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Daniel Covarrubias
Live Data Tracker

Tariff ImpactTracker

Real-time analysis of how tariffs reshape North American trade, supply chains, and household budgets.

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Trade at Risk
0%
Average Tariff
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Jobs at Risk
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Policy Timeline

A chronology of tariff announcements, implementations, and reversals that have kept businesses guessing and markets volatile.

threat
2025-02-01

25% Tariffs Announced

President announces 25% tariffs on all imports from Mexico and Canada

25%tariff rate
pause
2025-02-04

Implementation Delayed

30-day pause announced following diplomatic outreach

implementation
2025-03-04

Tariffs Take Effect

25% tariffs officially implemented on non-USMCA goods

25%tariff rate
exemption
2025-03-06

Auto Sector Exemption

Temporary exemption for USMCA-compliant vehicles until April 2

escalation
2025-04-02

Auto Tariffs Begin

25% tariffs on automotive imports take effect

25%tariff rate
pause
2025-04-09

90-Day Pause

Reciprocal tariffs paused for negotiations, base 10% remains

10%tariff rate
escalation
2025-05-12

USMCA Carveout Expires

Full 25% tariffs apply to all North American trade

25%tariff rate

Trade Flows Under Fire

$1.6 trillion in trilateral trade—and every dollar faces new friction.

🇲🇽

Mexico

25% tariff
$839Btotal trade
Imports
$475B
Exports
$364B
🇨🇦

Canada

25% tariff
$762Btotal trade
Imports
$421B
Exports
$341B
🇨🇳

China

145% tariff
$582Btotal trade
Imports
$427B
Exports
$155B

Sector Exposure

Automotive
Machinery
Electronics
Agriculture
Energy
Chemicals
🚛

Laredo: Ground Zero

America's busiest land port handles 42% of all U.S.-Mexico trade. When tariffs hit, Laredo feels it first.

$0B
Annual Trade
0
Daily Trucks
+340%
Wait Time Increase
Average 4.5 hours per crossing
85,000 Jobs
Directly supported by cross-border trade operations

Top Commodities

Vehicles & Parts
Electronics
Machinery
Agriculture
Plastics
Other

The Ripple Effect

How tariffs cascade through supply chains—from border to shelf.

1

Border Friction

Increased inspections and documentation requirements

340% longer wait times at key ports+4-8 hours per crossing
2

Production Delays

Just-in-time manufacturing disrupted

47% of auto plants report shortages2-5 day delays
3

Inventory Buildup

Companies stockpiling to avoid disruption

$23B in additional inventory costs30-90 days buffer stock
4

Price Pass-Through

Costs flow to consumers

8-12% price increases on affected goods3-6 month lag
5

Demand Destruction

Higher prices reduce consumption

Estimated 3.2% reduction in demand6-12 months

The Price You Pay

Tariff costs don't stay at the border—they follow you home.

🚗
New Vehicle
+$6,200(12.9%)
🛒
Groceries (Monthly)
+$145(12.1%)
📱
Electronics
+$96(12%)
👕
Clothing (Monthly)
+$18(9%)
🏠
Home Appliances
+$275(11%)
Gasoline (Annual)
+$192(8%)

Annual Household Impact by Income

Low Income (<$35K)
$1,890
5.4% of income
Middle Income (~$75K)
$2,400
3.2% of income
High Income (>$150K)
$3,200
2.1% of income

Tariffs hit low-income households hardest as a share of income.

Jobs on the Line

2.1 million American jobs depend on North American trade integration.

Jobs at Risk by State

23%
FDI Decline
147
Projects Delayed
$34B
Investment at Risk
89
Companies Relocating

Revenue vs. Reality

The math doesn't add up: tariff revenue is dwarfed by economic losses.

Projected Tariff Revenue
$78B
vs.
Total Economic Cost
$224B
GDP reduction: 0.5%
Net Cost to Economy
-$146B

The Uncertainty Tax

Policy unpredictability carries its own economic cost—one that doesn't show up in tariff schedules.

Feb 2025:25% tariffs announced
Mar 2025:Implementation begins
Apr 2025:Auto tariffs
May 2025:USMCA carveout expires
Daniel Covarrubias, Ph.D.

Daniel Covarrubias, Ph.D.

Director, Texas Center for Border Economic & Enterprise Development

Texas A&M International University

Researching the intersection of trade policy, exponential technologies, and cross-border economic integration from the Texas-Mexico border.