Trump’s Next $100 billion – Phones, T-Shirts or Polymers? — Panjiva
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Trump’s Next $100 billion – Phones, T-Shirts or Polymers?

China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Durables 575 Energy - PetChem 30 Info Tech - Tech Hardware 866 Materials - Chemicals 273 Materials - Metals/Mining 796 Metals - Aluminum 271 Metals - Copper 80 Tariffs 1870 U.S. 5404

President Trump has ordered the USTR to consider duties on an additional $100 billion of Chinese exports. That’s a response to Chinese retaliation against America’s section 301 duties relating to Chinese IP practices, each of which covered products worth around $50 billion. The President has plenty of choice. Panjiva analysis shows that there are 6,502 product lines beyond the 1,643 already covered by the section 301 and section 232 (metals) reviews. Those are worth an aggregate $409 billion. The $100 billion target could easily be met with mobile phones ($46 billion), laptops ($38 bi...

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