Amazon is royally screwed without goods from China.
This doesn’t just mean 71% of goods on Amazon come from China.
The actual figure is likely much bigger as many goods from other countries also have Chinese input/origins.
Cutting out China from US trade is like asking your… pic.twitter.com/lMlx3KHreA
— Brian Tycangco 鄭彥渊 (@BrianTycangco) April 17, 2025
Amazon cannot function without China. That is not a dramatic statement. It is reality. The marketplace Americans treat as a digital department store is more like a giant vending machine filled in advance by the factories of Guangdong, Zhejiang, and Shandong.
Amazon says 71 percent of goods sold through its platform come from China. That figure is a floor, not a ceiling. Many products stamped with labels from Vietnam, Mexico, India, or even the United States still rely on Chinese parts or Chinese machinery to be made at all. The dependence is far deeper than origin tags or logistics charts suggest.
Removing China from Amazon’s supply chain is not a simple trade shift. It is economic disarmament. It is asking to reroute the entire circulatory system of American consumer life while expecting the pulse to stay strong. That simply will not happen. Try removing semiconductors from tech or wheat from bread and see what follows.
Politicians talk tough about decoupling, but they do not have an answer for what comes next. If you want to punish China by cutting off imports, you are not hitting China where it lives. Only 12 percent of China’s exports go to the United States and those exports make up just 2 percent of China’s GDP. This is a bruise to Beijing, not a break. They will find other buyers. ASEAN, Latin America, Africa, and Europe are ready.
But for the United States, the pain cuts deeper. Those same Chinese goods are often imported cheaply, marked up several times, and counted toward American GDP as retail activity. That multiplier vanishes if the goods stop arriving.
Try ordering a simple plastic phone stand. On Amazon, you pay fourteen dollars. The item probably cost two to manufacture. Cut China out, and now the cost of that stand jumps to five, maybe six dollars at the factory level. That means it lands in your cart for thirty, if it’s available at all.
Consumers lose. Retailers lose. And inflation, already a political third rail, explodes.
Anyone telling you America can simply move on from Chinese manufacturing is lying or does not understand how the modern supply chain works. This is not like switching coffee brands. This is like pulling out the bones and hoping the body still stands.
If the United States tries to decouple too fast, it will discover that the biggest casualty is not China’s bottom line but America’s standard of living.
US 10-Year (Weekly)
Concerning.
Wave 5 hasn't started in the expanding wedge pattern.
Worst-case scenario: 1970s-style inflation pic.twitter.com/ErtkiQzrg9
— The Great Martis (@great_martis) April 17, 2025
Temu and Shein have announced plans to raise prices in response to the tariffs
— unusual_whales (@unusual_whales) April 17, 2025
USTR PROPOSES ADDITIONAL 100% DUTIES ON SHIP-TO-SHORE CRANES MANUFACTURED ASSEMBLED, OR MADE USING COMPONENTS OF CHINESE ORIGIN
Trade deal going real well
— Tom (@TradingThomas3) April 17, 2025