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Announced: 2026-06-24NEW

MOFCOM publishes supply-chain security investigation measures — a §301-style probe mechanism with 'special fees' instrument

MOFCOM Announcement No. 24 of 2026 (June 24) published the Working Measures for Industrial and Supply Chain Security Investigations — the implementing procedures under State Council Order No. 834 (effective May 1, 2026). The measures establish a §301-style investigative mechanism on the Chinese side, aimed at foreign countries, regions, or international organizations that impose discriminatory prohibitions or restrictions on Chinese supply chains, with legal basis in the National Security Law, Foreign Relations Law, Anti-Foreign Sanctions Law, and Foreign Trade Law. Investigation tools include questioning, document seizure and copying, public solicitation of leads, questionnaires, technical evaluation, hearings, and on-site investigation; Chinese firms can petition MOFCOM in writing with evidence via a private-complaint channel. The outcome menu spans prohibiting or restricting imports/exports of goods, technology and services trade, a novel 'special fees' instrument, and Anti-Foreign-Sanctions-Law sanctions. As a companion enforcement signal, MOFCOM Announcement No. 26 (June 24, effective July 1) created a whistleblower reporting-and-reward mechanism for strategic-minerals export-control violations — unlicensed exports, disguising controlled items as components, third-country transshipment, and providing logistics, customs, e-commerce or financial services to unlawful exports. On June 18, the chairman of a major Chinese precision-optics company was placed under compulsory measures by Shanghai Customs for falsely declaring germanium-containing lenses as 'ordinary optical glass'.

TariffsProcedures & reviewsExport controls

Coverage: Export country CN → Import country All · HS All

●Effective: 2026-06-24
Announced: 2026-06-22NEWImport scope: US

MOFCOM adds 10 US firms including MP Materials to export control list; MOF bans procurement from 46 US defense companies

MOFCOM Announcement No. 23 of 2026 (June 22, immediate effect) added 10 US entities to China's export control list: MP Materials Corp, USA Rare Earth, Aveox, Red Cat Holdings, Teal Drones, IMSAR, Jaia Robotics, Ball Aerospace & Technologies, Oshkosh Defense, and L3Harris Maritime Services. Chinese exporters are prohibited from exporting any dual-use items to them; overseas organizations and individuals anywhere are barred from transferring China-origin dual-use items to them; ongoing transactions must stop immediately, with case-by-case MOFCOM approval possible for 'genuine necessity'. It is the first-ever use of the export-control-list instrument against US rare-earth producers — MP Materials fell roughly 13% in June. Beijing framed the action as retaliation for the June 8 US expansion of the DoD 'Chinese Military Companies' (1260H) list. Same day, China's Ministry of Finance banned government procurement of products manufactured by 46 US defense-linked companies (Lockheed Martin, Raytheon Missiles & Defense, General Atomics, General Dynamics Land Systems, Boeing Defense, Anduril et al.), explicitly excluding products of US-invested enterprises in China — 56 US entities hit in a single day. Notably, both actions were decoupled from the §301 forced-labor track and tied to the 1260H list, preserving the Board of Trade channel; no new Unreliable Entity List additions in this round.

TariffsExport controls

Coverage: Export country CN → Import country US · HS 28 · 85 · 90

●Effective: 2026-06-22
Announced: 2026-06-17ProcedureImport scope: US · MX

US-Mexico USMCA Round 2 concludes in Washington: rules-of-origin and economic-security progress, seasonal-produce TRQ stalemate; Round 3 set for week of July 20 in Mexico City

Round 2 of US-Mexico USMCA bilateral negotiations ran June 15-17, 2026 in Washington DC over three days — the round had previously been flagged as June 16-17, and Ebrard's delegation worked June 15-18 including side-meetings. A joint Greer-Ebrard statement marked the conclusion. Progress reported: advanced rules of origin for certain industrial goods plus 'economic security' (limiting China's benefits from USMCA access); conceptual discussions begun on agriculture, labor and environment; steel/aluminum/autos trade discussed; trade-remedy cases addressed, including new duties on Mexican tomatoes and the active strawberry investigation; and agreement to establish a committee reviewing USMCA Chapter 12 (Sectoral Annexes) for regulatory compatibility. The hardest fault line is the US seasonal-produce TRQ demand — Ebrard publicly stated Mexico will not accept seasonal restrictions and would source agricultural imports elsewhere. Greer: 'I think we probably will not resolve all the issues by July 1.' Round 3 is confirmed for the week of July 20, 2026 in Mexico City per Greer's July 1 statement; Greer and Ebrard also met separately on June 19.

