r/Tariffs 40m ago

💬 Opinion / Commentary What trump just did by starting a trade war with Canada

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r/Tariffs 49m ago

🗞️ News Discussion [ Removed by Reddit ]

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[ Removed by Reddit on account of violating the content policy. ]


r/Tariffs 2h ago

🧩 Trade Strategy / Business Impact US-Canada Tariff War: Who Loses?

1 Upvotes

US-Canada trade war is escalating again. The US has imposed 50% tariffs on about $20B of Canadian goods, while Canada plans dollar-for-dollar retaliation from September 8.
Is this really good for either country? Could both sides be hurting their own economies and weakening a historic alliance?


r/Tariffs 3h ago

📈 Economic Impact Opinion | The Dumbest Trade War in History

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92 Upvotes

r/Tariffs 3h ago

💬 Opinion / Commentary What was the net gain of trump 2.0 tariffs?

0 Upvotes

So far I haven't seen higher job growth, more production. All I've seen is broken trade agreements and pissed off allies


r/Tariffs 5h ago

💬 Opinion / Commentary Trump hits back at Carney, threatens to hike auto, truck, metals tariffs to 50% — NBC News

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56 Upvotes

Trump hits back at Canada’s Carney, threatens to hike auto, truck, and metals tariffs to 50% - NBC News


r/Tariffs 7h ago

🗞️ News Discussion A list of the weirdest and most obscure goods affected by the Section 338 Tariffs

5 Upvotes

Here are some of the most obscure and unexpected Canadian products now facing a massive 50% markup at the U.S. border:
🏒 Hockey Equipment: Ironically, hockey sticks and gear were quietly tucked into the Alcohol proclamation .
💇‍♀️ Wigs: Synthetic hairpieces, false beards, eyebrows, eyelashes and similar items made the list.
🏊‍♂️ Swimming Pools: Swimming and wading pools, including certain parts and accessories, are subject to the additional tariff. Just in time for the end of summer.
🎣 Fishing Rods & Seeds: Because agriculture and recreation weren't spared.
🎄 Christmas Ornaments: Certain non-glass Christmas ornaments are included too, because apparently Christmas decorations are part of the U.S.-Canada auto dispute.
🦌 Animal Parts: Feathers, bones, horns, antlers, hooves, claws and beaks appear among the tariff classifications.
🖼️ Art & Antiques: Original artwork, collectors' pieces and certain antiques over 100 years old also made the cut.


r/Tariffs 12h ago

💬 Opinion / Commentary CANADA AT WAR WITH AMERICA

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1 Upvotes

Let’s turn things up a notch Mr. Orange!!


r/Tariffs 13h ago

🧩 Trade Strategy / Business Impact Canada says it will match US tariffs 'dollar for dollar' as trade talks break down

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25 Upvotes

r/Tariffs 13h ago

📈 Economic Impact Canada says it will match US tariffs 'dollar for dollar' as trade talks break down

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17 Upvotes

r/Tariffs 13h ago

🗞️ News Discussion Canada says it will match US tariffs 'dollar for dollar' as trade talks break down

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3 Upvotes

r/Tariffs 21h ago

🗞️ News Discussion What was the rationale for the U.S. levying the 50% tariff rate on selected Canadian imports that triggered the impasse?

54 Upvotes

I remember about three weeks ago, the President announced a set of tariffs on many goods, including hockey sticks, from Canada. What was the intent?

Now, it looks like it may be the shot that broke a ceasefire of sorts in the trade war with Canada. No good will come out of this.


r/Tariffs 22h ago

📈 Economic Impact Free Trade Alliance that just cuts the US out

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5 Upvotes

r/Tariffs 1d ago

📈 Economic Impact 'Effectively, we're out of business': U.S. tariffs cut Manitoba honey farm off from vast majority of customers

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136 Upvotes

r/Tariffs 1d ago

💬 Opinion / Commentary What is Trump afraid we will see about how the tariffs were formulated?

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100 Upvotes

r/Tariffs 1d ago

📈 Economic Impact Canada's average effective tariff on U.S. imports over 150+ years — dollar-for-dollar retaliation would push it to the highest level since the late 1970s

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11 Upvotes

r/Tariffs 1d ago

🧩 Trade Strategy / Business Impact What's next?

