Tariff News & Section 301 Updates
Stay current on U.S. China tariffs, Section 301 actions, and global trade policy shifts that impact your supply chain
Recent Tariff News & Section 301 Updates
Last updated: February 14th, 2025 9:11AM CST
Recent Tariff Updates February 2026
Informational summary; confirm specifics with your customs broker/trade counsel.Recent Tariff Updates January 2026
Informational summary; confirm specifics with your customs broker/trade counsel.Section 301 Tariffs & What They Mean Today
The Section 301 tariffs on China impact billions in imports, adding extra costs on top of the baseline 10% and reciprocal duties. For U.S. companies sourcing electronics, plastics, metals, or textiles, this means higher landed costs and shrinking margins. No surprise many search for Section 301 tariffs on China; the rules are complex, and mistakes get expensive.
At Importivity, we help you identify tariff exposure, check for possible exclusions, and apply proven strategies like tariff engineering, FTZ planning, and nearshoring to Mexico or Vietnam. Staying ahead of Section 301 changes isn’t optional; it’s how smart importers protect profits.
Key Trump-Era Tariff Changes Impacting Businesses
Date |
Policy Change |
Details |
Impact on Businesses |
February 11, 2026 |
India secondary tariff modified/terminated (Russia-related duty layer) |
Executive Order modifies duties imposed to address Russia-related threats and terminates India-related Chapter 99 tariff headings (removing the additional 25% layer on products of India). (Federal Register) |
Immediate landed-cost relief for importers sourcing from India; companies should review entries around the effective date and pursue refunds via PSC (unliquidated) or protest (liquidated) where eligible. |
February 2, 2026 |
USMCA medium/heavy-duty vehicle U.S. content submission procedures published |
Commerce published official submission procedures for importers of USMCA-qualifying medium/heavy-duty vehicles (MHDVs) to document U.S. content under the Section 232 vehicle framework. (Federal Register) |
Fleet operators and OEM importers must implement documentation workflows to preserve preferential treatment; missing submissions may result in higher effective duty exposure. |
January 20, 2026 |
Section 232 semiconductor & SME tariffs announced (derivative products included) |
Proclamation (Section 232) addresses imports of semiconductors, semiconductor manufacturing equipment (SME), and derivative products; CBP/HTS implementation guidance published for covered categories. (Federal Register) |
Major compliance and pricing impact for chip-related supply chains; importers must update HTS/Chapter 99 reporting and reassess contracts, landed-cost models, and alternative sourcing options. |
January 9, 2026 |
Section 232 timber/lumber/furniture tariff increases delayed |
Proclamation amends the Section 232 timber, lumber, and derivative products action, delaying scheduled tariff rate increases originally planned for January 2026. (Federal Register) |
Provides short-term cost relief for furniture retailers and construction supply chains; importers should adjust shipment timing plans and reassess sourcing from capped-rate partner countries. |
December 29, 2025 |
Nicaragua Section 301 implementation (Chapter 99 + FTZ privileged foreign status rule) |
USTR implementation notice updates HTS Chapter 99 for Nicaragua Section 301 action and establishes FTZ admission rules requiring covered goods admitted on/after the effective date to generally enter as privileged foreign status. (Federal Register) |
Importers using Nicaragua sourcing or FTZ strategies must coordinate with brokers on Chapter 99 reporting, review FTZ procedures, and assess refund/correction options for impacted entries. |
December 12, 2025 |
Section 301 action finalized on Nicaragua (labor/human rights/rule of law) |
USTR issued a formal Section 301 Notice of Action targeting Nicaragua’s policies and practices related to labor rights, human rights, and governance, authorizing trade remedies and phased implementation. (Federal Register) |
Companies with Nicaragua exposure should validate CAFTA-DR origin claims, review supplier documentation, and develop contingency sourcing plans ahead of phased duty risk. |
December 29, 2025 |
China semiconductors: Section 301 dominance investigation action published |
USTR published a Section 301 Notice of Action related to China’s semiconductor targeting policies, establishing a basis for future tariff actions and HTS implementation steps. (Federal Register) |
Semiconductor and electronics importers should reassess tariff exposure and classification strategy, monitor for follow-on implementation notices, and consider diversifying away from China for covered product categories. |
|
November 13, 2025 |
Agricultural products exempt from reciprocal tariffs |
Executive Order exempts 237 HTS classifications covering coffee, tea, tropical fruits, cocoa, spices, bananas, oranges, tomatoes, and beef from reciprocal tariffs; Brazil ag products also exempt from 40% additional duty. (White House) |
Immediate cost relief for food importers; file Post Summary Correction (unliquidated) or protest (liquidated) for refunds; update HTS codes to 9903.01.32 for exempt products. |
|
November 10, 2025 |
US-China trade deal & Section 301 maritime suspension |
Fentanyl tariff cut from 20% to 10%; reciprocal tariff suspension extended to Nov 2026; Section 301 maritime fees and STS crane tariffs suspended one year; China suspends rare earth controls. (White House) |
Lower Chinese import costs; maritime fee relief for shippers/ports; plan for Nov 2026 expiration; monitor Section 301 exclusions now extended to Nov 10, 2026. |
|
November 5, 2025 |
Supreme Court hears IEEPA tariff challenges |
3-hour oral arguments in Learning Resources v. Trump and Trump v. V.O.S. Selections; majority of justices appeared skeptical of IEEPA tariff authority; decision expected by year-end. (SCOTUSblog) |
Monitor liquidation dates and file protests within 180 days to preserve refund rights; prepare for potential tariff invalidation or alternative statutory reimposition. |
|
November 1, 2025 |
Medium/heavy-duty vehicle Section 232 tariffs effective |