TariffsProcedures & reviews

Coverage: Export country All → Import country US · MX · HS 72 · 76 · 87 · 84 · 85

●Effective: 2026-06-17
Announced: 2026-06-15Court decisionImport scope: US

Supreme Court denies cert in HMTX v. United States — §301 List 3/4A China tariffs stand, 8-year refund litigation ends

On June 15, 2026 the US Supreme Court denied certiorari in HMTX Industries v. United States, leaving intact the Federal Circuit's September 25, 2025 ruling that upheld the §301 List 3 (~$200bn) and List 4A (~$120bn+) China tariffs imposed via USTR's §307 modification authority. The denial definitively ends the 8-year consolidated 'In re Section 301 Cases' refund litigation — no refunds for the thousands of plaintiff importers. List 3 duties at 25% and List 4A duties at 7.5% are now litigation-proof. The §307 modification authority — the same authority underpinning the pending 60-economy forced-labor and 16-economy excess-capacity §301 actions — carries appellate blessing.

TariffsProcedures & reviews

Coverage: Export country CN → Import country US · HS All

●Effective: 2026-06-15
Announced: 2026-06-11Court decisionImport scope: US

Pending review · §122 / §301 · 2026-10-08

Verified 2026-10-08: §122 was 10% and expired 2026-07-24. Forced-labor §301 took effect 2026-07-24 at 10%–12.5%, with product exemptions and country-specific combined-rate rules.

TariffsProcedures & reviews

Coverage: Export country All → Import country US · HS All

●Effective: 2026-06-11
Announced: 2026-06-09ProcedureImport scope: US

USTR opens public comment on US-China Board of Trade mechanism scope & operation

In early June 2026, USTR published a Federal Register notice seeking public comment on the scope and operation of the US-China Board of Trade — the new bilateral institution announced at the May 14-15 Beijing summit. The mechanism is intended to operationalize ongoing dialogue on balanced and reciprocal trade, including identification of non-sensitive goods that can deliver benefits for US farmers, ranchers, fishermen, small businesses, manufacturers, and workers. Public comment deadline: July 10, 2026. China's MOFCOM spokesperson He Yongqian publicly endorsed the Board of Trade as the preferred negotiation venue, contrasting it with the forced-labor §301 tariff action which MOFCOM opposes. The Board of Trade is the structural complement to the Board of Investment also established at the Beijing summit.

TariffsProcedures & reviews

Coverage: Export country CN → Import country US · HS All

●Effective: 2026-07-10
Announced: 2026-06-01ProposalImport scope: US

Pending review · §122 / §301 · 2026-10-08

Verified 2026-10-08: §122 was 10% and expired 2026-07-24. Forced-labor §301 took effect 2026-07-24 at 10%–12.5%, with product exemptions and country-specific combined-rate rules.

TariffsProcedures & reviews

Coverage: Export country CN · IN · JP · KR · VN · MX · BR · EU · ID · PK · EC · CA · BD · KH · TH · MY · SG · TW → Import country US · HS 61 · 62 · 63 · 64 · 84 · 85 · 87 · 03 · 04 · 07 · 08 · 27 · 85

●Effective: 2026-07-24
Announced: 2026-06-01Rate changeImport scope: US

Proclamation 11032 recalibrates §232 metals derivatives: agricultural equipment cut to 15%, HVAC added, 10% tier for 85% US-content capital equipment (eff. June 8)

Proclamation 11032, 'Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper,' was signed June 1, 2026, with changes effective June 8, 2026 (the reduced tiers run through December 31, 2027). The §232 derivative rate on agricultural equipment — combines, harvesters and similar machinery — is cut from 25% to 15%. Residential-use HVAC systems and components are added to the temporarily-reduced 15% derivative category, and the 15% category is further expanded to mobile industrial equipment (bulldozers, forklifts) when imported from trade-deal countries. A new incentive tier sets a 10% duty rate for capital equipment with at least 85% US-melted-and-poured steel and aluminum content. Under the recalibrated regime, Japan and Korea §232 imports are effectively capped at a 15% total-duty outcome. Duties apply on the full customs value of the goods.

