A Tariff Exposure Dataset for the U.S. Vehicle Supply Chain: Policy Evidence from the 2025-2026 Tariff Expansions

<p>This paper documents the expansion of U.S. tariff policy during 2025–2026 and introduces a new, publicly reproducible dataset that measures tariff exposure across the commercial and light-vehicle supply chains. The dataset compiles detailed information from Federal Register notices and administrative actions, including Section 301 and Section 232 measures, as well as antidumping and countervailing duty investigations, and organizes these policies into a consistent HS6 product-level panel at a monthly frequency.</p> <p>By harmonizing tariff schedules with trade weights and supply-chain classifications, the paper provides a transparent framework for measuring the intensity and timing of tariff exposure across vehicle-related industries. This framework enables the construction of sector-specific exposure indices that capture direct, intermediate, and upstream input channels within the vehicle production network.</p> <p>The paper also documents stylized facts on production, sales, prices, employment, and freight costs during periods of tariff expansion. These patterns reveal substantial heterogeneity across segments of the vehicle market and highlight the role of input-cost pass-through and global supply-chain linkages.</p> <p>The resulting data infrastructure is designed to support future empirical analysis of trade policy, including causal identification strategies based on sectoral exposure variation. More broadly, the paper contributes to the measurement of tariff exposure in modern manufacturing networks and provides a foundation for analyzing the economic effects of recent trade policy interventions.</p>