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Leo W. Gerard

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America's Failed Mole-by-Mole Trade Policy

Posted: 02/ 6/2012 8:12 am

Last week several groups, including the United Steelworkers, petitioned the federal government to whack the latest trade mole -- illegally traded auto parts from China.

With President Obama announcing creation of a new trade enforcement unit in his State of the Union Address, the feds probably will investigate. But even if they whack down the auto parts mole, experience has shown a new mole will pop up.

Mole-by-mole trade enforcement isn't the solution to America's massive trade deficit. Although conservative candidates revel in ridiculing Western Europe, America could learn crucial economic lessons from Germany, which doesn't rely on Whack-a-Mole and maintains trade surpluses, including one with China in auto parts.

The Steelworkers -- along with the United Auto Workers, the Alliance for American Manufacturing and Campaign for America's Future -- explained why the federal government must smack down the latest trade problem that has raised its ugly head.

China and several other countries promote their auto parts manufacturers by providing subsidies and engaging in additional practices banned by the World Trade Organization (WTO). As a result, the United States imports more auto parts than it produces, a situation that kills manufacturers and manufacturing jobs here. For example, over the past 11 years, as the U.S. auto parts trade deficit increased by 867 percent, the Unites States lost 45 percent of its auto parts jobs -- a total of 419,000.

The reason the groups sought action against China specifically is that its exports of auto parts to the United States have increased faster in the past three years than any other country's and China supports its auto parts industry in ways that violate its commitments to the WTO.

For example, China provided $27.5 billion in subsidies to its auto parts industry between 2001 and 2010. It's fine with the WTO if countries subsidize industries that sell their products domestically. But it forbids subsidies for exported products because that distorts the free market, wrongly destroying jobs and industries in the countries that buy those artificially low priced goods.

Beijing also aggressively limited import of American-made auto parts. This is hardly startling. In December, China imposed steep tariffs on imported American-made sports utility vehicles and other large cars. And the WTO affirmed last week that China violated its trade commitments by restricting export of key raw materials. Earlier, the WTO supported President Obama's imposition of tariffs on tires imported from China because Beijing had violated international trade rules.

China has prospered by breaking the rules. Electronics manufacturing is a good example. In a story about Apple's experience, The New York Times described how America lost these jobs to China. Worker wages, while achingly low in China, were not the lure. And they were not the issue for Apple, a company that makes $400,000 in profit for every worker. It was a combination of other factors including the Asian supply chain and Chinese subsidies.

An example is the Chinese company that bid on supplying glass for the iPhone. When Apple executives visited, they found the company already constructing a wing where the iPhone glass would be cut. The company built it with subsidies from Beijing, subsidies that never would be provided by the United States to American companies, subsidies that are of questionable legality under WTO rules because they were for exported goods. Apple gave the contract to the Chinese firm, of course. Here's how the Times described it:

"The Chinese government had agreed to underwrite costs for numerous industries, and those subsidies had trickled down to the glass-cutting factory. It had a warehouse filled with glass samples available to Apple, free of charge. The owners made engineers available at almost no cost. They had built on-site dormitories so employees would be available 24 hours a day."

Beijing is a serial trade rule violator. The USW has won trade cases against China for violations involving paper, steel pipe, tires and other products. The Steelworkers filed for protection of the U.S. green energy sector against Chinese encroachment abetted by WTO violations and already has won negotiated settlement of several aspects of that case.

The USW and others that file trade cases often win. But this is Whack-a-Mole trade enforcement. A union or industry wins a case, whacks down that individual annoyance, but immediately another surfaces. America is losing, and far more is at stake than in an arcade game.

America can win. But it's got to deal with trade differently. It needs a game changer, like Germany's manufacturing policies.

Germany accounts for nearly 17 percent of America's auto parts trade deficit. Germany sells more auto parts to China than it imports from China. German auto parts manufacturers accomplish this while paying higher wages and benefits than their American counterparts.

An analysis by the Economic Policy Institute notes that Germany actively enforces its industrial policy. This, EPI noted, stands in stark contrast to the United States, which doesn't even have an industrial policy.

Germany encourages a sector of banks that is devoted to financing small and medium firms -- the size that auto parts manufacturers are likely to be. In addition, Germany favors stakeholder capitalism, and corporate boards of directors there are populated by equal numbers of managers and workers. This changes the focus from profits benefitting only the 1 percent to company operation in the interest of the community, the country and the workers, as well as the executives and stockholders.