Tariffs

Coverage: Export country All → Import country US · HS 72 · 73 · 74 · 76 · 84 · 85

●Effective: 2026-06-08
Announced: 2026-05-29ProcedureImport scope: US · MX

US-Mexico USMCA bilateral round 1 concludes — three-round schedule locks in

The first formal US-Mexico USMCA review round closed May 28-29 in Mexico City. Deputy USTR Jeffrey Gerrish led the US delegation (Greer did not personally attend); Marcelo Ebrard led for Mexico. Three core agenda blocks: automotive rules of origin, §232 steel/aluminum derivative boundary conditions, economic security — plus a scope expansion covering medical devices, pharmaceuticals, and cosmetic-products regulatory compatibility. Round 2 scheduled June 16-17 in Washington, adding agriculture and 'level playing field' topics. Round 3 set for the week of July 20 in Mexico City — placed four days before the §301 16-economy action target of July 24. Canada absent from this bilateral track.

TariffsProcedures & reviews

Coverage: Export country All → Import country US · MX · HS 72 · 76 · 87 · 30 · 33

●Effective: 2026-05-29
Announced: 2026-05-07Court decisionImport scope: US

Pending review · §122 / §301 · 2026-10-08

Verified 2026-10-08: §122 was 10% and expired 2026-07-24. Forced-labor §301 took effect 2026-07-24 at 10%–12.5%, with product exemptions and country-specific combined-rate rules.

TariffsProcedures & reviews

Coverage: Export country All → Import country US · HS All

●Effective: 2026-05-12
Announced: 2026-04-20ProcedureImport scope: US · MX

Greer + Ebrard joint statement: sector-by-sector USMCA bilateral, first formal round in Mexico City week of May 25

On April 20, 2026, USTR Jamieson Greer and Mexican Secretary of Economy Marcelo Ebrard issued a joint statement directing teams to advance technical work on economic security, complementary trade actions, strengthened rules of origin for key industrial goods, and collaboration on critical minerals. President Sheinbaum publicly framed Mexico's objective: a specialized steel/aluminum/autos agreement before the trilateral review concludes. Ebrard described the negotiating posture as 'sector by sector,' targeting reduced extra-regional dependence — particularly the 85%+ Asian import share in semiconductors, pharmaceuticals and electronics. The first formal bilateral negotiating round is scheduled for the week of May 25, 2026 in Mexico City. USTR has signaled separately that existing US §232 / §301 / §122 tariffs on Mexico-origin goods stay in place during the negotiation window.

TariffsProcedures & reviews

Coverage: Export country All → Import country US · MX · HS 72 · 76 · 87 · 85 · 30

●Effective: 2026-05-25
Announced: 2026-04-10ProcedureImport scope: US

Pending review · §122 / §301 · 2026-10-08

Verified 2026-10-08: §122 was 10% and expired 2026-07-24. Forced-labor §301 took effect 2026-07-24 at 10%–12.5%, with product exemptions and country-specific combined-rate rules.

TariffsProcedures & reviews

Coverage: Export country All → Import country US · HS All

●Effective: 2026-04-20
Announced: 2026-04-02NEWImport scope: US

§232 · EU / Ireland / Switzerland · 15% · 2026-10-08

Verified 2026-10-08. The earlier article incorrectly assigned Ireland a uniform 100% duty. That claim and the relocation, investment and consumer-price conclusions built on it are withdrawn. Unverified trade figures, market moves and company outcomes have been removed. The April 2 proclamation covers patented pharmaceuticals and associated ingredients listed in Annex I. Clause 3(a) sets a default 100% rate. Clause 3(c) gives the EU, Japan, South Korea, Switzerland and Liechtenstein a 15% country tier unless a lower clause 3 rate applies. Ireland is in the EU; the proclamation therefore does not support a blanket 100% rate for Irish products. Ireland and Switzerland belong to the same country tier.

