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Shannon O'Neil

@shannonkoneil.bsky.social

SVP @cfr.org. Author: The Globalization Myth paperback out now! http://amzn.to/39t26WY Two Nations Indivisible http://amzn.to/Y0klak RTs ≠ Endorsements

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Shannon O'Neil@shannonkoneil.bsky.social · yesterday

Last week I had the pleasure of moderating a conversation with Mexican FM Roberto Velasco at @cfr.org. Our wide-ranging conversation touched on Mexico's economy, security, China strategy, and broader role in the world. You can find it here: bit.ly/4z0S0CI

A Conversation With Foreign Secretary Roberto Velasco of Mexico

Foreign Secretary Roberto Velasco discusses the country’s foreign policy priorities, including the future of U.S.-Mexico relations, trade and economic integration in North America, migration and regional security, and Mexico’s engagement with Latin America and other international partners. Speaker Roberto Velasco Secretary of Foreign Affairs, Mexico Presider Shannon K. O'Neil CFR Expert, Senior Vice President of Studies and Maurice R. Greenberg Chair, Council on Foreign Relations; CFR Member Subscribe to our channel: https://goo.gl/WCYsH7 This work represents the views and opinions solely of the author. The Council on Foreign Relations is an independent, nonpartisan membership organization, think tank, and publisher, and takes no institutional positions on matters of policy. Visit the CFR website: http://www.cfr.org Follow CFR on X: http://www.twitter.com/cfr_org Follow CFR on Facebook: https://www.facebook.com/councilonforeignrelations/

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Shannon O'Neil@shannonkoneil.bsky.social · 2w ago

As Trump rebuilds his tariff wall, he continues to lean on Section 232—a law that allows tariff hikes on economic sectors on national security grounds. From cars to copper, 15 sectors are under investigation or already tariffed. 🧵(1/6) bit.ly/4AlABWY

A Guide to Trump’s Section 232 Tariffs, in Maps | Council on Foreign Relations

President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These graphics show the scale and structure of U.S. reliance on foreign...

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Shannon O'Neil@shannonkoneil.bsky.social · 2mo ago

The US and the EU are on a trade agreement tear, and each has lessons for the other. With the US retreating from the rules-based trading order, the EU bears a heavier burden in taking on China—and enlisting others to do so too. My latest for @opinion.bloomberg.com: bloom.bg/4x8W3fB

Europe Has to Take on China to Save Free Trade

The US and the European Union have been on a trade agreement tear, competing to define the future global trading system. The EU looks to backstop the more established rules of the road; the US, to mus...

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Shannon O'Neil@shannonkoneil.bsky.social · 6mo ago

In my latest for @opinion.bloomberg.com, I argue declaring US preeminence in the Western Hemisphere isn't enough to take on Chinese influence. More than the gunboats of the National Security Strategy, the US needs a corporate strategy to help companies succeed. bloom.bg/4c7M56b

The Donroe Doctrine Leans on Sticks But Needs Carrots

The Trump administration’s National Security Strategy proclaims that “the United States must be preeminent in the Western Hemisphere” and promises to deny foreign powers a strategic role there. China ...

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Shannon O'Neil@shannonkoneil.bsky.social · 7mo ago

Latin America’s absence from the Munich Security Conference was at best a missed opportunity. At worst, it left the region even further back on the sidelines as other leaders rewrite global security norms and rules. My latest for @opinion.bloomberg.com: bloom.bg/46Jxc73

Latin America’s Munich No-Show Was a Big Mistake

The crammed hallways of the Munich Security Conference thrummed this year with the usual suspects. And that highlights a problem for the nations of the Western Hemisphere.

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Shannon O'Neil@shannonkoneil.bsky.social · 8mo ago

Even if AI succeeds in transforming industry after industry, costs and time matter for who gains. In my latest for @opinion.bloomberg.com, I argue that it may be the unanticipated drag of tariffs and fall in migrants that hold US AI champions back. bloom.bg/4rmSgZ9

The AI Bubble Is Getting Closer to Popping

AI is driving the S&P 500 index and the broader US economy forward. The CEOs of a handful of few dominant firms have become celebrities, with groupies and markets alike hanging on their words and ...

