TA-OP said:

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AggieVictor10 said:

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Good. Buy American or GTFO.

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I hope you're not a coffee drinker.

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Kauai coffee for the win.

Aggie95 said:

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competitors announcing 8%, we are announcing 10% to 15%. Will be interesting to see how this plays out.

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If we wouldn't have decided to quit making literally anything, we wouldn't be in this mess. Hoping it gets straightened out soon.

Tom Kazansky 2012 said:

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Stinky T said:

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Have a customer that said there are 50 machines in the US that can fabricate their raw material. They need at least 600 of those machines to meet their requirements alone. So "Buy American" makes a great bumper sticker, but it is not always practical short term.

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CEOs of the companies that survive should take note of what happens when you sell out over seas.

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Their memory is short-lived. Wasn't that long ago that supply chain was snarled during COVID bc we relied on China too much and shipping containers were crazy expensive, sea cargo availability shrank, long delays at the port. Yet as soon as all of that resolved itself, we went right back to heavily relying on China again.

AJ02 said:

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Tom Kazansky 2012 said:

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Stinky T said:

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Have a customer that said there are 50 machines in the US that can fabricate their raw material. They need at least 600 of those machines to meet their requirements alone. So "Buy American" makes a great bumper sticker, but it is not always practical short term.

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CEOs of the companies that survive should take note of what happens when you sell out over seas.

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Their memory is short-lived. Wasn't that long ago that supply chain was snarled during COVID bc we relied on China too much and shipping containers were crazy expensive, sea cargo availability shrank, long delays at the port. Yet as soon as all of that resolved itself, we went right back to heavily relying on China again.

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Not remotely the same.

And your suggestion is probably true in some circles, but the good ones that are building for the future are absolutely moving their operations. Either permanently to China and focusing on markets outside the US (dumbass) or moving home and verticalizing here as much as possible.

A lot of the big boys are watching the home grown small and higher quality competitors take off in a few short weeks of this economic war.

Publicly traded companies cannot survive the rip cord going back and forth if tariffs become en vogue beyond trump.

aggiehawg said:

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Aggie95 said:

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construction related (pipe,valves, and fittings)

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And China is your source?

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China makes all valves except maybe huge industrial ones or speciality

Fightin_Aggie said:

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aggiehawg said:

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Aggie95 said:

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construction related (pipe,valves, and fittings)

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And China is your source?

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China makes all valves except maybe huge industrial ones or speciality

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They also make all wellhead slugs too, which are finished over here.

Yet, if you were an American vendor that had managed to keep production domestic, you'd be experiencing a windfall.

2nd round of increases. Some backflow preventers and valves up 35%

AggieKatie2 said:

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Yet, if you were an American vendor that had managed to keep production domestic, you'd be experiencing a windfall.

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not practical or even possible due to EPA regulations. See the Ore mine in Utah that shut down this week. They mine iron ore, ship it to China to be refined (no EPA to deal with), then the refined product is shipped back to the US to be manufactured into finish product.

Tom Kazansky 2012 said:

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AJ02 said:

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Tom Kazansky 2012 said:

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Stinky T said:

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Have a customer that said there are 50 machines in the US that can fabricate their raw material. They need at least 600 of those machines to meet their requirements alone. So "Buy American" makes a great bumper sticker, but it is not always practical short term.

---

CEOs of the companies that survive should take note of what happens when you sell out over seas.

---

Their memory is short-lived. Wasn't that long ago that supply chain was snarled during COVID bc we relied on China too much and shipping containers were crazy expensive, sea cargo availability shrank, long delays at the port. Yet as soon as all of that resolved itself, we went right back to heavily relying on China again.

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Not remotely the same.

And your suggestion is probably true in some circles, but the good ones that are building for the future are absolutely moving their operations. Either permanently to China and focusing on markets outside the US (dumbass) or moving home and verticalizing here as much as possible.

A lot of the big boys are watching the home grown small and higher quality competitors take off in a few short weeks of this economic war.

Publicly traded companies cannot survive the rip cord going back and forth if tariffs become en vogue beyond trump.

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I'm literally in supply chain now, and I was during COVID. I can tell you with 100% fact.....they were moving things to China prior to COVID, got bit in the ass during COVID bc they couldn't get anything from China, started reaching out to domestic manufacturers to get them through it. Global supply chain smooths itself out, and they immediately start going back to China. Two completely different industries I've watched this happen to in real time.

Just before the tariffs hit the fan, there was a HUGE push end of Q4 into Q1 to go 100% all-in on China vendors for some lines. No longer even bothering to split 70/30 with a domestic supplier to maintain continuity if SHTF again. And guess what.....SHTF again.

No, they did not learn their lesson after COVID. They saw COVID supply chain as a "once in a lifetime" problem.

Ditto for me. Im much more refining and chemicals vs O&G. Took a director role in supply chain in summer of 2020

Different business units in our company are affected differently, but until a major end user says "**** this" and takes all Chinese valves off their AMLs I don't see it changing.