The Sharpie case shows a firm moved production from China to Tennessee to reduce exposure to future tariffs and supply‑chain shocks, and claims it can now make markers more cheaply in the U.S. When executives price geopolitical risk and policy swings, the total cost calculus can beat low foreign wages.
— It reframes onshoring as a rational hedge against policy and geopolitical volatility, not just nationalism, shifting trade and industrial policy arguments.
Chris Griswold
2025.10.13
100% relevant
Newell CEO Chris Peterson: 'Trump is talking about very large tariffs on China imports… We just want to reduce our exposure regardless of the outcome'—cited in moving Sharpie production home.
← Back to All Ideas