This is a deep dive but there pop is maybe 600 million and possibly the same as the U.S.A !!!!

This move doesn't hurt the US. If their economy were humming along they'd keep buying energy from any seller. So much for their 'we'll just replace the US market' narrative.

0.1 percent of our exports. I didn't know this was a rounding error, but it's funny.

That's a powerful move by China @staunovo because China didn't import any LNG from the USA in January and volumes were a zero-rounding error before that.

China accounted for 0.1% of US LNG exports in 2024.#energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas https://t.co/rCQqh8E9c5 pic.twitter.com/WKnmXQBsVp

— Art Berman (@aeberman12) April 18, 2025

samurai_science said:

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BREAKING: China halts all U.S. natural gas imports

— Financelot (@FinanceLancelot) April 18, 2025

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No problem. We will use wood like we did in 1837!!

richardag said:

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nortex97 said:

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…,,,…,,,

Tim Cook explains why Apple chooses China for manufacturing.

It's not cheap labor. It's skill.

Engineering makes up 8% of degrees issued in the U.S., while in China it's 33%. 1 in 3 grads in China is an engineer. pic.twitter.com/fYUiV43YRi

— Zero Fox Given (@zerofoxgiven21) April 12, 2025

…,,,

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Bull*****
There is one reason Tim Cook built plants in China. It does not take 10s or 100s of thousands of engineers to build plants in China, he is lying. I haven't kept up with Apple in over a decade, but Tim Cook is full of bull*****

He did it because of cheap labor. There is a reason Chinese citizens would work in Apple plants and live in company dormitories. What would be considered slave labor wages in the US were above average wages in China.

Part of my animosity towards Business Insider are the endless articles about the terrible conditions @ the Apple plants in China. While by our standards pay was low, but BI ignored the fact that pay & living conditions for Chinese workers was above average.

If I remember correctly, one plant was over a million square feet. Tim Cook made a cardinal sin by putting all his eggs in one basket. China stole Apple's intellectual property and that of others in the design of their chips and hardware. Notable IBM's RISC technology. Recently, Apple designed their own chips and guarantee China has stolen that tech.

There was biggest mistake in Steve Jobs life was naming Tim Cook as his successor. Tim Cook is a major reason I sold my AAPL stock.

edit: added correct link

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I didn't even read what he said but I know he is lying.
Disgusting CEOs get rich beyond what they can spend on other people's work and still can't stop lying, cheating and defrauding.
"we don't have the needed talent in America" <--- biggest Boomer CEO lie.

I bought AAPL stock just before the first iPhone came out. Made a good amount of money and paid the downpayment of my house in 2010. I eventually sold all in 2013 as I realized Tim Cook was not an innovator. AAPL has done pretty good stock-wise though.

94chem said:

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Yeah, I don't know a single thing that a $1400 iPhone does that my $200 Samsung can't do.

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Yes, it is time that we in America stopped our runaway consumerism. It will hit our economy for sure, but it would be sustainable growth, not boom and bust cycles we have now.

infinity ag said:

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richardag said:

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nortex97 said:

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…,,,…,,,

Tim Cook explains why Apple chooses China for manufacturing.

It's not cheap labor. It's skill.

Engineering makes up 8% of degrees issued in the U.S., while in China it's 33%. 1 in 3 grads in China is an engineer. pic.twitter.com/fYUiV43YRi

— Zero Fox Given (@zerofoxgiven21) April 12, 2025

…,,,

---

Bull*****
There is one reason Tim Cook built plants in China. It does not take 10s or 100s of thousands of engineers to build plants in China, he is lying. I haven't kept up with Apple in over a decade, but Tim Cook is full of bull*****

He did it because of cheap labor. There is a reason Chinese citizens would work in Apple plants and live in company dormitories. What would be considered slave labor wages in the US were above average wages in China.

Part of my animosity towards Business Insider are the endless articles about the terrible conditions @ the Apple plants in China. While by our standards pay was low, but BI ignored the fact that pay & living conditions for Chinese workers was above average.

