Chinese exports to U.S. plunge

2,122 Views | 30 Replies | Last: 3 mo ago by BusterAg
BusterAg
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https://www.cnbc.com/2025/09/08/china-exports-growth-in-august-drops-missing-expectations-.html

The Trump tariffs are having an impact.

Notably, Chinese exports overall still grew 4.4%, but that was lower than forecasted and very low growth for China.

Also, if your wondering why grocery stores are giving away pork for almost fee, it's because Chinse tariffs on US pork climbed as high as 150% in 2025.

Will be interesting to watch impact on inflation and jobs, for sure.
It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
infinity ag
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Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.
Logos Stick
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FTA011
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infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.


Lol
AggieMD95
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Bring home the bacon
Over_ed
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infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.
AGC
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Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.
TyHolden
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stocking up on pork tonight
AgTrip
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No Spin Ag
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AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.


And to the wealthy, a fully loaded BMW X7 could be seen junk.

It's all relative.
There are in fact two things, science and opinion; the former begets knowledge, the later ignorance. Hippocrates
Urban Ag
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AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.

So much complete sh** Americans have consumed since the 90's. Absolute plastic garbage. No kid in American needs 100 super cheap made in China toys that will break in short order and end up in the landfll.
AGC
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No Spin Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.


And to the wealthy, a fully loaded BMW X7 could be seen junk.

It's all relative.


It's not. It's the same crap I saw on the streets in Indian markets. It's dumped everywhere, but here there's a nice tv show to go with it.

Some stuff from China matters because it's irreplaceable. Fast fashion and dollar stores stuff needs to go.
LMCane
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BusterAg said:

https://www.cnbc.com/2025/09/08/china-exports-growth-in-august-drops-missing-expectations-.html

The Trump tariffs are having an impact.

Notably, Chinese exports overall still grew 4.4%, but that was lower than forecasted and very low growth for China.

Also, if your wondering why grocery stores are giving away pork for almost fee, it's because Chinse tariffs on US pork climbed as high as 150% in 2025.

Will be interesting to watch impact on inflation and jobs, for sure.

No Spin Ag
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AGC said:

No Spin Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.


And to the wealthy, a fully loaded BMW X7 could be seen junk.

It's all relative.


It's not. It's the same crap I saw on the streets in Indian markets. It's dumped everywhere, but here there's a nice tv show to go with it.

Some stuff from China matters because it's irreplaceable. Fast fashion and dollar stores stuff needs to go.


Your thoughts on how it'll affect the locals who those stores are their main source for goods, or the employees who will lose their jobs if there's less to sell, or the executives who will have a hard time not losing out on profits?
There are in fact two things, science and opinion; the former begets knowledge, the later ignorance. Hippocrates
Over_ed
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Urban Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.

So much complete sh** Americans have consumed since the 90's. Absolute plastic garbage. No kid in American needs 100 super cheap made in China toys that will break in short order and end up in the landfll.

You really should watch the video about the "made in America" BBQ grill brush.



I am not arguing that bringing mfg'ing back to the US is bad.

However, the reality is that our businesses: small, medium, and large - have been forced to rely on China for manufacturing many items, particularly any component relying on integrated electronics.

Because it was impossible to manufacture these components in the US at any price, much less at a price that was competitve on the world marketplace.

To build these in the US, it will take many years. These businesses have few/no alternatives. And, of course, if they are able to get them (eventually) made in the US because of tariifs, their prices will be even more uncompetitive with non-US manufacturers.

Realize I am making few converts on this, but these tariiffs have 2 unavoidable results: higher prices for US consumers and lowered overall competitveness for US manufacturers.

ETA - When looking at steel prices a couple of weeks back, I did think of one alternative to what I stated above: if a manufacturer can charge enough premium to US consumers, then they could subsidize selling to foreign consumers. It wouldn't surprise me to see this happen in steel. But I am not wild about paying more, so some company in say France can pay less.
AGC
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No Spin Ag said:

AGC said:

No Spin Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.


And to the wealthy, a fully loaded BMW X7 could be seen junk.

It's all relative.


It's not. It's the same crap I saw on the streets in Indian markets. It's dumped everywhere, but here there's a nice tv show to go with it.

Some stuff from China matters because it's irreplaceable. Fast fashion and dollar stores stuff needs to go.


Your thoughts on how it'll affect the locals who those stores are their main source for goods, or the employees who will lose their jobs if there's less to sell, or the executives who will have a hard time not losing out on profits?


Have you thought about who owned the stores before those big chains came in, and where the money went back then? Have you asked if we need executives with that level of pay and responsibility, and if they're a net good for society when they don't even interact with their supposed customers, while forcing globalism down their employees' throats?