25% on Class 3-8 vehicles and parts; 10% on buses; USMCA-qualified MHDVPs exempt; US manufacturers get 3.75% offset through 2030; EU/UK/Japan caps apply. (Federal Register) |
Fleet operators face higher costs; evaluate USMCA compliance; domestic assemblers should register for offset program; document US content for preferential treatment. |
|
October 30, 2025 |
US-China summit tariff reduction |
Trump and Xi meet in South Korea; US cuts fentanyl tariff from 20% to 10% in exchange for farm purchases and rare earth access; one-year agreement. (White House) |
De-escalates October 10 crisis; Chinese import costs reduced; companies should monitor one-year timeline and renewal negotiations. |
|
October 17, 2025 |
Section 232 medium/heavy-duty vehicle proclamation |
Proclamation imposing 25% on MHDVs (Class 3-8), parts, engines, transmissions, tires; 10% on buses; effective Nov 1; offset program for US manufacturers through 2030. (Federal Register) |
Fleet operators plan for Nov 1 cost increases; manufacturers evaluate offset eligibility; USMCA compliance critical for exemptions. |
|
October 15, 2025 |
Section 301 ship-to-shore crane tariffs finalized |
100% tariffs on Chinese STS cranes, intermodal chassis, chassis parts effective Nov 9 (later suspended Nov 10); containers removed from tariff list; cranes contracted before April 17, 2025 exempt if entering by April 18, 2027. (USTR Federal Register) |
Port authorities and shipping companies assess procurement contracts; container exemption provides relief; monitor Nov 10 suspension terms. |
|
October 14, 2025 |
Section 232 timber, lumber, furniture tariffs |
10% on softwood timber/lumber; 25% on upholstered furniture and cabinets; rates increase Jan 1, 2026 to 30% and 50%; UK capped at 10%, EU/Japan at 15%. (CBP Guidance) |
Homebuilders and furniture retailers accelerate imports before Jan 1 increases; evaluate sourcing from UK/EU/Japan for capped rates. |
|
October 10, 2025 |
Additional 100% tariff on China announced (later resolved) |
Additional 100% on Chinese goods announced in response to rare earth controls; effective Nov 1; would stack on existing tariffs; resolved at Oct 30 summit. (White House) |
Created extreme volatility; ultimately de-escalated; demonstrates need for diversified supply chains and contingency plans. |
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Actionable Steps For Businesses
To navigate the shifting tariff landscape, businesses should begin by reviewing their supply chains to identify exposure to affected imports and explore opportunities for diversification. At the same time, it’s crucial to adjust financial planning to account for increased costs, both in sourcing and pricing, ensuring that budgets and profit margins remain sustainable in the face of rising import duties.
- Apply for Tariff Exclusions: Check eligibility for product-specific exclusions through USTR or CBP.
- Diversify Supply Chains: Engage alternative suppliers from unaffected regions or countries with lower tariffs.
- Cost Mitigation: Renegotiate supplier agreements or adjust pricing strategies to minimize tariff impacts.
- Review Relief Programs: Explore eligibility for reimbursement programs related to automotive tariffs and steel/aluminum tariff relief efforts.
Diversifying Supply Chains With a Vietnam Backup Mold
Explore a recent (2025) case study where Importivity helped businesses recieve tariff relief.
Plan B Mold Strategy: China for Scale, Vietnam for Tariff Relief
How a consumer goods brand neutralized 25% Section 301 exposure by building a backup mold in Vietnam; unlocking six-figure annual savings and real negotiating power.
Lane A — China (Scale)
Primary line for volume, rapid scheduling, and established workflows.
Lane B — Vietnam (Tariff Relief)
Backup/parallel line for tariff-protected runs and surge capacity.
Avoided duty =
25% × Shifted VolumeSavings $480k ⇒ Volume ≈
$1,920,000That equals 30% of output → Total ≈
$6,400,000.
February 2026 Tariff news
February 6, 2026 Secondary Tariff Framework Expanded (Iran-Related Trade) An Executive Order established a mechanism to impose additional tariffs on countries engaging in specified trade with Iran under national emergency authorities. Impact: Expands tariff exposure beyond origin-based analysis. Importers must assess geopolitical risk of supplier countries, not just product origin.
February 2, 2026 USMCA MHDV U.S. Content Submission Procedures Published Commerce published official submission procedures for importers of USMCA-qualified medium/heavy-duty vehicles to document U.S. content under the Section 232 vehicle framework. Impact: Proper documentation may significantly reduce effective duty exposure. Failure to submit required certifications could result in full tariff liability.
January 2026 Tariff news
January 20, 2026 Section 232 Proclamation on Semiconductors & Semiconductor Manufacturing Equipment A Section 232 proclamation addressed imports of semiconductors, semiconductor manufacturing equipment, and certain derivative products, citing national security concerns. Implementation guidance followed through Federal Register updates. Impact: Chip, EV, aerospace, and advanced manufacturing supply chains must reassess classification, tariff stacking, and sourcing strategies.
January 14, 2026 Section 232 Negotiations on Processed Critical Minerals Announced The Administration launched Section 232 negotiations concerning processed critical minerals and derivative products, signaling potential future trade remedies if agreements are not reached. Impact: Battery, EV, defense, and industrial manufacturers should prepare for possible tariff actions later in 2026.
January 9, 2026 Section 232 Timber & Furniture Tariff Increases Delayed A proclamation delayed previously scheduled rate increases on timber, lumber, and derivative furniture products. Impact: Provides temporary cost stability for homebuilders and furniture retailers; shipment acceleration pressures eased.
December 2025 Tariff news
December 29, 2025 Nicaragua Section 301 Implementation & Chapter 99 Updates USTR issued implementation instructions modifying HTS Chapter 99 and establishing Foreign Trade Zone admission requirements for covered Nicaragua goods. Impact: Importers using Nicaragua sourcing or FTZ programs must coordinate closely with brokers to ensure proper tariff reporting and avoid compliance risk.
