US-China Tariff Relief Changes the Logistics Math, Not the Supply Chain Strategy
· Source: logisticsviewpoints.com
In short
The new U.S.-China tariff agreement publishes reciprocal product lists covering roughly $30 billion of imports in each direction, offering relief for 77 U.S. categories and 1,619 Chinese categories—though implementation dates are still pending. The author argues the deal does not reset the trading relationship but makes tariff exposure far more granular, pushing sourcing decisions to the SKU and component level. The practical implication for supply chain executives is not to declare China back or China-plus-one dead, but to recalculate landed costs, network design and 2027 sourcing negotiations product by product and lane by lane.
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In the issue of week 40, 2026: Supply Chain AI Advances, but Data, Governance and Capacity Set the Pace
Tags: tariffs, sourcing, network design, freight, diversification, landed cost