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David Herdson
davidherdson.bsky.social
did:plc:rw4da24nmylecouj3quow7hp
The evidence so far is that the exporters have barely changed anything - so the tariffs are being paid entirely by the American importers and consumers.
But. That will have an impact on volumes sold (even if there aren't US substitutes available).
2025-08-28T14:18:06.503Z