The U.S. government has split the next round of tariffs on Chinese exports into two phases. List 4A will have duties applied from Sept. 1 and accounted for $109 billion of imports at a rate of 10% while list 4B will be applied from Dec. 15. This report identifies companies in five sectors that may be exposed to list 4A tariffs on the basis of Panjiva’s seaborne shipping data for the 12 months to Jun. 30 and provides context from tariff-code level product data. Imports of plastic products are led by tableware which have seen a 7.8% year over year drop in shipments as companies in...