December 12, 2025 Section 301 Action Finalized on Nicaragua USTR published a formal Notice of Action addressing Nicaragua’s labor and governance practices under Section 301 authority. Impact: Importers sourcing from Nicaragua should reassess CAFTA-DR origin eligibility and plan for potential phased duty exposure.
December 3, 2025 CBP Issues Reciprocal Tariff Implementation Guidance CBP released updated ACE guidance clarifying reciprocal tariff floor mechanics and HTS reporting instructions. Impact: Importers must confirm correct Chapter 99 reporting to avoid misapplied duty stacking or refund delays.
November 2025 Tariff news
November 13, 2025 Agricultural Products Exempt from Reciprocal Tariffs An Executive Order exempted 237 HTS classifications covering coffee, tea, tropical fruits, cocoa, spices, bananas, oranges, tomatoes, and beef from reciprocal tariffs. Impact: Immediate landed-cost relief for agricultural importers; companies should review entries for refund eligibility and update HTS reporting.
November 10, 2025 US–China Trade Deal & Section 301 Maritime Tariffs Suspended The United States reduced the fentanyl-related tariff from 20% to 10% and extended reciprocal tariff suspensions through November 2026. Section 301 maritime fees were suspended for one year. Impact: Reduced Chinese import costs and short-term stability for shipping and port operators; monitor renewal risks.
November 5, 2025 Supreme Court Hears IEEPA Tariff Challenges The Supreme Court heard consolidated challenges to the President’s IEEPA tariff authority. Impact: Potential large-scale refund exposure if tariffs are invalidated; monitor liquidation deadlines.
November 1, 2025 Section 232 Medium & Heavy-Duty Vehicle Tariffs Take Effect A 25% tariff on Class 3–8 vehicles and parts and a 10% tariff on buses officially took effect under Section 232 authority. Impact: Increased equipment costs for fleet operators; USMCA documentation remains critical for exemption eligibility.
October 2025 Tariff news
October 30, 2025
US-China Tariff Reduction Agreement
Trump and Xi met in South Korea; US reduced “fentanyl tariff” on Chinese goods from 20% to 10% in exchange for farm purchases and rare earth access. Eases tensions after October 10 escalation; lowers total Chinese tariff burden; reduces incentive for companies to shift production elsewhere. One-year agreement. Export control suspension expected.
Impact: The agreement de-escalates the October rare earth crisis while US importers of Chinese goods benefit from lower fentanyl tariffs, though companies should monitor the one-year timeline and potential renewal negotiations.
October 17, 2025
Section 232 Tariffs on Medium & Heavy-Duty Vehicles
25% tariff on Class 3-8 vehicles (large trucks, buses), engines, transmissions, and tires effective November 1; US manufacturers receive import adjustment offset of up to 3.75%. Impacts fleet operators, logistics firms, and transportation costs; offset program through 2030 benefits domestic assemblers. USMCA exemptions apply. HTS 9802.00.60 special rules.
Impact: Fleet operators and logistics companies face higher equipment costs while domestic manufacturers gain competitive advantage through the offset program, requiring importers to evaluate USMCA compliance and offset eligibility.
October 15, 2025
Section 301: Ship-to-Shore Cranes & Cargo Handling Equipment
100% tariffs effective November 9 on Chinese-origin ship-to-shore cranes, intermodal chassis, and chassis parts; shipping containers removed from tariff list. Addresses US reliance on Chinese port infrastructure; STS cranes contracted before April 17, 2025 entering by April 18, 2027 are exempt. China controls 70% of global STS crane supply. Additional equipment proposed.
Impact: Port authorities and shipping companies face significant equipment cost increases while benefiting from container exemption, requiring immediate review of crane procurement contracts and timing.
October 14, 2025
Section 232: Timber, Lumber & Furniture Products
10% tariff on softwood timber/lumber; 25% on upholstered wooden products and kitchen cabinets; rates increase January 1, 2026 to 30% and 50% respectively. Impacts homebuilding costs, furniture retailers, and construction sector; UK capped at 10%, EU/Japan at 15%. Canada supplies 33% of US lumber. Drawback eligible. Phased increases coming January 1.
Impact: Homebuilders and furniture retailers should accelerate imports before January rate increases while evaluating alternative sourcing from capped-rate countries like UK, EU, and Japan.
October 10, 2025
Additional 100% Tariff on China Over Rare Earth Controls
Additional 100% tariff on all Chinese goods effective November 1 in response to China’s October 9 rare earth export controls; stacks on top of existing tariffs. Dramatic escalation bringing potential Chinese tariff burden to 180%+ on some goods; triggered market selloff and trade war fears. Later resolved at October 30 summit. Critical software export controls announced.
Impact: Though ultimately de-escalated by the October 30 summit, the episode demonstrated extreme tariff volatility risk, requiring companies to maintain contingency plans for sudden trade disruptions and have diversified supply chains.
October 1, 2025
Section 232 Product-Specific Tariffs: Pharma, Furniture, Trucks
100% on branded/patented pharmaceuticals (unless US production underway); 50% on kitchen cabinets/vanities; 30% on upholstered furniture; 25% on heavy trucks (announced September 25). Pharmaceutical tariffs exempt companies with US plants under construction; EU/Japan face 15% pharma cap under framework agreements; impacts healthcare and construction costs. Generic drugs excluded.
Impact: Pharmaceutical importers should verify US manufacturing exemptions and framework agreement caps while furniture and cabinet importers face immediate margin pressure requiring sourcing adjustments or price increases.
September 2025 Tariff news
September 25, 2025
US-EU Framework Agreement Implementation
Tariff modifications for EU products including aircraft, pharmaceuticals, autos, and natural resources implemented via Federal Register notice. EU autos and auto parts are exempted from Section 232 tariffs if MFN tariff is 15% or higher; aircraft are exempted from multiple tariff categories. Effective September 1 for aircraft, August 1 for autos. Origin verification required.
Impact: EU exporters gain significant relief on autos, aircraft, and pharmaceuticals, reducing landed costs and improving competitiveness, while US importers should immediately review product eligibility and update duty calculations.
