Trimtabist

The US Trade Ledger — every US container gateway, every partner country, every month — and what each one actually paid at the border.

The tariff wall was always there — and it pointed at the poor

· 2017-01 → 2026-06 · verdict: CONFIRMED — WITH A TWIST

What was registered, before the data was touched

Pre-war (2017-01→2018-05), the mean effective burden of the apparel-origin set {Cambodia, Bangladesh, Sri Lanka, Pakistan} is ≥3x the rich-origin set {Germany, Japan, UK, France}; the 2025 wave narrowed the ratio, with the rich set rising ≥4x its pre-war level. Registered 2026-08-09 before the run.

What the record shows

Before a single trade-war tariff, the poor set paid a mean 12.5% at the US border (Cambodia 13.8, Bangladesh 15.2, Sri Lanka 11.9, Pakistan 8.9) against the rich set’s 1.3% (Germany 1.5, Japan 1.8, UK 1.0, France 0.9) — a 9.6× ratio, built into the ordinary MFN schedule because poor countries export apparel and shoes, which the schedule taxes hardest. By 2026 H1 the ratio had collapsed to 2.9× — and the twist is the mechanism: the wall narrowed not by lowering the top but because the trade war raised the bottom 6.3× (rich set 1.3% → 8.2%) while the top rose only 1.9× (12.5% → 23.4%). Everyone pays more; the poor’s head start shrank.

Bangladesh 15.2%  →  26.8%
Cambodia 13.8%  →  21%
Sri Lanka 11.9%  →  22.4%
Pakistan 8.9%  →  23.4%
Japan 1.8%  →  9.9%
Germany 1.5%  →  8.9%
UK 1%  →  6.7%
France 0.9%  →  8.4%
Effective burden by origin: grey = June 2017 (mean of the window), orange = 2026 H1. The wall narrowed because the bottom rose. Source: TT-010 duty receipts.

What would prove this wrong

A pre-war ratio under 3x, or a ratio that widened after 2025, would have killed the claim. Measured: 9.6x → 2.9x.

This study graduated from a Trimtabist engagement — “Which countries actually paid the highest US tariffs — before the trade war?” — the original question →

Cite this

In print: “The tariff wall was always there — and it pointed at the poor” — a pre-registered event study by the Trimtab US Trade Ledger, ruled 2026-08-06, from US Census port records and 174,440 vessel stays (NOAA AIS, 2018–2024) — trimtabist.com/atlas/tariff-wall
For the record: Event Atlas · tariff-wall · CONFIRMED — WITH A TWIST · ruled 2026-08-06

This study is a frozen artifact: the ruling and its exhibits do not change when new data lands. If the verdict is ever revised, the revision is printed here with its reason, and the original stays on the record.

← all studies · sources: TT-008 port ledger · method & rules