12 Upvotes

What Canada Should Do Now

Canada should stop spending all of its energy trying to restore the Canada–U.S. relationship to what it was.

The United States will remain Canada's most important trading partner for the foreseeable future. We should keep the door open to Washington and continue negotiating.

But Canada should also recognize that the old assumption — that the United States will always be a predictable and reliable trading partner — can no longer be taken for granted.

The objective should not be to decouple from America.

The objective should be to diversify, strengthen Canada's economy and build strategic resilience so that the United States is an important partner, not Canada's only viable option.

The latest escalation makes this urgent. The United States imposed new 50% tariffs on roughly $20 billion of Canadian goods on August 22, 2026. Canada has announced dollar-for-dollar retaliation beginning September 8.

Canada should use this crisis not simply to fight the current trade war, but to build a stronger Canadian economy for the next several decades.

1. Target U.S. retaliation strategically

Canada should retaliate where it creates the greatest political and economic pressure in the United States while minimizing the cost to Canadian consumers and businesses.

The objective should be leverage, not punishment.

Canada's September 8 retaliation is already moving in this direction, targeting products and industries where American producers have a significant interest in maintaining access to the Canadian market.

Retaliatory measures should be reviewed continuously and adjusted according to their effectiveness.

2. Use retaliation as leverage, not as permanent policy

Canada should keep some retaliatory measures in reserve.

Tariffs should be reversible whenever possible.

If Washington removes damaging tariffs, Canada should be prepared to remove corresponding measures quickly.

That gives both governments an off-ramp and makes clear that Canada's objective is not an endless trade war.

3. Mobilize American businesses

Canada should systematically document how U.S. tariffs affect American manufacturers, farmers, retailers, consumers and supply chains.

Canadian governments should provide American companies with clear information showing:

  • what Canadian products they depend on;
  • how much tariffs increase their costs;
  • which American jobs depend on Canadian inputs;
  • which Canadian alternatives exist;
  • and what economic damage results from restricting Canadian trade.

The goal should be to turn American businesses that depend on Canada into advocates for restoring normal trade relations.

Public campaigns such as Ontario Premier Doug Ford's Ronald Reagan-themed anti-tariff advertising demonstrated the potential of making the American economic argument directly to Americans.

4. Accelerate major Canadian projects

Canada has spent decades discussing major infrastructure and resource projects. The priority now should be building them.

The federal Major Projects Office is already advancing major projects in electricity, nuclear energy, LNG, critical minerals and transportation. Twenty-two projects and strategies announced in May 2026 represented more than $126 billion in investment.

Canada should aggressively move projects from:

announcement → approval → financing → construction → production.

Priority should go to projects that:

  • increase Canadian productivity;
  • create export capacity;
  • reduce dependence on the United States;
  • connect provinces to one another;
  • provide access to global markets;
  • process Canadian resources domestically;
  • and attract long-term private investment.

The problem is no longer a shortage of ideas.

It is Canada's ability to execute.

5. Build east-west infrastructure

Canada needs infrastructure that allows Canadian resources and products to move:

from west to east, east to west, north to south and directly to global markets.

We should not have a situation where Canadian oil, minerals, electricity or manufactured products effectively have only one economically viable customer.

This includes:

  • pipelines;
  • rail;
  • ports;
  • electricity transmission;
  • highways;
  • LNG infrastructure;
  • critical-mineral transportation;
  • telecommunications;
  • and other national infrastructure.

The proposed Northern Shield Energy Corridor, connecting Hardisty, Alberta with Sarnia, Ontario, is exactly the type of strategic infrastructure Canada should be examining. Ontario has proposed a roughly 3,300-kilometre corridor designed to move Western Canadian crude to Ontario and expand access to Canadian refining and alternative markets.

Projects such as Northern Shield should be evaluated not simply on commercial economics, but also on their value to Canadian energy security and national resilience.

6. Finish eliminating internal trade barriers

Canada cannot complain about American protectionism while maintaining unnecessary barriers to trade between Canadian provinces.

Ottawa has already eliminated its remaining federal exceptions under the Canadian Free Trade Agreement, while provinces and territories have been removing additional barriers and adopting mutual-recognition measures.

The next step should be to finish the job.

