Policy change broadcast
Objective record of trade-policy shifts as they hit. For opinion and stakes, see Insights.
Filter news by country, HS chapter and measure ↓Daily archives, country and measure topics, and a weekly briefing built from the existing policy feed. Each item keeps its official sources and separates announcement from effective dates.
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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
CBAM Q1 2026 certificate price confirmed at €75.36/tCO₂
European Commission publishes the first quarterly CBAM price on April 7: €75.36/tCO₂. Combined with the 2.5% 2026 adjustment factor, real cost per tonne of imported steel is approximately €3.77. Q2/Q3/Q4 prices scheduled for July 6, October 5, January 4 2027.
Coverage: Export country All → Import country EU · HS 25 · 27 · 28 · 31 · 72 · 73 · 76
§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 That claim and the relocation, investment and consumer-price conclusions built on it are withdrawn.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.
Coverage: Export country All → Import country US · HS 30
§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
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
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
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
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.
Coverage: Export country CN → Import country All · HS 28
Mexico expands tariffs to 1,463 lines from Jan 1 2026 (up to 50%)
Mexican Senate approves the General Import and Export Tax Law amendment on December 10 2025; effective January 1 2026. Tariff coverage expands from the 155 textile lines of December 2024 to 1,463 lines across steel, aluminum, autos, footwear, appliances, plastics, toys, glass. Top rates: autos 50%, footwear 35%, steel/aluminum 25%.
Coverage: Export country All → Import country MX · HS 39 · 61 · 62 · 63 · 64 · 70 · 72 · 76 · 84 · 85 · 87 · 95
Mexico Dec 2024 textile tariff sunset — tariffs revert, IMMEX ban continues
The temporary textile tariffs (15-35% on 155 HS lines in Chapters 61, 62) introduced by the December 19 2024 decree expired on April 23 2026 as scheduled. Most affected lines now fall under the December 2025 legislative package that entered force January 1 2026 — so apparel rates remain elevated, just on a different legal basis. The IMMEX prohibition on HS Chapters 61, 62, 63 (plus subheadings 9404.40, 9404.90) is a permanent amendment to the IMMEX Decree and is NOT subject to sunset.
Coverage: Export country All → Import country MX · HS 61 · 62 · 63
Mexico Dec 19 2024 decree: 155 textile lines 15-35%, IMMEX prohibited for Ch 61/62/63
Sheinbaum's first decree, published in the DOF evening edition: 155 HS lines of textiles and apparel hit with 15-35% duties (effective Dec 20 2024 through April 23 2026). Simultaneous IMMEX amendment: HS Chapters 61, 62, 63 plus subheadings 9404.40 and 9404.90 prohibited from IMMEX — 302 tariff items moved from Annex II-C to Annex I.
Coverage: Export country All → Import country MX · HS 61 · 62 · 63
CBAM Authorized Declarant registration deadline (March 31 2026)
From March 31 2026 every importer of CBAM-covered goods into the EU must hold Authorized CBAM Declarant status. Each shipment requires verified facility-level embedded-emissions data. Non-compliant shipments face entry rejection.
Coverage: Export country All → Import country EU · HS 25 · 27 · 28 · 31 · 72 · 73 · 76