September 17, 2025
India Secondary Tariff Implementation
Additional 25% tariff on Indian imports (on top of existing 25% reciprocal tariff) took effect, bringing total baseline to 50%. First “secondary tariff” penalizes India for purchasing Russian oil; impacts textiles, jewelry, shrimp, auto parts, and pharma exports to US. “On the water” exception expired. Stacks with other duties. IEEPA authority cited.
Impact: Indian exporters face severe competitiveness challenges with 50% total tariffs while US importers should urgently evaluate alternative sourcing from countries not subject to secondary tariffs.
September 15-29, 2025
Section 232 Steel & Aluminum Inclusions Window Opens
Commerce opened two-week window for stakeholders to request product inclusions under Section 232 steel and aluminum tariffs. Companies can petition to subject additional steel/aluminum products to 50% tariffs if they compete with domestic production. Limited filing window via Federal Register notice. Industry input required.
Impact: Domestic producers can expand tariff protection to derivative products while importers and downstream manufacturers should monitor petition outcomes to anticipate exposure to new 50% tariffs.
September 9, 2025
Supreme Court Grants Certiorari on IEEPA Tariffs
Supreme Court consolidated Learning Resources v. Trump and Trump v. V.O.S. Selections cases; oral arguments scheduled for first week of November. Court will decide if IEEPA authorizes tariffs and whether delegation is constitutional; ruling could invalidate global reciprocal tariffs. Tariffs remain in effect pending decision. Decision expected early 2026. Major legal uncertainty.
Impact: The Supreme Court case creates unprecedented uncertainty around the legal foundation for most 2025 tariffs, potentially invalidating billions in duties, requiring companies to prepare contingency plans for both scenarios.
September 5, 2025
Executive Order 14346: Framework for Trade Agreements
Modified scope of reciprocal tariffs; added exemptions for bullion, critical minerals, and pharma products; removed exemptions for aluminum hydroxide, resin, and silicone. Established procedures for implementing bilateral trade framework agreements with aligned partners; paved way for EU, Japan deals. Effective September 8. Check Annex II updates, PTAAP provisions, and HTS modifications.
Impact: The executive order provides a roadmap for bilateral tariff relief, incentivizing negotiations while importers should monitor ongoing framework agreements and Annex II modifications to identify duty savings opportunities.
August 2025 Tariff news
August 29, 2025
De Minimis Exemption Suspended Globally
Executive Order 14324 suspends duty-free treatment for all commercial shipments valued under $800, effective August 29, 2025, applying to all countries. Previously, packages valued at $800 or less could enter the US duty-free with minimal customs oversight. Low-value parcels now subject to full duties and taxes; postal shipments under $800 must have duties prepaid; significant impact on e-commerce and direct-to-consumer businesses relying on low-value imports.
Impact: E-commerce businesses must tighten data collection, consider shipment consolidations, and update checkout calculators for DTC programs while cross-border retailers face higher costs and compliance burden on all shipments.
August 27, 2025
India Secondary Tariff Implementation (Announced August 6)
Additional 25% tariff on Indian imports takes effect (on top of existing 25% reciprocal tariff), bringing total baseline to 50%; first “secondary tariff” imposed under IEEPA to penalize India for purchasing Russian oil. Goods loaded onto vessels before August 27 and entering before September 17 qualify for “on the water” exception. Stacks with all other applicable duties; highest tariff rate imposed on any major trading partner at the time.
Impact: Indian exporters (particularly textiles, jewelry, shrimp, auto parts, and pharmaceuticals) face severe competitiveness challenges while US importers urgently evaluate alternative sourcing from countries not subject to secondary tariffs.
August 21, 2025
US-EU Framework Agreement Announced
United States and European Union announce framework agreement including commitments to eliminate tariffs on US industrial goods, provide preferential access for US agriculture, reduce steel/aluminum tariffs under quota system, and mutual recognition of auto standards. EU commits to $750 billion in US energy purchases and $600 billion in US investments by 2028 while accepting 15% tariff rate cap. Implementation details to follow in September Federal Register notice.
Impact: EU exporters anticipate significant relief on autos, aircraft, pharmaceuticals, and natural resources while US agricultural exporters gain enhanced market access; companies should monitor implementation notices for specific HTS codes and compliance requirements.
August 18, 2025
Section 232 Steel & Aluminum Tariff Expansion
Commerce Department adds 400+ new HTS codes to Section 232 steel and aluminum tariffs, expanding coverage to additional derivative products and downstream goods containing steel/aluminum. Products now subject to 50% tariffs on the steel/aluminum content. Expansion targets products previously avoiding tariffs through derivative classification.
Impact: Manufacturers using steel/aluminum derivatives face immediate 50% cost increases on expanded product range while importers should audit full product catalog for newly included HTS codes and update landed cost models.
August 7, 2025
Country-Specific Reciprocal Tariffs Take Effect
Executive Order 14326 implements revised reciprocal tariff rates for 60+ countries originally announced July 31; rates range from 10% baseline to over 50% depending on bilateral trade balance. Notable rates: India 25% (before Aug 27 increase to 50%), Brazil 10% (plus 40% additional on certain goods starting Aug 7 totaling 50%), Bangladesh/Cambodia/Malaysia/Sri Lanka/Thailand lower than previously threatened. Mexico granted 90-day extension keeping 25% rate while negotiations continue.
Impact: Importers face widely varying tariff rates by country requiring comprehensive sourcing strategy review and landed cost recalculations; companies should leverage ongoing trade negotiations and monitor framework agreement opportunities.
August 1, 2025
Canada Tariff Increased to 35%
Executive Order 14325 increases tariff on Canadian imports from 25% to 35%, citing fentanyl trafficking concerns. USMCA-compliant goods remain exempt from the additional tariffs. Represents escalation from previous 25% rate imposed earlier in 2025.