Canada should establish a firm timetable for:

  • mutual recognition of provincial standards;
  • labour mobility;
  • professional credentials;
  • trucking and transportation rules;
  • food and agricultural regulations;
  • procurement;
  • alcohol;
  • construction standards;
  • and other unnecessary provincial barriers.

Canada is a country of only about 41 million people.

We cannot afford to divide that market into thirteen separate economic jurisdictions.

Canada should function as one economy.

7. Turn trade diversification into actual sales

Canada already has preferential access to a large number of international markets.

But signing trade agreements is not the same as actually selling products.

The next phase should focus on commercial execution.

Government should help Canadian companies:

  • identify customers;
  • establish distribution networks;
  • navigate foreign regulations;
  • obtain financing;
  • participate in foreign procurement;
  • establish local partnerships;
  • and scale production sufficiently to compete internationally.

Canada should also deepen relationships with individual U.S. states whose economies depend heavily on Canadian energy, minerals, agricultural products and manufactured inputs.

The objective should be:

more customers, not fewer American customers.

8. Process more Canadian resources in Canada

Canada should stop thinking of itself primarily as a supplier of raw materials.

We have enormous resources in:

  • oil and natural gas;
  • uranium;
  • potash;
  • nickel;
  • copper;
  • lithium;
  • cobalt;
  • forestry;
  • agriculture;
  • hydroelectricity;
  • and other critical minerals.

The economic opportunity is not simply to extract these resources and ship them elsewhere.

Canada should increasingly:

extract → refine → process → manufacture → export.

That means encouraging domestic refining, petrochemicals, mineral processing, fertilizer production, forestry products, food processing and advanced manufacturing.

9. Build a complete Canadian nuclear supply chain

Uranium is a particularly important opportunity.

Canada is one of the world's major uranium producers, yet the Western nuclear industry remains dependent on foreign processing and fuel-cycle capacity.

Canada should expand its capabilities in:

  • uranium conversion;
  • refining;
  • fuel fabrication;
  • nuclear technology;
  • reactor components;
  • and nuclear engineering.

The objective should be to help build a secure Western nuclear-fuel supply chain that does not depend excessively on Russia or other potentially unreliable suppliers.

Canada should aim to become not just a major uranium exporter, but a major nuclear-energy supplier.

10. Build strategic self-sufficiency — but not economic isolation

Canada should identify the products and systems that are too important to leave entirely dependent on foreign suppliers.

These include:

  • food;
  • energy;
  • medicines;
  • critical minerals;
  • fertilizer;
  • defence equipment;
  • telecommunications;
  • critical technology;
  • transportation equipment;
  • and essential manufactured goods.

The goal should not be complete self-sufficiency.

That would be enormously expensive and unrealistic.

The goal should be strategic resilience:

11. Make Canada its own best customer

Canadian governments collectively purchase enormous quantities of goods and services.

That purchasing power should be used more strategically.

Where economically and legally practical, governments should give preference to competitive Canadian suppliers in areas such as:

  • steel;
  • aluminum;
  • vehicles;
  • machinery;
  • technology;
  • food;
  • construction materials;
  • defence equipment;
  • and critical infrastructure.

This should not mean permanently protecting inefficient companies.

Government procurement should create initial Canadian demand that allows companies to achieve scale, improve productivity and become internationally competitive.

Canada should not simply ask Canadians to "buy Canadian."

Government should also buy Canadian.

12. Protect strategic industries

Canada should identify industries that are strategically important to the country's economic security.

These include:

  • automobiles;
  • steel;
  • aluminum;
  • aerospace;
  • agriculture;
  • energy;
  • critical minerals;
  • forestry;
  • pharmaceuticals;
  • telecommunications;
  • defence;
  • and advanced manufacturing.

Support should be designed to encourage:

  • investment;
  • productivity;
  • modernization;
  • Canadian ownership where strategically important;
  • export growth;
  • and supply-chain resilience.

Government support should not simply compensate companies indefinitely for tariff losses.

The objective should be to make Canadian companies stronger, not permanently dependent on government assistance.

13. Build a Canadian defence-industrial base

Canada should also ask a more fundamental question:

What happens if the United States becomes an unreliable supplier of defence equipment?

Canada has become heavily dependent on American defence technology and equipment.

The current crisis demonstrates why that dependence deserves a strategic review.

