Resilinc Special Report
US-China Tensions: Export Bans and Tariffs Impact Trade
This report analyzes the escalating U.S.-China trade tensions, focusing on how tariffs impact trade and how export bans affect critical materials like gallium and germanium. These challenges highlight the need for enhanced supply chain resilience, as industries face rising costs, production delays, and material shortages.
The report provides a supply chain outlook and actionable strategies, including diversified sourcing, nearshoring, and leveraging advanced monitoring tools, to help businesses navigate shifting trade policies and maintain long-term competitiveness.
Key Insights:
- U.S. tariffs of up to 50% on Chinese goods and export restrictions on critical minerals are driving material shortages and raising costs, especially for industries like semiconductors and renewable energy
- Increased military tensions between China and Taiwan are disrupting critical shipping routes, leading to higher transportation costs and delays for industries dependent on global trade
- Companies are exploring nearshoring and reshoring operations to mitigate risks, focusing on diversifying suppliers and reducing dependence on China to ensure long-term supply chain resilience