Beijing has opened an anti-dumping investigation into a chemical imported from the European Union days before EU Trade Commissioner Maroš Šefčovič travels to China for talks covering trade imbalances, market access and strategic raw materials.

China has opened a new anti-dumping investigation into imports from the European Union less than a week before EU Trade Commissioner Maroš Šefčovič is due in Beijing for talks on the increasingly difficult trade relationship between the two sides.

China’s Ministry of Commerce announced on Saturday, 3 October, that it was beginning an investigation into p-nitrotoluene, also known as 4-nitrotoluene, imported from the EU.

According to the official notice opening the investigation, the case follows an application submitted on 14 September by Chinese producers Jiangsu Huaihe Chemical and Hubei Dongfang Chemical. The investigation will examine alleged dumping between 1 July 2025 and 30 June 2026, while the assessment of possible damage to Chinese industry will cover January 2022 to June 2026.

P-nitrotoluene is used in the production of dyes, pharmaceuticals, pesticides, pigments and other chemical products.

In isolation, the investigation concerns a relatively specialised industrial product. Its timing, however, places it inside a much wider argument over the future of EU-China trade.

Šefčovič is expected in China on 8 and 9 October for the second high-level meeting under the EU-China trade and investment consultation mechanism established earlier this year.

The European Commission confirmed in September that the meeting would address Chinese exports to the EU, European access to the Chinese market and restrictions affecting rare-earth supplies. Brussels said it expected the October talks to produce the first concrete results from work undertaken since the mechanism was established. The Commission outlined the agenda following a September call between Šefčovič and Chinese Commerce Minister Wang Wentao.

EU Today reported in September that Šefčovič had warned China that the EU could consider tougher measures if the negotiations failed to produce tangible progress by October.

The deadline followed talks between Šefčovič and Wang in Brussels in June. At the time, the two sides agreed to establish working groups dealing with trade and investment balances, export controls, intellectual property and World Trade Organisation reform.

EU Today examined those negotiations in detail as Brussels sought progress on rare earths, market access and the widening trade imbalance.

The numbers remain a central part of the European argument.

According to Eurostat’s figures for EU-China trade in 2025, the EU imported €559.4 billion in goods from China while exporting €199.6 billion, leaving a trade deficit of €359.8 billion. EU exports to China fell by 6.5 per cent compared with 2024, while imports increased by 6.4 per cent.

Brussels argues that the imbalance cannot be viewed separately from questions of industrial subsidies, excess manufacturing capacity and barriers encountered by European companies seeking access to the Chinese market.

Beijing rejects the suggestion that the growth of Chinese exports is principally the result of unfair state support and has criticised the EU’s expanding use of trade-defence instruments.

The confrontation now covers a growing range of industries.

The EU has imposed additional duties on Chinese electric vehicles following an anti-subsidy investigation, while disputes have extended to medical devices, public procurement and agricultural products. China, meanwhile, has launched investigations affecting European products including brandy, pork, dairy goods and chemicals.

Rare earths have become particularly important.

European industry remains heavily dependent on Chinese supplies and processing capacity for materials used in permanent magnets, electric vehicles, wind turbines, electronics and defence equipment.

Eurostat reported in June that China supplied 46.8 per cent of EU rare-earth imports by weight in 2025. The concentration is greater in some processing stages and manufactured components.

EU Today has followed the issue closely, including the Commission’s preparations for possible renewed Chinese rare-earth restrictions and the EU Today Research Desk’s assessment of Europe’s exposure to Chinese rare-earth supply chains.

Following the June negotiations, Šefčovič said China had given assurances that export controls on rare earths and permanent magnets should not interrupt European supply chains. He nevertheless sought improvements to the licensing system faced by EU companies. The Commissioner said at the time that Beijing would be expected to demonstrate tangible progress by October.

That point has now arrived.

Neither Brussels nor Beijing has indicated that the broader commercial relationship is heading towards disengagement. China remains the EU’s largest source of imported goods and the European market remains commercially important to Chinese exporters.

But both sides are increasingly prepared to use trade-defence measures when negotiations fail to resolve disputes.

