki @nks.bsky.social · 25/03/2026

The global trading system hasn't stalled. It has ruptured. As WTO members meets in Cameroon tomorrow, the harder question will go unanswered: what do open economies do when the multilateral engine can't keep pace with geopolitical reality?

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Simon Lester @simonlester.com · 20/02/2026

For those suddenly looking for info on Section 122: @monapaulsen.bsky.social: "Is Section 122 of the 1974 Trade Act a Fall-Back Option for Trump to Impose Tariffs?" @freetradebryan.bsky.social: "President Trump Cannot Legally Impose Tariffs Using Section 122 of the Trade Act of 1974"

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Nicolas Köhler-Suzuki @nks.bsky.social · 02/02/2026

My 2c on the US-India ‘deal’ in the FT: “It seems highly doubtful that India has agreed to reduce tariffs to zero, particularly on agricultural goods, given India’s long-standing approach to trade negotiations going right back to the Doha Round" www.ft.com/content/72f1...

ft.com

Trump to slash India tariffs after Modi ‘agrees’ to stop buying Russian oil

Levies will drop from 50% to 18% as US president claims New Delhi will buy more than $500bn of American goods

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Chad P. Bown @chadpbown.com · 02/02/2026

India signed a trade agreement with the European Union just last week. (That deal eventually provides EU companies preferential access to the Indian market.) The Economics Show with @soumayakeynes.ft.com has an excellent episode explaining the EU-India deal, with @nks.bsky.social & Ajay Srivastava.

ft.com

How big a deal is the EU-India trade agreement? With Nicolas Köhler-Suzuki and Ajay Srivastava

A European and an Indian perspective on nearly two decades of talks

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The Debate - France 24 @f24debate.france24.com · 03/04/2025

🗨️ #EU is caught between #TrumpTariffs and #China's #overcapacities. 👉Institut Jacques Delors's @nks.bsky.social ➡️Full show: f24.my/B4CD.x @en.france24.com #Trump #tariffs

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Elvire Fabry @elvirefabry.bsky.social · 28/01/2025

1/15 🚗 How can the European automotive industry navigate the trilemma of decarbonisation, competitiveness & economic security? @vonderleyen.ec.europa.eu 📣 a thread on our report out today presenting trade & industrial Policy Options” shorturl.at/QWFtx

shorturl.at

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Arancha Gonzalez @aranchagonzalez.bsky.social · 28/01/2025

European 🚗 industry: options ahead for the 🇪🇺 automotive sector as it navigates the trilemma of decarbonation, competitiveness and security By @delorsinstitute.bsky.social & PSIA Sciences Po @elvirefabry.bsky.social @nks.bsky.social 👇 institutdelors.eu/en/publicati...

institutdelors.eu

The Road to a New European Automotive Strategy: Trade and Industrial Policy Options

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Jacques Delors Institute @delorsinstitute.bsky.social · 27/02/2024

[Trade] The lack of effective European governance structures for economic security is an institutional weakness that hinders the development of long-term thinking Analysis of EU, China, United States & Japan by Elvire Fabry, @nks.bsky.social, Marco Sibona & Pascal Lamy

institutdelors.eu

Shields Up: How China, Europe, Japan and the United States Shape the World through Economic Security - Institut Jacques Delors

Shields Up: How China, Europe, Japan and the United States Shape the World through Economic Security

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Europe Jacques Delors @delorseurope.bsky.social · 28/12/2023

We are saddened by the passing of our founder, #JacquesDelors. His visionary leadership and tireless commitment to European unity will be forever remembered. We send our deepest condolences to his family and loved ones. May he rest in peace. Read our PR: www.europejacquesdelors.eu/news/an-arch...

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Noah Barkin @noahbarkin.bsky.social · 21/12/2023

China bans the export of rare earth processing technologies for national security reasons www.reuters.com/markets/comm...

reuters.com

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Nicolas Köhler-Suzuki @nks.bsky.social · 15/12/2023

But we need to think about the limits of de-risking: With less economic integration, we may have less risk for welfare losses in the case of a hard decoupling scenario, but we may also make that scenario more likely by loosening the brakes for risky political bets.

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Nicolas Köhler-Suzuki @nks.bsky.social · 15/12/2023

So yes, let's de-risk to the extent necessary, but let's also not shoot ourselves in the foot with overblown calls for decoupling. (I am looking at you, House Select Committee on the CCP.)

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Nicolas Köhler-Suzuki @nks.bsky.social · 15/12/2023

Quote: "The cost of a decoupling are always costlier for China and Russia than for any Western country, in the short‐run, in the long‐run, and for both a cold turkey decoupling or a gradual de‐risking."

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Nicolas Köhler-Suzuki @nks.bsky.social · 15/12/2023

An excellent new report that illustrates that much has been overblown in the debate about decoupling and de-risking. Yes, there are significant costs associated with a hard-decoupling scenario, but overall, economic interdependence is a source of Western strength, not weakness. 👇

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Elvire Fabry @elvirefabry.bsky.social · 09/12/2023

Will the little engagement of Xi at the 🇪🇺🇨🇳 summit press the EU towards more de-risking? Our scenarios by 2035 may be even more useful to identify key drivers of change and to protect European interest. 👉 urlz.fr/oQzL

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