# How Chinese Factory Glut Is Reshaping Global Trade

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-chinese-factory-glut-is-reshaping-global-trade
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-chinese-factory-glut-is-reshaping-global-trade.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-07-14T05:48:28+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0113.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0113.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-chinese-factory-glut-is-reshaping-global-trade
Duration seconds: 522

## Resource

Episode 113 of Trade and Tariffs with Fexingo. Lucas and Luna examine how China's massive overcapacity in factories and exports is driving deflation and reshaping trade flows. With China's June exports rising at the fastest pace since 2021 — driven by AI boom and tariff rush — they break down the implications for global supply chains, emerging markets, and the trade-weighted dollar. They discuss how the FXI index rose 2.9% in a week while other emerging markets lagged, and whether the U.S. trade deficit widening to $77.6 billion is a symptom of this imbalance. A focused look at one structural force: China's industrial glut. #ChinaExports #TradeWar #SupplyChains #Deflation #Overcapacity #AI #Tariffs #FXI #EmergingMarkets #TradeBalance #GlobalTrade #Dollar #Manufacturing #ExportDumping #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo

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