Total Tariff Paid YTD
$24.8M
+12% vs FY2023
Avg Effective Tariff Rate
8.7%
+1.3% vs Baseline
Avg Vehicle BOM Cost
$18,450
+3.2% due to tariffs
Gross Margin %
15.2%
-1.8% vs Baseline
Total Tariff Cost by HS Chapter
BOM Cost Composition
Monthly Tariff Cost vs Gross Margin
Top Parts by Tariff Burden
| HS Code | Part Name | Supplier Country | Tariff Rate | Tariff Amount | Landed Cost | Vehicle Coverage |
|---|---|---|---|---|---|---|
| 8507.80 | EV Battery Pack | China | 25.0% | $1,280 | $6,500 | EV D Series |
| 8542.31 | Powertrain Control Module | Germany | 7.5% | $90 | $1,290 | Sedan A, SUV B, Truck C |
| 8708.93 | Chassis Frame Assembly | Mexico | 2.5% | $30 | $1,230 | SUV B, Truck C |
| 4011.80 | All-Season Tire | Thailand | 10.0% | $13 | $130 | All Models |
| 8507.62 | Battery Management System | China | 25.0% | $185 | $865 | EV D Series |
About & Methodology
Purpose
The Section 301 Tariff Impact Analyzer is designed to help AUTO XYZ analysts examine the effects of U.S. Section 301 tariffs on vehicle lineup, parts sourcing, and profitability under various policy scenarios.
Key Features
- Synthetic Data Generation: All data is generated client-side for demonstration purposes
- Scenario Analysis: Compare impacts of different tariff policies including Baseline, USMCA updates, Aggressive 301+, and Balanced Trade models
- Interactive Filters: Analyze by date range, vehicle line, region, and country of origin
- Cost Modeling: Detailed tariff calculations with USMCA non-U.S. content rules
- Demand Sensitivity: Elasticity modeling for price-sensitive markets
Methodology
Tariff Application Logic
For each part imported:
- Determine base tariff rate by HS code and selected scenario
- Apply USMCA treatment for Canadian/Mexican content in qualifying vehicles
- Calculate assessed value based on non-U.S. content share where applicable
- Compute tariff amount as assessed value × effective rate
USMCA Non-U.S. Content Approach
For vehicles/parts qualifying under USMCA from Canada or Mexico with usmcaEligible=true:
- Apply tariffs only to the non-U.S. content share (value × nonUSContentShare)
- Duty-free parts remain exempt per careedge.com guidance
Balanced Trade Target (Δτ)
Stylized model inspired by USTR approach tariffs.inasimonovska.com:
- Calculate bilateral trade deficit by country
- Apply incremental tariff add-on up to +10 percentage points
- Capped adjustments to model economic impact
Price Pass-Through & Demand Modeling
Impact of tariff costs on demand:
- Segment elasticity: Sedan -1.2, SUV -1.0, Truck -0.8, EV -1.4
- User-adjustable pass-through percentage (0% to 100%)
- Price multiplier: units' = units × (price'/price)^(elasticity)
- Final transaction price reflects margin adjustments
Risk & Emissions Tracking
Additional metrics include:
- CO₂ emissions per vehicle (sum of part emissions)
- Risk score (weighted sum of supplier concentration, China share, lead time, criticality)
Note: This dashboard is a demonstration using synthetic data. Sources referenced for policy context only: caredge.com, tariffs.inasimonovska.com. AUTO XYZ is fictional.
