Resource Updates - LibGuides at China Europe International Business School

Amid the complex landscape of global trade, CEIC presents this chartbook featuring 20 visualizations, highlighting the context of these tariffs, the affected industries among key U.S. trading partners, and potential ripple effects on consumer prices.

Download Charts >>

It includes:

Trump 1.0 vs Trump 2.0: How Global Trade Has Shifted Under Tariffs Since 2017
- 2016 vs 2024: The Rise of Mexico and ASEAN's "Connector Economies" in US Import Markets
- Post-Pandemic Surge: Canada's share of US imports grows
Mexico and Canada
- Deepening US-Canada-Mexico cross-border industrial integration may amplify tariff impacts.
- Canada dominates U.S. energy supply chains, while Mexico accounts for approximately one-quarter of America's automotive imports.
- Three decades ago, oil accounted for a relatively small share of Canada's exports to the United States, but with significant production growth, energy exports now exceed automotive exports.
- Mexico's Sustained Export Boom
- Automobiles have consistently remained Mexico's flagship export to the United States, while petroleum has seen a steady decline in its export significance since the 2000s.
China and Other Nations
- China's agricultural imports from Brazil now substantially exceed those from the United States.
- In 2024, manufactured goods—particularly electronics—have dominated China's exports to the U.S.
- The U.S. continues to expand imports from Vietnam and other "bridge economies."
Inflation Impact
- Inflation expectations have risen steadily each month since Trump's election victory in November.
- Just as price pressures show signs of stabilization, new tariffs on aluminum and steel threaten to boost costs across U.S. automotive, construction and food industries.

CEIC Wins "Best Alternative Data Provider" Award at Waters Technology Awards 2024

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