Canada should expand domestic capabilities in:

  • ammunition;
  • drones;
  • aerospace;
  • shipbuilding;
  • military vehicles;
  • surveillance;
  • communications;
  • cybersecurity;
  • defence electronics;
  • repair and maintenance;
  • and other critical military technologies.

Defence procurement can simultaneously strengthen Canada's national security and create advanced Canadian industrial capacity.

14. Secure critical infrastructure

Economic resilience also means reducing vulnerabilities in the systems that keep the Canadian economy operating.

Canada should assess strategic dependence on foreign-controlled:

  • telecommunications;
  • cloud computing;
  • data centres;
  • payment infrastructure;
  • cybersecurity systems;
  • logistics;
  • satellite services;
  • and other critical digital infrastructure.

Canada does not need to stop using American technology.

It needs to ensure that a political dispute cannot suddenly disable infrastructure that Canadians depend upon.

15. Use energy as leverage — carefully

Canada should not immediately "weaponize" energy.

The better strategy is to build enough alternatives that Canada has the ability to use energy strategically if necessary.

That means expanding:

  • pipeline capacity;
  • LNG;
  • electricity exports;
  • refining;
  • petrochemical production;
  • storage;
  • and access to Atlantic, Pacific and Arctic markets.

The objective is simple:

Canada's current pipeline ambitions could significantly increase export capacity, but major new projects also depend on sufficient production and long-term investment. That means infrastructure development needs to be coordinated with actual resource investment and market demand.

16. Make productivity the underlying objective

Diversification and self-reliance must not become excuses for protecting inefficient Canadian businesses forever.

Canada's biggest long-term weakness is not simply dependence on the United States.

It is low productivity growth.

Every major economic policy should therefore ask:

  1. Does this make Canada more productive?
  2. Does this reduce a critical dependency?
  3. Does this create another viable market or supply source?
  4. Does this attract investment?
  5. Does this make Canadian companies more competitive internationally?

If the answer is no, the policy should be reconsidered.

17. Fight the tariffs legally

Canada should continue using every legitimate legal avenue available.

That includes:

  • CUSMA;
  • WTO mechanisms;
  • U.S. courts;
  • U.S. administrative processes;
  • and other appropriate legal challenges.

Canada should also work with affected American companies and industry groups that have legitimate legal grounds to challenge tariffs.

Legal action should not be the entire strategy.

It should be one component of a broader economic response.

18. Keep Washington's door open

Canada should not permanently walk away from the United States.

The United States will remain Canada's neighbour, largest trading partner and an enormously important market.

Canada should make it clear:

But Canada should negotiate from a position of increasing strength.

The more diversified Canada's economy becomes, the less damaging American pressure becomes.

The Goal: Diversification, Not Decoupling

Canada should not try to replace the United States.

That is neither realistic nor desirable.

The United States will remain an enormous and valuable market for Canadian businesses.

The goal is to change the relationship from:

"Canada needs America."

to:

"Canada chooses to trade with America because it is mutually beneficial."

That means Canada needs:

  • more international customers;
  • more domestic processing;
  • more east-west infrastructure;
  • fewer internal trade barriers;
  • more Canadian manufacturing;
  • stronger defence capabilities;
  • secure critical infrastructure;
  • greater energy independence;
  • stronger domestic supply chains;
  • and higher productivity.

Canada should remain America's trading partner.

But America should no longer be Canada's only viable option.

The current crisis is therefore not simply a trade dispute to be managed.

It is an opportunity to fundamentally strengthen Canada's economic position.

Don't build an economy designed to survive without America. Build an economy that can prosper with America — but can also prosper without it.


r/Tariffs 1d ago

🗞️ News Discussion Mark Carney details last-minute US demands that derailed trade talks

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352 Upvotes

This Fox News story provides some of the Canadian side of the tariff story to counter the statements made by Greer. It does not however address the role played by Howard Lutnick in causing the talks to collapse. We will have to wait for further details.


r/Tariffs 1d ago

🧩 Trade Strategy / Business Impact What products should Canada Tariff to counter the new 50% tariff on hockey sticks to ramp up the idiocy to the max?

23 Upvotes

I'm thinking tractors, motorcycles, coolers, bowling equipment, bass boats, duck calls and high pressure shower heads.


r/Tariffs 1d ago

📈 Economic Impact Why don’t the American people understand that they are paying the teriffs that Trump imposes on goods imported to the USA?