I have multiple business degrees. What we teach in b school is a net negative.
infinity ag
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"They will take many years to make them here".

OKAY.

Get your ass to work NOW.

We got a country to rebuild.
infinity ag
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AGC said:

No Spin Ag said:

AGC said:

No Spin Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.


And to the wealthy, a fully loaded BMW X7 could be seen junk.

It's all relative.


It's not. It's the same crap I saw on the streets in Indian markets. It's dumped everywhere, but here there's a nice tv show to go with it.

Some stuff from China matters because it's irreplaceable. Fast fashion and dollar stores stuff needs to go.


Your thoughts on how it'll affect the locals who those stores are their main source for goods, or the employees who will lose their jobs if there's less to sell, or the executives who will have a hard time not losing out on profits?


Have you thought about who owned the stores before those big chains came in, and where the money went back then? Have you asked if we need executives with that level of pay and responsibility, and if they're a net good for society when they don't even interact with their supposed customers, while forcing globalism down their employees' throats?

I have multiple business degrees. What we teach in b school is a net negative.


Well.... top executive talent costs money.... that is how capitalism works.... if you object, it means that you are jealous!".

</TexAgs Boomers>
BusterAg
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TyHolden said:

stocking up on pork tonight

I found Boston Butts last weekend for $0.87/lb. I went to the grocery store 3 times a day until my freezer was plumb full of Butts and Ribs.

I would be shocked to ever see Butts at $0.87 / lb ever again.
It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
BusterAg
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No Spin Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.


And to the wealthy, a fully loaded BMW X7 could be seen junk.

It's all relative.

Phantom or GTFO.
It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
BusterAg
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Urban Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.

So much complete sh** Americans have consumed since the 90's. Absolute plastic garbage. No kid in American needs 100 super cheap made in China toys that will break in short order and end up in the landfll.

Wish I had kept all of my Kenner Star Wars toys from the 1980's. I had the Falcon, Slave-1, X-wing, Endor, At-AT, AT-ST, Tie, land speeder, Death Star interior, everything. They were all well used, and sold for $300 in 1990 or so by my dad, but in retrospect, I wish he had not done that.
It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
BusterAg
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No Spin Ag said:

AGC said:

No Spin Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.


And to the wealthy, a fully loaded BMW X7 could be seen junk.

It's all relative.


It's not. It's the same crap I saw on the streets in Indian markets. It's dumped everywhere, but here there's a nice tv show to go with it.

Some stuff from China matters because it's irreplaceable. Fast fashion and dollar stores stuff needs to go.


Your thoughts on how it'll affect the locals who those stores are their main source for goods, or the employees who will lose their jobs if there's less to sell, or the executives who will have a hard time not losing out on profits?

If all of the Dollar Tree stores go out of business, where are the LOL poors going to spend all of their money? Just bury all of their pennies under their porch like Vern?
It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
nortex97
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"Exports plunge" doesn't seem to match "grew 4.4%."

So the Chinese are tariffing their own companies? Smithfield dumping less of our good American pork into the Chinese mainland should drop prices. In fact, I had some great deals at Tom Thumb yesterday.

Weird, Democrats have claimed tariffs are just a tax on Americans, but Chinese tariffs on American exports are…driving our prices higher? Meanwhile, Chinese market prices for pork are actually at a low, due to a glut in supply and weak demand due to the hot weather and slowing economy there. From Grok:
Quote:

In summary, while pork prices saw a brief stabilization or minor uptick in early July after prolonged declines, the period as a whole (July 10September 8) trended downward, with no net rise. Year-on-year comparisons show even steeper drops (~30-35%), underscoring persistent oversupply.

Jeeper79
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Urban Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.

So much complete sh** Americans have consumed since the 90's. Absolute plastic garbage. No kid in American needs 100 super cheap made in China toys that will break in short order and end up in the landfll.
You know they supply more than happy meal toys, right?
BusterAg
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Over_ed said:



I am not arguing that bringing mfg'ing back to the US is bad.

However, the reality is that our businesses: small, medium, and large - have been forced to rely on China for manufacturing many items, particularly any component relying on integrated electronics.

Because it was impossible to manufacture these components in the US at any price, much less at a price that was competitve on the world marketplace.

To build these in the US, it will take many years. These businesses have few/no alternatives. And, of course, if they are able to get them (eventually) made in the US because of tariifs, their prices will be even more uncompetitive with non-US manufacturers.

Realize I am making few converts on this, but these tariiffs have 2 unavoidable results: higher prices for US consumers and lowered overall competitveness for US manufacturers.

ETA - When looking at steel prices a couple of weeks back, I did think of one alternative to what I stated above: if a manufacturer can charge enough premium to US consumers, then they could subsidize selling to foreign consumers. It wouldn't surprise me to see this happen in steel. But I am not wild about paying more, so some company in say France can pay less.

