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Policy tracker

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Trade Defense

Every EAB briefing filed under the Trade Defense policy tag, newest first. 2 briefings.

First seen: August 28, 2026
Latest: September 12, 2026
With a linked document: 1 of 2
Briefings: 2
Desks: Analysis (1), Trade & Policy (1)

Policies in play

Carbon Border Measures 1

Countervailing Duties 1

Industrial Subsidies 1

Companies exposed

Baoshan Iron & Steel 1

Bayerische Motoren Werke 1

HD Hyundai Heavy Industries 1

Hyundai Steel 1

Imabari Shipbuilding 1

Japan Marine United 1

Lotus Technology 1

How it shows up

Pricing 2

Cost Structure 1

Margin Compression 1

Margin Spread 1

Powertrain Strategy 1

Supply Chain 1

Also tracked

Economic Security Subsidies Export Controls Tariffs Industrial Policy Tax Credits Supply Chain Antitrust Critical Minerals Trade & Industrial Policy Industrial Subsidies Trade Policy

A sales representative presents a Lotus electric vehicle to a customer inside a modern European dealership showroom. (AI-generated image)

Why It Matters Trade & Policy China

Lotus absorbs 18.8% EU tariff to defend European deliveries

The Zhejiang Geely affiliate relies on hybrid models and parent capital to absorb Brussels import duties after reporting a $151…

By Hao Feng · Sep 12, 2026

A shipyard worker holds documents near stacks of structural steel as large commercial vessels undergo construction in a dry dock. (AI-generated image)

Asia Compare Analysis Global

Asian Shipyard Heavy Plate Costs Diverge as Mills and Builders Clash Over Contract Pricing

Structural gaps in domestic steel contracts and Chinese export plate inflows across South Korea, China, and Japan are shifting…

By Mina Okoro · Aug 28, 2026