Updated Guidance
Extension of Pause
- The 90‑day suspension of country‑specific “reciprocal” tariffs—originally set to expire July 9—has been extended by executive order until August 1, 2025, providing additional time for trade negotiations.
Continued Universal 10% Duty
- The baseline 10% tariff remains in force on most imported goods (excluding China, Hong Kong, Macau, and select exempt categories), stacking on top of existing duties.
China Tariffs Remain High
- Imports from China, Hong Kong, and Macau are still subject to a steep 125% “reciprocal” duty, cumulative with other applicable tariffs.
Letters Issued to Trading Partners
- Formal notifications have been dispatched to trading countries—particularly those with significant trade imbalances—detailing their specific proposed tariff rates meant to mirror duties imposed on U.S. exports.
Tariff Stacking Continues
- Duties from this program are additive: the 10% universal rate applies in tandem with existing Section 232 sector tariffs and standard import duties.
Strategic Window Ahead
With the pause now running through August 1, logistics and trade teams should:
- Track outcomes of bilateral talks and rate changes.
- Analyze ongoing cost stacking on affected cargoes.
- Plan for potential customs recalibrations starting August
Logistics‑Ready Actions
- Check supplier invoices and landed cost projections for new duties and adjust quotes accordingly.
- Update compliance checklists, HS codes, and duty rate tables.
- Communicate with U.S. customs brokers and partners about possible tariff rate changes post-August
