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Highest US tariffs hit sectors hardest to source outside China

Original title: Rearranging the trade deck · McKinsey & Company · 6 Aug 2025

Fast-moving · data as of 6 Aug 2025

What does the data say about rearranging the trade deck?

McKinsey & CompanyView original

Original chart: McKinsey & Company

So what

Tariffs of 30-50% fall on textiles, plastics and basic manufacturing, exactly where China's supply dominance makes substitution hardest. That mismatch means higher costs will persist rather than trade simply rerouting. Importers in these sectors should plan for multi-year supplier diversification and price pass-through, not a quick fix.

Data sources
US Census Bureau; UN Comtrade; McKinsey Global Institute Global Trade Dispute Database; McKinsey Global Institute analysis
Authors
Sven Smit
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