Republicans and Americans of the World War II generation might choke on the idea of learning something from Germany. But, frankly, this Western European country has prospered in manufacturing and trade with sophisticated state and corporate planning -- not with the arcade-economics of Whack-a-Mole.

 

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06:07 AM on 02/07/2012
"Median income in Germany is significan­tly lower than the US."

Having lived and worked in both Germany and the US, I am pretty certain the median income of the "bottom 95%" in Germany is significantly higher than it is in the US.
The standard of living for the Otto Normal (German for "Average Joe") is definately higher in Germany now than it is in the US in my opinion.
06:34 AM on 02/07/2012
I can agree. After all bills are paid (health insurance, education,...) the regular folks in Germany have more money to spend. Taxes might be lower in the US, but the hidden costs are higher in the US.
05:46 AM on 02/07/2012
"The U.S. has the most productive workforce."

That's not true. USA ranks 9th in productivity worldwide with 49.52$ GDP per hour worked.
#1 is Luxemburg with 71.95$ GDP per hour worked.
#2 Belgium 64.00$ GDP per hour worked, Netherlands 56.35$. Even GREECE (!) is more productive at 54.34$ per hour worked. France, Italy, Ireland and Germany also rank higher than the US in productivity.

This isn't the 1950s anymore.
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HUFFPOST SUPER USER
Jerry Frey
unCommon sense for the common good
01:06 AM on 02/07/2012
Our economic decline began long ago, during the Carter years, when his administration refused to enforce trade rules against Japan. They dumped electronics into our market to capture market share and drove domestic manufacturers out of business. china? Probaly too big to mess with.

http://napoleonlive.info/economics/unfair-competition-equals-free-trade/
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WorkinClassDog
Are you going to investigate? or just take the gui
10:03 PM on 02/06/2012
Remember when GWB was advocating for an "ownership society" well if stakeholder capitalism works that well maybe he wasn't that far off the mark. Seems to me President Obama insisted on it ( stakeholder capitalism ) when loaning money to the auto industry and that worked out pretty well.
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10:33 PM on 02/06/2012
Perhaps we need more workers in the board rooms like Germany.
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axis53
use truth as a constant
08:05 PM on 02/06/2012
The U.S. has the most productive workforce.
They put in more work hours than anyone else in the industrialized world.
However, I think they are, and have been kept in the dark regarding wages and benefits.
Organized labor is the right idea, yet I have yet to hear them talk about C98- The Right to organise and Collective Bargaining Convention of 1949. Or the Geneva Conference of the International Labor Organisation that same year.
Of the industrialized countries that signed on, the U.S. did not.
Germany is signatory, as are most industrialized countries- except China
Germany has also decided to shut down their nuke plants by what-2017?
The U.S. worker has been getting shafted since before when!
Time to wake up, before you're broken!
Still, U.S. workers are the best in spite of capitalists, and the uninformed opposition!
04:00 PM on 02/06/2012
The problem with borrowing good ideas from Germany, or anyone else, is that it threatens our national delusion we are the greatest nation on earth. Only our ideas, from a mere 4% of the world population, are worthy of consideration. Anything the other 96% of the human race comes up with is assumed to be inferior, unworkable for us, not “The American Way”. It is a legacy of the cold war. It is insane.
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08:59 PM on 02/06/2012
President Eisenhower used comparative policy analysis to give us the interstate highway system...

http://www.fhwa.dot.gov/infrastructure/reichs.cfm
The Reichsautobahnen

"...For Eisenhower, the vision of the autobahn was strong in his mind as he became President. Years later, he would explain that "after seeing the autobahns of modern Germany and knowing the asset those highways were to the Germans, I decided, as President, to put an emphasis on this kind of road building. ... The old [1919] convoy had started me thinking about good, two-lane highways, but Germany had made me see the wisdom of broader ribbons across the land..."
07:43 PM on 02/07/2012
Eisenhower was of a generation that believed being a great nation was based on what you did, not on what you chanted endlessly. That generation of people is dead and gone. We are not them, and get no credit for what they did.
03:15 AM on 02/07/2012
Empires especially if they are going down tend to cling to greatness even while they really can't afford it anymore actually accelerating the downfall. Less than 5% of world population outspending the other 95% on the defense. Get the idea how much potential growth is lost with that kind of "investments".
07:30 PM on 02/07/2012
That level of military investment scares me, as it reflects a belief that diplomacy will surely fail. However, DOD spending keeps a lot of people employed, so I believe redirecting that money so it is invested wisely in the nation is vital.
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02:36 PM on 02/06/2012
http://www.morganstanley.com/views/gef/archive/2006/20060303-Fri.html
Globalization's New Underclass

