https://www.scmp.com/rss/525360/feed Justin Diamond is an energy market and geopolitical risk analyst in Washington DC, where he forecasts global energy fundamentals and electric-vehicle adoption. He is an attorney with a J.D. and bachelor’s degree in international affairs and trade economics, with a special focus on US-China relations. All views expressed here are the author's own. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Justin Diamond Justin Diamond Western media and policymakers enjoy wagging their fingers at China’s industrial “overcapacity”, which in reality is simply the ability to produce solar panels, batteries, electric vehicles, steel and other goods more cheaply and efficiently than others can. Yes, some industries are subsidised, but they also benefit immensely from rapid growth in technical know-how and economies of scale. China hasn’t really built too much; it’s just built too efficiently for the comfort of its competitors. The... https://www.scmp.com/opinion/china-opinion/article/3342379/how-us-can-actually-benefit-chinas-overcapacity?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3342379/how-us-can-actually-benefit-chinas-overcapacity?utm_source=rss_feed Sun, 08 Feb 2026 08:30:08 +0000