Sean Miner

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Sean Miner

Sean Miner

@SeanMiner

Global trade, tariffs, customs compliance, and export controls. Director for North America at DOJÖ Consulting Group. Former @KPMG, @PIIE, and @AtlanticCouncil

Washington DC Katılım Haziran 2009
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Martin Chorzempa 马永哲
Martin Chorzempa 马永哲@ChorzempaMartin·
Thread on BIS clarification on chip export controls: reduces uncertainty & unintended consequences 1. Most restrictions are by "fab" facility. Clarifies if multiple buildings at one campus fine to keep servicing uncontrolled trailing edge if sep building bis.doc.gov/index.php/docu…
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Martin Chorzempa 马永哲
Martin Chorzempa 马永哲@ChorzempaMartin·
Pub Day! Eight years of work distilled into one book you'll love if you're into the future of money, finance, tech, China, and more. Read this thread for a sense of what's inside and why it matters for the US and world. publicaffairsbooks.com/titles/martin-…
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Martin Chorzempa 马永哲
Martin Chorzempa 马永哲@ChorzempaMartin·
Hot off the presses! My latest on foreign investment and CFIUS, which screens for security threats, especially on 🇨🇳 deals. Main takeaway: security screening is rising without scaring away most foreign investors, as investment is booming Quick thread: piie.com/blogs/realtime…
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Sean Miner
Sean Miner@SeanMiner·
@JoshuaSteinman Joshua, how much would that really bring onshoring? Section 301 tariffs on products from China (up to 25%) have been in place for a few years. US trade deficit with China near all time high. Need targeted tariffs on finished goods rather than tariffs on components/raw materials.
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joshua steinman (🇺🇸,🇺🇸)
Want to fix the supply chain situation? We need a "Volker Moment," ala October 6, 1979. 10% across the board tariff increase overnight. No exceptions. Will be painful, but the supply chains will shift FAST. Otherwise, we will continue to die a death of a thousand cuts.
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Chad P. Bown
Chad P. Bown@ChadBown·
In January 2020, former President Donald Trump signed a trade deal that committed China to purchase an additional $200 billion of US exports over 2020-21. The data are now in. In the end, China bought none of that extra $200 billion. My latest, 1/🧵 piie.com/blogs/realtime…
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Ambassador Katherine Tai
Ambassador Katherine Tai@AmbassadorTai·
I just spoke with @VDombrovskis about our shared priorities and strengthening the relationship between the U.S and the E.U. We will work to address shared concerns about climate change, forced labor and non-market economies.
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Sean Miner
Sean Miner@SeanMiner·
@MaraRhymesSarah Good question. I would think they need to go big and broad (new products) because the US sees DST as a big threat and the US will want to be armed with a lot of potential firepower
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Mara Lee
Mara Lee@MaraRhymesSarah·
@SeanMiner do you think it will be different products from the French goods on 301 for Airbus? Or just higher tariffs on wine, cheese, etc?
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Sean Miner
Sean Miner@SeanMiner·
@MaraRhymesSarah My guess is that USTR will publish a proposed list of products to target for 301 tariffs, as a deterrent to France implementing the DST. That way the US will be ready to fire if France implements the DST.
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Mara Lee
Mara Lee@MaraRhymesSarah·
@SeanMiner you don't think USTR could use another penalty? Or say that France is still holding off and so no action needed unless the tax comes into play?
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Sean Miner
Sean Miner@SeanMiner·
“In the meetings this week, Chinese officials explicitly warned companies that any move to pull production from China that seemed to go beyond standard diversification for security purposes could lead to punishment” nytimes.com/2019/06/08/bus… via ⁦@nytimes
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Keith Bradsher
Keith Bradsher@KeithBradsher·
“Call it the ABC supply chain, as in ‘anywhere but China’.” Companies losing their willingness to depend entirely on China for their worldwide operations, and beginning to disperse factories more widely. nytimes.com/2019/05/17/bus…
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Sean Miner
Sean Miner@SeanMiner·
China Loses More From This Trade War. 3 important points: Some firms moving out of China to avoid tariffs; some economies (EU) may erect protections on some Chinese goods too (a la steel protection); and China currently losing FDI to other low wage nations bloomberg.com/opinion/articl…
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Daniel Rosario
Daniel Rosario@danielrosarioEU·
A EU-US agreement on industrial goods would increase EU exports by 8% and US exports by 9%; this corresponds to additional gains of €27 billion and €26 billion respectively trade.ec.europa.eu/doclib/press/i…
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Bert Hofman(郝福满)
Bert Hofman(郝福满)@berthofmanecon·
#China's export growth to the US for the $50 billion product list with a 25 percent tariff now negative. Other exports still robust.
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