Tobi and I examine what we believe is the real “China Shock”: the redirection of export demand that might otherwise have gone to the United States toward Nigeria and other markets. We trace the economic and geopolitical consequences of that shift and outline practical policy and strategic responses a country like Nigeria could adopt to capture opportunity and manage disruption.

Key topics covered

* How export displacement works and why Nigeria is a likely beneficiary

* Policy responses Nigeria should consider to sustain industrial growth and build resilience

* Geopolitical implications for the two competing superpowers and for regional trade dynamics

Listen and watch The episode is available in audio and as a video on our YouTube page.

Some articles mentioned on the podcast:

German steel firm dismantled and sent to China - BBC

China’s global exports continue to grow despite Trump tariffs - NY Times

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