The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Petersen: Southeast Asian manufacturing expansion is mostly run by Chinese firms
“It's mostly Chinese manufacturers. So talk about that. This is a very important point. Yeah, it's mostly Chinese companies setting up setting up an entity in the country, hiring many cases actually getting the workers that have to learn Chinese, Vietnamese wor…”
Petersen: 70% chance trade deals get negotiated, China tariffs probably stick
“I give it like a 70% confidence level that they negotiate some deals. I think the China tariffs probably stick.”
Petersen: Most Indian iPhone components still come from China
“Even the Indian iPhones and whatever is still like most of the components are coming from it from China.”
Petersen: China produces 40% of global manufacturing output
“Right now, China produces 40% of the world's manufacturing output. U.S. Post-World War II, we were at 47%.”
Petersen: Vietnam manufacturing grew 20-30% yearly while pegging currency to dollar
“Vietnam has had this manufacturing boom for the last five years, about 20, 30% growth annually each year. Their currency is the Vietnamese dong, and it's pegged to the dollar. It hasn't appreciated it at all”
Petersen: De minimis volume grew from 100k to 4M daily packages
“It went from, see if I can remember my stats on this, it went from a 100,000 packages a day to four million packages a day in the last decade, clearing under de minimis. Now to, 70% of that was China, so now, you know, we've eliminated 70% of that in the last …”
Petersen: Amazon only offers freight forwarding for goods sold on Amazon
“Amazon does not see global freight forwarding for brands unless they're shipping the product and selling it on Amazon. And so we just took a different, we don't compete with them in that regard. There's some overlap certainly in the fulfillment piece, but in t…”
Petersen: Asia-to-Europe Shipping Rates Jumped Fivefold Following Red Sea Crisis
“So we saw the price of shipping from Asia to Europe went up, up about five times. Between December and now.”
Petersen: US-China container shipping costs jumped from $2,000 to $5,000
“I didn't check this week, I've been traveling, but it's probably 5000 or so from China to the United States. States. ... It was at two a couple months ago. Before the tariffs hit.”
Petersen: AI voice technology prices dropped about 90% in the past year
“It's that the price of that's come down about 90% in the last year and it's becoming quite commodified.”
Petersen: Tesla and Volvo paused European production due to component shortages
“We saw this in Europe recently where both Tesla and Volvo announced that they were shutting down their manufacturing lines for a few weeks. I think they've reopened by now, but they had to shut down their lines. Because they couldn't get the components in.”