Shannon O'Neil
@shannonkoneil.bsky.social
SVP @cfr.org. Author: The Globalization Myth paperback out now! http://amzn.to/39t26WY Two Nations Indivisible http://amzn.to/Y0klak RTs ≠ Endorsements
I joined Richard Quest on @cnn.com to talk about my latest @foreignaffairs.com article and why tariffs are making the US less safe. You can watch the full segment here: youtu.be/NVcCG01gY5E
Shannon O'Neil on CNN with Richard Quest
YouTube video by Council on Foreign Relations
youtu.be
October 24, 2025 at 2:07 PM
I joined Richard Quest on @cnn.com to talk about my latest @foreignaffairs.com article and why tariffs are making the US less safe. You can watch the full segment here: youtu.be/NVcCG01gY5E
In Trump’s “Fortress America,” tariffs are the way to boost the country’s growth and bolster its defenses. But the US needs global supply chains and allies to maintain a strong and innovative defense industry. My latest for @foreignaffairs.com: 🧵(1/6) bit.ly/4qkFBWR
The New Supply Chain Insecurity
Fortress America is not a safer America.
bit.ly
October 21, 2025 at 5:34 PM
In Trump’s “Fortress America,” tariffs are the way to boost the country’s growth and bolster its defenses. But the US needs global supply chains and allies to maintain a strong and innovative defense industry. My latest for @foreignaffairs.com: 🧵(1/6) bit.ly/4qkFBWR
@cfr.org is accepting applications for the 2026–27 Stanton Nuclear Security Fellowship and International Affairs Fellowship in Canada. Deadline to apply: November 30, 2025. Learn more: www.cfr.org/fellowships/
October 17, 2025 at 1:36 PM
@cfr.org is accepting applications for the 2026–27 Stanton Nuclear Security Fellowship and International Affairs Fellowship in Canada. Deadline to apply: November 30, 2025. Learn more: www.cfr.org/fellowships/
With Gabriela Paz-Soldan, I’ve updated our Section 232 maps for the new investigations into medical equipment and robots and machinery—and newly announced tariffs on timber, lumber, and furniture. 🧵(1/5) on.cfr.org/4n8JrQe
A Guide to Trump’s Section 232 Tariffs, in Maps
President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These graphics show the scale and structure of U.S. reliance on foreig…
on.cfr.org
October 8, 2025 at 7:31 PM
With Gabriela Paz-Soldan, I’ve updated our Section 232 maps for the new investigations into medical equipment and robots and machinery—and newly announced tariffs on timber, lumber, and furniture. 🧵(1/5) on.cfr.org/4n8JrQe
Trump is leaning into Section 232 tariffs—sectoral tariffs based on national security threats. From cars to copper, 12 sectors are now under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from 🧵(1/5) on.cfr.org/4n8JrQe
A Guide to Trump’s Section 232 Tariffs, in Maps
President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These twelve graphics show the scale and structure of U.S. reliance on…
on.cfr.org
September 2, 2025 at 9:57 PM
Trump is leaning into Section 232 tariffs—sectoral tariffs based on national security threats. From cars to copper, 12 sectors are now under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from 🧵(1/5) on.cfr.org/4n8JrQe
In my latest for @opinion.bloomberg.com, I argue rising Chinese exports to Mexico are causing not just geopolitical heartburn for a country caught between two superpowers but also threaten Mexico’s future economic prosperity.
Mexico Is Facing a Second — and Worse — ‘China Shock’
A flood of Chinese imports threatens its efforts to diversify and grow its economy. The solution: greater integration with its North American neighbors.
bit.ly
July 17, 2025 at 3:13 PM
In my latest for @opinion.bloomberg.com, I argue rising Chinese exports to Mexico are causing not just geopolitical heartburn for a country caught between two superpowers but also threaten Mexico’s future economic prosperity.
Section 232 tariffs aim to protect national security. From cars to copper, 9 sectors are under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from. 🧵(1/10) bit.ly/3TCsOQo
A Guide to Trump’s Section 232 Tariffs, in Nine Maps
President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These nine graphics show the scale and structure of U.S. reliance on f…
bit.ly
July 14, 2025 at 4:18 PM
Section 232 tariffs aim to protect national security. From cars to copper, 9 sectors are under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from. 🧵(1/10) bit.ly/3TCsOQo
I joined @inumanak.bsky.social @zoe-liu.bsky.social @edwardalden.bsky.social @bennsteil.bsky.social @hillmanje.bsky.social Brad Setser, Matt Goodman, Will Freeman, & Rebecca Patterson to reflect on Trump’s tariffs and what they have achieved since the 90-day pause. You can read the piece here:
What Trump Trade Policy Has Achieved Since ‘Liberation Day’
Ten CFR experts break down what the president's trade agenda has accomplished since he placed a ninety-day pause on his expansive “Liberation Day” tariffs.
