Scenario Planning for Tariff Changes in a New Era of U.S.–China Trade Realignment

This special report offers timely insights into scenario planning for tariff changes following the preliminary 2025 U.S.–China trade agreement. With a new 55% U.S. tariff on Chinese imports and the resumption of rare earth exports, the report explores how geopolitical recalibrations are influencing sourcing decisions, compliance obligations, and manufacturing costs. As tariff volatility reshapes cost structures and market access, companies must rethink their supply chain strategy to safeguard operational resilience. From pricing pressures to supplier shifts in Asia and North America, this report outlines critical risk scenarios and forward-looking planning frameworks. Read on to learn how global businesses can prepare for policy uncertainty and sustained trade friction throughout 2025.