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TRADE WAR
Which Chinese Exports Will Feel the U.S Tariff Heat?
As new U.S. tariffs loom, China’s massive export market braces for disruption across key sectors — from electronics to clean energy.
The new U.S. President has been sworn into office amid a backdrop of global economic uncertainty. While the inaugural address touched upon the need for economic reforms, it fell short of providing specifics on the magnitude of tariffs that the new administration intends to impose on Chinese goods. However, the President made it unequivocally clear that tariffs are on the horizon, to be collected by a newly established Department of External Revenue Service.
China’s 2023 exports to the U.S. are visualized in the infographic below. Bubble sizes represent the value of exports in billions of USD for each sector. The chart’s x-axis illustrates the extent to which China relies on the U.S. market for each sector (U.S. % of China’s exports), while the y-axis shows the U.S.’s dependence on Chinese imports within that sector (China’s % of U.S. imports).
Data from this visualization helps understand the relative importance of each sector to both economies. Data for this analysis was sourced from UN Comtrade, China Custom, USITC, and obtained via KKR as of…