Shannon O'Neil

A Guide to Trump’s Section 232 Tariffs, in Maps President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These graphics show the scale and structure of U.S. reliance on foreig…

For what Section 232 tariffs mean for the sectors already hit and the other ongoing investigations, read more at @cfr.org here: 🧵(5/5) on.cfr.org/4n8JrQe

Timber, Lumber, and Furniture: On Oct 14, Trump will impose tariffs on timber, lumber, upholstered wooden furniture, and kitchen cabinets. The US imports roughly 30% of its lumber. A third of the wood products subject to Section 232 tariffs are from #Canada 🇨🇦. 🧵(4/5)

Robotics and Industrial Machinery: The US imported $25 billion more than it exported in robotics and industrial machinery last year. #Germany 🇩🇪, #Canada 🇨🇦, #Japan 🇯🇵, and #Italy 🇮🇹 supply half of all imports. #China 🇨🇳 ships 8%. 🧵(3/5)

Medical Goods: The US is a net importer of PPE and medical equipment. 75% of medical devices marketed in the US are manufactured abroad. #China 🇨🇳 and #Mexico 🇲🇽 are leading suppliers of US imports of medical goods.🧵(2/5)

A Guide to Trump’s Section 232 Tariffs, in Maps President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These graphics show the scale and structure of U.S. reliance on foreig…

With Gabriela Paz-Soldan, I’ve updated our Section 232 maps for the new investigations into medical equipment and robots and machinery—and newly announced tariffs on timber, lumber, and furniture. 🧵(1/5) on.cfr.org/4n8JrQe

A Guide to Trump’s Section 232 Tariffs, in Maps President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These twelve graphics show the scale and structure of U.S. reliance on…

For what Section 232 tariffs mean for the sectors already hit and the other ongoing investigations, read more at @cfr.org here: 🧵(5/5) on.cfr.org/4n8JrQe

Wind Turbines: Two-thirds of the value of a typical US wind turbine is imported. Nearly a quarter of these imports are sourced from #Germany, and one fifth from #Mexico. 🧵(4/5)

Polysilicon: The US is a net exporter of polysilicon, but it relies on imports for solar products that use the material. #Vietnam, #Thailand, and #Malaysia supply the majority of US solar imports. 🧵(3/5)

Drones: Americans import nearly half a million drones a year as just 100,000 are produced domestically. Over half of US drone imports are sourced from #Malaysia, though Chinese-owned companies dominate the US market. 🧵(2/5)

A Guide to Trump’s Section 232 Tariffs, in Maps President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These twelve graphics show the scale and structure of U.S. reliance on…

Trump is leaning into Section 232 tariffs—sectoral tariffs based on national security threats. From cars to copper, 12 sectors are now under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from 🧵(1/5) on.cfr.org/4n8JrQe

Mexico Is Facing a Second — and Worse — ‘China Shock’ A flood of Chinese imports threatens its efforts to diversify and grow its economy. The solution: greater integration with its North American neighbors.

In my latest for @opinion.bloomberg.com, I argue rising Chinese exports to Mexico are causing not just geopolitical heartburn for a country caught between two superpowers but also threaten Mexico’s future economic prosperity.

Timber and Lumber: The US imports roughly 30% of its lumber—most of it from #Canada. The American lumber industry has a long-standing trade dispute with Canada, alleging that their lumber products receive unfair subsidies. 🧵(10/10)

Critical Minerals: The US sources 12 critical minerals entirely from abroad. And it relies heavily on imports for another 28 critical minerals. Though #China supplies 6% of imports overall, the US depends on its adversary for specific minerals like rare earths. 🧵(9/10)

Semiconductors: The US relies heavily on foreign suppliers for semiconductors. #China, a leader in ATP globally, supplies more than a quarter of US imports. #Taiwan supplies a fifth and #Mexico ships 15%. 🧵(8/10)

Pharma: While #Ireland is the top pharmaceutical supplier by value, this is partly the result of tax dodging by American companies. When measured by weight, the United States depends on #China for 44% of all pharmaceutical imports. 🧵(7/10)

Aircraft and Jet Engines: Unlike most other goods under Section 232 investigation, commercial aircraft, jet engines, and related parts already face a 10% tariff under the IEEPA. Close to half of US imports come from the #EU and a quarter from #Canada. 🧵(6/10)

Trucks: Nearly half of the trucks sold in the US are made abroad. Truck imports are more concentrated than cars. #Mexico and #Canada capture over 80% of the market. 🧵(5/10)

Cars and Car Parts: Nearly 50% of all new cars and 60% of car parts come from overseas. #Mexico, #Japan, #SouthKorea, and #Canada are top auto suppliers to the US, while over half of imported auto parts come from #Mexico and #China. 🧵(4/10)

Copper: Trump announced a 50% tariff to start August 1. The United States imports roughly half its copper—mainly from allies #Chile and #Canada. 🧵(3/10)

Though Trump’s Section 232 tariffs will hit #China, they will also hit US allies and FTA partners—especially #Mexico, #Canada, #SouthKorea, and #Japan. 🧵(2/10)

Section 232 tariffs aim to protect national security. From cars to copper, 9 sectors are under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from. 🧵(1/10) bit.ly/3TCsOQo

What Trump Trade Policy Has Achieved Since ‘Liberation Day’ Ten CFR experts break down what the president's trade agenda has accomplished since he placed a ninety-day pause on his expansive “Liberation Day” tariffs.

