INDUSTRIAL TARIFF EXPOSURE

Industrial manufacturers are exposed twice: imported inputs, and margin-constrained customers.

The headline tariff rate is the small problem. The bigger one: what's inside your BOM that isn't documented, the supplier contract that doesn't pass through, the customer agreement that doesn't allow re-pricing, and the entries that just liquidated without a refund claim filed.

Section 232 on steel, aluminum, and copper now runs 50% on primary metals and 25% on processed derivatives, assessed on the full value of the article since the April 6, 2026 overhaul, with country-specific layers above the MFN base rate. Section 301 on China stacks separately. After the Supreme Court struck IEEPA tariff authority in February 2026, a 10% Section 122 surcharge took its place through July 24, 2026; it does not stack with Section 232. Proposed Section 301 forced-labor duties of 10 to 12.5% on non-232 goods have been floated as a potential successor if Section 122 lapses, but they remain proposed, with no final action or effective date.

This page does two things. First, the Industrial Tariff Pressure Map shows where tariff stacks are landing across HTS chapters typical of industrial sourcing. Second, the two-minute diagnostic surfaces the four exposure dimensions that most middle-market industrial CFOs do not have full visibility on.

Output is a sector-specific exposure brief with prioritized action paths.

INDUSTRIAL TARIFF PRESSURE MAP · 8 HTS CHAPTERS

Layered tariff exposure by HTS chapter, illustrative for industrial sourcing. Section 232 (steel, aluminum, and copper at 50% primary / 25% derivative) and Section 301 (China) stack on the MFN base rate; the 10% Section 122 surcharge applies to non-232 goods through July 24, 2026 and does not stack with Section 232. Country of origin determines which layers apply.

HTS CHAPTER · INPUT TYPE EXPOSURE INTENSITY RATING
CH 72 / 73 · STEEL AND ARTICLES Steel mill products, structural shapes, fasteners
Severe
CH 76 · ALUMINUM AND ARTICLES Mill products, extrusions, castings
Severe
CH 84 · INDUSTRIAL MACHINERY Pumps, motors, valves, bearings, machine tools
High
CH 85 · ELECTRICAL EQUIPMENT Motors, transformers, controls, semiconductors
High
CH 87 · VEHICLES AND PARTS Components, sub-assemblies, aftermarket
High
CH 82 · TOOLS AND TOOLING Hand tools, dies, cutting tools
Mod-High
CH 39 / 40 · PLASTICS, RUBBER Resins, gaskets, hoses, seals
Moderate
CH 90 · INSTRUMENTS Sensors, gauges, optical, measuring
Moderate
Nov '25DecJan '26FebMarAprMay
2-MINUTE EXPOSURE DIAGNOSTIC · 6 QUESTIONS

Where is exposure most likely hiding in your operation?

Questions calibrated to your segment. The output panel updates live as you answer. Request the full sector exposure brief when you're done.

