The US Supply Chain Shakeup After Tariffs, in Five Charts

April 15, 2026, Opinion: “Last year’s US-imposed tariffs sped up significant trade shifts—toward Mexico and away from China—that began years earlier and have diversified American imports among top partners. While the Trump administration’s major tariff announcement on April 2, 2025, was billed as “Liberation Day,” research by Harvard Business School’s Laura Alfaro suggests that companies were already positioned to adjust to the levies. The recalibration of supply chains has been so profound that US imports from China have returned to near-2001 levels, when the country entered the World Trade Organization.”