Impact: Canadian importers must ensure USMCA compliance documentation to maintain duty-free treatment while non-compliant goods face 35% tariff burden requiring immediate sourcing and pricing adjustments.
July 2025 Tariff news
July 31, 2025
Mexico 90-Day Extension & Country-Specific Tariffs
90-day delay on increasing tariffs from 25% to 30% on non-free-trade Mexican goods; existing 25% on cars and 50% on steel, aluminum, and copper remain in effect. President Trump cited border complexities: “The complexities of a Deal with Mexico are somewhat different than other Nations because of both the problems, and assets, of the Border.” Mexican President Claudia Sheinbaum agreed to the pause for dialogue.
Impact: Eases short-term pressure on Mexican supply chains (e.g., autos, metals) but maintains high costs; potential disruptions from new tariffs on India/Brazil/South Korea (impacting electronics, agriculture, steel). Copper exemption benefits global metals trade, reducing volatility for refined product importers. Prepare for escalation in threatened countries like Canada (manufacturing, energy sectors). Overall, could add $1,300+ per U.S. household in costs via higher import prices.
July 31, 2025
IEEPA Tariffs Court Hearing
Federal appeals court heard arguments on the legality of IEEPA-based tariffs (10-25% on various goods for trade imbalances/fentanyl). Judges questioned authority: “IEEPA doesn’t even say tariffs, doesn’t even mention them.” Tariffs remain in force pending decision; potential Supreme Court appeal. No impact on steel/aluminum duties.
Impact: Legal uncertainty may lead to refunds if invalidated; businesses should track for retroactive changes affecting imports (e.g., electronics, apparel). Diversify suppliers to mitigate risks.
July 30, 2025
Tariffs on India Announced
Imposition of a 25% tariff on imports from India, effective immediately, due to failed negotiations and India’s continued purchases of Russian oil and military equipment. President Trump highlighted trade imbalances and added an unspecified “penalty” for Russia ties, stating the move aligns with reciprocal tariff demands. No specific goods list was provided initially, but the tariffs apply broadly. Indian PM Narendra Modi responded by vowing to protect farmers and sectors, with potential retaliatory measures or renewed talks. This is part of a series of actions against non-deal countries like Brazil and South Korea.
Impact: Significant disruptions for U.S. importers reliant on Indian goods (e.g., textiles, pharmaceuticals, agriculture, tech components); estimated to reduce India’s GDP growth by up to 40 basis points in 2025-26 and add $1,300+ annually to U.S. household costs via higher prices. Diversify sourcing (e.g., to Vietnam or domestic suppliers), apply for USTR exclusions, and monitor for retaliation affecting U.S. exports like soybeans or machinery.
July 24, 2025
Trump Raises Baseline Tariff Rate to 15%, Warns of 15%-50% Range
President Trump announced an increase in the minimum baseline tariff rate from 10% to 15%, with potential rates up to 50% for countries deemed uncooperative, as part of preparations for reciprocal tariffs set to take effect after August 1. This follows recent deals and comes amid ongoing negotiations with various partners.
Impact: Importers should reassess supply chains and pricing models immediately, as the higher baseline could amplify costs across multiple sectors; accelerate shipments before August 1 and monitor for country-specific escalations.
July 23, 2025
EU Prepares $117B Retaliatory Tariffs Amid Deal Talks
The European Union approved a retaliatory package targeting over $117 billion in U.S. goods, including Boeing aircraft, cars, and bourbon, to take effect August 7 if no agreement is reached—mirroring Trump’s threatened 30% tariffs on EU exports post-August 1. Negotiations are reportedly nearing a deal that could set U.S. tariffs on EU imports at 15%.
Impact: U.S. exporters in aviation, automotive, and spirits sectors face potential cost hikes; importers from the EU should prepare contingency plans, including diversified sourcing, while watching for a last-minute resolution.
July 23, 2025
U.S.-Japan Trade Deal Finalized with Reduced Tariffs
The U.S. and Japan reached a major trade agreement, reducing tariffs on Japanese autos to 15% from 27.5% and other duties due August 1 to 15% from 25% (steel and aluminum remain at 50%). Japan commits to a $550 billion investment package for U.S. supply chains in pharmaceuticals and semiconductors, purchasing 100 Boeing planes, increasing annual defense spending with U.S. firms to $17 billion from $14 billion, and buying $8 billion in U.S. agricultural products with a 75% boost in rice purchases. Tariffs on medicines and chips will be negotiated separately.
Impact: Auto importers benefit from lower rates, but U.S. manufacturers may face competition; front-load Japanese shipments pre-August 1 and adjust contracts to leverage investment inflows, potentially stabilizing EV and electronics supply chains.
July 22, 2025
U.S.-Philippines Trade Deal Sets 19% Tariff
The U.S. reached a trade deal with the Philippines, reducing the country-specific reciprocal tariff to 19% from the previously proposed 20%, effective August 1.
Impact: Electronics and apparel sectors importing from the Philippines see modest relief; importers should expedite entries and renegotiate supplier terms to mitigate remaining cost increases.
July 17, 2025
Section 301 Investigation Launched on Brazil's Digital Trade Practices
The USTR initiated a Section 301 probe into Brazil’s policies on digital trade, electronic payments, unfair tariffs, anti-corruption, IP protection, ethanol market access, and illegal deforestation. A public hearing is set for September 3, with comments due August 18.
Impact: Potential future tariffs on Brazilian goods if violations are found; importers in soy, coffee, and steel should monitor developments and diversify sources to avoid disruptions.
July 15, 2025
Section 301 Investigation on Brazil's Unfair Trading
The USTR started a Section 301 investigation into Brazil’s unfair trading practices, building on prior tariff hikes.
Impact: Heightens risks for Brazilian imports; continue front-loading shipments and prepare for possible additional duties while tracking investigation outcomes.