If I remember correctly, one plant was over a million square feet. Tim Cook made a cardinal sin by putting all his eggs in one basket. China stole Apple's intellectual property and that of others in the design of their chips and hardware. Notable IBM's RISC technology. Recently, Apple designed their own chips and guarantee China has stolen that tech.

There was biggest mistake in Steve Jobs life was naming Tim Cook as his successor. Tim Cook is a major reason I sold my AAPL stock.

edit: added correct link

---

I didn't even read what he said but I know he is lying.
Disgusting CEOs get rich beyond what they can spend on other people's work and still can't stop lying, cheating and defrauding.
"we don't have the needed talent in America" <--- biggest Boomer CEO lie.

---

Man, you really hate corporations. Didn't you make all your money at one?

I'm not a fan of where they've ended up as enforcement arms of DC policy and the general idiocy and politics that happens within the walls of senior leadership, but I also will acknowledge that they've been good to my wife and me from a financial perspective.

So, on one hand you are going to bash American corporate leaders but OTOH you are going to profit from those leaders who work the bottom line via investments.

You can't have both!

40%, 60%, who's counting? It's down…by a lot. 245% and ending de minimus shipments being exempt will do that.

Cargo containers originally headed for the U.S. are piling up at Shanghai's port, China's main export hub.

A Chinese brokerage estimates that over 26 cargo trips between China and the US have been canceled, reducing shipping volume by 40%. pic.twitter.com/JUdgUvl80C

— China in Focus - NTD (@ChinaInFocusNTD) April 15, 2025

Fallout: funny to see Vancouver-Tacoma route cancelled.

Quote:

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A total of 80 blank, or canceled, sailings out of China have been recorded by freight company HLS Group. It wrote in a recent note to clients that with the trade war between China and the U.S. leading to a demand plummet, carriers have started to suspend or adjust transpacific services.

Major ocean freight alliance ONE has "suspended until further notice" a route it had previously been planning to bring back in May, which would include ports of Qingdao, Ningbo, Shanghai, Pusan, Vancouver, and Tacoma. Meanwhile, an existing route is planning to cancel its port call at Wilmington, North Carolina.

The impact of the diminished freight container traffic to North America will be significant for many links in the economy and supply chain, including the ports and logistics companies moving the freight. If each sailing was carrying 8,000 to 10,000 TEUs (twenty-foot equivalent units), that would equal a decline in freight traffic of between 640,000-800,000 containers, and lead to decreased crane operations at the ports, lower fees that could be collected, and declines in container pick-ups and transports by trucks, rails, and to warehouses for storage.

The World Trade Organization warned on Wednesday that the outlook for global trade has "deteriorated sharply" in the wake of Trump's tariffs plan. JB Hunt shares hit their lowest level since November 2020 after commentary during the trucking company's earnings call about the uncertainty from tariffs.
"We have no way of knowing how significant this drop in orders will be on vessel schedules," said Alan Murphy, CEO of Sea-Intelligence. "There are no models to extrapolate this. What I can tell you is the majority of containers on the vessels servicing the Asia to U.S. trade routes is China. We won't go to zero containers, but we will see a decrease in containers and as a result, in the future, we will see a massive raft of blank sailings announced."

China accounts for approximately 30% of all U.S. containerized imports (down from 37% in 2018), but accounts for approximately 54% of all U.S. containerized imports from Asia (down from 67% in 2018).

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One of the scare headlines in leftist media this week was Ford halting shipments to China. Pretty much fake news, as one could expect.

JUST 2% OF FORDS SOLD IN CHINA ARE MADE IN THE USA!

I laughed when I read that "Ford was suspending shipments of new vehicles to China." Only 2% of Fords sold in China are manufactured in the USA. So in other words, this is a few thousand cars annually. #nothingburger pic.twitter.com/84bUjwUdo4

— Bill Mitchell (@mitchellvii) April 19, 2025

Good:

This is a big deal. De minimis or informal entries are how UPS and FedEx shipments from China to the US work.

