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Is there a sense of what products are actually at risk of not being in stock?


Anything low cost that requires a significant amount of manual labor to assemble. So clothes, toys, accessories, etc.


There's going to be a lot of that turning up from other cheap countries like Vietnam, either made there of just stuff from China rebranded.

I can see more problems with high tech stuff from China like the rare earths.


Unfortunately the tariffs hit cheap places like Vietnam just as much or more. (while Vietnam is not perfect I still have hope that supporting them will reform them for the better. Until Xi took power in China I had the same hope for them though. Only time will tell)


A lot of packaging is sourced from China.

Things that wouldn't otherwise be a problem will become a problem. Potentially that includes bottles, tins, plastic food packaging, niche carboard boxes.

Imports from China are ~40% of all US imports. Even a 10% drop would be difficult, and at current levels it's going to be more than that.


> Imports from China are ~40% of all US imports

You mean 14%?

https://tradingeconomics.com/united-states/imports-by-countr...


That's by value. I reckon since Chinese imported goods tend to be cheaper they probably make up a greater number than the value percentage would indicate.

So I suspect 40% figure is how many items in a typical household are from China.

Edit: in case that's not clear, here's an example:

I have one item from the USA that costs $80. I have four items from China that cost $5 each.

My imports from China are 20% of my spending. My imports from China are 80% of my goods.


It is clear what you are saying. It still doesn't make any sense.

If I buy a bottle of wine, a chicken, a cake, and a pint of blueberries, is it correct to say that my diet is 99% fruits? There are more than a 100 of blueberries in the pint after all.


Anything made of cheap plastic, like all kids toys and lower end electronics. Anything you wouldn't really pay double for.




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