01. Sourcing
02. Origin
03. Contracts
04. Recovery
Select an operation type above to begin the diagnostic.
SOURCING · Q1
What share of your direct COGS is imported materials, components, or sub-assemblies (any country)?
ORIGIN · Q2
Of your imported content, what share is from China, Russia, or other origins facing rates above 25%?
CONTRACTS · Q3
For most of your revenue, which best describes your pricing structure?
BACKLOG · Q4
How many months of booked, fixed-price backlog do you hold at pre-tariff quoted prices?
FEASIBILITY · Q5
For your top 3 imported inputs, do certified domestic/near-shore alternatives exist (AS9100, UL, NADCAP, ASME as applicable)?
RECOVERY · Q6
Have you reviewed duty drawback, refund, and reclassification eligibility against your entry data?
SOURCING · Q1
What share of your direct COGS is imported materials, components, or sub-assemblies (any country)?
ORIGIN · Q2
Of your imported content, what share is from China, Russia, or other origins facing rates above 25%?
CONTRACTS · Q3
For most of your revenue, which best describes your pricing structure?
BACKLOG · Q4
How many months of booked, fixed-price backlog do you hold at pre-tariff quoted prices?
FEASIBILITY · Q5
For your top 3 imported inputs, do certified domestic/near-shore alternatives exist (AS9100, UL, NADCAP, ASME as applicable)?
RECOVERY · Q6
Have you reviewed duty drawback, refund, and reclassification eligibility against your entry data?
SOURCING · Q1
What share of your direct COGS is imported materials, components, or sub-assemblies (any country)?
ORIGIN · Q2
Of your imported content, what share is from China, Russia, or other origins facing rates above 25%?
CONTRACTS · Q3
For most of your revenue, which best describes your pricing structure?
BACKLOG · Q4
How many months of booked, fixed-price backlog do you hold at pre-tariff quoted prices?
FEASIBILITY · Q5
For your top 3 imported inputs, do certified domestic/near-shore alternatives exist (AS9100, UL, NADCAP, ASME as applicable)?
RECOVERY · Q6
Have you reviewed duty drawback, refund, and reclassification eligibility against your entry data?
SOURCING · Q1
What share of your direct COGS is imported materials, components, or sub-assemblies (any country)?
ORIGIN · Q2
Of your imported content, what share is from China, Russia, or other origins facing rates above 25%?
CONTRACTS · Q3
For most of your revenue, which best describes your pricing structure?
BACKLOG · Q4
How many months of booked, fixed-price backlog do you hold at pre-tariff quoted prices?
FEASIBILITY · Q5
For your top 3 imported inputs, do certified domestic/near-shore alternatives exist (AS9100, UL, NADCAP, ASME as applicable)?
RECOVERY · Q6
Have you reviewed duty drawback, refund, and reclassification eligibility against your entry data?
SOURCING · Q1
What share of your direct COGS is imported materials, components, or sub-assemblies (any country)?
ORIGIN · Q2
Of your imported content, what share is from China, Russia, or other origins facing rates above 25%?
CONTRACTS · Q3
For most of your revenue, which best describes your pricing structure?
BACKLOG · Q4
How many months of booked, fixed-price backlog do you hold at pre-tariff quoted prices?
FEASIBILITY · Q5
For your top 3 imported inputs, do certified domestic/near-shore alternatives exist (AS9100, UL, NADCAP, ASME as applicable)?
RECOVERY · Q6
Have you reviewed duty drawback, refund, and reclassification eligibility against your entry data?
SOURCING · Q1
What share of your direct COGS is imported materials, components, or sub-assemblies (any country)?
ORIGIN · Q2
Of your imported content, what share is from China, Russia, or other origins facing rates above 25%?
CONTRACTS · Q3
For most of your revenue, which best describes your pricing structure?
BACKLOG · Q4
How many months of booked, fixed-price backlog do you hold at pre-tariff quoted prices?
FEASIBILITY · Q5
For your top 3 imported inputs, do certified domestic/near-shore alternatives exist (AS9100, UL, NADCAP, ASME as applicable)?
RECOVERY · Q6
Have you reviewed duty drawback, refund, and reclassification eligibility against your entry data?
EXPOSURE BRIEF · LIVE
Your exposure read
Updates as you answer above
REQUEST · BRIEF
Get the industrial exposure brief
Sector-specific · Arrives within 2 business days

By submitting, you agree that Tariff Terrain may use your responses to generate the brief. The diagnostic output is included so the analysis is specific to your situation. Tariff Terrain is informational only and not a substitute for legal, tax, or customs advice.

What the brief covers

The industrial exposure brief is sector-specific, drawing on the diagnostic answers and the pressure map data above. It is delivered as a one-page memo with prioritized action paths and the questions to put in front of the CFO and supply chain lead.

SECTION 01
Where unmodeled cost lives
SKU/BOM exposure, embedded steel and aluminum, country-of-origin documentation gaps.
SECTION 02
Recovery and reset
Drawback eligibility, IEEPA refund posture, reclassification, contract pass-through audit.
SECTION 03
Sourcing optionality
Country alternatives modeled by landed cost, USMCA validation, origin engineering paths.
SECTION 04
CFO checklist
Five questions to put in front of the operating CFO before next pricing cycle.
Sources behind the pressure map
USITC HTS structure. MFN base rates and chapter-level classifications for the 8 chapters most relevant to industrial sourcing.
Section 232 / 301 / 122 stack. Layered tariff rates by authority, applied based on country of origin and product subheading.
Federal Register and CBP guidance. Effective dates, exclusion processes, refund procedures (CAPE, PSC, protest mechanics).
HTS chapters covered 8 industrial
Diagnostic questions 6
Output format 1-page brief