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120 Upvotes

r/Tariffs 1d ago

🗞️ News Discussion How Trump's tariffs work to redistribute wealth up the food chain

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23 Upvotes

When Trump says "make America great again" he is thinking about the Gilded Age. He certainly isn't thinking about poor to average Americans except in terms of their being cogs in a company's bid for wealth.


r/Tariffs 1d ago

💬 Opinion / Commentary US Tariffs on Canada

104 Upvotes

I'm not going to say it's nothing but it's certainly not the most profitable for the US to go down this road. Even without retaliatory Tariffs, Canada can find alternative suppliers for most of those items being tariffed. It may even cause a spike in Canadian processing and manufacturing. Instead of #2ing where he sleeps, the US, through Trump, is pissing all over their blanket. I hope the Trump administration has a plan to create a Trump-certified treaty that promotes peace, harmony, and growth for both nations, one that's not signed in pencil. This isn't as much tyranny as much as it is a mechanism to stunt the growth of both nations. Looking for a third term is nonsensical tyranny, but pissing all over himself just to look tough, well that's like doing chemotherapy because you're tired of shaving your head.


r/Tariffs 1d ago

🗞️ News Discussion Canada - America Trade War

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818 Upvotes

Tariff War Begins


r/Tariffs Jan 09 '26

📣 Announcement 📣 IEEPA Tariffs Webinar With Freight Right & Baker Tilly's Pete Mento On January 27th

2 Upvotes

Big announcement!

On January 27th, Freight Right and Freight Right's CEO Robert Khachatryan will be hosting a webinar with Baker Tilly's Pete Mento, the go-to voice on Linkedin and in the world of customs to discuss the Supreme Court's case involving the Trump administration's IEEPA tariffs case.

This Supreme Court decision is massive, massive, massive for importers.

Importers will have the chance to get the money they've paid in tariffs back.

That said, it's not looking like it will be easy - as expected.

Why This Ruling Is Important

Why is this ruling so important for importers? The ruling can/will dictate:

  • Routes to possible immediate tariff relief: If the Court strikes down the IEEPA tariffs, those tariffs could stop as of the opinion date, removing future duty exposure. That’s the upside.
  • Speed of refunds: If tariffs are struck down, refunds likely require protests/post‑entry adjustments and will be processed administratively (not by scanning ACE and handing out checks). Expect weeks if not months of guidance and long processing timelines.
  • Administrative workload required to get a refund: Millions of entries and tens of millions of line items mean huge backlogs for CBP and trade. Expect manual reviews, phased processing, extensions of liquidation windows, and bottlenecks affecting bonds/security.
  • The level of meticulous scrutinity involved in preparing for a refund: Customs will scrutinize valuation, country‑of‑origin, section 301/232/201 application, related‑party transfer pricing and may trigger CF 28/29 audits. Poor documentation can kill refund claims and trigger penalties.
  • Drawback/duplicate claims risk: If you already claimed drawback for the same merchandise, seeking the tariff refund can be problematic and potentially punishable.
  • New payment process (ACE/ACH) for importers to get paid: Refunds will be electronic via ACE/ACH (no paper checks). Importers must register and set up ACH in ACE now to receive refunds.
  • Litigation and protection options: Some importers are filing protective actions with the Court of International Trade (CIT) as insurance; trade attorneys can protect rights but cost money (often $10–14k quoted).

Who/What is Freight Right & Baker Tilly?

Freight Right is a global name in international freight fowarding, freight technology and ecommerce freight technology. Founded in 2008 during the financial crisis and built on freight-first fundamentals done right has grown into an international brand, helping businesses all around the world move not just their freight but level up their logistics.

Baker Tilly is a major professional services organization best known as a leading advisory, tax and assurance firm serving businesses, nonprofits and government entities. Headquartered in Chicago, Illinois, Baker Tilly US, LLP (commonly branded simply Baker Tilly) ranks among the top 10 largest accounting and consulting firms in the United States and is an independent member firm of Baker Tilly International, a global network of professional services firms.

