United States raises tariff on China all imports to 65% from 60%
Effective 2026-09-03, United States sets a 65% duty on all imports originating from China. The move shifts the applied rate by +5 points.
Effective 2026-09-03, United States sets a 65% duty on all imports originating from China. The move shifts the applied rate by +5 points.
Effective 2026-09-03, United States sets a 60% duty on all imports originating from China. The move shifts the applied rate by +10 points.
Escorted convoys only. Lloyd's Joint War Committee widens listed area. Gulf crude loadings delayed 4-6 days.
Effective 2026-10-02, United States sets a 40% duty on hs 8507 originating from China. The move shifts the applied rate by +15 points.
ECT Delta and Euromax operations halted. Feeder services to UK and Nordics suspended.
United States raises tariff on China all imports to 65% from 60%
US→CN ALL 60% → 65% (+5pp)
United States raises tariff on China all imports to 60% from 50%
US→CN ALL 50% → 60% (+10pp)
United States lifts Section 301 duties on Chinese EV batteries to 40%
US→CN HS-8507 25% → 40% (+15pp)
India raises basic customs duty on solar modules to 40% ahead of budget
IN→CN SOLAR 25% → 40% (+15pp)
European Union confirms 35.3% countervailing duty on Chinese battery-electric vehicles
EU→CN HS-8703 10% → 35.3% (+25.3pp)
China raises retaliatory tariff on US soybeans and corn to 25%
CN→US AGRI 10% → 25% (+15pp)
United States reinstates 25% Section 232 steel tariff on Mexico
US→MX STEEL 0% → 25% (+25pp)
United States sets 20% reciprocal tariff on Vietnamese imports
US→VN ALL 10% → 20% (+10pp)
Canada raises tariff on United States all imports to 25% from 0%
CA→US ALL 0% → 25% (+25pp)
United States raises tariff on European Union all imports to 15% from 0%
US→EU ALL 0% → 15% (+15pp)
Turkey raises tariff on China hs 8703 to 50% from 10%
TR→CN HS-8703 10% → 50% (+40pp)
Brazil raises tariff on China steel to 25% from 12%
BR→CN STEEL 12% → 25% (+13pp)
United Kingdom raises tariff on Russia all imports to 35% from 0%
GB→RU ALL 0% → 35% (+35pp)
United States raises tariff on India all imports to 25% from 0%
US→IN ALL 0% → 25% (+25pp)
| Passage | Status | Upd |
|---|---|---|
Strait of Hormuz Naval escorts required. War-risk premiums up 340% w/w. | restricted | 35m |
Bab el-Mandeb / Red Sea Major liners continue Cape of Good Hope diversion. +12 days transit. | restricted | 35m |
Suez Canal Volumes at 46% of 2023 baseline due to Red Sea diversion. | degraded | 35m |
Taiwan Strait Live-fire exercise NOTAM active through end of week. | watch | 35m |
Strait of Malacca Normal operations. Piracy advisories unchanged. | open | 35m |
Turkish Straits Grain corridor operating. Tanker queue 2 days. | open | 35m |
Panama Canal Draft restrictions lifted. Neopanamax slots normal. | open | 35m |
Terminal strike, day 3
Typhoon backlog clearing
Cape-routing bunching
Import surge fading
Hormuz spillover
Absorbing Rotterdam omissions
Normal operations
Soy export window open
Trade policy desk
Every duty change published on the wire updates this matrix and emits a TARIFF_RATE_CHANGED event with the imposing country, target country, sector, previous rate and new rate. Consumers pull the delta, not a screenshot.
| Imposer ↓ / Target → | CN | EU | IN | MX | RU | US | VN |
|---|---|---|---|---|---|---|---|
| BR | 25%+13 | ||||||
| CA | 25%+25 | ||||||
| CN | — | 25%+15 | |||||
| EU | 35%+25.3 | — | |||||
| GB | 35%+35 | ||||||
| IN | 40%+15 | — | |||||
| TR | 50%+40 | ||||||
| US | 65%+5 | 15%+15 | 25%+25 | 25%+25 | — | 20%+10 |
New listings include three Turkish and two UAE trading houses. CNC controllers and bearings added to Annex VII.
LME 3M contract touches $11,400/t. Cable and transformer makers warn of Q3 pass-through.
Effective 2026-10-01, India sets a 40% duty on solar originating from China. The move shifts the applied rate by +15 points.
Evergreen, Yang Ming re-route Kaohsiung calls east of the island.
Rail dwell also improves. Chassis availability normalizing across San Pedro Bay.
Effective 2026-09-30, European Union sets a 35.3% duty on hs 8703 originating from China. The move shifts the applied rate by +25.3 points.
Duty and rate changes between trading partners
Strait, canal and sea-lane status
Terminal congestion, strikes and closures
Export controls and entity listings
Price shocks in inputs and freight
For machines
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