Supply Chain

The Office of the U.S. Trade Representative (USTR) finalized targeted changes to its Section 301 action on China’s maritime, logistics and shipbuilding sectors and opened a new comment period on additional proposals.

President Donald Trump responded on Friday to China's plans to limit exports of certain rare earth minerals with two lengthy social media posts accusing Xi Jinping's government of "lying in wait" throughout trade talks this year and promised reprisals. Citing what he described as China’s “hostile” actions, Trump announced a 100 percent tariff on all Chinese imports, “over and above any Tariff that they are currently paying.” ”

United States Trade Representative Jamieson Greer delivered virtual remarks this week at the Global Forum on Steel Excess Capacity’s Ministerial Meeting, stressing the need for coordinated global action to address chronic distortions in the steel sector.

China has unveiled sweeping new restrictions on rare earth exports, expanding its control over critical minerals and tightening scrutiny of foreign semiconductor and defense users. The measures extend to dozens of refining technologies and mining equipment, while creating a new licensing regime that requires approval for foreign firms producing rare earth magnets or chips with trace amounts of Chinese-sourced materials.

Legislation introduced this week in Strasbourg would slash steel import quotas while doubling levies on shipments beyond those bounds, a proposal European Commission Executive Vice President Stéphane Séjourné called "a very restrictive clause that does not have precedent in Europe" but one that is "adequate for the situation."

U.S. Customs and Border Protection (CBP) has issued detailed guidance for vessel operators on new Section 301 fees targeting China’s maritime, logistics, and shipbuilding sectors, following Federal Register notices published April 17 and June 12, 2025.

At 7 p.m. on a Thursday evening at the end of September, President Donald Trump announced new national security tariffs on foreign-made big rig trucks, cabinets and vanities and branded pharmaceuticals. In keeping with other tariff moves thus far in Trump’s second term, the announcement came not as an official White House statement or Federal Register notice, but in a series of posts on the president’s own social media platform.

With the U.S. Supreme Court set to hear arguments on Nov. 5 concerning President Donald Trump's overhaul of global trade relations through emergency tariffs, conservative attorneys piled into the docket, while outside the Beltway, customs professionals and Wall Street analysts continue to sweat over the likelihood of tariff refunds.

President Trump announced a new round of tariffs set to take effect on October 1, 2025, targeting pharmaceuticals, furniture, and heavy trucks. The measures are being justified under national security authorities.

The U.S. Court of Appeals for the Federal Circuit on Thursday upheld a central pillar of President Donald Trump’s trade war with China, affirming the legality of billions of dollars in tariffs imposed under Section 301 of the Trade Act of 1974.

U.S. Customs and Border Protection (CBP) has issued a Withhold Release Order (WRO) against bicycles, parts, and accessories manufactured in Taiwan by Giant Manufacturing Co. Ltd., citing evidence of forced labor in its supply chain.

The United Nations Development Programme (UNDP) has warned that sweeping U.S. tariff measures could inflict significant damage on Southeast Asian economies, with Vietnam facing losses of up to $25 billion in exports to the U.S. annually.

The Commerce Department  has launched two national security investigations under Section 232 of the Trade Expansion Act of 1962, targeting imports of medical products and industrial machinery. The notices, published today in the Federal Register, invite public comments within 21 days.

The Office of the U.S. Trade Representative (USTR) has opened a public comment period on whether 178 tariff exclusions for imports from China should be extended beyond their scheduled expiration on November 29, 2025.

The Bureau of Industry and Security (BIS) has announced the September 2025 window for requests to include additional derivative steel and aluminum articles under Section 232 tariffs.

The White House has moved to narrow the scope of President Donald Trump’s sweeping reciprocal tariffs, exempting certain imports from duties while subjecting others to new charges. The revisions, announced in a September 5 executive order and effective today, represent the administration’s first major step back from the global tariff regime imposed in April.

The Trump administration reacted to the Federal Circuit’s ruling against the global “reciprocal” tariffs and other emergency duties this week, filing its appeal to the U.S. Supreme Court on Wednesday, a move that trade observers have expected since wine importer V.O.S. Selections Inc. and others launched their suits contesting the levies. The question now is how the high court will handle the petition, and how the administration will respond if the justices back the lower courts’ decisions.

President Donald Trump announced on Thursday that his administration will soon impose tariffs on imported semiconductors from companies that have not shifted production to the United States, while pledging exemptions for firms that commit to significant U.S. investment.

China has imposed anti-dumping tariffs ranging from 33.3% to 78.2% on U.S. fiber-optic firms, including OFS Fitel, Corning, and Draka Communications Americas, following its first anti-circumvention investigation which concluded that American exporters misclassified certain optical fiber products to evade prior duties.

Wall Street firms are eyeing a lucrative new market: buying up legal rights to tariff refunds from major American importers. As the U.S. Supreme Court prepares to hear a challenge to the legality of President Trump’s expansive tariff regime, financial firms are offering to purchase those refund claims at steep discounts—effectively betting that the Court will invalidate the levies and trigger multibillion-dollar payouts.

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