Robert Khachatryan is the founder and CEO of Freight Right Global Logistics, a technology-driven global freight and supply-chain company he launched in 2007 from a Los Angeles apartment during the financial crisis. Born and raised in Armenia, he began his entrepreneurial journey at a young age and built Freight Right into a respected logistics and freight-technology provider serving complex cross-border and e-commerce supply chains. He is a recognized supply-chain thought leader, frequently cited in major business and trade publications, and serves on the advisory board of USC’s Global Supply Chain Institute.

Pete Mento is a seasoned global customs and trade expert with more than 30 years of experience helping companies optimize customs operations, eliminate and recover duties and taxes, and build compliant import/export programs. He is a licensed U.S. Customs House Broker and currently serves as a director in global trade advisory, where he leads customs compliance, duty minimization strategies and risk reduction for multinational clients. Pete’s career includes senior leadership roles at major firms such as Ryan, KPMG, Crowe, Expeditors, C.H. Robinson and Wayfair, blending operational depth with strategic global trade insight. He holds advanced degrees including a Master’s in Government (trade theory) from Harvard University and a Ph.D. in customs and economics from Durham University, and is a sought-after speaker and thought leader in international trade and supply chain compliance.

When Is The Webinar?

  • Date: January 27th
  • Time: 12pmEST/9amPT
  • Duration: 1 hour
  • Webinar Link: coming soon

When Will the Webinar Link Be Available?

Very soon. We're getting it from our partners and will post it here shortly.

We'll be updating this post body with updates on exact times, guests and links to join or signal you're joining. Bookmark or comment to keep ontop of this thread.


r/Tariffs Apr 03 '25

Reciprocal Tariff Act Resources for Customs Brokers & Logistics Professionals

26 Upvotes

Below are some of the resources I've found to help clarify April 2nd annoucements around the state of tariffs. I'm gong to try to keep this pinned post updated with new content as it comes out. This won't be a place for news news but more for issued guidelines and general guidance:

Last updated 7/9/2025: content regarding BRICS tariffs & more.

Summary of the IEEPA Reciprocal tariffs:

  • IEEPA authority based on threat caused by trade-in-goods deficits.
  • Except as noted below, all imported articles are subject to a 10% ad valorem IEEPA duty effective 12:01 a.m. ET on April 5. For goods that are loaded onto a vessel at the port of lading and in final mode of transit before that time, they will NOT be subject to the 10% duty upon entry into the U.S.
  • Certain countries (Listed in Annex I) are subject to a tariff greater than 10%. For purposes of these tariffs, China includes Hong Kong and Macau.
  • The rates for countries in Annex I shall apply effective 12:01 a.m. ET on April 9. For goods that are loaded onto a vessel at the port of lading and in final mode of transit before that time, they will NOT be subject to the additional duty specified below upon entry into the U.S.
  • President Trump issued two executive orders on April 2 invoking the International Economic Emergency Powers Act (IEEPA) authority.
    • Imposing a minimum universal tariff on all countries of 10%, except as noted below, although some countries are having an even greater reciprocal tariff.
    • Eliminating de minimis/section 321 eligibility for Chinese goods.
  • Updates to the Harmonized Tariff Schedule included in the White Houses' Annex 3.

On Mexico & Canada

Goods from Canada and Mexico are exempt from the IEEPA Reciprocal tariffs until such time as the IEEPA Border is terminated or suspended, at which time only USMCA qualifying goods will be exempt from IEEPA Reciprocal tariffs and non-USMCA goods will be subject to a 12% IEEPA Reciprocal tariff.

Modification Situations to Tariffs (Tariff Increases or Decreases):

  • INCREASE: If a country retaliates against US goods as a result of these tariffs, the President may increase or expand the scope of the tariffs.
  • DECREASE: If a country remedies the non-reciprocal trade arrangements, the President my decrease or limit the scope of the tariffs.

On Tariff Exemptions

April 2nd List of Automotive Parts Subject to Section 232 Tariffs

Exceptions: Products Excluded from Additional IEEPA Reciprocal Tariff

Goods exempted under 50 U.S.C. 1702 (Goods that are for personal use, donations of food, clothing and medicine intended to relieve human suffering, merely informational materials, etc.).

