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.

Exposure

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.

Constraint

Substitution depends on qualification.

The relevant commercial risk is whether alternative supply, customer approvals, and production continuity can absorb tariff-policy change.

Action

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.

How 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.