Supply Chain Research

The recent completion of the section 201 review of washing machines showed President Trump’s willingness to apply tariffs on consumer goods. When determining which home appliances may be next we’ve considered: existing tariffs; rising imports and; change of country mix in supplies. All five products reviewed have tariffs of 35% applicable under certain conditions. Imports of dishwashers (up just 3% in the three months to November 30 vs. a year earlier) and microwaves (actually down 10%) have been discarded due to low growth. Refrigerators, the largest sector at $5.31 billion, only rose 7...