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
The security costs of protectionism are just as dire as the economic ones. For more on why, read my full take in @foreignaffairs.com paywall-free here: 🧵(6/6) bit.ly/4qkFBWR
The New Supply Chain Insecurity
Fortress America is not a safer America.
bit.ly
October 21, 2025 at 5:34 PM
The security costs of protectionism are just as dire as the economic ones. For more on why, read my full take in @foreignaffairs.com paywall-free here: 🧵(6/6) bit.ly/4qkFBWR
Many allies have ambitions to expand their own defense industrial bases. Some are already shying away from US weapons. Denmark recently chose European models over American ones for its air defense system upgrade, while Spain has nixed plans to buy American F-35s. 🧵(5/6)
October 21, 2025 at 5:34 PM
Many allies have ambitions to expand their own defense industrial bases. Some are already shying away from US weapons. Denmark recently chose European models over American ones for its air defense system upgrade, while Spain has nixed plans to buy American F-35s. 🧵(5/6)
The US needs partners not just as a customer base, but as a source for innovation and production know-how—especially as Washington contemplates a future of drone- and AI-driven warfare. 🧵(4/6)
October 21, 2025 at 5:34 PM
The US needs partners not just as a customer base, but as a source for innovation and production know-how—especially as Washington contemplates a future of drone- and AI-driven warfare. 🧵(4/6)
The US defense industry has never gone it alone. It has always relied on suppliers from around the world, especially in times of war. And US defense companies depend on international trade for the scale and profits to make their businesses viable. 🧵(3/6)
October 21, 2025 at 5:34 PM
The US defense industry has never gone it alone. It has always relied on suppliers from around the world, especially in times of war. And US defense companies depend on international trade for the scale and profits to make their businesses viable. 🧵(3/6)
Detaching from global supply chains will raise costs and limit growth, making it more expensive for US producers of weapons and military equipment to build new factories—and source needed inputs. 🧵(2/6)
October 21, 2025 at 5:34 PM
Detaching from global supply chains will raise costs and limit growth, making it more expensive for US producers of weapons and military equipment to build new factories—and source needed inputs. 🧵(2/6)
For what Section 232 tariffs mean for the sectors already hit and the other ongoing investigations, read more at @cfr.org here: 🧵(5/5) 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
For what Section 232 tariffs mean for the sectors already hit and the other ongoing investigations, read more at @cfr.org here: 🧵(5/5) on.cfr.org/4n8JrQe
Timber, Lumber, and Furniture: On Oct 14, Trump will impose tariffs on timber, lumber, upholstered wooden furniture, and kitchen cabinets. The US imports roughly 30% of its lumber. A third of the wood products subject to Section 232 tariffs are from #Canada 🇨🇦. 🧵(4/5)
October 8, 2025 at 7:31 PM
Timber, Lumber, and Furniture: On Oct 14, Trump will impose tariffs on timber, lumber, upholstered wooden furniture, and kitchen cabinets. The US imports roughly 30% of its lumber. A third of the wood products subject to Section 232 tariffs are from #Canada 🇨🇦. 🧵(4/5)
For what Section 232 tariffs mean for the sectors already hit and the other ongoing investigations, read more at @cfr.org here: 🧵(5/5) 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
For what Section 232 tariffs mean for the sectors already hit and the other ongoing investigations, read more at @cfr.org here: 🧵(5/5) on.cfr.org/4n8JrQe
Drones: Americans import nearly half a million drones a year as just 100,000 are produced domestically. Over half of US drone imports are sourced from #Malaysia, though Chinese-owned companies dominate the US market. 🧵(2/5)
September 2, 2025 at 9:57 PM
Drones: Americans import nearly half a million drones a year as just 100,000 are produced domestically. Over half of US drone imports are sourced from #Malaysia, though Chinese-owned companies dominate the US market. 🧵(2/5)
Timber and Lumber: The US imports roughly 30% of its lumber—most of it from #Canada. The American lumber industry has a long-standing trade dispute with Canada, alleging that their lumber products receive unfair subsidies. 🧵(10/10)
July 14, 2025 at 4:18 PM
Timber and Lumber: The US imports roughly 30% of its lumber—most of it from #Canada. The American lumber industry has a long-standing trade dispute with Canada, alleging that their lumber products receive unfair subsidies. 🧵(10/10)
Critical Minerals: The US sources 12 critical minerals entirely from abroad. And it relies heavily on imports for another 28 critical minerals. Though #China supplies 6% of imports overall, the US depends on its adversary for specific minerals like rare earths. 🧵(9/10)
July 14, 2025 at 4:18 PM
Critical Minerals: The US sources 12 critical minerals entirely from abroad. And it relies heavily on imports for another 28 critical minerals. Though #China supplies 6% of imports overall, the US depends on its adversary for specific minerals like rare earths. 🧵(9/10)
