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Section 301 Investigation Candidates: What the US Trade Representative Worries About
Section 301 Investigation Candidates: What the US Trade Representative Worries AboutWithin hours after the SCOTUS struck down the IEEPA tariffs, USTR Ambassador Greer committed to new Section 301 investigations across seven themes. This piece analyses the US government’s publicly articulated trade concerns under the National Trade Estimate Report to identify where the administration is likely to look, and at whom.
Johannes Fritz, Ana Elena Sancho, Fiama Angeles 04 Mar 2026
Section 301: Trump's Tariff Tool After IEEPA
Section 301: Trump's Tariff Tool After IEEPAIn his post-IEEPA-ruling speech, USTR Greer signalled that Trump's tariff policy will turn towards Section 301. This explainer maps what Section 301 tariffs are already in place, how their scope can shift, and what the next round of measures looks like.
Ana Elena Sancho, Halit Harput, Fiama Angeles & others 26 Feb 2026
Bilateral Deals Were Built Around Section 232, Not IEEPA
Section 232 rate concessions covered $213 billion in trade, dwarfing the $8.6 billion in IEEPA product carve-outs. And unlike IEEPA, the legal authority behind Sections 232 and 301 remains intact.The bilateral architecture that mattered commercially was never built on IEEPA. It was built on Section 232 and Section 301.
Johannes Fritz 26 Feb 2026
All Analyses
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A Refreshed Taxonomy to Monitor Non-Tariff Measures
A Refreshed Taxonomy to Monitor Non-Tariff MeasuresAna Elena Sancho 04 Mar 2026
Section 301 Investigation Candidates: What the US Trade Representative Worries About
Section 301 Investigation Candidates: What the US Trade Representative Worries AboutJohannes Fritz, Ana Elena Sancho, Fiama Angeles 04 Mar 2026
GTA Monthly Roundup: February 2026
A summary of trade and industrial policy activity worldwideFiama Angeles, Ana Elena Sancho 03 Mar 2026
Global Trade Alert in the News
Recent mentions and citations of our evidence and insights.Global Trade Alert 27 Feb 2026
After IEEPA: How Sections 232 and 301 Work
After IEEPA: How Sections 232 and 301 WorkHalit Harput, Marius Risse 26 Feb 2026
Section 301: Trump's Tariff Tool After IEEPA
Section 301: Trump's Tariff Tool After IEEPAAna Elena Sancho, Halit Harput, Fiama Angeles & others 26 Feb 2026
Section 232: Already Expanding When IEEPA Fell
The National Security Tariff That Never Stops GrowingAna Elena Sancho 26 Feb 2026
Bilateral Deals Were Built Around Section 232, Not IEEPA
Section 232 rate concessions covered $213 billion in trade, dwarfing the $8.6 billion in IEEPA product carve-outs. And unlike IEEPA, the legal authority behind Sections 232 and 301 remains intact.Johannes Fritz 26 Feb 2026
What the Special Product Exceptions in the Tariff Deals Were Actually Worth
Country-specific product exceptions covered just 2.6 per cent of the trade exempted under IEEPA product-exception dealsJohannes Fritz 24 Feb 2026
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The Section 122 Exemption Structure, Explained
What changed and what didn't in the product exemption structureJohannes Fritz 23 Feb 2026
The Supreme Court Rules, Uncertainty By Design Remains: A Guide to the New US Tariff Regime
ZEITGEIST SERIES BRIEFING #86Simon Evenett 23 Feb 2026
Section 122 in effect: what the US tariff regime looks like now
The Section 122 proclamation imposes a surcharge on most US imports (raised from 10% to 15% on 22 February), effective 24 February 2026 for 150 days. The trade-weighted average US tariff rate is 13.0% under S122 at 15%, compared with 11.4% at 10%, 15.2% before SCOTUS, and 8.1% after the IEEPA strike-down.Johannes Fritz 21 Feb 2026
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