Eight Years of US Tariffs: How China's Supply Chains Adapted

What if tariffs on Vietnam and Mexico imports increase to match China rates?

Model the operational impact if the US implements similar tariff rates on Vietnamese and Mexican imports currently used to circumvent China tariffs. Assume a 15-25% tariff increase on goods from these countries and calculate resulting cost pressures, inventory repositioning needs, and alternative sourcing requirements across major import categories.

What if supply chain concentration risk forces near-shoring to Mexico and Central America?

Simulate accelerated near-shoring investments where companies consolidate production in Mexico, Central America, and Caribbean jurisdictions to reduce tariff exposure and lead times. Model changes to inbound transportation costs, lead times from current 30-40 day ranges to 5-7 day ranges, and facility capacity requirements across major product categories.

What if Chinese companies directly invest in US manufacturing to bypass tariffs entirely?

Model scenarios where Chinese companies establish US-based production facilities to completely bypass tariff exposure. Calculate shifts in inbound freight demand, changes to supplier selection criteria, potential domestic labor and compliance costs, and competitive positioning implications for existing US manufacturers.