Trade Defense & Reshoring Telemetry

Automotive Tariff & Production Reshoring Network Analyzer

Reuters Case Study: Ford relocates production lines from China under Section 301 tariffs
Annual Net Cost Savings $169.65M Across 78,000 reshored units
Tariff Exposure Avoided $505.05M At 35.0% Section 301 duty
Capex Payback Horizon 2.65 yrs $450.0M retooling capital
Supply Lead Time Reduction -22.1 days From 38d ocean to 4d domestic
Bilateral Production & Logistics Network
Live Volume Routing
China Hubs: Chongqing, Hangzhou → Ocean Transit Corridor → US Assembly: Dearborn, Flat Rock, Louisville
Production Allocation & Friction Inputs Model State: Calibrated
65%
Share of 120k vehicles assembled in US plants
35%
Federal tariff friction on imported vehicles/packs
120,000
Total global production run modeled
$450M
Domestic factory retooling & tooling investment
China Landed Unit Cost (w/ Tariff):
$24,975
US Reshored Unit Cost:
$22,800
Net Margin Advantage per Reshored Unit:
+$2,175
China Base Assembly (Pre-Tariff):
$18,500
Component Bill of Materials & Transit Exposure Critical Subsystem Breakdown
Subsystem China BOM Tariff Duty US BOM Transit Days Status
Reshoring Sensitivity & Resilience Ledger 5-Year Amortization Trajectory
Total Reshored Units (Year 1): 78,000 units
Total Retained China Units: 42,000 units
5-Year Cumulative Net Savings: $848.25M
Net Capex ROI (5-Year): +88.5%
Inventory Buffer Working Capital Freed: $34.2M
⚙ Network calibrated to Reuters Ford case study: 65% domestic allocation, 35% Section 301 tariff exposure.
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