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![robin_j_brooks Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::888118103095115780.png) Robin Brooks [@robin_j_brooks](/creator/twitter/robin_j_brooks) on x 344.2K followers
Created: 2025-07-20 20:08:31 UTC

@MarkSimonHK @Brad_Setser Right, which is why I'm making the point that it will depress margins if it's happening (it surely is on some scale). The alternative is to try to export to new markets, which also requires discounting to generate demand where previously there wasn't any...


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