URGENTTariffTrade Policy Desk
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.
All desks
Briefings
Analyst write-ups attached to signals on the wire. Every briefing that references an event links back to the machine-readable record.
BULLETINTariffTrade Policy Desk
United States raises tariff on China all imports to 60% from 50%
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.
FLASHRouteMaritime Desk
Strait of Hormuz transit restricted after tanker seizures; Brent gaps 8%
Escorted convoys only. Lloyd's Joint War Committee widens listed area. Gulf crude loadings delayed 4-6 days.
BULLETINTariffTrade Policy Desk
United States lifts Section 301 duties on Chinese EV batteries to 40%
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.
BULLETINPortPorts Monitor
Rotterdam terminal strike enters day three; 14 vessels at anchor
ECT Delta and Euromax operations halted. Feeder services to UK and Nordics suspended.
BULLETINSanctionTrade Policy Desk
EU 15th sanctions package adds 52 entities; targets machine-tool re-exports
New listings include three Turkish and two UAE trading houses. CNC controllers and bearings added to Annex VII.
URGENTCommodityCommodities Desk
Copper spikes 6.2% on Chilean mine flooding; Escondida output cut
LME 3M contract touches $11,400/t. Cable and transformer makers warn of Q3 pass-through.
BULLETINTariffTrade Policy Desk
India raises basic customs duty on solar modules to 40% ahead of budget
Effective 2026-10-01, India sets a 40% duty on solar originating from China. The move shifts the applied rate by +15 points.
URGENTRouteMaritime Desk
Taiwan Strait live-fire NOTAM extends through Friday; carriers add 18h buffer
Evergreen, Yang Ming re-route Kaohsiung calls east of the island.
ROUTINEPortPorts Monitor
Port of Los Angeles dwell time falls to 2.9 days as import surge fades
Rail dwell also improves. Chassis availability normalizing across San Pedro Bay.
FLASHTariffTrade Policy Desk
European Union confirms 35.3% countervailing duty on Chinese battery-electric vehicles
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.
URGENTCommodityCommodities Desk
Drewry WCI Shanghai-Rotterdam rate jumps 21% w/w on Cape routing
Spot rate at $4,890/FEU. Carriers announce peak-season surcharges from the 15th.
FLASHSanctionTrade Policy Desk
US Commerce adds 14 Chinese semiconductor fabs to Entity List
Foreign Direct Product Rule expanded to cover legacy-node lithography spares.
BULLETINTariffTrade Policy Desk
China raises retaliatory tariff on US soybeans and corn to 25%
Effective 2026-09-29, China sets a 25% duty on agri originating from United States. The move shifts the applied rate by +15 points.
BULLETINRouteMaritime Desk
Red Sea insurers pull cover for non-allied flags; Cape diversion now default
Additional war-risk premium reaches 1.2% of hull value. Maersk, Hapag extend routing advisories to Q4.
FLASHTariffTrade Policy Desk
United States reinstates 25% Section 232 steel tariff on Mexico
Effective 2026-09-28, United States sets a 25% duty on steel originating from Mexico. The move shifts the applied rate by +25 points.
BULLETINTariffTrade Policy Desk
United States sets 20% reciprocal tariff on Vietnamese imports
Effective 2026-09-27, United States sets a 20% duty on all imports originating from Vietnam. The move shifts the applied rate by +10 points.
FLASHTariffTrade Policy Desk
Canada raises tariff on United States all imports to 25% from 0%
Effective 2026-09-25, Canada sets a 25% duty on all imports originating from United States. The move shifts the applied rate by +25 points.
BULLETINTariffTrade Policy Desk
United States raises tariff on European Union all imports to 15% from 0%
Effective 2026-09-24, United States sets a 15% duty on all imports originating from European Union. The move shifts the applied rate by +15 points.
FLASHTariffTrade Policy Desk
Turkey raises tariff on China hs 8703 to 50% from 10%
Effective 2026-09-22, Turkey sets a 50% duty on hs 8703 originating from China. The move shifts the applied rate by +40 points.
BULLETINTariffTrade Policy Desk
Brazil raises tariff on China steel to 25% from 12%
Effective 2026-09-20, Brazil sets a 25% duty on steel originating from China. The move shifts the applied rate by +13 points.
FLASHTariffTrade Policy Desk
United Kingdom raises tariff on Russia all imports to 35% from 0%
Effective 2026-09-16, United Kingdom sets a 35% duty on all imports originating from Russia. The move shifts the applied rate by +35 points.
FLASHTariffTrade Policy Desk
United States raises tariff on India all imports to 25% from 0%
Effective 2026-09-14, United States sets a 25% duty on all imports originating from India. The move shifts the applied rate by +25 points.