Every change that moves a number, dated and sourced.

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.

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

• Official source: CBP CSMS 67844987
• Official source: CBP CSMS 69326983

§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.

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

• Official source: White House Proclamation
• Official source: CBP §232 FAQ

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.

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

• Source: White & Case — China extraterritorial jurisdiction and 50% Rule
• Source: Andersen Institute — China's Export Control Architecture
• Source: China Briefing — Export Controls overview

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.

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

• Official source: USTR press release — US-Mexico bilateral discussions next steps
• Source: Brookings — The US has formally started joint review of USMCA
• Official source: CRS — USMCA Joint Review process and role of Congress

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.

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

• Official source: USTR press release
• Official source: USTR fact sheet
• Official source: Federal Register
• Source: White & Case alert