What does “friendshoring” look like if we have no friends?
April 13, 2025 at 6:42 PM
What does “friendshoring” look like if we have no friends?
Friendshoring was a thing
Arti Grover & Pierre-Louis Vezina find an increasing role for political alignment or differences in shaping companies' location decisions. Geopolitical differences have a larger negative impact on #FDI today than they did 10 years ago.
cepr.org/voxeu/column...
#EconSky
cepr.org/voxeu/column...
#EconSky
July 4, 2025 at 9:56 AM
Friendshoring was a thing
A banging post with a banging title from @josephpolitano.bsky.social
www.apricitas.io/p/sure-frien...
www.apricitas.io/p/sure-frien...
Sure Friends Betrayed
Canada & Mexico Wanted to Anchor US "Friendshoring" Efforts. Instead, Trump's Tariffs Risk Throwing Them Into Recessions
www.apricitas.io
March 28, 2025 at 1:05 AM
A banging post with a banging title from @josephpolitano.bsky.social
www.apricitas.io/p/sure-frien...
www.apricitas.io/p/sure-frien...
Today’s Trade Secrets: the day friendshoring died.
It’s not even that the Biden administration sold out its allies to help the US steel industry. It’s that it’s not going to help the steel industry either.
on.ft.com/4a4O34I
It’s not even that the Biden administration sold out its allies to help the US steel industry. It’s that it’s not going to help the steel industry either.
on.ft.com/4a4O34I
The day friendshoring died
[FREE TO READ] Joe Biden blocking Nippon Steel’s bid for US Steel is a sad end for an unloved idea
on.ft.com
January 6, 2025 at 2:50 PM
Today’s Trade Secrets: the day friendshoring died.
It’s not even that the Biden administration sold out its allies to help the US steel industry. It’s that it’s not going to help the steel industry either.
on.ft.com/4a4O34I
It’s not even that the Biden administration sold out its allies to help the US steel industry. It’s that it’s not going to help the steel industry either.
on.ft.com/4a4O34I
NEW from me:
Mexico and Canada wanted to anchor America’s “friend-shoring” pushes. Instead, Trump’s tariffs threaten to send them into recession.
It could mark the end of an era when the US sought economic cooperation with its closest allies
www.apricitas.io/p/sure-frien...
Mexico and Canada wanted to anchor America’s “friend-shoring” pushes. Instead, Trump’s tariffs threaten to send them into recession.
It could mark the end of an era when the US sought economic cooperation with its closest allies
www.apricitas.io/p/sure-frien...
Sure Friends Betrayed
Canada & Mexico Wanted to Anchor US "Friendshoring" Efforts. Instead, Trump's Tariffs Risk Throwing Them Into Recessions
www.apricitas.io
March 27, 2025 at 9:46 PM
NEW from me:
Mexico and Canada wanted to anchor America’s “friend-shoring” pushes. Instead, Trump’s tariffs threaten to send them into recession.
It could mark the end of an era when the US sought economic cooperation with its closest allies
www.apricitas.io/p/sure-frien...
Mexico and Canada wanted to anchor America’s “friend-shoring” pushes. Instead, Trump’s tariffs threaten to send them into recession.
It could mark the end of an era when the US sought economic cooperation with its closest allies
www.apricitas.io/p/sure-frien...
Remember friendshoring?
February 3, 2025 at 11:45 AM
Remember friendshoring?
Friendshoring, love to see it happen. \o/
December 12, 2024 at 7:26 PM
Friendshoring, love to see it happen. \o/
“Why Friendshoring Could Work, Actually”
March 22, 2025 at 10:41 AM
“Why Friendshoring Could Work, Actually”
Während wir über diversifizierte Lieferketten und Schlagworte wie Decoupling oder Friendshoring diskutieren, schließt mit Xellia 🇩🇰 wieder ein bedeutender Hersteller von Antibiotika-Inhaltsstoffen ein großes Werk in Europa – und verlagert die Produktion nach China. [via FT]
May 6, 2025 at 8:35 PM
Während wir über diversifizierte Lieferketten und Schlagworte wie Decoupling oder Friendshoring diskutieren, schließt mit Xellia 🇩🇰 wieder ein bedeutender Hersteller von Antibiotika-Inhaltsstoffen ein großes Werk in Europa – und verlagert die Produktion nach China. [via FT]
Friendshoring defense would be a good idea but it needs to come in tandem with longstanding changes to how CAF does procurement and legal fights over procurement that end up delaying much needed equipment
Carney's made some of the right noises. I'd like to see a detailed platform (can't remember the last time anyone had one tbh) first. I think we need to focus on trying to get agreements with French, German, and Korean manufacturers to license kit and build factories.
markcarney.ca/media/2025/0...
markcarney.ca/media/2025/0...
