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Politics : Formerly About Advanced Micro Devices
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To: PKRBKR who wrote (1533292)4/16/2025 7:25:44 PM
From: Tenchusatsu   of 1573221
 
Trump tariffs won’t lead supply chains back to U.S., companies will go low-tariff globe-hopping: CNBC survey (CNBC)

Key points:
  • Most companies that responded to a new CNBC Supply Chain Survey said high costs are the biggest headwind in moving manufacturing back to the U.S., and that if they did so, they would favor automation over workers.
  • Nearly half said reshoring would more than double costs, and a majority indicated that President Donald Trump’s trade war is likely to kick off a global search for low-tariff regimes.
  • A majority of respondents said that, in the near term, price hikes are coming and consumer demand will decline. Recession is the base case for 63% of respondents.
Like I said before, the main driver for reshoring isn't tariffs. Instead, it's geopolitical instability:

Tenchu's Thoughts - Trump's Tariffs Alone Won't Bring Back Manufacturing

The more Trump pisses off the world, the less stable offshore supply chains will be.

Tenchusatsu
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