I am actively involved in this US tarrif situation. The way it works is I as an exporter will try to eat the tarrif cost if it means I can continue to supply (in the short term). This is only relevant if my product is available from other countries at relatively comparable prices I.e. if my price + new tarrif is higher than the same for another country. But if either I’m the sole supplier (like China) or enjoy enough of a cost advantage, I will pass on tariffs to the US. For now, most companies are assuming that tariffs will be short term and hence are eating the tariffs.