Supply chain whiplash (bullwhip effect) is going to be extremely nasty. It's why ocean freight (Ningbo->long beach) went from ~$2500 to $20,000. More boats will be available this time around, but USA ports can only process containers so fast.
De minimis shipments from China will be eliminated come May 2nd.
4.4 million de minimis packages enter the USA each day. 60% of these originate from China(2023 data). It is going to zero.
2.64 million shipments/day reduced. Nearly 1 billion less shipments/year (963 million)
Imagine NOT spending a casual $230 million–several billion bootstrapping your own Nylon polymerization facility. Pathetic. A real American small business would obviously have that lying around.
Yes! Yes! Yes! Small business isn't going to do the calculus of putting a factory in Vietnam or Indonesia. Small business won't try to wait out the administration.