Overview

• The IW analysis counts about 3,120 product groups where over half of U.S. imports come from the EU worth roughly $290 billion, versus 2,925 groups from China worth about $247 billion.
• U.S. dependence on EU goods has risen since 2010 with import values up around 150 percent, concentrated in chemicals, machinery, electrotechnical products and non‑precious metals.
• Germany’s trade surplus with the U.S. fell to €34.6 billion in January–July 2025, the lowest first‑seven‑month level since 2021, as exports to the U.S. declined 5.3 percent and imports rose 2.2 percent, according to Destatis.
• Allianz Trade reports that in 77 percent of cases tariff costs are borne by U.S. consumers or foreign exporters, while many U.S. wholesalers and retailers lifted prices beyond import cost increases.
• Examples cited include consumer prices rising more than import costs for coffee, beverages, electronics, apparel, sports goods, toys and jewelry, with estimated extra pass‑through of up to 3.6 percent for furniture and up to 2.3 percent for autos, clothing, jewelry and shoes.