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![joequant Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::45808758.png) Joequant [@joequant](/creator/twitter/joequant) on x 1175 followers
Created: 2025-07-22 13:47:28 UTC

@robin_j_brooks The price curve is flat until you get capacity limits, at which case it spikes up.  So what happens with the trump tariffs basically nothing.  So why did Chinese exports go up, its because the non-US demand curve moved, and you saw this in Q1 when non-US exports increased ....


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