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Scott Paul

Scott Paul

Posted: October 16, 2010 03:49 PM

All praise from here for President Obama's courageous decision Friday to proceed with an investigation of China's opportunistic and illegal trade practices in the clean energy sector. Those of us dedicated to supporting U.S. workers, U.S. jobs and U.S. manufacturing owe him an enormous debt of gratitude.

The Administration deserves a tremendous amount of credit for considering this case on its merits, rather than letting some overarching philosophy dictate the outcome. Demonstrating a willingness to challenge China's cheating could make a huge difference for American workers and businesses in the clean energy manufacturing sector. And if the Administration's efforts with China are successful, the ultimate result will be more American jobs.

Friday's decision, announced by United States Trade Representative Ron Kirk, was in response to a United Steelworkers (USW) Section 301 unfair trade complaint against China. In his announcement, Kirk said, "We take the USW's claims very seriously, and we are vigorously investigating them." He said his office would use the next 90 days - the time period called for under World Trade Organization (WTO) laws - to investigate the practices detailed in the USW petition.

The Steelworkers - one of our stakeholders - stepped up to the plate while many others have been reluctant to do so in the face of Chinese pressure. Here was the union's reaction Friday.

This week's trade numbers sure helped drive home the fact of the absurdity of our trading relationship with China: a record-breaking $28 billion trade deficit with China driving a total August deficit of $46.3 billion.

China did not get to this superior position by playing on a level playing field, and the USW's petition, a 5,800 page report, details the more than 80 Chinese laws, regulations and practices that are designed to crush clean energy manufacturing and other green technology in the U.S. As the August numbers help show, China's plan is working. China has set prices to undercut the U.S. and other competitors, set discriminatory technology laws and regulations, demanded that foreign companies transfer valuable technology, and has provided massive subsidies to Chinese companies, causing serious damage to U.S. interests.

The numbers also help put in perspective how futile U.S. clean energy plans and proposals will be unless China adheres to international trade laws.

The Brookings Institution, American Enterprise Institute and the Breakthrough Institute issued a joint report this week calling on the government to invest $25 billion a year in "military procurement, R&D, and a new network of university-private sector innovation hubs to create an energy revolution."

That's all fine, but just comparing the numbers - a trade deficit of $28 billion a month versus a proposed U.S. investment of $25 billion a year - shows the futility of the effort until the U.S. regains balance in its trading relationship with China.

As I wrote in November 2009, "American voters have a visceral response to jobs shipped overseas, a trend that Obama said he would address as a candidate. Less than a year out from the mid-term elections, this looms as a major political problem, as well as an economic one."

That mid-term election is a lot closer now and until today the fundamentals had not changed. The president's decision to stand up against China's highly aggressive and illegal trade practices is a huge win for American workers, and he deserves our hearty thanks.

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12:18 AM on 10/17/2010
President Obama and his administration have correctly identified green technology as an important 21st century requirement and industry. China is supporting its development as a necessity owing to her lack of energy resources. While the American unions may grumble about China's subsidies, they may look at how things are done in the USA. Any suggestion for development of mass tranport in the USA always brings out the detractors. Contrary to the nay sayers, China's new fast train network is apparently running at 84% capacity on average. Then there's global warming. Half the population in the USA doesn't believe in it and the other half pays lip service. The highest consumption of energy per capita is still by far done by the Americans. Look at any freeway and see the size of the vehicles that people drive compared to other developed countries in Europe, Australia, etc.
06:05 PM on 10/16/2010
According to the Idahostatesman:

"It also said the U.S. has more than 2,300 energy subsidy-related items of its own, including clean energy. "


The Chinese could bring the US before the World Trade Organization for 2,300 counts of energy subsidy. If the WTO ruled in its favor, China and the WORLD could impose penalty sanctions on US exports unless US halted the alleged subsidies.
08:03 PM on 10/16/2010
If there is a subsidized American company that is exporting clean energy products and undercutting production in another market then they should be punished. It is perfectly legal under the WTO to subsidize products for domestic consumption. It is completely illegal to subsidize products for export. There's nothing wrong with China subsidizing it's solar manufacturers for solar products installed within China; the problem occurs when a subsidized Chinese solar company is exporting up to 95% of its product. Please produce an example of a subsidized American clean energy company undercutting foreign competition; if you can find one I will agree they should be taken to the WTO by whatever country is receiving damages.
08:22 PM on 10/16/2010
First Solar in Arizona is subsidized by the US government and it exports, even to China. I don't see them being punished.
05:52 PM on 10/16/2010
How many windmills are there in the US? How many are connected to the power grid? Zero?
05:07 PM on 10/16/2010
Also, don't be fool into the argument of the Chinese buying more American products if the American dollar is further debased. The high tech. products they want to buy from USA are export controlled -- they are treated like weapons, and companies exporting them to China need export licenses from the federal government. So unless you allow them to buy things they actually want to buy from the US and not the cheap stuff they can make themselves, debased the dollar will have no effect on trade imbalances.
07:55 PM on 10/16/2010
First, those high tech products alone would be nowhere near enough to balance the trade deficit. Second if you lifted the "China" restrictions on those products there is not much to stop the manufacturing of such products from being moved to China if they are no longer deemed sensitive. And third, why would we sensitive military related technology to a country that is shaping up to be our top competitor.

