this post was submitted on 04 Apr 2025
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No Stupid Questions
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My facts were provided and cited? I'd argue your positions are the ones not related to the facts:
This is a media statement, not a fact, and not reflected in industry data nor historical examples. There's a cost they don't want to pay, not a hard block. Manufacturing has historically been more than able to adjust, but at a cost. In the event of a war we'd likely pay that cost, in the face of tariffs it's up to those individual manufacturers to decide. So we might see them choose to keep importing instead of replacing certain components... But that does not then mean they couldn't do so.
I didn't claim this at all? And I won't argue it as relevant since interrupting shipping globally is not a relevant equivalent to bilateral trade halting.
I don't feel like you're making arguments in good faith, or you are disregarding my claims and raising straw man arguments... Apologies in advance as I'll likely not continue this thread.
It’s not just a “media statement.” This is what they’re saying to their shareholders, who they are legally required to divulge the facts to.
I think you’re not appreciating the number of years it would take to move manufacturing bases and train up the local skillset. It’s not a ‘they can’t ever do it.’ It’s that it would take at least a decade, and at the rate tensions are escalating, they cannot get to the point of moving that production in time.