It's still a huge loss in demand. We can reasonably infer that there's some marginal loss, otherwise they'd already be selling to China instead of America.

Undisciplined

If they can't sell to the Americans (or the Europeans) they'll just sell to the Chinese.
Case study - Russia after the Ukraine sanctions.

The US doesn't have the power and influence it did 30 years ago, nothing like that. And I'm not sure Mr Trump's threats will have a net positive influence anymore

Politics_And_Law

While Democrats Sleep (Financial Times, Edward Luce)

denlillaapan

If they can't sell to the Americans (or the Europeans) they'll just sell to the Chinese.
Case study - Russia after the Ukraine sanctions.

The US doesn't have the power and influence it did 30 years ago, nothing like that. And I'm not sure Mr Trump's threats will have a net positive influence anymore