Tariff restructuring, China export controls, and the Strait of Hormuz closure have fundamentally changed the economics of American manufacturing. Meridian maps your exposure — in 5 days, with a written report you can act on.
On April 2, 2026, Section 232 tariffs were restructured to apply to the full value of all steel and aluminum derivative articles. Combined with Section 301 rates, effective tariff rates on Chinese-origin metal components now reach 53%. Most operators haven't re-run their landed cost numbers.
China's Wave 1 export controls on terbium, dysprosium, samarium, gadolinium, and yttrium are active under an adversarial licensing regime. Wave 2 — covering additional materials and processing equipment — is suspended until November 10, 2026. Seven months.
The Hormuz closure has disrupted fertilizer feedstocks, plastics, petrochemicals, and specialty coatings. Lead times on affected categories have extended 30–45 days. Goldman Sachs has raised recession probability to 30%, citing the oil supply shock as the primary driver.
Maps your top input categories against current HTS tariff schedules by country of origin. Ranks exposure by financial impact. Flags China export control and Gulf disruption risk. Delivered in 5–7 business days.
All three service lines delivered sequentially over 30 days. Tariff Audit → Reshoring Scorecard → 90-Day Action Plan. Includes one 60-day follow-up call. The deepest intelligence, the strongest foundation.
Scores your at-risk input categories across four dimensions of domestic sourcing viability. Identifies Critical Exposure categories. Delivers a sequenced 90-day action plan with named domestic supplier contacts.
30 minutes. Nathan walks through your top input categories and delivers 2–3 specific data points on your exposure. No cost, no obligation.
You submit your supplier list and top 10 input categories. We take it from there — HTS mapping, tariff lookup, export control cross-reference, domestic supplier search.
Our research platform runs the analysis overnight. Nathan reviews every output and applies operational judgment before anything advances to your report.
Written reports delivered sequentially. Nathan walks through the findings with you on a call. You get a clear picture and a sequenced action plan — not a data dump.
Free reports on tariff changes, rare earth supply, and Gulf disruption — written for manufacturers, not analysts. Enter your email to download.
What the Section 232 overhaul means for Southern California manufacturers — and why most operators haven't run the new numbers yet.
China's Wave 2 rare earth export controls are suspended until November 10. What happens when the clock runs out.
New intelligence briefs publishing monthly on tariff changes, rare earth markets, and sourcing strategy. Enter your email to be notified.
In 30 minutes, Nathan will walk through your top input categories and tell you specifically what he's seeing in your vertical. No pitch. Just current intelligence. If it's relevant, you'll know what to do next.
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