bit.ly
July 10, 2025 at 2:19 PM
I joined @inumanak.bsky.social @zoe-liu.bsky.social @edwardalden.bsky.social @bennsteil.bsky.social @hillmanje.bsky.social Brad Setser, Matt Goodman, Will Freeman, & Rebecca Patterson to reflect on Trump’s tariffs and what they have achieved since the 90-day pause. You can read the piece here:
I spoke with Christina Ruffini on @msnbc.com about Trump’s trade war with China and how both countries might be affected. You can watch the full segment here
China 'already' making moves to 'delink themselves' from U.S. amid Trump's trade war
China has raised tariffs on U.S. imports to 125%. NBC News’ Vaughn Hillyard reports more. CNBC global supply chain reporter Lori Ann LaRocco, Director of Studies and Vice President at the Council on Foreign Relations Shannon O’Neil and New York Times White House Correspondent Tyler Pager join Christina Ruffini to break down how President Trump’s tariffs are impacting the global economy. For more context and news coverage of the most important stories of our day click here: https://www.msnbc.com/ » Subscribe to MSNBC: https://www.youtube.com/msnbc » Subscribe to MSNBC on TikTok https://www.tiktok.com/@msnbc » Subscribe to MSNBC on Instagram https://www.instagram.com/msnbc Download our new MSNBC app for the latest breaking news and daily headlines at a glance: https://www.msnbc.com/information/download-msnbc-app-n1241692 Follow MSNBC Show Blogs MaddowBlog: https://www.msnbc.com/maddowblog MSNBC delivers breaking news, in-depth analysis of political headlines, commentary and informed perspectives. Find video clips and segments from The Rachel Maddow Show, Inside with Jen Psaki, Morning Joe, The Beat, Deadline: White House, All In, The Last Word, The 11th Hour, and more. Connect with MSNBC Online Visit msnbc.com: https://www.msnbc.com/ Subscribe to the MSNBC Daily Newsletter: https://link.msnbc.com/join/5ck/msnbc-daily-signup #Trump #China #Trade #Tariff
bit.ly
April 15, 2025 at 2:25 PM
I spoke with Christina Ruffini on @msnbc.com about Trump’s trade war with China and how both countries might be affected. You can watch the full segment here
Trump’s tariffs will incentivize companies to move from a “China plus one” manufacturing model to a “U.S. plus one” version. Over time, this will marginalize the United States in the global economy. My latest for @opinion.bloomberg.com:
US Exporters Won’t Thrive in a ‘Plus-One’ World
Trump’s tariffs will shift manufacturers from a “China plus one” to a “US plus one” strategy, putting higher-cost US-made goods at a global competitive disadvantage.
bloom.bg
April 9, 2025 at 3:25 PM
Trump’s tariffs will incentivize companies to move from a “China plus one” manufacturing model to a “U.S. plus one” version. Over time, this will marginalize the United States in the global economy. My latest for @opinion.bloomberg.com:
Reposted by Shannon O'Neil
“America First” protectionism isolates the US from the regional market and allows other nations to fill the void. Without partnerships, the US weakens its ability to compete with other regions.
upriverpress.substack.com/p/globalizat...
@yalepress.bsky.social
@shannonkoneil.bsky.social
#tariffs
upriverpress.substack.com/p/globalizat...
@yalepress.bsky.social
@shannonkoneil.bsky.social
#tariffs
April 3, 2025 at 2:31 PM
“America First” protectionism isolates the US from the regional market and allows other nations to fill the void. Without partnerships, the US weakens its ability to compete with other regions.
upriverpress.substack.com/p/globalizat...
@yalepress.bsky.social
@shannonkoneil.bsky.social
#tariffs
upriverpress.substack.com/p/globalizat...
@yalepress.bsky.social
@shannonkoneil.bsky.social
#tariffs
Reposted by Shannon O'Neil
Really sharp, knowing discussion of "Liberation Day" with @shannonkoneil.bsky.social, Allison Schrager and @jonathanjlevin.bsky.social, with a dollop of wit thrown in. The one (enjoyable) livestream you need to understand Trump's tariffs before they hit. x.com/i/broadcasts...
x.com
April 1, 2025 at 2:10 PM
Really sharp, knowing discussion of "Liberation Day" with @shannonkoneil.bsky.social, Allison Schrager and @jonathanjlevin.bsky.social, with a dollop of wit thrown in. The one (enjoyable) livestream you need to understand Trump's tariffs before they hit. x.com/i/broadcasts...
Trump’s upcoming tariff barrage will hold back U.S.-based exporters and the growth they can bring. In my latest for @opinion.bloomberg.com, I argue that the U.S. should shift its focus from cutting imports to the other side of the trade equation and boost exports.
Tariffs Will Destroy the Best Cure for the Trade Deficit
US exports not only reduce deficits, they also bring higher-paying jobs and greater innovation. A tariff-driven trade war will hold back their growth.
bloom.bg
March 28, 2025 at 3:58 PM
Trump’s upcoming tariff barrage will hold back U.S.-based exporters and the growth they can bring. In my latest for @opinion.bloomberg.com, I argue that the U.S. should shift its focus from cutting imports to the other side of the trade equation and boost exports.