July 12, 2025
Mexico "Fentanyl" Tariff Increased to 30%
President Trump announced a hike in the tariff on Mexican goods subject to the 25% “fentanyl” duty to 30%, effective August 1; no formal notice yet issued.
Impact: Auto, electronics, and produce importers from Mexico face higher costs; rush pre-August 1 entries and renegotiate contracts to offset spikes.
July 10, 2025
Copper Tariff & Brazil Rate Hike
President Trump ordered a 50 % Section 232 duty on refined-copper imports and raised Brazil’s “reciprocal” rate to 50 %, both taking effect August 1; additional notices set new 20 %–30 % tariffs for the Philippines, Sri Lanka, Algeria, Iraq, Libya, Brunei, and Moldova.
Impact: Copper-intensive sectors (EVs, electronics, construction) face abrupt cost spikes; importers should front-load shipments and re-price contracts with Brazilian suppliers before August 1.
July 10, 2025
IEEPA Tariffs Head to Federal Circuit
The Court of Appeals for the Federal Circuit scheduled July 31, 2025 en-banc arguments on whether IEEPA supports the “Liberation Day” tariffs; duties remain in force during the appeal.
Impact: Continue paying the 10 %/25 % IEEPA layers, but keep meticulous entry records for potential refunds if the tariffs are struck down.
July 9, 2025
“Take-It-or-Leave-It” Letters Issued
Formal letters to 22 countries—Japan (25 %), South Korea (25 %), Thailand (36 %), Malaysia (24 %), India (rate pending), and others—set country-specific duties of 20 %–50 % that will apply August 1 unless agreements are signed. Vietnam secured a partial deal (20 % base, 40 % on transshipped goods); Canada and the EU remain in talks.
Impact: Importers have just weeks to react—accelerate customs entries, lock in supplier concessions, and model landed-cost scenarios for the August 1 implementation.
July 7, 2025
Universal “Pause” Tariff Extended
An executive order prolonged the blanket 10 % duty—due to lapse July 9—until 12:01 a.m. EDT August 1, 2025 for all partners except China, which stays on its separate 30 % schedule.
Impact: The 23-day reprieve lets importers rush at-risk cargo under the lower rate; update cash-flow forecasts and shipping timetables accordingly.
June 2025 Tariff news
June 30, 2025
Deadline Pressure Ramps Up
U.S. Treasury Secretary Scott Bessent warned the blanket 10 % “pause” rates will snap back to the April 2 schedule (11 %–50 %) on July 9 unless President Trump grants country-specific extensions; “good-faith” talks are not a guaranteed shield.
Impact: Importers must budget for worst-case July rates and obtain written supplier agreements to lower prices if an extension materialises.
June 27 – 30, 2025
U.S.–EU Deal Nears
Negotiators in Washington and Brussels raced to avert a threatened 50 % EU-wide tariff, exploring looser enforcement of the Digital Markets Act while preserving its core rules.
Impact: U.S. exporters to Europe—especially tech and auto firms—should prepare dual pricing: zero tariffs if a deal lands, 50 % if talks collapse.
June 27, 2025
Reciprocal-Tariff Start Date Deferred
USTR postponed the launch of 17 %–50 % “reciprocal” tariffs on 30+ countries (India, Indonesia, South Korea, etc.) from April 10 to July 9 to allow more negotiating time.
Impact: Duty savings last only through July 8; accelerate customs entries to capitalise on the 10 % pause rate.
June 24, 2025
Section 301 Exclusions Extended
USTR renewed product-specific exclusions under HTS 9903.88.69 & 9903.88.70 through August 31, 2025, preserving duty-free treatment that was set to expire June 30.
Impact: Companies with exclusions keep their zero-duty status; confirm brokers apply the extended codes.
June 23, 2025
IEEPA Tariffs – Supreme Court Review Sought
Importers petitioned the U.S. Supreme Court to fast-track review of the conflicting lower-court rulings on President Trump’s IEEPA-based tariffs; duties remain in force under a Federal Circuit stay.
Impact: Continue paying the 10 %/25 % IEEPA layers but maintain detailed entry records for potential refunds.
June 11, 2025
“Take-It-or-Leave-It” Trade Policy Announced
President Trump said unilateral tariff letters will go to countries without trade deals within two weeks, forcing them to accept terms or face higher duties when the 90-day suspension ends July 8.
Impact: Heightened supply-chain risk—diversify sourcing and monitor for any last-minute extensions.
June 9, 2025
U.S.–China Trade Framework Talks Begin
Treasury Secretary Scott Bessent met Chinese Vice Premier He Lifeng in London to launch a framework that includes China loosening rare-earth export curbs for six months.
Impact: Electronics, EV, and medical-device makers get temporary relief; continue building non-Chinese supply lines ahead of December.
June 4, 2025
Steel and Aluminum Duties Doubled
Section 232 tariffs jumped from 25 % to 50 % on most foreign steel and aluminum; the U.K. remains exempt under its May 8 trade accord.
Impact: Construction, automotive, and machinery firms face higher inputs—shift to domestic, UK, or USMCA sources where possible.
June 3, 2025
IEEPA Tariffs Reinstated via Stay
The Federal Circuit stayed a lower-court injunction, re-imposing 30 % tariffs on Chinese goods and 25 % on non-USMCA imports from Canada and Mexico.
Impact: Quotes issued during the brief suspension may need revising; monitor the forthcoming final ruling for more changes.
May 2025 Tariff news
May 29, 2025
Tariffs Reinstated via Court Stay
An appeals court stay reinstated IEEPA-based tariffs (e.g., 30% on Chinese goods, 25% on non-USMCA Canadian/Mexican goods) after a May 28 U.S. Court of International Trade ruling declared them illegal. A final ruling is expected soon after June 9, 2025. Impact: Uncertainty disrupts sourcing and pricing strategies; businesses face reinstated import costs and must prepare for potential tariff reductions if the stay is lifted, particularly affecting China and non-USMCA supply chains.
