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Gold/Mining/Energy : Big Dog's Boom Boom Room

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Sam
To: Sam who wrote (206147)12/1/2025 7:56:41 PM
From: Elroy Jetson1 Recommendation  Read Replies (1) of 206191
 
US Manufacturing Contracts for Ninth Straight Month - wsj.com

It really is all about tariffs killing US manufacturing,” said ISM Chair Susan Spence. “We do not see anything on the horizon that’s going to turn this ship.



Trump tariffs right are driving industrial and manufacturing processes out of the United States.

We desperately need to stop the Republican's ongoing efforts to sabotage the re-industrialization of America, or simply remove them from positions of power.


Because when you have a complicated supply chain and things are going back and forth over borders multiple times, a flat tariff like the Trump administration has instituted taxes things every time they come into the US, so it's cheaper just to take the manufacturing out of the US and put it somewhere else. A lot of that is going to Mexico. They'll finish the product there and then ship it into the US. You only pay the import tariff once which is much cheaper, much more economically viable. It's really hurting American communities wight now. And that's nothing compared to what's coming from Trump tariffs over the next year.

In Juarez, the border town just across from El Paso, there are these vast industrial parks which have been built to take advantage of the ongoing NAFTA integration and the Trump tariff policy decisions, but Juarez doesn't have enough electricity to turn the lights on and Texas doesn't have enough electrical capacity to export. So these warehouses are just sitting empty, so you have to go all the way down to Chihuahua City, which is a better run city with it's own power generation system to get electricity, but Chihuahua City has a limited population, so this combination has put a real crimp on building out supply chains of any type in North America.


So if you're in North America and you want to get into this industrial pulse, realize that the Chinese are going away one way or the other due to a demographic collapse, so we have to make our own products.

But you have to start with additional electrical power, which power companies control rather than local planners so you have to find some way to get into the heads of local utilities.

And I know, I know the federal government is making this as impossible as it possibly can. The three biggest inputs which go into power plants are copper, steel and aluminum which the Trump administration on which the Trump administration has put a 50% tariff on all of these inputs to building new power plants, and that sucks.

This means that even if your community and utility had a plan in place the numbers don't make sense anymore, and the Trump administration has taken away everything the Federal government has done in terms of funding for electricity build-out or financing, so you do have to it all on you own at a much higher cost and that sucks. But it's still the first step and it has to be done, and we're at a point now where we're running out of time - so you need to do it anyway. . . . and the Trump administration has fired most of that staff at FERC which is required by law to to approve all power systems which cross state lines, so until Trump is out of office all power will have to come from within your own state.

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