Tariffs

Coverage: Export country All → Import country US · HS 30

●Effective: 2026-07-31Tier 2 effective: 2026-09-29
Announced: 2026-04-02MODIFIEDImport scope: US

§232 restructured: derivatives now pay full customs value (was metal-content)

April 2 proclamation raises Annex I-A primary metals to 50% ad valorem, Annex I-B derivatives to 25% on full customs value (no more metal-content split). UK origin qualifies for 25%/15% tiers with 95% melt-and-pour rule. Products with ≤15% metal content fully exempt. Quarterly inclusion process terminated.

Tariffs

Coverage: Export country All → Import country US · HS 72 · 73 · 74 · 76 · 84 · 85 · 87 · 94

●Effective: 2026-04-06
Announced: 2026-03-31NEW

PRC State Council Order No. 834 — China's first dedicated supply-chain security framework

On March 31, 2026, China's State Council promulgated Order No. 834 — the Provisions on the Security of Industrial and Supply Chains — the PRC's first dedicated framework regulation for industrial and supply-chain security. The order, jointly enforced by MOFCOM and MIIT, provides the legal basis for sanctioning foreign companies, applies a 50% Rule for products incorporating controlled components, and embeds extraterritorial jurisdiction under the October 2025 export-control framework (extraterritorial enforcement deferred until November 2026). Effective May 1, 2026. The order serves as China's structural response to US trade-tool escalation through 2026 — paralleling §301 / §232 / IEEPA on the PRC retaliatory side.

TariffsExport controls

Coverage: Export country CN → Import country All · HS All

●Effective: 2026-05-01
Announced: 2026-03-18ProcedureImport scope: US · MX

USTR Greer + Mexico's Ebrard formally launch bilateral USMCA pre-review track

On March 18, 2026, USTR Jamieson Greer met Mexico's Secretary of Economy Marcelo Ebrard in Washington to formally open bilateral USMCA review discussions, ahead of the July 1, 2026 first joint review. The published agenda: increasing US and Mexican production, limiting non-market inputs into North American supply chains, and identifying gaps in key supply chains. Canada was not included in this bilateral track — the meeting reads as a US-MX positioning channel rather than a trilateral preparatory.

Procedures & reviews

Coverage: Export country All → Import country US · MX · HS All

●Effective: 2026-03-18
Announced: 2026-03-11NEWImport scope: US

USTR launches §301 investigations of 16 economies on structural excess capacity

USTR initiates Section 301 investigations on March 11, 2026 covering 16 economies (China, EU, SG, CH, NO, ID, MY, KH, TH, KR, VN, TW, BD, MX, JP, IN) and 21 industrial sectors including steel, aluminum, autos, batteries, chemicals, electronics, semiconductors, ships, solar, robotics. Comment deadline April 15; hearings May 5, 2026.

TariffsProcedures & reviews

Coverage: Export country CN · EU · SG · CH · NO · ID · MY · KH · TH · KR · VN · TW · BD · MX · JP · IN → Import country US · HS 72 · 73 · 74 · 76 · 84 · 85 · 86 · 87 · 88 · 89 · 25 · 28 · 29 · 38 · 39 · 48 · 49 · 25

●Effective: 2026-05-05
Announced: 2025-12-30NEW

PRC expands rare-earth export licensing — samarium/gadolinium/lutetium compounds added January 1

Effective January 1, 2026, China's updated Import-Export Licensing Catalogue added samarium, gadolinium, and lutetium compounds — plus silver — to the rare-earth and strategic-materials export licensing list. Mechanism is licensing, not embargo — buyers can still source these materials, but only through suppliers holding valid MOFCOM export licenses. Administered jointly by MOFCOM and MIIT. The expansion follows the October 2025 framework that introduced extraterritorial jurisdiction and the '50% Rule' for products containing controlled components (extraterritorial enforcement delayed until November 2026). Previously controlled rare earths include yttrium, scandium, neodymium, indium, dysprosium, gallium, and germanium.

Export controls

Coverage: Export country CN → Import country All · HS 28

●Effective: 2026-01-01