May 12, 2025
U.S.-China 90-Day Tariff Reduction Agreement
A 90-day truce reduced U.S. tariffs on Chinese goods from 145% to 30% and Chinese retaliatory tariffs from 125% to 10%, effective until mid-August 2025, to de-escalate trade tensions while negotiations continue. Impact: Temporary cost relief for businesses importing from China; firms should plan for potential tariff hikes to 145% post-August, diversifying to suppliers in Vietnam, Mexico, or other non-tariffed regions.
May 8, 2025
U.S.-UK Trade Deal
A trade agreement zeroed tariffs on UK steel and aluminum and U.S. ethanol; the first 100,000 UK auto imports face a reduced 10% tariff (versus 25% standard auto tariff). Impact: Lower costs for UK-sourced steel, aluminum, and vehicles; ethanol exporters gain market access, encouraging partnerships with UK suppliers, though the deal’s scope is limited.
May 3, 2025
Automobile Tariff Extension to Engines
The 25% tariff on imported automobiles and parts, effective April 3, was extended to include engines, with offsets for U.S.-assembled parts (3.75% of MSRP until April 2026). Impact: Increased costs for imported engines,
April 2025 Tariff news
April 29, 2025
Auto Tariff Relief Executive Order Signed
President Trump signed an executive order reducing the compounding impact of the 25% tariffs on imported automobiles and auto parts. The policy prevents stacking tariffs on imported cars that were already affected by steel and aluminum duties, and introduces partial reimbursement mechanisms for U.S. manufacturers for certain tariff payments.
Impact: This measure offers some financial relief for U.S. automotive companies and may slightly moderate cost increases for imported vehicles and parts. Companies should review eligibility for reimbursements and adjust financial forecasts accordingly.
April 21, 2025
Tariffs on Chinese Imports Increased to 245%
- 125% Reciprocal Tariff: Initially introduced on April 10, 2025.
- 20% Penalty Tariff: Imposed due to ongoing issues related to the fentanyl crisis.
- Additional Section 301 Tariffs: These range from 7.5% to 100%, applied selectively to specific goods.
April 10, 2025
Pause on Reciprocal Tariffs & Major Hike on China
President Trump announced a 90-day pause on reciprocal tariff increases for most countries, keeping the 10% universal tariff in place. However, tariffs on Chinese imports were raised from 34% to 125%, marking the most aggressive tariff policy to date under the new trade agenda.
Impact: This move offers temporary relief to most global trading partners, but companies sourcing from China will see dramatic cost spikes. Businesses relying on Chinese imports should consider emergency sourcing strategies, shift to alternative suppliers, or explore regional trade options to stay competitive.
April 2, 2025
Introduction of Universal and Reciprocal Tariffs
President Trump announced a 10% universal tariff on all imported goods, effective April 5, 2025. Additionally, higher “reciprocal tariffs” targeting specific countries will commence on April 9, 2025. These include a 34% tariff on Chinese imports, 20% on European Union goods, 24% on Japanese products, and varying rates for other nations. Canada and Mexico are exempt from these additional tariffs due to existing trade agreements.
Impact: Businesses should anticipate increased costs across a broad range of imported products and consider diversifying supply chains or seeking domestic alternatives to mitigate expenses.
March 2025 Tariff news
March 4, 2025
China Tariffs Increased to 20%
The U.S. increased tariffs on a broad range of Chinese imports from 10% to 20%, targeting electronics, industrial equipment, and consumer goods. This escalation is part of ongoing efforts to pressure China on trade imbalances.
Impact: Businesses heavily reliant on Chinese suppliers should reassess their exposure and consider diversifying sourcing strategies.
March 12, 2025
Steel & Aluminum Tariffs Reinstated at 25%
Tariffs on steel and aluminum were fully reinstated at 25%, rolling back previous exemptions and expanding to include several downstream products. This move significantly affects the manufacturing, construction, and automotive industries.
Impact: Companies using raw materials in production should prepare for rising costs and delays. Alternate sourcing or domestic suppliers may be essential to reduce disruptions.
March 26, 2025
25% Auto and Auto Parts Tariff Announced
A 25% tariff on imported passenger vehicles and critical auto parts, including engines and transmissions, was announced. Implementation begins April 3, 2025. The tariff is aimed at boosting U.S. auto manufacturing and addressing trade deficits.
Impact: Automakers and aftermarket suppliers will see significant cost increases. Review supplier agreements and pricing strategies immediately.
February 2025 Tariff news
February 1, 2025
official Tariff Announcements
Trump signed executive orders imposing 25% tariffs on Canada and Mexico (10% on Canadian energy) and 10% on China, effective February 4, citing national emergencies over illegal immigration and fentanyl under the International Emergency Economic Powers Act (IEEPA).
Impact: Initial panic hit supply chains, especially for autos and produce, but subsequent delays softened the blow.
February 3–4, 2025
Canada and Mexico Negotiate a Pause
After talks with Canadian PM Justin Trudeau and Mexican President Claudia Sheinbaum, Trump agreed to suspend Canada and Mexico tariffs for 30 days (until March 4). Mexico deployed 10,000 border troops, and Canada appointed a “fentanyl czar.” China’s 10% tariff took effect on schedule.
Impact: Temporary relief for North American imports; stockpile USMCA goods now.
February 10, 2025
Steel and Aluminum Tariffs Expanded
Trump announced 25% tariffs on all foreign steel and aluminum imports, effective March 12, ending prior exemptions (e.g., Canada, Mexico) and adding “melted and poured” standards to curb circumvention by Russia and China.
Impact: Costs set to rise 9-20%; secure metal supplies before March 12.
February 10, 2025
China Retaliates
China imposed 15% tariffs on U.S. coal and LNG, plus 10% on oil and agricultural equipment, effective immediately, in response to U.S. tariffs. Impact: U.S. exporters face higher costs; importers may see knock-on price hikes.