Russia has been exporting China high tech military purpose technology for years, but now China has learned their technology Russia technology exports have plummeted.

http://www.afcea.org/signal/articles/templates/SIGNAL_Article_Template.asp?articleid=1624&zoneid=7
08:41 PM on 10/16/2010
So you say we do nothing new on the trade front and just force the Chinese to appreciate the Yuan, because you think that along will be enough to balance the trade? I say appreciate the Yuan will do damage to both countries: China loses export based jobs, US pay more for consumer products, those jobs in China won't return back to the US because they'll just go to another third world country that's less efficient than China, and trade deficit will continue to grow because we'll just continue to import more and more without actually producing anything useful to anybody else.

China, China Yuan, China subsidies in clean tech. are just red herrings, convenient scapegoats. The real problem is US political gridlocked: no ideas [besides debasing the dollar even further compare to all major currencies (and you say China is artificially making it's currency cheap :)], no directions, no actions.

US and Russia both stole military technology from Germany and each other. What's new?
05:02 PM on 10/16/2010
Here's what's absurd: bashing China without any merit for political gain.

Ask any economist, and they will tell you, strengthening the Chinese Yuan will have very little effect on American jobs. Very few people in the USA are willing to be employed in the kinds of the jobs in China: textile, clothing, low-tech manufacturing, etc. What will happen if the Yuan does strengthen substantially is the jobs will go to countries like Vietnam, Bangladesh, India, and Americans will only end up paying more for consumer good.

Let's not forget that the Yuan has appreciated almost 20% since 2005 (http://goo.gl/uJmZ). Another 20-40% appreciation right at this minute like what the US senator are pushing for? Don't expect China to respond kindly. The irresponsible party seems to the the USA administration. Bernanke have debased the dollar to record highs against most major currencies, at the same breath talk about the necessity of another QE. With what? Borrowed money from China?

As for clean technology. Name me one USA clean tech. company (from ethanol to solar) that is not subsidized by the US government. The reason the Chinese are winning in clean tech. is because they have made it top priority. Time to stop whining if your priorities are else where.
04:10 PM on 10/16/2010
Yes I dare say, how absurd - I mean all these subsidies for an industry not otherwise competitive - companies that would have failed and gone belly up but for the government money!!

How much in subsidies?? $218 Billion for green technology. How is that bearable??!! Who can compete with that??!! That's totally unfair.

Push comes to shove, no doubt Chicoms will be pressed into investigating the financial industry subsidies - $12.8 Trillion (according to Bloomberg). Onlly a measly 60 times that of the alleged Chinese green subsidies.

WHO in the world can compete with $12.8 Trillion?? That is only more than ALL of Chinese govt. subsidies since 5,000 years ago.

BTW, just about ANYBODY can compete with $218 Billion - that's like a rounding error as far as the U.S. budget is concerned. It is a question of priorities. War are more important to Washington than jobs.
08:07 PM on 10/16/2010
If the Chinese banking system is being damaged by the American financial bailout, then, by all means, they should bring a case over the American banking system to the WTO. Many Americans disgusted by the bailout would be right behind the Chinese, protesting the absurdity of throwing money at our irresponsible banks.
04:04 AM on 10/17/2010
Of course there are damages. That is the nature of an unfair competition claim. BEFORE the subsidies, almost every one of these too-big-to-fail U.S. financial institutions were insolvent, and by all rights should have been shuttered and sold off as scrap. But through this MASSIVE $12.8 Trillion subsidy scheme, which nobody in the world can match, these financial institutions now are making money hand over fists - basically taking the subsidies at no cost, and then reaping pure, guaranteed profits from that free capital. And ALL of these entities that were subsidized operate in the international arena, and in fact before the 2008 debacle some of them were making more money from international operations (rather then that domestic U.S. operations). The damage comes in the lost profits (which should have been made by the Chinese banks - but now they are shut out because their cost of capital is much higher, due to the illegal U.S. subsidies for the U.S. financial industry.

$12.8 Trillion is 60 times the $216 Billion claimed for the green energy subsidies by China. WTO authorization for legal retaliation would be commensurate with the size of the illegal subsidies, so the risk exposure to the U.S. of pushing the WTO remedies, would also be 60 times as high.