Tariff Ramps Build Capacity

Updated: 2025.10.13 8D ago 4 sources
Reuters reports the administration plans semiconductor tariffs that start low and rise over time. This phased design gives firms a predictable window to invest domestically while limiting near‑term price shocks, turning protection into an on‑ramp rather than a blunt wall. — Dynamic, time‑sequenced tariffs reframe protectionism as an industrial policy tool to coordinate private investment with public goals.

Sources

Chris Griswold: I, Sharpie
Chris Griswold 2025.10.13 68% relevant
Sharpie’s parent (Newell) chose to re‑site production in the U.S. to reduce exposure to China partly because 'Trump is talking about very large tariffs' and Democrats would keep them; this illustrates how tariff expectations can catalyze domestic investment decisions.
Coffee Prices Post Largest Annual Jump Since 1997
msmash 2025.09.12 45% relevant
The article shows consumer-facing costs from steep tariffs (50% on Brazil; 20% on Vietnam; 10% on Colombia) hitting coffee—a heavily import‑dependent good—illustrating how tariff design and timing translate into price spikes and thus the trade‑off space for tariff‑based industrial policy.
The Industrial Policy Debate of 2016: Justin Yifu Lin vs. Zhang Weiying (Part 1)
Thomas des Garets Geddes 2025.08.21 40% relevant
Both discuss design choices within industrial policy; Lin’s 'active government' to fix coordination failures and support sectors via 'latent comparative advantage' parallels the article’s argument for time‑sequenced protection as a tool rather than blunt walls.
Like A Bridgewater Troubled Over China
Oren Cass 2025.08.18 100% relevant
Cass highlights Reuters’ detail that chip tariffs will begin low and 'rise sharply later' to let U.S. manufacturing ramp.
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