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Shannon O'Neil@shannonkoneil.bsky.social · 9mo ago

I joined my CFR colleagues @maxboot.bsky.social, Elliott Abrams, and Roxanna Vigil to share our early thoughts on what Maduro’s capture means for the US, Venezuela, and the region. You can read the piece here: bit.ly/4jwoQVM

Assessing Venezuela’s Future After Nicolás Maduro’s Bold Capture

Four CFR experts review the capture of the Venezuelan leader and examine the challenges and uncertainty that the United States, Venezuela, and the region could face.

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Shannon O'Neil@shannonkoneil.bsky.social · 12mo ago

With Gabriela Paz-Soldan, I’ve updated our Section 232 maps for the new investigations into medical equipment and robots and machinery—and newly announced tariffs on timber, lumber, and furniture. 🧵(1/5) on.cfr.org/4n8JrQe

A Guide to Trump’s Section 232 Tariffs, in Maps

President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These graphics show the scale and structure of U.S. reliance on foreig…

on.cfr.org

Shannon O'Neil@shannonkoneil.bsky.social · last yr.

Trump is leaning into Section 232 tariffs—sectoral tariffs based on national security threats. From cars to copper, 12 sectors are now under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from 🧵(1/5) on.cfr.org/4n8JrQe

A Guide to Trump’s Section 232 Tariffs, in Maps

President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These twelve graphics show the scale and structure of U.S. reliance on…

on.cfr.org

Shannon O'Neil@shannonkoneil.bsky.social · last yr.

In my latest for @opinion.bloomberg.com, I argue rising Chinese exports to Mexico are causing not just geopolitical heartburn for a country caught between two superpowers but also threaten Mexico’s future economic prosperity.

Mexico Is Facing a Second — and Worse — ‘China Shock’

A flood of Chinese imports threatens its efforts to diversify and grow its economy. The solution: greater integration with its North American neighbors.

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Shannon O'Neil@shannonkoneil.bsky.social · last yr.

Section 232 tariffs aim to protect national security. From cars to copper, 9 sectors are under investigation or already tariffed. These @cfr.org graphics lay out how important imports are for the US and where they come from. 🧵(1/10) bit.ly/3TCsOQo

A Guide to Trump’s Section 232 Tariffs, in Nine Maps

President Donald Trump has launched a wave of Section 232 tariffs and investigations, seeking to protect U.S. national security. These nine graphics show the scale and structure of U.S. reliance on f…

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Shannon O'Neil@shannonkoneil.bsky.social · last yr.

I joined @inumanak.bsky.social @zoe-liu.bsky.social @edwardalden.bsky.social @bennsteil.bsky.social @hillmanje.bsky.social Brad Setser, Matt Goodman, Will Freeman, & Rebecca Patterson to reflect on Trump’s tariffs and what they have achieved since the 90-day pause. You can read the piece here:

What Trump Trade Policy Has Achieved Since ‘Liberation Day’

Ten CFR experts break down what the president's trade agenda has accomplished since he placed a ninety-day pause on his expansive “Liberation Day” tariffs.

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Shannon O'Neil@shannonkoneil.bsky.social · last yr.

I spoke with Christina Ruffini on @msnbc.com about Trump’s trade war with China and how both countries might be affected. You can watch the full segment here

China 'already' making moves to 'delink themselves' from U.S. amid Trump's trade war

