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.
United StatesChina
The Office of the U.S. Trade Representative finalized an increase in Section 301 tariffs on lithium-ion battery cells and packs of Chinese origin (HS 8507.60). Importers of energy-storage systems and EV components should expect landed-cost increases of 12-15% absent supplier re-sourcing. Transshipment via Vietnam and Mexico is under heightened CBP scrutiny.