February 13, 2025
Reciprocal Tariff Plan Initiated
Trump ordered a 180-day review for “fair and reciprocal” tariffs, targeting countries with high tariffs or trade imbalances, with recommendations due by August 12.
Impact: Potential global tariff hikes loom; monitor for industry-specific risks by April 1 reports.
January 2025 Tariff news
Increased Tariffs on Solar Materials
The Biden administration doubled tariffs on Chinese solar materials like polysilicon and solar wafers.
New Tariffs on Tungsten Products
A 25% tariff was imposed on tungsten products used in solar manufacturing to counter Chinese subsidies.
Focus on Clean Energy Supply Chains
These measures aim to support U.S. clean energy investments and strengthen domestic supply chains.
December 2024 Tariff news
Tariffs on Fentanyl-related Imports Discussed
Talks began regarding potential tariffs on chemicals used in the production of fentanyl, targeting imports from China.
Trade Negotiations with Canada
Discussions focused on trade imbalances and improving cross-border commerce between the U.S. and Canada.
Commodity Price Surges
Global markets reacted with significant price increases in key commodities such as oil and gold due to tariff speculations.
November 2024 Tariff news
Colombian Trade Surplus Hits $3.9 Billion
The U.S. recorded a substantial trade surplus with Colombia, importing crude oil, coffee, and flowers.
Concerns Over Escalations
Analysts expressed worries about how escalated tariffs might affect both U.S. importers and Colombian exporters.
Trade Pressure Points
The U.S. applied diplomatic and economic pressure on Colombia regarding their deportation and cooperation policies.
October 2024 Tariff news
Technology Tariffs Planned
Trump hinted at imposing tariffs on tech components, prompting a reevaluation of supply chains by tech companies.
Industry Supply Chain Adjustments
Several U.S. businesses began diversifying suppliers to mitigate potential tariff impacts.
International Trade Reactions
Countries with significant tech exports to the U.S. raised concerns over the effect of these tariffs on their economies.
Tariff Engineering
Tariff engineering involves designing or classifying products in a way that legitimately lowers their tariff rate. From adjusting materials to altering assembly processes, we help companies avoid unnecessary duties without compromising quality or compliance.
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Foreign Trade Zones (FTZ)
By routing imports through an FTZ, businesses can delay or even eliminate certain tariffs. This approach is especially powerful for high-volume importers or companies handling complex, multi-country supply chains.
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Duty Drawback Programs
If your imports are later exported or destroyed, you may qualify for a refund of the duties you initially paid. We help clients navigate the paperwork and timelines to reclaim significant sums that would otherwise be lost.
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First Sale for Export
The First Sale rule allows duties to be calculated on the manufacturer-to-middleman price instead of the final sale price. This simple change in documentation can reduce tariff costs by double digits.
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Supply Chain Diversification
Incorrect HTS codes are one of the most common causes of inflated duties. Our compliance team reviews your classifications to ensure every SKU is coded accurately, saving thousands in unnecessary fees.
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Frequently Asked Questions
If you need further assistance, feel free to reach out to our team!
What are tariff mitigation strategies?
Tariff mitigation strategies are proactive steps businesses take to reduce the financial impact of duties, like Section 301 tariffs on China. These strategies include tariff engineering, using Foreign Trade Zones (FTZs), claiming duty drawback, leveraging First Sale pricing, and diversifying supply chains into countries like Mexico or Vietnam.
How can tariff engineering lower my costs?
Tariff engineering involves adjusting the product’s design or classification so it falls into a more favorable HTS category. Done correctly, it can reduce your duty rate legally while maintaining compliance with U.S. Customs. Importivity guides businesses through this process to ensure savings without risk.
What is a Foreign Trade Zone (FTZ), and how does it work?
An FTZ is a designated area within the United States where imported goods can be stored, processed, or assembled without immediately paying duties. Tariffs are deferred until products leave the FTZ, and in some cases eliminated altogether. This is a powerful tool for high-volume importers facing ongoing tariff news changes.
Can I get a refund on tariffs I’ve already paid?
Yes. Through duty drawback programs, businesses can recover duties on goods that are exported, re-exported, or destroyed. While the process is paperwork-intensive, Importivity helps companies file correctly and reclaim thousands in tariff refunds.
What is the First Sale rule and why does it matter?
The First Sale for Export rule allows companies to calculate tariffs based on the price paid to the first seller (the manufacturer), not the final sale price to the importer. This can significantly lower the duty value and reduce costs on every shipment.
How does supply chain diversification protect against tariffs?
Relying solely on China means being vulnerable to Section 301 tariffs and trade policy shifts. By diversifying production into Vietnam, Mexico, or other countries, businesses can reduce tariff exposure, gain leverage with suppliers, and keep their supply chains resilient.
Are tariff mitigation strategies legal?
Yes, every strategy Importivity uses, from FTZs to First Sale and tariff engineering, is fully compliant with U.S. Customs and Border Protection. The key is having expert guidance to avoid missteps that could trigger penalties.
How do I know which tariff mitigation strategy is right for my business?
The right approach depends on your product mix, import volumes, and markets. For example, FTZs work best for large-volume importers, while smaller brands may benefit more from First Sale or supply chain diversification. Importivity provides tailored tariff consulting so you can choose the most effective path.
Can Importivity help me with Section 301 tariffs on China specifically?
Absolutely. Many of our clients come to us searching for Section 301 tariffs China help. We analyze your product codes, explore exclusion opportunities, and design contingency plans, like moving production to Mexico or Vietnam, to protect your margins.
How often do tariff rules change, and how can I keep up?
Tariff news shifts frequently, sometimes monthly. Exclusions expire, reciprocal tariffs change, and new Executive Orders reshape trade rules overnight. That’s why Importivity maintains a live tariff tracker and updates clients regularly so they’re never caught off guard.
Still have questions?
Our team is happy to help! Visit our Help Center or contact us directly.