"The drastic drawdown of National Endowment for Democracy grants and other democracy promotion support has already had major implications in Southeast Asia and other regions," writes my colleague @joshkurlantzick.bsky.social for @cfr.org: www.cfr.org/blog/trumps-...
Trump’s Cuts to Democracy Promotion Like the NED Already Hit Asian Organizations Hard
The Trump administration has significantly reduced U.S. foreign assistance for democracy promotion, weakening critical support structures in regions like Southeast Asia.
www.cfr.org
March 3, 2025 at 8:47 PM
"The drastic drawdown of National Endowment for Democracy grants and other democracy promotion support has already had major implications in Southeast Asia and other regions," writes my colleague @joshkurlantzick.bsky.social for @cfr.org: www.cfr.org/blog/trumps-...
Trump’s latest steel and aluminum tariffs aim to crack down on Chinese-made metals, but they’ll barely affect Beijing. These six charts show what’s at stake, what comes next, and why it matters. My latest @cfr.org with Julia Huesa: 🧵(1/6) www.cfr.org/article/what...
What Trump’s Aluminum and Steel Tariffs Will Mean, in Six Charts
President Trump plans to impose fresh tariffs on all aluminum and steel imports, seeking to curb China’s growing dominance in global trade. These six charts show the tariffs’ potential economic effec…
www.cfr.org
February 15, 2025 at 6:10 PM
Trump’s latest steel and aluminum tariffs aim to crack down on Chinese-made metals, but they’ll barely affect Beijing. These six charts show what’s at stake, what comes next, and why it matters. My latest @cfr.org with Julia Huesa: 🧵(1/6) www.cfr.org/article/what...
I joined Shaine Anderson to talk tariffs, regionalization, and what might be at stake over the next four years on NAIOP’s Inside CRE podcast. You can listen to the full episode here spoti.fi/42Wgq3w
February 13, 2025 at 3:48 PM
I joined Shaine Anderson to talk tariffs, regionalization, and what might be at stake over the next four years on NAIOP’s Inside CRE podcast. You can listen to the full episode here spoti.fi/42Wgq3w
I spoke with David Westin on Bloomberg TV's "Wall Street Week" about how tariffs could break down North American supply chains, kill US jobs, and lower US economic growth. You can watch here bloom.bg/42OPAu8
Tariffs, Future of Cancer and Alzheimer's, Global Debt Cycles | Wall Street Week
This week, Former US Treasury Secretary Lawrence H. Summers and Council on Foreign Relations Director of Studies Shannon O'Neil tell us why tariffs may not protect US jobs. Pfizer chairman and CEO Alb...
bloom.bg
February 11, 2025 at 3:22 PM
I spoke with David Westin on Bloomberg TV's "Wall Street Week" about how tariffs could break down North American supply chains, kill US jobs, and lower US economic growth. You can watch here bloom.bg/42OPAu8
I joined @kylehandley.bsky.social, Scott Horsley, and @alexis-madrigal.bsky.social to talk Trump's tariffs and why they matter on @kqedforum.bsky.social. You can listen to the full segment here bit.ly/415iULN
Trump Ignites Trade Wars with China, Backs Down on Canada, Mexico | KQED
We’ll talk to experts about tariffs, the international response to Trump’s actions, and the impact they may have on businesses and consumers.
bit.ly
February 6, 2025 at 6:18 PM
I joined @kylehandley.bsky.social, Scott Horsley, and @alexis-madrigal.bsky.social to talk Trump's tariffs and why they matter on @kqedforum.bsky.social. You can listen to the full segment here bit.ly/415iULN
Why do Trump’s tariffs miss the mark? I spoke with Katy Tur at MSNBC about how imposing tariffs will not help solve the fentanyl crisis or grow American economic competitiveness. Our full conversation, here bit.ly/4gsMWgE
'Wallop to the wallet': How Trump's tariff will impact Americans
President Donald Trump’s tariffs on Canada and China are set to begin tomorrow. NBC News Correspondents Kelly O’Donnell and Brian Cheung report more. CNBC Global Supply Chain reporter Lori Ann LaRocco...
bit.ly
February 4, 2025 at 10:23 PM
Why do Trump’s tariffs miss the mark? I spoke with Katy Tur at MSNBC about how imposing tariffs will not help solve the fentanyl crisis or grow American economic competitiveness. Our full conversation, here bit.ly/4gsMWgE
Trump is threatening tariffs on Canada, China, and Mexico starting February 1. Here are nine @cfr.org charts showing what that may mean for all four economies. 🧵(1/6) www.cfr.org/article/what...
What Trump’s Trade War Would Mean, in Nine Charts
If implemented, President Trump’s tariffs on Canada, China, and Mexico could upend U.S. trade. These nine charts show what’s at stake, what comes next, and why it matters.
www.cfr.org
January 31, 2025 at 7:53 PM
Trump is threatening tariffs on Canada, China, and Mexico starting February 1. Here are nine @cfr.org charts showing what that may mean for all four economies. 🧵(1/6) www.cfr.org/article/what...