The question that we don't have much clarity on today is where ultimately do we see China and all of this? Because obviously Chinese inputs are in so many things that we would still be buying from these other countries. So where do we want to have them completely restricted and brought them down to zero? Where are we okay with 10% Chinese inputs? Where are we okay with 50% Chinese inputs if those things exist at some point at the end of the day? That thinking, that strategizing, I just don't think has been done yet. But I think we are certainly moving towards supply chains shifting more reliably out of China and not just shifting and as you say, you know, you use the word superficial in another context here, but the superficial change in changing of supply chains, which has been the transshipment problem that factories just load up a ship, send it to Vietnam, hang out in the port for however long you need to so that the goods now become Vietnamese goods, and then you get the new piece (35/45)
You are viewing a single comment's thread from: