Auto Trade Barrier & Exclusion Simulator

Evaluate Section 301 tariffs, connected vehicle hardware/software bans, local content thresholds, and transshipment diversion across vehicle classes.

Policy Parameters

Import Tariffs & Duties

Section 301 / Target Tariff 100%

Baseline Base FOB Price (Target EV) $22,500

Non-Tariff Barriers & Software Rules

Connected Vehicle Software Ban

Prohibits Chinese/Russian telematics, lidar, and V2X software stacks.

Onboard Compute Hardware Exclusion

Software Stack Replacement Penalty $4,200

Supply Chain & Rules of Origin

USMCA Regional Content Value (RVC) 45%

Domestic Market Price Elasticity -1.35

            Target Landed Price
            $51,200
            +127.5% vs FOB base
          

Domestic Shield Margin +$16,400 Price protection over US peers

US EV Fleet Adoption Drift -4.8% Consumer affordability friction

Cost Buildup & Tariff Waterfall ($ USD)

Vehicle Class	Target FOB Base	Tariff Burden	Software Redesign	Final Landed Cost	Domestic US Median	Volume Impact

Simulating current US Section 301 + Connected Vehicle restriction policy.

Connected Vehicle Software Rule

The Department of Commerce proposed ban targets telematics control units (TCU), automated driving systems (ADS), and cellular V2X systems developed by Chinese entities, creating a regulatory barrier independent of tariff percentages.

Section 301 Tariff Stacking

The 100% tariff on Chinese electric vehicles, combined with Section 301 levies on lithium-ion batteries (25%) and critical minerals, elevates landed vehicle costs above the average US light vehicle transaction price.

Rules of Origin & USMCA Bypass

Nearshoring vehicle production to Mexico requires meeting USMCA 75% Regional Value Content (RVC) thresholds to qualify for duty-free access, preventing simple final-assembly tariff arbitrage.