AUTO XYZ – Section 301 Tariff Impact Analyzer

About & Methodology

Dashboard Purpose

The AUTO XYZ Section 301 Tariff Impact Analyzer is designed to help internal analysts explore and quantify the effects of Section 301 tariffs on our vehicle lineup, parts sourcing, and profitability across various scenarios. All data is synthetic and for demonstration purposes only.

Key Policy Context

• Section 301 Tariffs: Affect imports by HS code, product category, and country of origin, with recent policy updates including treatment of USMCA content where tariffs apply only to non-U.S. content in qualifying Canada/Mexico vehicles and parts.
• Duty-free Components: Exempt until a content-specific mechanism is implemented (as per caredge.com).
• Balanced Trade Targets: Analysts may test alternative tariff schedules per USTR models to simulate macro policy variants (tariffs.inasimonovska.com).

Methodology Highlights

• USMCA Non-U.S. Content Rule: In the 2025 Update scenario, for vehicles/parts qualifying under USMCA from CA/MX, tariffs are applied only to non-U.S. content share.
• Balanced Trade Target: Implements a stylized function that calculates incremental tariff add-ons based on bilateral trade deficits to move toward balanced trade.
• Elasticity and Demand Model: Segment-specific price elasticities (Sedan -1.2, SUV -1.0, Truck -0.8, EV -1.4) affect unit sales based on price pass-through.
• Risk Scoring: Composite risk based on supplier concentration, China exposure, lead times, and parts criticality.

Technical Implementation

All data is generated client-side using synthetic parameters. The dashboard runs entirely in the browser without external data dependencies. Calculations are reproducible with a deterministic seed.