U.S. Tariff Market Update & Supply Chain Impact Report

July 14, 2025

UPDATE - July 14, 2025 - U.S. Tariff Market Update & Supply Chain Impact Report

Current Tariff Environment

The U.S. has implemented or signaled the following key tariff actions:

• • Effective August 1, 2025:
  • 200% tariffs on select pharmaceuticals
  • 100–150% tariffs on semiconductors and critical tech
  • 50% tariff on Brazilian commodities (e.g., coffee, juice, metals)
  • Copper import duties to stimulate U.S. mining
  • Potential 100% “secondary” tariffs on countries purchasing Russian energy
• • Global response: Retaliation expected from Brazil, the EU, and possibly China
• • Exemptions and phase-ins: Possible under USMCA, Indo-Pacific trade frameworks

Supply Chain Impacts Overview

Industrial Manufacturing Impact

Automotive Industry Impact

Other Industry-Specific Supply Chain Impacts

Executive Takeaway

Tariffs are no longer isolated trade tools—they’re strategic catalysts reshaping global supply chains. For the auto and industrial sectors, proactive reconfiguration of supplier bases, enhanced utilization of regional trade, and digital risk monitoring will be essential through 2026.