Monday, 17 March 2025

Trade War Retaliation Will Hit Trump Voters Hardest

Trade War Retaliation Will Hit Trump Voters Hardest

Maps: Where Trump Voter Jobs Will Be Hit by Tariffs




The counties where tariffs could hit jobs, by presidential vote winner 2024 WINNER SHARE OF JOBS IN INDUSTRIES TARGETED BY TARIFFS Trump Harris 1% 5% 10% 20% Ala. Ariz. Ark. Calif. Colo. Del. Fla. Ga. Idaho Ill. Ind. Iowa Kan. Ky. La. Maine Md. Mass. Mich. Minn. Miss. Mo. Mont. Neb. Nev. N.H. N.J. N.M. N.Y. N.C. N.D. Ohio Okla. Ore. Pa. S.C. S.D. Tenn. Texas Utah Vt. Va. Wash. W.Va. Wis. Wyo. Butte Grand Forks Pocatello Tacoma Yuma Prescott Grand Junction Ely Carlsbad Alamogordo Medford Klamath Falls St. George Provo Laramie Little Rock Wichita Jefferson City Rapid City Lafayette Galveston Freeport Victoria Odessa Wichita Falls Waco Lubbock Hartford Providence Birmingham Mobile Pensacola Biloxi Springfield Greensboro Dayton Madison Green Bay Trenton Lansing Gambell Palmer Seward Duluth Bemidji Havre Kalispell Idaho Falls Lewiston Yakima Wenatchee Douglas Bakersfield Lancaster Chico Eugene Coos Bay Bend Cody Cedar Rapids Springfield Lincoln Alexandria Abilene Brownsville Tyler Concord Huntsville Key West West Palm Beach Sarasota Daytona Beach Gainesville Ft. Myers Brunswick Augusta Vicksburg Myrtle Beach Charleston Peoria Evansville Louisville Lexington Charlotte Youngstown Canton Toledo Columbus Chattanooga Charlottesville Lynchburg Wausau Albany Ithaca Harrisburg Bangor Portland Saginaw Ketchikan Unalaska Togiak Red Devil Hooper Bay Wainwright Galena Kaktovik Skagway Cordova Kenai Fort Yukon San Bernardino Bridgeport Rochester International Falls Billings Great Falls Missoula Minot Fargo Hilo Olympia Spokane Flagstaff Tucson Santa Barbara Fresno Eureka Colorado Springs Reno Elko Albuquerque Salem Casper Topeka Kansas City Tulsa Sioux Falls Shreveport Baton Rouge Ft. Worth Corpus Christi Austin Amarillo El Paso Laredo Burlington Montgomery Tallahassee Orlando Jacksonville Savannah Columbia Indianapolis Wilmington Knoxville Richmond Charleston Baltimore Syracuse Augusta Sault Ste. Marie Sitka Helena Bismarck Boise San Jose Sacramento Las Vegas Santa Fe Portland Salt Lake City Cheyenne Des Moines Omaha Oklahoma City Pierre San Antonio Jackson Raleigh Cleveland Cincinnati Nashville Memphis Norfolk Milwaukee Buffalo Pittsburgh Minneapolis Honolulu Seattle Phoenix San Diego St. Louis New Orleans Dallas Boston Tampa Philadelphia Detroit Anchorage San Francisco Denver Houston Miami Atlanta Chicago Los Angeles Washington, D.C. New York + – × 2024 winner — Jobs affected — Share of Jobs — Source: New York Times analysis of data from Lightcast and the Bureau of Labor Statistics’ Quarterly Census of Employment and Wages. Note: Vote results are for the 2024 U.S. presidential election. Data not available for Alaska.






As President Trump imposes tariffs on products from countries around the world, foreign governments are answering back with tariffs of their own.







China has targeted corn farmers and carmakers. Canada has put tariffs on poultry plants and air-conditioning manufacturers, while Europe will hit American steel mills and slaughter houses.


The retaliatory tariffs are an attempt to put pressure on the president to relent. And they have been carefully designed to hit Mr. Trump where it hurts: Nearly 8 million Americans work in industries targeted by the levies and the majority are Trump voters, a New York Times analysis shows.


The figures underscore the dramatic impact that a trade war could have on American workers, potentially causing Mr. Trump’s economic strategy to backfire. Mr. Trump has argued that tariffs will help boost American jobs. But economists say that retaliatory tariffs can cancel out that effect.




The countermeasures are aimed at industries that employ roughly 7.75 million people across the United States. The bulk of those — 4.48 million — are in counties that voted for Mr. Trump in the last election, compared with 3.26 million jobs in counties that voted for former Vice President Kamala Harris, according to a calculation by The Times that included examining retaliatory tariffs on more than 4,000 product categories.