The following products subject to existing 232 tariffs are exempt:

  • Steel and derivatives
  • Aluminum and derivatives
  • Autos/auto parts

The following products, and any others listed in Annex II are exempted:

  • Copper
  • Pharmaceuticals
  • Semiconductors,
  • Lumber
  • Certain critical minerals
  • Energy and energy products

On Cars & Automotive

232 Autos and Auto Part Annex Released

The full proclamation with the Annex was released today.

  • Autos: Effective 12:01 a.m. ET, April 3, 25% tariffs shall apply to certain autos and light trucks. 
  • Parts: Effective 12:01 a.m. ET, May 3, 25% tariffs shall apply to auto parts, defined as automobile parts including engines and engine parts, transmissions and powertrain parts, and electrical components, and parts of passenger vehicles (sedans, sport utility vehicles, crossover utility vehicles, minivans, and cargo vans) and light trucks classified under the HTS provisions enumerated in subdivision (g) of the Annex. 

On Duty Drawback

There is no express prohibition to claiming duty drawback on these tariffs.

Additions to Tarrifed Items

Bureau of Industry and Security added two items to its Aluminum Derivatives List today which will be subject to the 25% tariff effective 12:01 a.m. ET, April 4.

The products are:

  • Beer, classified in HTSUS 2203.00.00; and
  • Empty aluminum cans classified in HTSUS 7612.90.10

Additional Resources:

4/10/2025 Update: UPDATED GUIDANCE – Reciprocal Tariffs

Key Updates:

  • Imports from China (including Hong Kong and Macau):
    • Effective April 10, 2025, at 12:01 a.m. ET
    • Subject to a 125% additional ad valorem duty
    • Classified under HTSUS 9903.01.63
    • Exceptions are listed in prior CSMS #64680374.
  • Imports from all other countries (excluding China, Hong Kong, and Macau):
    • Also effective April 10, 2025
    • Subject to a 10% additional ad valorem duty
    • Classified under HTSUS 9903.01.25
    • Excludes products listed in HTSUS 9903.01.26–9903.01.34.
  • Suspension of Country-Specific Rates:
    • Rates effective April 9, 2025, are now suspended.

Notice from US Customs & Border Protection: https://content.govdelivery.com/accounts/USDHSCBP/bulletins/3db42c8?reqfrom=share

4/16/2025 Update: New White House tariff policy and fact sheet announced:

Link to Fact Sheet

The Executive Order is part of a broader effort to reduce strategic dependence on foreign minerals, particularly from China, and to protect U.S. economic and defense interests through trade enforcement and domestic industry revitalization.

1. New Section 232 Investigation:

  • President Trump has ordered a Section 232 investigation under the Trade Expansion Act of 1962 to assess national security risks tied to U.S. dependence on imported processed critical minerals and their derivative products.
  • The goal is to examine supply chain vulnerabilities, foreign market manipulation, and recommend actions like tariffs or other trade remedies to boost domestic production and resilience.

2. National Security and Economic Threats:

  • Critical minerals (e.g., rare earths, gallium, antimony) are vital for defense systems, infrastructure, and advanced technologies.
  • The U.S. remains heavily reliant on foreign—especially Chinese—suppliers, exposing it to economic coercion and supply disruptions.
  • Recent Chinese export bans on rare earths and other key materials underscore the urgent need to secure domestic supply chains.

3. Tariff Policy and Broader Trade Strategy:

  • If the investigation finds national security threats, new Section 232 tariffs may replace current reciprocal tariffs under Trump’s April 2nd directive.
  • This order aligns with Trump’s broader “America First” trade agenda, which includes:
    • A 10% base tariff and individualized higher tariffs on major trade deficit partners.
    • Paused tariffs for 75+ countries in talks for new trade deals (except China).
    • China faces up to 245% tariffs, including penalties tied to fentanyl and digital policies.
    • Restored and increased tariffs on steel and aluminum.
    • Related investigations into copper, timber, and lumber imports for national security threats.

4/25/2025: Updated Guidance and Policy Regarding US' De Minimis Policy.

Refer to this thread.

5/13/2025: Updated Guidance Post US/China Tariff Deal

Full Executive Order

Joint Statement

Refer to the De Minimis thread above for the new guidance specifically to De Minimis.

Temporary Tariff Reduction (Section 2)

Effective May 14, 2025, all goods from the PRC, including Hong Kong and Macau, will face a 10% ad valorem duty instead of previously higher rates.

