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Independent, self-funded research. Trade: CEPII BACI; production: OECD ICIO; policy: primary notices.Independent, self-funded research.

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Research

Actionable Insight Reports on the supply networks behind trade policy, critical inputs and technology. Each one is published with its data sources, methods and limits, newest first.

  1. China supplies 88.6 percent of the EU's external magnet imports

    Concentrated Chinese input supply and European export exposure create different pressures. AIR 005 maps the trade, legal measures and production-cost channels that matter for sourcing and sales decisions.

    China–Europe Trade Conflict, AIR 005, 5 October 2026. PDF, 15 pages

    China share of EU external imports, 2024, percent

    Takeaway: China supplies 88.6% of EU external metal-magnet imports.

  2. Mexico now supplies 1.8 times as much U.S. physical-AI hardware as China

    China's share of the $72.5 billion trade in robot, sensor, control and motor hardware has more than halved since 2010, and half of the trade sits in controls and power.

    Physical AI Product Network, Actionable Insight Report 004, Technology supply chains, 21 June 2026. PDF, 11 pages

    U.S. imports by origin, five largest, 2024, US dollars

    Bar chart of 2024 U.S. physical-AI hardware imports by origin: Mexico $16.3 billion, China $9.1 billion, Germany $5.5 billion, Japan $4.6 billion, Canada $4.5 billion.

  3. China's share of U.S. AI-compute hardware imports has fallen to 6.3 percent

    It peaked at 29.5 percent in 2010 and halved after 2018. Mexico and “Other Asia, n.e.s.” (commonly Taiwan) now supply half of the $164.5 billion trade.

    AI Compute Hardware Trade Exposure, Actionable Insight Report 003, Technology supply chains, 21 June 2026. PDF, 11 pages

    China-origin share of U.S. imports, 2005–2024

    Line chart: China's share of U.S. AI-compute hardware imports peaked at 29.5% in 2010 and fell to 6.3% in 2024, dropping sharply after 2018.

  4. China supplies 68.8 percent of U.S. permanent-magnet imports

    Across all rare-earth focus products, China's share has more than doubled since 2005, to 46.6 percent, the opposite of the trend in technology hardware.

    Rare Earth GVC Transition, Actionable Insight Report 002, Critical minerals, 29 May 2026. PDF, 17 pages

    U.S. rare-earth imports by product group, 2024, US dollars; red is the China-origin part

    Bar chart of 2024 U.S. rare-earth imports by product group, with China's part: permanent magnets $608 million (68.8% from China), magnet assemblies $582 million (16.9%), rare-earth compounds $172 million (67.4%), rare-earth materials $4.9 million (72.7%).

  5. New Section 301 tariffs put a $8.8 billion duty base on 52 strategic products

    Lithium-ion batteries carry 46.5 percent of that duty base, and China's share of these strategic products has fallen more slowly than its share of everything else.

    U.S.-China Strategic Tariff Exposure Radar, Actionable Insight Report 001, Trade policy, 1 May 2026. PDF, 18 pages

    Gross scheduled duty base by tariff product group, US dollars

    Bar chart of the gross duty base by product group: lithium-ion batteries $4.1 billion, face masks $1.7 billion, semiconductors $1.1 billion, electric vehicles $699 million, medical gloves $587 million.

Every figure in these reports can be explored by product family in the Data explorer.

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