E impactarán significativamente en muchas industrias centrales en los Estados Unidos y en todo el mundo.
Si bien la administración apuntó los aranceles para reequilibrar el comercio con China y otros competidores, los impactos en los fabricantes en casa son significativos. Por ejemplo, la industria de bebidas estadounidense puede ver más de $ 350 millones en pérdidas estimadas, y el sector de la cerveza en los Estados Unidos estima que las tarifas podrían generar más de 20,000 recortes de empleos. La industria de latas, solo, probablemente verá un aumento en los costos de $ 1 mil millones por año.
En los últimos dos meses, el mundo ha observado cómo los aranceles de Trump sembraron los inicios de una guerra comercial con China. Primero, en abril, China publicó una lista de aranceles de represalia que impactaron $ 50 mil millones en productos estadounidenses que van desde la soja hasta el cerdo. A su vez, los EE. UU. Respondieron con consideraciones por $ 100 mil millones adicionales en aranceles y restricciones a los productos chinos. Luego vino la prohibición del Departamento de Comercio de vender piezas y servicios al fabricante chino de teléfonos celulares, ZTE. Y mientras que las últimas noticias informan que un posible acuerdo para relajar las sanciones y aranceles de ambos lados está sobre la mesa, las divisiones entre los principales asesores de Trump sobre el tema significan que cualquiera puede suponer si el acuerdo se materializará o no.
Los profesionales de la cadena de suministro deben actuar ahora para protegerse contra aumentos de costos y posibles pérdidas de empleos, y posicionar a sus organizaciones para lo que promete ser la nueva norma en el comercio global. Pero ¿por dónde empezar?
Primero, los líderes deben revisar las disposiciones de tiempo, términos comerciales y país de origen en sus contratos.
2. Considerar la opción de fabricación para mitigar el riesgo.
3. Hablar con los proveedores
4. Crear una matriz de riesgo que ilustre los riesgos financieros asociados con las políticas comerciales existentes y potenciales.
Fuente: Manufacturing . net por Geoff Pollak, Eric Wang and Matt Stanfield
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