"Stephen Roach (New York)

Billed as the great equalizer between the rich and the poor, globalizat­ion has been anything but. An increasing­ly integrated global economy is facing the strains of widening income disparitie­s -- within countries and across countries. This has given rise to a new and rapidly expanding underclass that is redefining the political landscape. The growing risks of protection­ism are an outgrowth of this ominous trend.

It wasn’t supposed to be this way. Globalizat­ion has long been portrayed as the rising tide that lifts all boats. The surprise is in the tide -- a rapid surge of IT-enabled connectivi­ty that has pushed the global labor arbitrage quickly up the value chain. Only the elite at the upper end of the occupation­al hierarchy have been spared the pressures of an increasing­ly brutal wage compressio­n. The rich are, indeed, getting richer but the rest of the workforce is not. This spells mounting disparitie­s in the income distributi­on -- for developed and developing countries, alike.

The United States and China exemplify the full range of pressures bearing down on the income distributi­on. With per capita income of $38,000 and $1,700, respective­ly, the US and China are at opposite ends of the global income spectrum. Yet both countries have extreme disparitie­s in the internal mix of their respective income distributi­ons...."
luckybear
Coffee Drinker
02:36 PM on 02/06/2012
Sorry industry policies are poor economics. They allow big business or unions (or both) to game the system and extract either free money (subsidies) or various forms of protectionism (tariffs, quotas, licensing etc). Why should American tax payers support a minority of (well paid) steel workers? Why should American consumers be forced to pay much higher prices to help big business? Settle these disputes with the WTO. Trade wars are good politics for the left and right but are poor policy.

Time and money would be better spent in fixing America's broken education system and rebuilding our infrastructure. As to the German "miracle" their unemployment rate was well over 10% (over 12% in 2005) through most of the 1990's when America's was 4.5%. They also have a higher debt to GDP ratio. Most Germans work in services (68%) not manufacturing.
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USW Blogger
07:19 PM on 02/06/2012
Yes, industrial policies are poor economics -- poor economics for the countries that DON'T have them.
Both China and Germany, which are eating our lunch, have industrial policies. America does not.
It won't do any good to educate students if there are not jobs for them, lucky bear.
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10:17 PM on 02/06/2012
What this country needs is a comprehensive manufacturing policy that addresses all these issues.

For the long term unemployment problem.
03:19 AM on 02/07/2012
Do you realize that Germany also has taken on the burden of integrating and modernizing East Germany.
luckybear
Coffee Drinker
01:36 PM on 02/07/2012
Yes. That was done by 2005 yet Germany still had 12% unemployment.
luckybear
Coffee Drinker
02:00 PM on 02/06/2012
Leo Gerard we already had this debate and you lost, spectacularly. Anyone who missed Gerard getting embarrassed can listen below. Jagdish Bhagwati has forgotten more economics than Leo will ever know.

http://www.intelligencesquared.com/events/buy-americanhire-american-policies-will-backfire
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10:18 PM on 02/06/2012
Nonsense............this story is spot on.
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GandenT
01:57 PM on 02/06/2012
Our "free trade" agreements and policies create trade deficits, unemployment, outsourcing, revenue deficits, unfair advantages for foreign goods and unfair disadvantages for all domestic businesses. None of the benefits these questionable agreements were supposed to create have materialized as is typical with similar conservative economic poilicies. The only thing they've accomplished "for America" (?) is increased multinational profits and Wall Street's fortunes.

We need to return to protectionism, at least to the extent that other developed countries do, since our current policy of unilateral "free trade" has been a disastrous failure.
luckybear
Coffee Drinker
02:50 PM on 02/06/2012
We don't pursue unilateral free trade. If we did we wouldn't pass bi-lateral free trade agreements and stick to multilateral "rounds" like Doha or Uruguay. Our trade system is highly regulated by domestic (example anti dumping) and international laws (example WTO).

