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Of Tariffs, Manufacturing and PSAs

by Peter Zeihan on April 18, 2025

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The tariffs on China are now effectively 145% and penalties tied to Venezuelan oil could raise that to 170%. Trump’s tariff policies are nearing the triple digits, so the level of uncertainty filling every board room is chilling.

While the idea of moving manufacturing away from China is an attractive idea, Trump is trying to brute force his way through this obstacle. When you do that with one of the most complex and developed global trade systems, it’s not going to be a fun process. And there’s no safety net to this. With allies like Canada and Mexico under the pressure of their own set of tariffs imposed by Trump, who is going to pick up the manufacturing? Or help with the industrial buildout?

Needless to say, we’re heading down a very painful road. My piece of advice – you may want to pick up an extra phone or laptop while it’s still (somewhat) affordable.

(Well, that lasted for a bit…)

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YouTube Video Link: https://youtu.be/bYok-YUJkwA

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