[HN Gopher] Global Trade Dynamics
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       Global Trade Dynamics
        
       Author : gmays
       Score  : 40 points
       Date   : 2025-08-07 14:14 UTC (8 hours ago)
        
 (HTM) web link (alhadaqa.github.io)
 (TXT) w3m dump (alhadaqa.github.io)
        
       | kaibee wrote:
       | Your mouse pos -> map coords transform is wrong when the page is
       | wider than the canvas is tall. Pretty neat otherwise.
        
         | mshockwave wrote:
         | second this, it didn't show anything when I hovered over North
         | America
        
       | esafak wrote:
       | How do you find a particular unlabeled country? What about
       | inflows and outflows?
        
       | teamweightloss wrote:
       | Some of the more recent numbers for the bigger bubble countries
       | 
       | - US June deficit narrowed 16% to 60 billion. deficit with China
       | dropped 30% to 9.5 billion, lowest deficit in 21 years, since
       | February 2004. Now US expects 50 billion per month in tariffs
       | revenue.
       | 
       | - China's trade surplus in June rose to 683 billion, exports to
       | the United States sank nearly 22% year-on-year, exports to Africa
       | and Southeast Asia surged at double-digit rates as Chinese
       | businesses diverted sales to other markets. Chinese industrial
       | profits however, plunged 10% in may 2025.
        
         | pavlov wrote:
         | $50B / month in tariff revenue is entirely paid by Americans.
         | 
         | Meanwhile Trump is adding trillions in debt. And if the
         | "reshoring" of manufacturing actually succeeds to any degree,
         | tariff revenue will only go down.
         | 
         | It's like a diet plan where an obese man is cutting off his own
         | flesh. You might reach the weight goal, but the side effects
         | will kill you.
        
         | maxglute wrote:
         | > truth is the margins for Chinese exporters have collapsed -
         | there was a Chinese industrial profit drop of 10% in may and 5%
         | in June [from comment below]
         | 
         | Truth is someone doesn't know how to read NBS/MoF data.
         | 
         | Decompose Industrial Profit Index, export sector margins
         | private sector / manufacturing have been growing ~3% yoy/ytd.
         | Stuff PRC is driving hard like electronic machinery up 10%,
         | general manufacturing up 7%, autos, computers, electronics, up
         | 4%.
         | 
         | Headline "Industrial Profit Index" down because _domestic_ coal
         | and fossil profit %'s collapsed, something like -50% for coal
         | and -10% for fossil. Coal demand down due to renewable rollout,
         | fossil because cheap RU imports. Energy industrial profit are
         | mostly large SEOs which get's disproportionated weighted in
         | Index by NBS who doesn't publish profit index ex energy -> most
         | exporters private companies increasing profitability gets
         | skewed by headline number. People see Industrial Profit Index
         | down, thinking profits across sectors down, but it's just
         | domestic/SEO energy profit dragging down other sectors whose
         | profit index increasing. Reality is if PRC export to US down,
         | but US imports from countries known to tranship/reroute from
         | PRC up then PRC mostly not cutting margins/absorbing tariffs
         | but diverting.
        
       | SergioGaitan wrote:
       | I like the way it is being displayed! nice!
        
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       (page generated 2025-08-07 23:02 UTC)