Start with the business decision.
Each page states the management question before showing the data.
Research
Decision-ready trade intelligence, without academic overhead.
Actionable Insight Reports turn public trade and input-output data into compact management screens: what is exposed, why it matters, what the charts actually say, and which client-specific diligence step should come next.
Published Actionable Insight Reports
A compact library for executives, procurement, finance, and strategy teams.
Use metrics and charts as screens.
Visuals are designed to prioritize where diligence is needed, not to overclaim.
Translate into client-specific facts.
The next step is always an HTS, supplier, BOM, contract, or operating review.
2026-06-21
Physical AI Product Network
A structural screen of robots, vision systems, navigation hardware, sensors, controls, power electronics, and actuation products that support physical-AI deployment.
Decision supported
Prioritize which hardware lanes require supplier qualification, spares planning, safety review, and monitoring before embodied-AI deployments scale.
$72.53B2024 U.S. platform imports
$9.06BU.S. China-origin platform imports
$13.04BModeled U.S. IO footprint
2026-06-21
AI Compute Hardware Trade Exposure
A public-data screen of AI chips, compute systems, semiconductor inputs, fabrication equipment, supplier platforms, and downstream U.S. IO footprint.
Decision supported
Separate chip, compute-unit, wafer-input, fabrication-equipment, and test-equipment risks before making sourcing or export-control claims.
$164.54B2024 U.S. platform imports
$10.40BU.S. China-origin imports
6.3%Measured China import share
2026-05-29
Rare Earth GVC Transition
A structural screen of China-origin rare-earth focus flows, downstream value-added exposure, substitution candidates, and market-transition constraints.
Decision supported
Distinguish direct import exposure from downstream manufacturing footprint and the bottlenecks that constrain supplier switching.
$636.5MU.S. China-origin focus imports
$1.01BU.S. IO gross-output footprint
1.58xPrice-pressure multiplier
2026-05-01
U.S.-China Strategic Tariff Exposure Radar
Where 2024-2026 Section 301 actions change U.S. sourcing, cash flow, and supplier resilience.
Decision supported
Identify tariff-sensitive product nodes and decide whether to pursue price protection, supplier qualification, or continued monitoring.
$449.6B2024 U.S. imports from China baseline
52Strategic HS6 proxy products
$8.8BGross scheduled duty-base screen
Visualization preview
Charts are presented as decision evidence, not decorative exhibits.
The research page shows a small sample of the report visuals so clients can understand the analytical object before opening a PDF.
AI compute exposureWhere the import value sits.
Separates compute systems, ICs, semicap equipment, and other hardware functions before discussing China exposure.
Physical AI footprintWhich U.S. sectors feel the exposure.
Turns direct China-origin hardware flows into a production-network incidence screen for downstream sectors.
Substitution screenVisible alternatives are not approved suppliers.
Ranks trade-platform visibility while keeping the limitation clear: capacity, qualification, and customer approval remain client-specific.
Method discipline
Short enough for a client meeting; disciplined enough for technical review.
Clear product boundary
Each AIR states what the HS6 proxy captures and what it cannot identify.
Verified headline numbers
Published claims are tied back to the report data and claim ledgers.
Interpretation boundaries
Screening estimates are kept separate from legal liability, revenue forecasts, or approved supplier claims.
Client-specific translation
Every report ends with the operational data needed to convert the screen into a decision.
Research agenda
Upcoming work stays close to practical advisory decisions.
The public library will continue to emphasize network exposure, sourcing constraints, trade-policy change, and financing pressure.
Hidden dependencies
Where concentration appears below the first tier of procurement.
Working-capital pressure
How payment terms and financing conditions affect supplier resilience.
Signals of network stress
How to interpret shifts in lead times, supplier behavior, and policy signals.