China shock 2.0: why Germany is worried

为何德国感到担忧

Drum Tower

2025-11-19

38 分钟
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单集简介 ...

As Chinese AI surges ahead, the country's stranglehold on rare earths tightens and its exports boom, European governments are bracing for a new China shock. Germany is particularly exposed. Is it too late to change its approach?  Hosts: Jeremy Page, The Economist's chief China correspondent, and geopolitics editor David Rennie. Guest: Johannes Volkmann, Christian Democratic Union politician and member of the German Bundestag.  Transcripts of our podcasts are available via economist.com/podcasts. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+. 
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  • The Economist.

  • 40 years ago, the first Volkswagens rolled off the assembly line in China.

  • Within a decade, the VW Santana became the must-have motor for the country's emerging middle class.

  • And Audi, VW's luxury arm, became the official provider of limousines for China's Communist Party.

  • But in 2013, the contract for government cars was given to Hongqi or Red Flag, a Mao-era marque revived for a new age.

  • It was a sign of things to come.

  • By 2019, VW sales in China were in decline and just two years later,

  • homegrown electric vehicle giant BYD dethroned Volkswagen as China's favorite brand.

  • The gibe was German foreign policy towards China needs to be more than mere after sales management to our car industry.

  • And there is some truth to that.

  • Politician Johannes Vogel is one of a growing number of voices in Germany calling for it to rethink its approach to China,

  • before Chinese competition hollows out the industrial heartland that made Germany rich.

  • But as German Vice Chancellor Lars Klingbeil meets officials in Beijing this week, it's not just cars on the agenda.

  • Across industries, Western governments and businesses are facing a new China shock.

  • As Chinese AI surges ahead, its stranglehold on rare earths tightens, and its exports continue to flood rich markets.

  • I'm Jeremy Page, The Economist's Chief China Correspondent in Taipei

  • and today I'm joined by our Geopolitics Editor and former Drum Tower host, David Rennie in London.

  • And we're asking, could Germany's big bet on China be about to turn into a costly mistake?

  • This is Drum Tower from The Economist.

  • David, hello! Fantastic to have you back on the show. How have you been?