ralferoo 2 days ago

Specifics of only putting tariffs on 1kg bars and not other sizes seems utterly pointless. The article itself points out that people will just ship different sized bars to the US instead and re-cast them on arrival.

It doesn't actually say what the new tariff rate will be, so the decision on whether to procure different sized bars / cast before shipping, and whether to recast in the US or just store / sell different sized bars in the US will ultimately just be a decision on whether all of that is cheaper than the new tariff. My guess is that at any significant volume, it'll be cheaper to recast.

  • jsnell 2 days ago

    Does sufficient capacity for recasting actually exist in the US or would it need to be built? If the latter, how long will it take to build it?

    I suspect it doesn't exist yet. In fact, the majority of the US trade deficit with Switzerland is attributable to a very recent spike in gold imports. And my understanding is that in turn is a triangular arbitrage trade where physical gold has higher prices in the US, so 400-ounce bars of gold were getting exported from London to Switzerland to be recast, and then to the US.

    This was never going to be a durable trade, since the arbitrage only existed due to an expectation of future tariffs on Gold. It probably also was a major contributor Switzerland having just been slapped by extremely punitive tariffs on actually productive sectors of the economy. Good riddance.

  • eqvinox 2 days ago

    > Bullion traders had expected gold bars of one kilogram or 100 ounces to be exempt

    Reads to me as all gold bars getting tariff'd.

  • Terr_ 2 days ago

    > Specifics of only putting tariffs on 1kg bars and not other sizes seems utterly pointless.

    So in other words, it matches the other damaging and/or stupid import taxes the federal government is imposing on Americans right now? :P

    Perhaps the ulterior motive is to damage consumer gold markets in order to promote somebody's cryptocurrency?

  • burnt-resistor 2 days ago

    All Swiss 1 kg gold bars will suddenly become laser-cut 500 g bars.

    It also might be malicious compliance by executive underlinings to soften the surprise.

    • elcritch 2 days ago

      Wouldn't that be more like 499.5 grams?

      • eqvinox 2 days ago

        Can't laser cut them anyway, you'd lose the assay stamp. Melting & reforming is the way to do this.

        • elcritch 2 days ago

          What about shaving off a gram or two with a file? You know I'd personally volunteer to help them do that to avoid the tariffs.

          • burnt-resistor 2 days ago

            Shave off 1±0.2 μg and sell 0.999999999 kg bars instead. :D

    • jmclnx 2 days ago

      Or maybe 2 kg bars ?

      But this is a rather big surprise to me. With the price of gold, I doubt only the very rich can afford these. Aren't those the people who Trump is trying to enrich. Or maybe the rich do not buy gold, or has another source.

      • burnt-resistor 2 days ago

        I thinking mainly countries, criminals, and specialized artisans and industrial manufacturers take physical delivery of large quantities of gold.

        I'm sure there are always some usual requests to insist on physical delivery of gold in the case of options. Example: https://www.ibkrguides.com/kb/en-us/phys-delivery-comex-meta...

        Perhaps instead we should create aqua regia and dissolve copious amounts of gold, Fields Medals, and Nobel Prizes to be smuggled as, say, industrial waste. /s ;)

  • metalman 2 days ago

    [flagged]

    • tchbnl 2 days ago

      You, uh, want to explain what exactly Switzerland is doing that's wrong and why we've been "whacking" all our allies as of late?

      • metalman 2 days ago

        ok,wtfn!,it's just that all those "allies" have been freloading while the US has been delivering democracy to the rest of the world, and as everyone knows B52’s are not cheap to run,and all those countrys are just not democraticaly paying up like they should, so as all these "allies" apparently already have democracy, standard methods wont work, so with great relief "fairness" has been invented and instead of B52's, god bless the almighty tariff to the tune of 50 billion a month and rising. happy?

user____name 2 days ago

It's amazing. It's great trade policy, probably the greatest ever.

librasteve 2 days ago

Imo Donald Trump’s actions are easier to understand after watching Goldfinger

(Same goes for Putin and From Russia With Love)