Free trade has increased your standard of living. Have you see the HDTV's you can buy at Target? Those wouldn't exist without fierce competition. I like getting vegetables in the dead of winter (I live in MN). I do not want to pay taxes on imported Chilean produce. Clothing is cheap thanks to international trade. Why should poor people pay higher prices for food and clothing?

Protectionism, historically, was not a liberal or progressive view. It was a Republican view. Republicans supported big protected businesses. Liberals were always in favor of free trade. Wilson, David Lloyd George, FDR, Robert La Follette (a liberal Republican), even Jimmy Carter lowered tariffs. Protection has always hurt the poor the most. This was true 250 years ago and it is still true today. Do not tax the poor; it is immoral.
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USW Blogger
07:16 PM on 02/06/2012
No one is talking about tariffs. What is being discussed here is enforcing international trade regulations. So it's fine with you if China violates international trade rules that it agreed to follow? It is fine with you if China subsidizes industry -- yes, giving you a cheap TV today but also killing off the American tv industry so that tomorrow China can charge whatever it wants. Really, luckybear, I don't think you'll feel so lucky then.
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10:20 PM on 02/06/2012
Whats wrong with an even playing field?
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BBackSoon
Hello, I must be going.
01:57 PM on 02/06/2012
Why that will be labeled Socialism!

How dare we believe that workers should have a place at in the board room!

We know that a company should be measured in 1-3-6 or 12 month increments, so the Execs can get their Bonuses, because no one can do what they do.

//sarcasm off//
01:29 PM on 02/06/2012
"Germany accounts for nearly 17 percent of America's auto parts trade deficit. Germany sells more auto parts to China than it imports from China. German auto parts manufacturers accomplish this while paying higher wages and benefits than their American counterparts.

An analysis by the Economic Policy Institute notes that Germany actively enforces its industrial policy. This, EPI noted, stands in stark contrast to the United States, which doesn't even have an industrial policy.

Germany encourages a sector of banks that is devoted to financing small and medium firms -- the size that auto parts manufacturers are likely to be. In addition, Germany favors stakeholder capitalism, and corporate boards of directors there are populated by equal numbers of managers and workers. This changes the focus from profits benefitting only the 1 percent to company operation in the interest of the community, the country and the workers, as well as the executives and stockholders."

lol...I've posted similar content only to have Conservatives deny the truth..
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BigBearcatBill
This is the real Bearcat - a Binturong
12:53 PM on 02/06/2012
Leo you are correct, we are the country that has yet to learn and appreciate team work and keeping everyone employed at respectable levels like the Europeans have. Maybe it is their history of having kings/royalty for many centuries up until recently that has their upper class and middle/lower classes bound to work together and appreciate each other becuase they know from firsthand experience the tyranny of kings. Sometimes I think many of those royalty types must have snuck ont ships and immigrated here over last 400 years so they could try to change our country back to their kingdoms they were thrown out of in Europe, like the Nazis elites that escaped from Germany before they were caught. It is pretty sad when you think the vast majority of our greatest Americans in history worked hard not to let this country turn into the midevil/royalty Europe their families fled and now we have nonpatriotic wealthy turning us into the opposite of what we developed for and from.
12:31 PM on 02/06/2012
"... stands in stark contrast to the United States, which doesn't even have an industrial policy." Of course the U.S. doesn't have an industrial policy when so many getting paid by the Taxpayers (i.e. Republicans and Sell Out Democrats) don't believe in the roll of Goverment to equalize these unfair, unjust and illegal trade practices.
12:26 PM on 02/06/2012
Yeah but their median income is still significantly lower that the US, there are no free-loaders, people do not buy houses without income, people are very frugal (have you been to Aldi?), work hard, and though welfare benefits are generous, there is a stigma attached to able bodies people collecting benefits for a long-time. Besides their environmental regulations are less strict than ours.
01:28 PM on 02/06/2012
WHAT??

No, their environmental regulations are far MORE HARSH and STRICT than ours.

Next time, could you possibly have some factual information before responding?
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USW Blogger
02:37 PM on 02/06/2012
Also, nofuzzydreams seems to think there is no stigma attached to collecting benefits for a long time in the United States. That's ridiculous. How does he explain the high rate of suicide among the unemployed in the United States?
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BBackSoon
Hello, I must be going.
01:55 PM on 02/06/2012
Which 'They' are you referring to?