PPI - Radically Pragmatic
  • Donate
Skip to content
  • Home
  • About
    • About Us
    • Locations
    • Gallery
    • Careers
  • People
  • Projects
  • Our Work
  • Events
  • Donate

Our Work

Inconsistent With Statutory Goals, Misunderstanding Economics: The Trump Administration’s Investigation Of ‘Structural Excess Capacity in Manufacturing’

  • May 8, 2026
  • Ed Gresser
Download PDF

Members of the 301 Committee:

Thank you very much for this opportunity to provide comments on behalf of the Progressive Policy Institute on the “Section 301” investigation opened last March 11th, alleging “Structural Excess Capacity” in 16 economies and U.S. trading partners, specifically Bangladesh, Cambodia, China, the European Union, India, Indonesia, Japan, Korea, Malaysia, Mexico, Norway, Singapore, Switzerland, Thailand, Taiwan, and Vietnam.

The Progressive Policy Institute (PPI) is a 501(c)(3) nonprofit think-tank, established in 1989 and led by President Will Marshall, and publishes on a wide range of public policy topics. PPI has participated in U.S. trade policy debates since its founding, through public commentary, Congressional testimony, convenings, and participation in TPSC and U.S. Trade Representative Office hearings. I have served as PPI’s Vice President since 2021, and direct research and publishing on trade policy and global economy topics. Before joining PPI, I served as Assistant USTR for Policy and Economics, with responsibility for overseeing agency economic research and use of trade data, chairing the interagency Trade Policy Staff Committee, and administering the Generalized System of Preferences.

My testimony this morning covers four topics:

• The apparent goal of this investigation, as explained by senior administration officials;
• Its core concept of “structural excess capacity”;
• The relevance of the data points presented in USTR’s March 11 Federal Register Notice as justifying inclusion of the 16 economies; and
• A more appropriate approach if the administration wishes to create new tariff rates.

Continue reading the testimony here.

Related Work

Trade Fact  |  September 23, 2026

American Industry Is Using Less Steel

  • Ed Gresser
Trade Fact  |  September 16, 2026

Chinese ‘foreign direct investment stock’ in U.S. as of 2025: $19 billion

  • Ed Gresser
Press Release  |  September 14, 2026

PPI Brief Urges Court to Strike Down Trump’s Forced-Labor Tariffs

  • Ed Gresser
Publication  |  September 11, 2026

Amicus Curiae Brief of Ed Gresser and Progressive Policy Institute Against Forced Tariffs

  • Ed Gresser
Trade Fact  |  September 9, 2026

The WTO’s ‘Agreement on Fisheries Subsidies’ will mark its first anniversary next week

  • Ed Gresser
In the News  |  September 8, 2026

Gresser in The Wall Street Journal: The States on the Front Lines of the Trade War With Canada

  • Ed Gresser
  • Never miss an update:

  • Subscribe to our newsletter
PPI Logo
  • Twitter
  • LinkedIn
  • Facebook
  • Donate
  • Careers
  • © 2026 Progressive Policy Institute. All Rights Reserved.
  • |
  • Privacy Policy
  • |
  • Privacy Settings