Trump Tariffs Part 1 - China || Peter Zeihan

The proposed tariffs on China aim to reshape trade dynamics and shift industrial production. The discussion highlights how these tariffs could impact American consumers and the overall economy. There's a deep dive into the challenges of transitioning production away from China and the need for robust industrial policies. The podcast also examines China’s negotiating leverage and how the U.S. chemical industry can leverage natural gas in this changing landscape. It emphasizes the importance of proactive strategies to navigate these complex trade relations.