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   CedarTea (cedartea@social.coop)'s status on Tuesday, 01-Apr-2025 06:56:04 JST CedarTea

   What I've heard lately in global industrial supply chains is:

   1) Avoid purchasing from US wherever possible

   2) Where not possible, take all measures available to remove the product from the US early in its manufacturing chain to avoid as many value-add activities as possible

   This isn't the result of high-minded antifascist BDS activities against the US, but rather cost and risk mitigation resulting from american trade policy.

   America is making itself the exporter of last resort.

   • Embed this notice
     Camerondotca (camerondotca@mastodon.nz)'s status on Tuesday, 01-Apr-2025 06:56:00 JST Camerondotca

     in reply to

     @CedarTea Canadian governments, at all three levels, are reviewing, backing out of and barring contracts with USian firms. It's going to get messy.

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     CedarTea (cedartea@social.coop)'s status on Tuesday, 01-Apr-2025 06:56:01 JST CedarTea

     in reply to

     USians should prepare for unemployment to spike. Even if Trump reverses his trade war stance, it'll likely still be read into global procurement contracts as risk, which will depress export demand heavily. Not that I'm some fancy economy-knower, but I am at least to some extent a manufacturing supply chain knower.

     Steve's Place repeated this.
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     CedarTea (cedartea@social.coop)'s status on Tuesday, 01-Apr-2025 06:56:03 JST CedarTea

     in reply to

     The uncertainty is especially bad. Evaluating bids and having to go "Oh, and add 25%. Maybe 100%. Who fucking knows. Maybe they won't even allow it to ship." makes procurement really skittish. Especially when you're talking about large expensive industrial equipment which tends to have long lead times.