China has raised tariffs on U.S. imports to 125%. NBC News’ Vaughn Hillyard reports more. CNBC global supply chain reporter Lori Ann LaRocco, Director of Studies and Vice President at the Council on Foreign Relations Shannon O’Neil and New York Times White House Correspondent Tyler Pager join Christina Ruffini to break down how President Trump’s tariffs are impacting the global economy. For more context and news coverage of the most important stories of our day click here: https://www.msnbc.com/ » Subscribe to MSNBC: https://www.youtube.com/msnbc » Subscribe to MSNBC on TikTok https://www.tiktok.com/@msnbc » Subscribe to MSNBC on Instagram https://www.instagram.com/msnbc Download our new MSNBC app for the latest breaking news and daily headlines at a glance: https://www.msnbc.com/information/download-msnbc-app-n1241692 Follow MSNBC Show Blogs MaddowBlog: https://www.msnbc.com/maddowblog MSNBC delivers breaking news, in-depth analysis of political headlines, commentary and informed perspectives. Find video clips and segments from The Rachel Maddow Show, Inside with Jen Psaki, Morning Joe, The Beat, Deadline: White House, All In, The Last Word, The 11th Hour, and more. Connect with MSNBC Online Visit msnbc.com: https://www.msnbc.com/ Subscribe to the MSNBC Daily Newsletter: https://link.msnbc.com/join/5ck/msnbc-daily-signup #Trump #China #Trade #Tariff

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Shannon O'Neil@shannonkoneil.bsky.social · last yr.

Trump’s tariffs will incentivize companies to move from a “China plus one” manufacturing model to a “U.S. plus one” version. Over time, this will marginalize the United States in the global economy. My latest for @opinion.bloomberg.com:

US Exporters Won’t Thrive in a ‘Plus-One’ World

Trump’s tariffs will shift manufacturers from a “China plus one” to a “US plus one” strategy, putting higher-cost US-made goods at a global competitive disadvantage.

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Shannon O'Neil@shannonkoneil.bsky.social · 2y ago

Trump’s upcoming tariff barrage will hold back U.S.-based exporters and the growth they can bring. In my latest for @opinion.bloomberg.com, I argue that the U.S. should shift its focus from cutting imports to the other side of the trade equation and boost exports.

Tariffs Will Destroy the Best Cure for the Trade Deficit

US exports not only reduce deficits, they also bring higher-paying jobs and greater innovation. A tariff-driven trade war will hold back their growth.

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Shannon O'Neil@shannonkoneil.bsky.social · 2y ago

"The drastic drawdown of National Endowment for Democracy grants and other democracy promotion support has already had major implications in Southeast Asia and other regions," writes my colleague @joshkurlantzick.bsky.social for @cfr.org: www.cfr.org/blog/trumps-...

Trump’s Cuts to Democracy Promotion Like the NED Already Hit Asian Organizations Hard

The Trump administration has significantly reduced U.S. foreign assistance for democracy promotion,  weakening critical support structures in regions like Southeast Asia.

cfr.org

Shannon O'Neil@shannonkoneil.bsky.social · 2y ago

Trump’s latest steel and aluminum tariffs aim to crack down on Chinese-made metals, but they’ll barely affect Beijing. These six charts show what’s at stake, what comes next, and why it matters. My latest @cfr.org with Julia Huesa: 🧵(1/6) www.cfr.org/article/what...

What Trump’s Aluminum and Steel Tariffs Will Mean, in Six Charts

President Trump plans to impose fresh tariffs on all aluminum and steel imports, seeking to curb China’s growing dominance in global trade. These six charts show the tariffs’ potential economic effec…

cfr.org

Shannon O'Neil@shannonkoneil.bsky.social · 2y ago

I spoke with David Westin on Bloomberg TV's "Wall Street Week" about how tariffs could break down North American supply chains, kill US jobs, and lower US economic growth. You can watch here bloom.bg/42OPAu8

Tariffs, Future of Cancer and Alzheimer's, Global Debt Cycles | Wall Street Week

This week, Former US Treasury Secretary Lawrence H. Summers and Council on Foreign Relations Director of Studies Shannon O'Neil tell us why tariffs may not protect US jobs. Pfizer chairman and CEO Alb...

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Shannon O'Neil@shannonkoneil.bsky.social · 2y ago

Why do Trump’s tariffs miss the mark? I spoke with Katy Tur at MSNBC about how imposing tariffs will not help solve the fentanyl crisis or grow American economic competitiveness. Our full conversation, here bit.ly/4gsMWgE

'Wallop to the wallet': How Trump's tariff will impact Americans

President Donald Trump’s tariffs on Canada and China are set to begin tomorrow. NBC News Correspondents Kelly O’Donnell and Brian Cheung report more. CNBC Global Supply Chain reporter Lori Ann LaRocco...

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