Saturday’s anti-dumping investigation consequently adds another issue to Šefčovič’s agenda days before he arrives in Beijing — and provides an early indication of the atmosphere surrounding the October talks.

Tens of thousands of people have demonstrated across Spain after parliament rejected two government housing decrees, bringing the country’s dispute over rents, evictions and housing supply back onto the streets.

Tens of thousands of people marched across Spain on Saturday, 3rd October, demanding action over rising rents, evictions and access to housing, a day after parliament rejected two government measures intended to strengthen protections for tenants.

In Madrid, the government delegation estimated attendance at around 70,000, while organisers put the figure considerably higher. Demonstrations were organised in more than 50 cities. In Valencia, clashes broke out near a property investment conference at the City of Arts and Sciences, while protests elsewhere were largely peaceful. The nationwide demonstrations followed several days of mobilisation by Spanish tenants’ organisations.

The immediate political trigger came on Friday, when the Congress of Deputies rejected two housing decrees proposed by Prime Minister Pedro Sánchez’s minority government.

The government had approved a package of emergency housing measures including stronger protection against evictions for vulnerable households, changes affecting property investment companies and measures intended to increase the availability of affordable rental accommodation. A second decree included provisions for the automatic renewal of some rental contracts.

The measures were defeated after the Popular Party, Vox and Junts opposed them. Junts argued that the proposals would not resolve the underlying shortage of housing and risked discouraging property owners from putting homes onto the market.

Housing has become one of Spain’s most politically sensitive domestic issues, particularly in Madrid, Barcelona, Valencia and other cities where rising demand has coincided with limited supply, strong tourism and a large short-term rental market.

The protests have also been shaped by the eviction of 87-year-old Maricarmen Abascal from the Madrid flat where she had lived for decades. The case attracted national attention and became a focal point for campaigners demanding stronger protection for tenants.

Spain has already taken measures against short-term tourist accommodation. EU Today reported last year on Spain’s move to block more than 65,000 Airbnb listings that the authorities said did not comply with regulatory requirements.

Barcelona has gone further, announcing plans to end approximately 10,000 tourist-apartment licences by 2028 as the city seeks to return properties to the long-term residential market.

The argument, however, extends beyond holiday rentals.

Spain faces a structural shortage of housing in areas experiencing strong population and employment growth. Tenant organisations favour stronger rent controls, longer contracts and greater restrictions on institutional investors. Property organisations and political opponents of tighter controls argue that excessive intervention can reduce rental supply and discourage construction.

The same debate is increasingly visible across Europe.

Figures published by Eurostat on 1 October showed EU house prices rising by 4.7 per cent in the second quarter of 2026 compared with the same period last year. Rents increased by 3 per cent. Compared with the first quarter, house prices rose by 1.2 per cent and rents by 0.7 per cent.

EU Today recently examined how Berlin’s housing shortage and rapidly rising rents became a central issue in the city’s election campaign, illustrating how affordability has moved up the political agenda across several European capitals.

Brussels has also become more involved. The European Commission’s first European Affordable Housing Plan, presented in December 2025, focuses on increasing supply, mobilising investment, accelerating construction and giving authorities additional scope to address short-term rentals in areas experiencing housing pressure.

EU Today reported when the plan was launched that it included proposals for new action on short-term rentals and housing investment. The Commission has since begun building a European Housing Alliance bringing together governments, cities, regions and housing organisations.

The Commission estimates that house prices across the EU have risen by more than 60 per cent since 2013, while average rents have increased by around 20 per cent. It has nevertheless stressed that most housing policy remains under national, regional and local authority.

Spain therefore represents one of the more acute versions of a wider European problem: how to increase supply while deciding how far governments should regulate rents, tourist accommodation and investment in residential property.

Saturday’s demonstrations show that the issue is no longer confined to housing policy.

For Sánchez, the defeat of the two decrees has exposed once again the difficulty of securing parliamentary majorities for major legislation. For Spain’s opposition parties, the dispute centres increasingly on whether government intervention is helping to expand housing supply or restricting it.

For tenants facing higher rents, the immediate question is whether any new legislation can materially increase the number of homes they can afford.