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The United States is turning Section 232 tariffs into firm-specific bargains
Four 2026 proclamations price tariff relief against corporate commitmentsThe Section 232 proclamation on unmanned aircraft systems of 13 August 2026 is the fourth this year to make a company's tariff treatment depend on a commitment assessed by the Secretary of Commerce. A company whose onshoring plan is approved can import free of the duty, in volumes matched to the plant it promises to build. The tariff a firm pays is becoming a function of what it has undertaken to do.
Johannes Fritz14 Aug 2026
The proposed Section 232 expansion would mostly fall on USMCA imports
Comments close 27 August 2026; the rates are proposed, not in forceCommerce's Bureau of Industry and Security has proposed adding 14 articles to the Section 232 steel, aluminium and copper programme. Imports under the cited tariff lines reached $13.0bn in 2025. Mexico and Canada account for the largest share. Comments close on 27 August 2026.
Johannes Fritz10 Aug 2026
GTA Monthly Roundup: July 2026
A summary of trade and industrial policy activity worldwideThis Roundup sums up the 1'008 trade and industrial policy developments documented by the Global Trade Alert team during July 2026. The report provides a geographic analysis of these developments, with a focus on the United States, China, and the European Union. It highlights four trends: the US turned Section 301 from a country-specific remedy into a duty regime; Washington gave old status new work; ownership becoming central to industrial policy; and governments funding the semiconductor supply chain.
Fiama Angeles, Ana Elena Sancho04 Aug 2026
All Analyses
The United States is turning Section 232 tariffs into firm-specific bargains
Four 2026 proclamations price tariff relief against corporate commitmentsJohannes Fritz14 Aug 2026
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The Transshipment Alibi: What the White House Report Leaves Unasked
ZEITGEIST SERIES BRIEFING #100Simon Evenett14 Aug 2026
Diagnosing America's Enduring Manufacturing Jobs Problem: Fourteen Facts Any Serious Policy Programme Must Face
ZEITGEIST SERIES BRIEFING #99Simon Evenett13 Aug 2026
The proposed Section 232 expansion would mostly fall on USMCA imports
Comments close 27 August 2026; the rates are proposed, not in forceJohannes Fritz10 Aug 2026
Global Trade Alert in the News
Recent mentions and citations of our evidence and insights.Global Trade Alert 10 Aug 2026
GTA Monthly Roundup: July 2026
A summary of trade and industrial policy activity worldwideFiama Angeles, Ana Elena Sancho04 Aug 2026
Beijing and Washington, DC Clash Over Excess Capacity: A Guide for the Bewildered
ZEITGEIST SERIES BRIEFING #98Simon Evenett29 Jul 2026
One Year Since Turnberry: What has changed in transatlantic trade since then?
ZEITGEIST SERIES BRIEFING #97Simon Evenett27 Jul 2026
The US tariff level barely moves as Section 122 lapses as two Section 301 duties take its place
The Global Trade Alert's US tariff estimates indicate effective replacement with some country-specific variationsJohannes Fritz24 Jul 2026
Forced-Labour Section 301 Tariffs on 60 Economies Take Effect on 24 July: An Overview of the Final Action
Additional duties of 10% or 12.5% now apply to imports from 60 economies. This overview explains how the 431-page notice is organised and provides the source document repackaged for each economy; impact estimates follow separately.Johannes Fritz24 Jul 2026
Section 338: The Return of the Authority
President Trump invoked Section 338 of the Tariff Act of 1930 against Canada on 20 July 2026, leading to an additional 50% duty on 554 Canadian tariff lines. Section 338 has not been referenced since the 1930s and 1940s, with no record of it ever being used to impose tariffs. This explainer sets out how the statute works, its historical precedents, and what the current proclamations against Canada actually cover.Ana Elena Sancho, Fiama Angeles21 Jul 2026
Section 338 tariffs raise Canada’s average US tariff to 6.27%
First invocation of the statute since the 1940s; USMCA offers no reliefJohannes Fritz, Fiama Angeles, Ana Elena Sancho21 Jul 2026
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