Actually, I can't be bothered to thread this, since it's not obvious that Bluesky even has a good threading experience.
Link to my thread on Twitter: x.com/Thevesh/stat...
Msia: Exports to USA at 2D HS level from Feb 2024 to Jan 2025 Exempt: RM48.9 bil out of 202.4 bil (24.2%) By category in descending order: Electrical Machinery: 46.9 / 111.0 bil exempt Mechanical Machinery: 0.0 / 29.0 bil exempt Medical Instruments: 0.0 / 17.5 bil exempt Rubber: 0.0 / 7.9 bil exempt Furniture: 0.0 / 7.1 bil exempt Oils & Fats: 0.0 / 3.1 bil exempt Plastics: 0.3 / 2.6 bil exempt Iron and Steel: 0.3 / 2.0 bil exempt Cocoa: 0.0 / 1.7 bil exempt Aluminium: 0.0 / 1.7 bil exempt Wood: 0.1 / 1.5 bil exempt Apparel & Clothing: 0.0 / 1.3 bil exempt Chemicals: 0.2 / 1.2 bil exempt Organic Chemicals: 0.3 / 1.1 bil exempt Aircraft & Spacecraft: 0.0 / 1.1 bil exempt Glassware: 0.0 / 0.9 bil exempt Toys, Games & Sports: 0.0 / 0.9 bil exempt Copper: 0.0 / 0.8 bil exempt Paper & Paperboard: 0.0 / 0.7 bil exempt Others: 0.8 / 9.2 bil exempt
Msia: Exports to USA at 6D HS level from Feb 2024 to Jan 2025 Exempt: RM48.9 bil out of 202.4 bil (24.2%) By category in descending order: IC Processors: 25.6 / 25.6 bil exempt IC Parts: 15.1 / 15.1 bil exempt Telecom Equipment: 0.0 / 13.3 bil exempt Solid-State Storage: 0.0 / 11.3 bil exempt Solar Panels: 0.0 / 7.2 bil exempt Printer Parts: 0.0 / 6.5 bil exempt Medical Gloves: 0.0 / 5.2 bil exempt Computer Processors: 0.0 / 4.2 bil exempt Computer Controllers: 0.0 / 3.4 bil exempt TV & Decoder Parts: 0.0 / 3.3 bil exempt IC (Other): 3.2 / 3.2 bil exempt Solar Cells: 0.0 / 2.9 bil exempt Circuit Boards: 0.0 / 2.9 bil exempt Diagnostic Equipment: 0.0 / 2.4 bil exempt Electric Fence Energizers: 0.0 / 2.3 bil exempt Control Panels: 0.0 / 2.1 bil exempt Memory Chips: 2.1 / 2.1 bil exempt Medical Headlamps: 0.0 / 1.8 bil exempt Bedroom Furniture: 0.0 / 1.8 bil exempt Power Adapters: 0.0 / 1.8 bil exempt Others: 2.9 / 84.0 bil exempt
I dug into the White House's list of 1039 tariff-exempt items.
Result: Using granular trade data for the past 1 year, 24.2% of Malaysia's exports to US would be tariff-free.
This means 75.8% of our exports to US (10.2% of exports overall) would get hit by the tariff.
🧵Thread explaining my results
My Step Count at 30-min Frequency on a Day Trip to Singapore 00:00: 0 00:30: 22 01:00: 49 01:30: 177 02:00: 10 02:30: 0 03:00: 30 03:30: 130 04:00: 0 04:30: 253 05:00: 1,893 05:30: 52 06:00: 0 06:30: 38 07:00: 548 07:30: 40 08:00: 0 08:30: 0 09:00: 10 09:30: 0 10:00: 0 10:30: 343 11:00: 28 11:30: 356 12:00: 367 12:30: 23 13:00: 65 13:30: 145 14:00: 11 14:30: 75 15:00: 57 15:30: 122 16:00: 151 16:30: 9 17:00: 0 17:30: 34 18:00: 554 18:30: 298 19:00: 24 19:30: 336 20:00: 473 20:30: 276 21:00: 1,201 21:30: 23 22:00: 446 22:30: 0 23:00: 9 23:30: 1,872
I recently went on a day trip to Singapore.
Here's the number of steps I walked during the day, at 30 minute frequency.
I know KLIA2 is much lower-cost relative to Changi, but man, going through KLIA2 after Changi really underscores the difference in customer experience.
Who's here?
