Small share, high salience
The schedule affects a limited share of total trade value, but it lands on electronics, batteries, vehicles, medical products, metals, critical minerals, and solar inputs.
Actionable Insight Report 001
U.S.-China Strategic Tariff Exposure Radar.
Where 2024-2026 Section 301 actions change U.S. sourcing, cash flow, and supplier resilience.
A screening frame for management attention.
The 2024-2026 Section 301 schedule is now a working-capital and supply-assurance test for U.S. buyers. The tariff shock is narrow in total trade value but concentrated in product groups where qualification cycles, customer approvals, and downstream dependencies can make rapid substitution difficult.
AIR 001 isolates the strategic portion of the trade base, identifies exposed product nodes, and turns tariff schedules into a practical question: which products require immediate price protection, supplier qualification, or active monitoring?
$449.6B2024 U.S. imports from China in the report baseline.
14.2%China share of U.S. goods imports in the same baseline.
52Strategic HS6 proxy products in the Section 301 exposure universe.
$25.7BChina-origin imports in the strategic proxy universe.
$8.8BGross scheduled duty-base estimate for screening.
Li-ion batteriesLargest affected group in the report's product exposure frame.
Executive synthesis
The direct tariff hit is concentrated; the commercial risk depends on network position.
Substitution is not instant
The relevant management question is not only duty cost. It is whether qualified alternative supply, customer approvals, and production continuity can absorb policy change.
Segment before acting
High-rate, high-China-share products with limited alternatives need price protection and supplier qualification now; diversified lanes may be managed through pricing and monitoring.
Method and caveats
AIR 001 is a screening report, not a final liability determination.
The report is meant to focus management attention before product-specific facts, sourcing records, and customs classifications determine the final commercial and legal position.
Duty-base figures are screening estimates.
They help prioritize product groups for review and should be refined with internal classifications and sourcing records.
Public trade and tariff information is combined with analytic screening logic.
The report separates baseline import exposure, strategic proxy selection, and scheduled tariff-action assumptions.
Use this report for
Sourcing, pricing, supplier qualification, and working-capital review.
AIR 001 is designed for teams that need to translate trade policy into operational decisions. It is most useful when paired with internal product classifications, supplier lists, contract terms, and customer pass-through constraints.
Discuss AIR 001
Send the product group, sourcing footprint, and decision timeline. We can scope a focused exposure review or broader network-intelligence engagement.