Policy change broadcast

Every change that moves a number, dated and sourced.

Objective record of trade-policy shifts as they hit. For opinion and stakes, see Insights.

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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: 2026-04-02MODIFIEDImport 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