Mark Carney government will spend less and invest more
markcarney.ca
February 22, 2025 at 2:54 AM
Friendshoring defense would be a good idea but it needs to come in tandem with longstanding changes to how CAF does procurement and legal fights over procurement that end up delaying much needed equipment
agreed. but i think the question here comes down to international political economy and geostrategy though: do we rely on friendshoring? or does every nation engage in their own level of strategic industrial development?
and the thing is that if you want to address international overcapacity...
and the thing is that if you want to address international overcapacity...
But Chinese overcapacity is real and it is a weapon. Beijing has signaled it is ready and willing to use that leverage. Countries that can onshore manufacturing, must. Those that cannot will be swamped by Chinese exports and will de-industrialize rapidly.
November 6, 2025 at 2:06 AM
agreed. but i think the question here comes down to international political economy and geostrategy though: do we rely on friendshoring? or does every nation engage in their own level of strategic industrial development?
and the thing is that if you want to address international overcapacity...
and the thing is that if you want to address international overcapacity...
Leo Lewis really captures what the US Steel affair has meant for Japan as far as coming to terms with the reality of US protectionism.
on.ft.com/40k2bnB
on.ft.com/40k2bnB
Why it’s hard to be a friend of America
Nippon Steel’s bid for US Steel shows the flaws in the ‘friendshoring’ approach
on.ft.com
January 3, 2025 at 12:47 PM
Leo Lewis really captures what the US Steel affair has meant for Japan as far as coming to terms with the reality of US protectionism.
on.ft.com/40k2bnB
on.ft.com/40k2bnB
This should not preclude Europe onshoring/friendshoring some supply chains - APIs, critical minerals, semiconductors and the chemicals to make them - to insulate itself from coercion.
3/
3/
May 9, 2026 at 8:40 AM
This should not preclude Europe onshoring/friendshoring some supply chains - APIs, critical minerals, semiconductors and the chemicals to make them - to insulate itself from coercion.
3/
3/
Editorial: The problem with electing a clown is that everyone thinks their actions are a joke.
This applies specifically to U.S. President Donald Trump.
This applies specifically to U.S. President Donald Trump.
Canada running aground with friendshoring
Canada’s Politics and Government News Source Since 1989
buff.ly
March 20, 2025 at 1:12 PM
Editorial: The problem with electing a clown is that everyone thinks their actions are a joke.
This applies specifically to U.S. President Donald Trump.
This applies specifically to U.S. President Donald Trump.
Hopefully this at least means from now on I won’t have to listen to the dumbest, most gullible people out there go on about how the protectionists are interested in friendshoring
November 26, 2024 at 6:00 AM
Hopefully this at least means from now on I won’t have to listen to the dumbest, most gullible people out there go on about how the protectionists are interested in friendshoring
Why it’s hard to be a friend of America
https://www.ft.com/content/ddd79f43-b56d-45e0-8282-38b8f0f9feb9
https://www.ft.com/content/ddd79f43-b56d-45e0-8282-38b8f0f9feb9
Why it’s hard to be a friend of America
Nippon Steel’s bid for US Steel shows the flaws in the ‘friendshoring’ approach
www.ft.com
January 2, 2025 at 5:04 AM
Why it’s hard to be a friend of America
https://www.ft.com/content/ddd79f43-b56d-45e0-8282-38b8f0f9feb9
https://www.ft.com/content/ddd79f43-b56d-45e0-8282-38b8f0f9feb9
It was the friendshoring we did on the way?
January 23, 2025 at 1:46 AM
It was the friendshoring we did on the way?
