> I'm not convinced wage growth in SE Asia is the primary reason the US manufacturing industry is deciding to reshore. It's not. This is disaster planning. We

> I'm not convinced wage growth in SE Asia is the primary reason the US manufacturing industry is deciding to reshore. It's not. This is disaster planning. We're being forced to bring production back home because we can't keep outsourcing to a region subject to control by a potential adversary. If war breaks out with China, access to Taiwan for chips or Vietnam for socks is going to become difficult. Blockades will be immediate. If this were about money, we'd move production to South America. That we're keeping it this close to home after years of shopping everything globally suggests we're building infrastructure for a supply chain that can't be interfered with by foreign governments.