Integrated electronics will take years. In the meantime, S. Korea is a great supplier of these products.

I think that the doomsayers about pretty much any other manufacturing sector are way over stating their case.

Again, we are not going to bring back textile manufacturing or cheap electronics manufacturing. But there are lots of high-tech products that are being manufactured overseas that WILL come back to the US.

People want to focus on the products that are on the very edges of the market (like textiles) and ignore the margin, things that are just a tad bit cheaper to manufacture overseas compared to the US. Like, for example, some implantable medical devices.
It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
BusterAg
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nortex97 said:

"Exports plunge" doesn't seem to match "grew 4.4%."

So the Chinese are tariffing their own companies? Smithfield dumping less of our good American pork into the Chinese mainland should drop prices. In fact, I had some great deals at Tom Thumb yesterday.

Weird, Democrats have claimed tariffs are just a tax on Americans, but Chinese tariffs on American exports are…driving our prices higher? Meanwhile, Chinese market prices for pork are actually at a low, due to a glut in supply and weak demand due to the hot weather and slowing economy there. From Grok:
Quote:

In summary, while pork prices saw a brief stabilization or minor uptick in early July after prolonged declines, the period as a whole (July 10September 8) trended downward, with no net rise. Year-on-year comparisons show even steeper drops (~30-35%), underscoring persistent oversupply.



Chinese exports to US plunge.

Global Chinese exports (to everyone, including the US) increased by 4.4%, the slowest growth in global exports since COVID.

It's not that hard.
It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
No Spin Ag
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AGC said:

No Spin Ag said:

AGC said:

No Spin Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.


And to the wealthy, a fully loaded BMW X7 could be seen junk.

It's all relative.


It's not. It's the same crap I saw on the streets in Indian markets. It's dumped everywhere, but here there's a nice tv show to go with it.

Some stuff from China matters because it's irreplaceable. Fast fashion and dollar stores stuff needs to go.


Your thoughts on how it'll affect the locals who those stores are their main source for goods, or the employees who will lose their jobs if there's less to sell, or the executives who will have a hard time not losing out on profits?


Have you thought about who owned the stores before those big chains came in, and where the money went back then? Have you asked if we need executives with that level of pay and responsibility, and if they're a net good for society when they don't even interact with their supposed customers, while forcing globalism down their employees' throats?

I have multiple business degrees. What we teach in b school is a net negative.


Great reply, and looks like we're on the same page. Appreciate the thorough response.
There are in fact two things, science and opinion; the former begets knowledge, the later ignorance. Hippocrates
Captain Pablo
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BusterAg said:

No Spin Ag said:

AGC said:

No Spin Ag said:

AGC said:

Over_ed said:

infinity ag said:

Good.
Now we won't see as much cheap junk in stores.

Now US companies must step up and fill in the gap. Yes, prices will go up in the US as supply reduces. Part of the deal.

Jobs should slowly start ticking up, will take time though.

We'll see more stuff made in China and labeled Vietnam, India, Thai...

The truth is much of this "junk" is not available from the US, or other countries ar any price.

BTW, one person's "cheap junk" is lot of others' livelihoods.


I've been to many dollar stores. It's junk.


And to the wealthy, a fully loaded BMW X7 could be seen junk.

It's all relative.


It's not. It's the same crap I saw on the streets in Indian markets. It's dumped everywhere, but here there's a nice tv show to go with it.

Some stuff from China matters because it's irreplaceable. Fast fashion and dollar stores stuff needs to go.


Your thoughts on how it'll affect the locals who those stores are their main source for goods, or the employees who will lose their jobs if there's less to sell, or the executives who will have a hard time not losing out on profits?

If all of the Dollar Tree stores go out of business, where are the LOL poors going to spend all of their money? Just bury all of their pennies under their porch like Vern?


You can get more at the poor peoples' store



Kenneth_2003
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Just looking at one month of data is horribly misleading.
Importers have been front-loading a lot of their raw materials ahead of the tariff increases and anyone that has access to sufficient warehousing has been boosting inventories as well. Most of the anticipated Christmas rush is already in the US.

Scroll through Sal Mercagliano's YouTube channel, "What's Going On With Shipping" and he dives into this repeatedly.

Oh as for the grill brush video posted... I posted that video several months ago. I bought the brush, it's a fantastic tool, and the chainmail on mine is US Made.
army01
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what about the shrimp. Are we keeping the Chinese alien shrimp out of our stores?
BusterAg
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army01 said:

what about the shrimp. Are we keeping the Chinese alien shrimp out of our stores?

Definitely need an embargo on these:

It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
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