The Tariff Pass-Through Index: Which Materials Sectors Face 20%+ Cost Inflation.

This report provides a thorough analysis of the Tariff Pass-Through Index, emphasizing the impact on North American materials sectors experiencing over 20% cost inflation post-2025. It explores the intricacies of U.S. tariffs under the Trump and post-Trump administrations, including Sections 232, 301, and 122, and their consequences on materials like aluminum, steel, and softwood lumber. Comprehensive insights are offered on the tariff structures, sector-specific vulnerabilities such as in construction and industrial materials, and strategic management approaches to mitigate these impacts. The report is designed to aid management and policy makers in understanding and navigating tariff-induced cost inflations in a rapidly evolving trade environment.