Tbh I can’t take any talk about Chinese supply chains seriously because there’s no mass constituency for friendshoring and domestication of all but the highest value add industries is a laughable endeavor
March 26, 2026 at 9:48 PM
Tbh I can’t take any talk about Chinese supply chains seriously because there’s no mass constituency for friendshoring and domestication of all but the highest value add industries is a laughable endeavor
"the US should onshore manufacturing wherever possible so we are not dependent on a hostile nation" is not an unreasonable position, which is why Biden was doing so much of it
But this was so far beyond that *and* completely ignores friendshoring
But this was so far beyond that *and* completely ignores friendshoring
April 9, 2025 at 6:15 PM
"the US should onshore manufacturing wherever possible so we are not dependent on a hostile nation" is not an unreasonable position, which is why Biden was doing so much of it
But this was so far beyond that *and* completely ignores friendshoring
But this was so far beyond that *and* completely ignores friendshoring
O Brasil alcança 2 objetivos:
1 desperdiçar a onda de friendshoring
2 passar vergonha
1 desperdiçar a onda de friendshoring
2 passar vergonha
Me expliquem. O que o Brasil está fazendo nessa articulação de ditaduras e alguns governos populistas disfarçada de bloco econômico? E agora querem incluir também Venezuela, Nicarágua, Mianmar...
September 19, 2024 at 3:44 PM
O Brasil alcança 2 objetivos:
1 desperdiçar a onda de friendshoring
2 passar vergonha
1 desperdiçar a onda de friendshoring
2 passar vergonha
Europe’s banks hope ‘friendshoring’ will apply to them too ft.trib.al/Gmsnp3x | opinion
Europe’s banks hope ‘friendshoring’ will apply to them too
Geopolitical tensions have raised concerns about US services becoming harder to obtain if relationships sour
ft.trib.al
May 7, 2026 at 10:03 AM
Europe’s banks hope ‘friendshoring’ will apply to them too ft.trib.al/Gmsnp3x | opinion
But we can't call it 'friendshoring' any more now can we
Something I hadn't realized until going through the trade data recently is that Mexico has surpassed China to become the #1 source of US computer imports. Imports of computers are close to passing cars to become the #1 Mexican import, which is insane if you know the size of the Mexican auto industry
March 10, 2025 at 2:07 PM
But we can't call it 'friendshoring' any more now can we
ZMIANY, ZMIANY, ZMIANY ...
65%
korporacji
ZMNIEJSZA ZALEŻNOŚĆ od chińskich produktów 82%
planuje w ciągu 3 lat.
Przebudowa globalnych łańcuchów dostaw i zdolności produkcyjnych:
* reshoring - z powrotem do kraju
* nearshoring - bliżej klientów
* friendshoring - do krajów sojuszniczych ...
65%
korporacji
ZMNIEJSZA ZALEŻNOŚĆ od chińskich produktów 82%
planuje w ciągu 3 lat.
Przebudowa globalnych łańcuchów dostaw i zdolności produkcyjnych:
* reshoring - z powrotem do kraju
* nearshoring - bliżej klientów
* friendshoring - do krajów sojuszniczych ...
April 11, 2025 at 9:11 AM
ZMIANY, ZMIANY, ZMIANY ...
65%
korporacji
ZMNIEJSZA ZALEŻNOŚĆ od chińskich produktów 82%
planuje w ciągu 3 lat.
Przebudowa globalnych łańcuchów dostaw i zdolności produkcyjnych:
* reshoring - z powrotem do kraju
* nearshoring - bliżej klientów
* friendshoring - do krajów sojuszniczych ...
65%
korporacji
ZMNIEJSZA ZALEŻNOŚĆ od chińskich produktów 82%
planuje w ciągu 3 lat.
Przebudowa globalnych łańcuchów dostaw i zdolności produkcyjnych:
* reshoring - z powrotem do kraju
* nearshoring - bliżej klientów
* friendshoring - do krajów sojuszniczych ...
Editorial: Canada running aground with friendshoring
Canada running aground with friendshoring
Canada’s Politics and Government News Source Since 1989
buff.ly
March 19, 2025 at 5:19 PM
Editorial: Canada running aground with friendshoring
(From today’s Trade Secrets newsletter ft.com/trade-secrets)
The day friendshoring died
email.newsletters.ft.com
January 6, 2025 at 7:00 PM
(From today’s Trade Secrets newsletter ft.com/trade-secrets)