RE:RE:RE:RE:RE:Lets all remember to not get too lost in the weeds....Gdome47,
If you don't write professionally, you should probably consider it.
You've made some good conjecture. In particular, I'd agree that Trump would use tariffs as a significant form of revenue for the government.
Needless to say, it will come at someone's expense since it is basically a form of taxation.
As regards critical minerals, I feel it will take significant time, willingness to invest, and expertise among other things to re-establish effective ex-china supply chains.
I've been investing in the mining sector for too long, and if there is one thing I've learned, it's that it takes seemingly forever to go from discovery to production at scale.
Trump will probably be six feet under by the time that happens. I was born the same year as him, so that probably would mean the same for me.
I think we'd be deluding ourselves if we feel that divesting of Chinese imports in the short term will take place, if at all.
The one wild card might be that tariffs would force the price of critical minerals up big time. There are ex-china sources in place in other parts of the world that would be incentivized to increase production and reopen mines that have been put on care and maintenance. They've been unable to compete with China up until now. That would shorten the time factor considerably.
It would be nice if that happened. I own shares in a lot of companies that have been unable to compete with China and are hanging on by a thread.