I joined @inumanak.bsky.social @zoe-liu.bsky.social @edwardalden.bsky.social @bennsteil.bsky.social @hillmanje.bsky.social Brad Setser, Matt Goodman, Will Freeman, & Rebecca Patterson to reflect on Trump’s tariffs and what they have achieved since the 90-day pause. You can read the piece here:

China 'already' making moves to 'delink themselves' from U.S. amid Trump's trade war China has raised tariffs on U.S. imports to 125%. NBC News’ Vaughn Hillyard reports more. CNBC global supply chain reporter Lori Ann LaRocco, Director of Studies and Vice President at the Council on Foreign Relations Shannon O’Neil and New York Times White House Correspondent Tyler Pager join Christina Ruffini to break down how President Trump’s tariffs are impacting the global economy. For more context and news coverage of the most important stories of our day click here: https://www.msnbc.com/ » Subscribe to MSNBC: https://www.youtube.com/msnbc » Subscribe to MSNBC on TikTok https://www.tiktok.com/@msnbc » Subscribe to MSNBC on Instagram https://www.instagram.com/msnbc Download our new MSNBC app for the latest breaking news and daily headlines at a glance: https://www.msnbc.com/information/download-msnbc-app-n1241692 Follow MSNBC Show Blogs MaddowBlog: https://www.msnbc.com/maddowblog MSNBC delivers breaking news, in-depth analysis of political headlines, commentary and informed perspectives. Find video clips and segments from The Rachel Maddow Show, Inside with Jen Psaki, Morning Joe, The Beat, Deadline: White House, All In, The Last Word, The 11th Hour, and more. Connect with MSNBC Online Visit msnbc.com: https://www.msnbc.com/ Subscribe to the MSNBC Daily Newsletter: https://link.msnbc.com/join/5ck/msnbc-daily-signup #Trump #China #Trade #Tariff

I spoke with Christina Ruffini on @msnbc.com about Trump’s trade war with China and how both countries might be affected. You can watch the full segment here

US Exporters Won’t Thrive in a ‘Plus-One’ World Trump’s tariffs will shift manufacturers from a “China plus one” to a “US plus one” strategy, putting higher-cost US-made goods at a global competitive disadvantage.

Trump’s tariffs will incentivize companies to move from a “China plus one” manufacturing model to a “U.S. plus one” version. Over time, this will marginalize the United States in the global economy. My latest for @opinion.bloomberg.com:

Photo of the book titled "The Globalization Myth" by author Shannon O'Neil.

“America First” protectionism isolates the US from the regional market and allows other nations to fill the void. Without partnerships, the US weakens its ability to compete with other regions.

upriverpress.substack.com/p/globalizat...

@yalepress.bsky.social
@shannonkoneil.bsky.social

#tariffs

Really sharp, knowing discussion of "Liberation Day" with @shannonkoneil.bsky.social, Allison Schrager and @jonathanjlevin.bsky.social, with a dollop of wit thrown in. The one (enjoyable) livestream you need to understand Trump's tariffs before they hit. x.com/i/broadcasts...

Tariffs Will Destroy the Best Cure for the Trade Deficit US exports not only reduce deficits, they also bring higher-paying jobs and greater innovation. A tariff-driven trade war will hold back their growth.

Trump’s upcoming tariff barrage will hold back U.S.-based exporters and the growth they can bring. In my latest for @opinion.bloomberg.com, I argue that the U.S. should shift its focus from cutting imports to the other side of the trade equation and boost exports.

Trump’s Cuts to Democracy Promotion Like the NED Already Hit Asian Organizations Hard The Trump administration has significantly reduced U.S. foreign assistance for democracy promotion,  weakening critical support structures in regions like Southeast Asia.

"The drastic drawdown of National Endowment for Democracy grants and other democracy promotion support has already had major implications in Southeast Asia and other regions," writes my colleague @joshkurlantzick.bsky.social for @cfr.org: www.cfr.org/blog/trumps-...

Trade, Tariffs and Trumponomics

For more timely analysis on trade, tariffs, and Trumponomics, see our new hub, with data, videos, and explainers from @cfr.org experts like @bennsteil.bsky.social @edwardalden.bsky.social and @inumanak.bsky.social 📊🔍🧵(6/6) www.cfr.org/trade-tariff...

Nations Denounce Trump Tariff on Metals and Warn of Retaliation Canada, Mexico and European countries criticized President Trump’s levies on steel and aluminum with fears that they could ignite a global trade war.

Some countries will try to negotiate carveouts as happened under Trump 1 and Biden. But if they don’t get them, they could put countertariffs on billions of dollars-worth of American bourbon, Levi’s jeans, Harley-Davidson motorcycles, and more.🧵(5/6) www.nytimes.com/2025/02/11/w...