Not really enough information there to answer your questions, obvi. I was just responding to your initial position that Mexico and Vietnam would be the beneficiaries. The assumption was they had laid in the capital, no?First - are you still arguing Trump is using tariffs as a means to radical free trade? 2 - Are there any economic papers to back that theory up? It doesn't make sense to me at all,
China makes a lithium battery and sells it for $10. We tariff it 25%. American businesses are now paying $12.50 for a $10 battery. Vietnam Company starts making and selling the battery for $11.80. Now American workers/consumers are paying $11.80 for a $10 batter. Better than $12.50, but worse than $10. Your theory suggests that in the future the US withdraws the tariff and the now increased competition leads to a cheaper battery? How? How much of a capital outlay does the Vietnam company have to use to ramp up production? What certainty do they have the tariffs will remain in place long enough to recoup the capital outlay?