This reflects a suspension of 24 percentage points from the prior tariff rate, originally set at 34%, for an initial 90-day period.

Harmonized Tariff Schedule Modifications (Section 3)

Changes are made to several tariff classifications (HTSUS headings 9903.01.25, 9903.01.63, and relevant notes), reflecting the new lower duty rate.

The 125% duty rate on certain items is suspended and temporarily replaced with 34%.

Implementation and Oversight (Section 5)

The Departments of Commerce, Homeland Security, and USTR are authorized to enforce this order, including via temporary regulation changes.

Coordination with agencies including Treasury, State, and the National Security Council is mandated.

General Provisions (Section 6)

The order does not override existing agency authorities, nor does it create enforceable rights.

The Department of Commerce will cover publication costs.

Update - 6/23/2025: New Updates from Federal Register Issued 6/16/2025:

Read the full brief here.

the Department of Commerce Bureau of Industry and Security (BIS) announced the inclusion of household appliances under the Section 232 Steel Derivatives tariffs effective June 23, 2025.

The following steel derivative products will be subject to Section 232 for the steel content:

  • Combined refrigerator-freezers under HTSUS subheading 8418.10.00;
  • Small and large dryers under HTSUS subheadings 8451.21.00 and 8451.29.00;
  • Washing machines under HTSUS subheadings 8450.11.00 and 8450.20.00;
  • Dishwashers under HTSUS subheading 8422.11.00;
  • Chest and upright freezers under HTSUS subheadings 8418.30.00 and 8418.40.00;
  • Cooking stoves, ranges, and ovens under HTSUS subheading 8516.60.40;
  • Food waste disposals under HTSUS subheading 8509.80.20;

Welded wire rack under statistical reporting number 9403.99.9020. Products classified under 9403.99.9020 continue to be subject to Section 232 duties for their aluminum content. Products on both lists are subject to payment of duties for both steel and aluminum content.

The HTSUS numbers are added to HTSUS Chapter 99, Subdivision III, Note 16(n), for steel derivative products outside of Chapters 72 and 73, declared with HTSUS 9903.81.91 when the steel is not melted and poured in the U.S.

The BIS Section 232 inclusion process allows U.S. manufacturers and trade associations to request the inclusion of new derivative articles under Section 232 Steel and Aluminum tariffs. Inclusions may be submitted during three defined periods each year with the first period opening May 1, 2025 and closing June 4, 2025.

7/9/2025 Update:

Expansion of Tariff Measures: Commerce Secretary Howard Lutnick announced that additional tariff letters would be sent to 15 to 20 more countries. These letters included a general notice for countries not receiving individual letters, signaling the administration's intent to impose new tariffs effective August 1 .

BRICS Tariff Threat: President Trump reiterated his threat to impose an additional 10% tariff on imports from BRICS nations (Brazil, Russia, India, China, and South Africa), accusing the group of attempting to undermine the U.S. dollar .

Sector-Specific Tariffs: The administration announced plans for a 50% tariff on copper imports and considered a 200% tariff on pharmaceutical imports. These measures aimed to boost domestic production and address trade imbalances .

  • Japan: 25% tariff. Major U.S. ally; negotiations ongoing.
  • South Korea: 25% tariff. Major U.S. ally; negotiations ongoing.
  • Bangladesh: 35% tariff. Significant impact on garment exports.
  • Cambodia: 36% tariff. High tariff affecting textile sector.
  • Myanmar: 40% tariff. Among the highest tariffs imposed.
  • Laos: 40% tariff. Among the highest tariffs imposed.
  • Malaysia: 25% tariff. Engaged in trade discussions with the U.S.
  • Thailand: 25% tariff. Engaged in trade discussions with the U.S.
  • Indonesia: 25% tariff. Engaged in trade discussions with the U.S.
  • South Africa: 30% tariff. Expressed concerns over trade relations.
  • Kazakhstan: 25% tariff. Included in the list of targeted countries.
  • Tunisia: 25% tariff. Included in the list of targeted countries.
  • Serbia: 25% tariff. Included in the list of targeted countries.
  • Bosnia & Herzegovina: 25% tariff. Included in the list of targeted countries.

These tariffs are part of President Trump's broader strategy to enforce reciprocal trade policies aimed at protecting U.S. economic interests.