Concentrated product nodes need attention.
The strategic product universe is much smaller than total U.S.-China trade, but it touches electronics, batteries, vehicles, medical products, metals, critical minerals, and solar inputs.
Actionable Insight Report 001
U.S.-China Strategic Tariff Exposure Radar.
A compact screen for where 2024-2026 Section 301 actions change U.S. sourcing, cash flow, and supplier resilience.
$449.6B2024 U.S. imports from China baseline
52Strategic HS6 proxy products in scope
$8.8BGross scheduled duty-base screen
Client decision supported
Use the tariff schedule as a triage map, not a final liability calculation.
Substitution depends on qualification.
The relevant commercial risk is whether alternative supply, customer approvals, and production continuity can absorb tariff-policy change.
Assign owners by product lane.
High-rate and high-China-share nodes need price protection, supplier qualification, or monitoring based on internal classifications and contracts.
Visual evidence in the report
Three charts clients can scan before opening the PDF.
Tariff exposureWhich product groups carry the duty base.
Shows where scheduled duty exposure concentrates across strategic product groups.
Swipe horizontally on mobile to inspect the full figure.
Figure description and source
Which product groups carry the duty base. Shows where scheduled duty exposure concentrates across strategic product groups. Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Downstream pressureWhich U.S. sectors may feel indirect pressure.
Turns direct import exposure into a downstream production-network screen.
Swipe horizontally on mobile to inspect the full figure.
Figure description and source
Which U.S. sectors may feel indirect pressure. Turns direct import exposure into a downstream production-network screen. Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Supplier platformsAlternative origins are a starting point.
Visible trade platforms help prioritize diligence while leaving qualification and customer approval explicit.
Swipe horizontally on mobile to inspect the full figure.
Figure description and source
Alternative origins are a starting point. Visible trade platforms help prioritize diligence while leaving qualification and customer approval explicit. Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Methodology and limitations
These figures are public-data screening tools for identifying products, sectors, and network nodes that warrant further diligence. They are not company-level bills of materials, qualified-supplier lists, tariff rulings, or causal forecasts; definitions, assumptions, reference years, and sources should be read with the report.
Read the full method and definitions in the PDFHow to use it
Turn the public tariff screen into a product-level action list.
AIR 001 is designed for procurement, finance, customs, and pricing teams that need to identify where exposure merits immediate internal review.
Recommended next step
Match the screened HS6 products to internal HTS classifications, supplier records, customer pass-through terms, inventory policy, and supplier-qualification timelines.