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Tariffs has made supply via Russia the cheapest option (in some cases)

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Apr 13, 2025 · 22:36

I thought this was a fun share, with all the tariffs volatility, there are a number of products whose supply chain is now cheaper via Russia. I have been playing with search tariff and found some edge cases worth noticing for anyone trying to map supply chain to edge on individual companies. i.e.: [Search Tariff: vodka to the us](https://www.searchtariff.com/?q=Vodka%20to%20the%20us)

So far I found the following, but there are more:

* 0101.21.00 - Purebred breeding horses
* Russia, Cuba, North Korea and Belarus: 0%
* Most of countries including Europe: 10%
* 0207.51.00 - Geese, not cut in pieces, fresh or chilled
* Russia, Cuba, North Korea and Belarus: 22 cents/kg
* Most of countries including Europe: 8.8 cents/kg + 10.0%
* 8201.40.30 - Machetes, and base metal parts thereof
* Russia, Cuba, North Korea and Belarus:  0%
* Most of countries including Europe: 10%
* 2208.60.10 - Vodka, in containers each holding not over 4 liters, valued over $2.05/liter
* Russia, Cuba, North Korea and Belarus: $1.78/pf. liter
* Most of countries including Europe: 10%
* 2401.10.44 - Tobacco, not stemmed or stripped, not or not over 35% wrapper tobacco, oriental or turkish type, cigarette leaf
* Russia, Cuba, North Korea and Belarus: 77.2 cents/kg
* Most of countries including Europe and Turkey: 10%

p.s.: Long term lurker, first post, hope folks searching for investing edge cases enjoy these.

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