These totals are the number of jobs in industries that foreign countries have targeted with their tariffs — not the number of jobs that will actually be lost because of tariffs, which is likely to be significantly lower. But industries hit by retaliatory tariffs are likely to sell fewer goods on foreign markets, which may mean lower profits and job losses.


The jobs that could be hit by retaliation are especially concentrated in pockets of the upper Midwest, South and Southeast, including many rural parts of the country that are responsible for producing agricultural goods. It also includes areas that produce coal, oil, car parts and other manufactured products.


Robert Maxim, a fellow at the Brookings Metro, a Washington think tank that has done similar analysis, said that other countries had particularly targeted Trump-supporting regions and places where “Trump would like to fashion himself as revitalizing the U.S.” That includes smaller manufacturing communities in states like Wisconsin, Indiana and Michigan, as well as southern states like Kentucky and Georgia, he said.


The message foreign countries are trying to send, he said, is, “You think you can bully us, well, we can hurt you too. And by the way, we know where it really matters.”


Retaliation may also mean concentrated pain for some industries, like farming. In Mr. Trump’s first term, American farmers – a strong voting bloc for the president – were targeted by China and other governments, which caused U.S. exports of soybeans and other crops to plummet.


Chinese buyers shifted to purchasing more agricultural goods from nations like Argentina and Brazil instead, and U.S. farmers had a difficult time winning back those contracts in subsequent years. Mr. Trump tried to offset those losses by giving farmers more than $20 billion in payments to compensate for the pain of the trade war.


One analysis published last year by economists at M.I.T., the World Bank and elsewhere found that retaliatory tariffs imposed on the United States during Mr. Trump’s first term had a negative effect on U.S. jobs, outweighing any benefit to employment from Mr. Trump’s tariffs on foreign goods or from the subsidies Mr. Trump provided to those hurt by his trade policies.


The net effect on American employment of U.S. tariffs, foreign tariffs and subsidies “was at best a wash, and it may have been mildly negative,” the economists concluded.


Rural parts of the country are once again at risk from retaliation. Agriculture is a major U.S. export and farmers are politically important to Mr. Trump. And rural counties may have one major employer — like a poultry processing plant — that provides a big share of the county’s jobs, compared with urban or suburban areas that are more diversified.


The retaliatory tariffs target industries employing 9.5 percent of people in Wisconsin, 8.5 percent of people in Indiana and 8.4 percent of people in Iowa. The shares are also relatively high in Arkansas, Alabama, Mississippi, Kentucky and Kansas.



Share of jobs in targeted industries in each state



State Share of all jobs Est. Jobs affected Share of jobs by Harris or Trump vote
Wis. 9.5% 298,600 23% 77%
Ind. 8.5% 289,900 84%
Iowa 8.4% 146,500 27% 73%
Ark. 8.2% 115,800 88%
Ala. 8.1% 186,800 81%
Miss. 8.0% 101,600 89%
Ky. 7.6% 167,500 29% 71%
Kan. 7.0% 113,200 27% 73%
Mich. 6.8% 319,300 47% 53%
Tenn. 6.5% 231,500 84%



Source: New York Times analysis of data from Lightcast and the Bureau of Labor Statistics’ Quarterly Census of Employment and Wages.


The New York Times


In an address to Congress earlier this month, Mr. Trump implied that farmers could be hit again, saying there may be “an adjustment period” as he put tariffs in place on foreign products. There may be “a little disturbance,” he said. “We are OK with that. It won’t be much.”


Mr. Trump said he had told farmers in his first term to “‘Just bear with me,’ and they did. They did. Probably have to bear with me again,” he said.


Mark Muro, a senior fellow at Brookings Metro, said that many of the counties affected by retaliation were rural, and “hard red territory.” The geography of Mr. Trump’s political support, he said, was “no secret to our trade partners.”


“They’re very cognizant of these industries, the geography of these industries, and how American politics work,” he added.



Methodology



The analysis was based on an analytical technique used by the Brookings Institution to examine the first round of Chinese retaliatory tariffs.


To expand on the analysis, The Times collected the lists of U.S. products targeted for retaliatory tariffs by China, Canada and the European Union as of March 14. In total, the six published lists contain more than 4,000 individual product categories, many of which were targeted by more than one country. The tariffs from China and Canada are currently in force. One set of tariffs from the European Union is scheduled to go into effect April 1, while the other set is preliminary, and is subject to change until its implementation in mid-April.


After collecting the list of products, The Times used a concordance table from the Census Bureau, which provides a way to tie a given product category to the general industry which produces it.


To tally the number of jobs, The Times used data from Lightcast, a labor market analytics company. Lightcast provided The Times with industry-level employment data based on the Bureau of Labor Statistics’ Quarterly Census of Employment and Wages. The quarterly census suppresses employment data for industries at the county level to protect the privacy of employers when there are only a handful of establishments. Lightcast uses a proprietary algorithm that draws from a number of related data sets to estimate the employment level for fields that are suppressed in the census.





















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