They're now fully taxed upon US entry. No matter how small or cheap.

Money machine goes brrrrrr https://t.co/8f6wdYApzH

— Khan Noonien Singh (@wtfcetialpha5) April 19, 2025

De Minimis is how a lot of e-commerce companies move stuff into the USA. See SHEIN and Temu as the most high profile Chinese examples. They are getting murdered right now.

It's impacting a crap ton of companies besides them though.

YouBet said:

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De Minimis is how a lot of e-commerce companies move stuff into the USA. See SHEIN and Temu as the most high profile Chinese examples. They are getting murdered right now.

It's impacting a crap ton of companies besides them though.

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No! Not Temu!

Oh well.

Fitch downgraded China earlier this month. Will be interesting to see if S&P and Moody's follow.

Yep. I am curious to see how the markets move this week, to say the least.

Foreign investors are dumping US stocks at a rapid pace:

Investors from overseas withdrew ~$6.5 billion from US equity funds over the last week, the second-largest amount on record.

Net outflows were only below the $7.5 billion seen during the March 2023 Banking Crisis.… pic.twitter.com/eXQst0EBQm

— The Kobeissi Letter (@KobeissiLetter) April 17, 2025

Markets are not indicative of the situation. It is people betting on/against companies due to the tariffs. In the end, it is a question of what country has the most to lose. China has a serious issue. We can always go to other countries for production and supplies. There are hundreds of them that will build their supply chain to replace China.

We will suffer in the short run with no crap on the shelves at Walmart… Our companies will find ways to fill those shelves, though. We all know it.

YouBet said:

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De Minimis is how a lot of e-commerce companies move stuff into the USA. See SHEIN and Temu as the most high profile Chinese examples. They are getting murdered right now.

It's impacting a crap ton of companies besides them though.

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Good. I have at least 80 boxes and packages from TEMU that haven't even been opened. I could open a TEMU store online and get my money back.

nortex97 said:

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Yep. I am curious to see how the markets move this week, to say the least.

Foreign investors are dumping US stocks at a rapid pace:

Investors from overseas withdrew ~$6.5 billion from US equity funds over the last week, the second-largest amount on record.

Net outflows were only below the $7.5 billion seen during the March 2023 Banking Crisis.… pic.twitter.com/eXQst0EBQm

— The Kobeissi Letter (@KobeissiLetter) April 17, 2025

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Great video here.

REPORT: China’s retaliation against President Trump’s tariffs just blew up in their face.

After grounding dozens of Boeing planes, Beijing thought it had the upper hand, but now that move is backfiring—badly.

Chinese factories are collapsing under the weight of economic… pic.twitter.com/e5ZenkJyAT

— The Vigilant Fox 🦊 (@VigilantFox) April 22, 2025

CCP factories slowing:

Concerns over tariffs continued to weigh on China's imported coking coal market at key border crossings last week, slowing downstream buying. This exerted downward pressure on #Mongolian coal prices, with some grades edging lower.

More: https://t.co/dLE94XpmKT#CokingCoal

— Sxcoal (@sxcoal) April 22, 2025

Which is…not going to happen:

CHINESE PREMIER LI QIANG SENT LETTER TO JAPANESE PM SHIGERU ISHIBA CALLING FOR COORDINATED RESPONSE FOR U.S. TARIFF MEASURES - KYODO

— *Walter Bloomberg (@DeItaone) April 22, 2025

American buying power is still second to none. We are the engine of the world economy and Trump know it and is leveraging it.

BullHaulAg said:

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American buying power is still second to none. We are the engine of the world economy and Trump know it and is leveraging it.

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Yup. Too many people think every other country is like us. But if they travel any they find out quick that ain't the case.

My boss is over there right now. Really curious to hear the first hand accounts on Monday.

Aggie95 said:

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My boss is over there right now. Really curious to hear the first hand accounts on Monday.

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Glad I'm not.