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Daily Tariff News and Trade Intelligence: Every Tariff Change September 23, 2026
Quick Answer: What Actually Changed on September 23?
The biggest change is an announcement, not a rule: the United States and China agreed on September 23, 2026 to push their tariff truce from November 10 to January 10, 2027.
- China truce extension: Treasury Secretary Scott Bessent said on September 23, 2026 that the U.S.-China truce will run to January 10, 2027, but no implementing notice has been published and the 178 Section 301 exclusions still end November 10.
- 0% drug tariff path: A Federal Register notice published September 23, 2026 sets a 0% Section 232 rate from September 29 for nine specialty drug categories from 19 eligible jurisdictions, plus a new 0% heading, 9903.04.70, for clinical-trial and research supply.
- China exclusion refunds: CBP guidance CSMS #69990649 lets importers file a post-summary correction on or after September 23, 2026 to recover Section 301 duty paid on four excluded products entered July 1 through September 22.
- Canada import ban: Specified Canadian alcoholic beverages, whey, molasses, non-alcoholic beer, and motorcycles over 800cc are barred from entry starting 12:01 a.m. ET on September 29, 2026.
- Polysilicon import caps: A Commerce rule in effect September 22 through December 3, 2026 lets CBP block further polysilicon, solar cell, and module entries from importers bringing in volumes well above their historical levels.
- Two corrected dates: The USITC hydraulic cylinder vote is September 30, 2026, not September 28, and the September 25 van-type trailer vote covers China only.
- Confirmed vs. active investigation: A "Confirmed" tag means a rate, deadline, or legal action is in force or set by a published document; "Active investigation" means an agency is still gathering evidence toward a future decision.
- Announced: A government official has said it will happen, but no notice, proclamation, or CBP instruction has made it legally effective yet.
- Post-summary correction (PSC): An electronic fix to an entry summary filed before the entry liquidates, which is the fastest route to getting overpaid duty back.
Jump to a Section
Every Tariff Change From September 23, 2026
U.S.-China Tariff Truce Runs to January 10 (Not Official, Still Pending Legal Notice)
ANNOUNCED | NOT YET IN A PUBLISHED NOTICEWhat happened
- The announcement: Treasury Secretary Scott Bessent said on September 23, 2026 that the U.S.-China economic truce scheduled to end November 10 will be extended to January 10, 2027, after an unscheduled meeting with Vice Premier He Lifeng in Washington.
- The setting: The announcement came as Xi Jinping began a three-day state visit, with his main meeting with President Trump set for September 24.
- What has not moved: No USTR, White House, or CBP notice has been published to carry out the extension. USTR's existing notice still lists November 10, 2026 as the end date for the 178 China Section 301 exclusions.
Business consequence
Political Signal Date: January 10, 2027.
Legal Implementation Date: November 10, 2026.
Potential Duty Application: Duty may apply to excluded products entered after November 10 if the sourcing plan shifts to January 10 and no notice is issued.
Procurement Action
- Keep November 10 as the planning date for every SKU that depends on a China Section 301 exclusion until a published notice changes it.
- Log January 10 as a watch item, not a rate change, and review it the day a USTR or CBP notice appears.
- Keep summit-driven "relief" out of landed cost until a product list, rate, and effective date are published.
| Event | US-China truce extension to January 10, 2027 announced September 23 (not yet in a published notice) |
| Why It Matters | The November 10 legal end date for the 178 Section 301 exclusions stands until USTR or CBP publishes the change |
| Procurement Question | Which China SKUs depend on the exclusions, and what happens to them if the notice never follows? |
| Date Added | 2026-09-23 |
Bloomberg: US, China to extend trade truce to January 10, Bessent says
USTR: 178 Section 301 exclusions extended to November 10, 2026
Section 232 Tariff Carve-Out: Specialty Drugs and Clinical Trials Drop to 0% Additional Duty September 29
CONFIRMED | EFFECTIVE SEPTEMBER 29, 12:01 A.M. ETWhat happened
- Nine qualifying categories: A Commerce notice published September 23, 2026 (FR 2026-19498) sets a 0% Section 232 rate for drugs whose approved indications are all orphan-designated, nuclear medicines, plasma-derived therapies, fertility drugs, cell therapies, gene therapies, antibody-drug conjugates, chemical, biological, radiological, and nuclear countermeasures, and animal-health pharmaceuticals.
- Nineteen eligible jurisdictions: The 0% rate applies when the product comes from Argentina, Bangladesh, Cambodia, Ecuador, El Salvador, the European Union, Guatemala, India, Indonesia, Japan, Jordan, Malaysia, North Macedonia, South Korea, Switzerland and Liechtenstein, Taiwan, Thailand, the United Kingdom, or Vietnam.
- Urgent health need requests: Companies can ask for 0% treatment on a qualifying product from any origin by emailing pharma232@bis.doc.gov. Commerce decides each request case by case, after consulting USTR and HHS, and answers in writing.
- New heading 9903.04.70: Pharmaceutical articles used only for clinical trials, research and development, or other non-commercial purposes pay the duty in their normal subheading plus 0%.
- Definition fixes: "Pharmaceutical articles" now means finished products and active ingredients, including key starting materials, but not excipients. Unpatented animal-health products count as generics, and five codes that duplicated Annex I were removed from Annex IV.
Business consequence
HTS Code and Section 232 Rates: Two products with the same HTS code can have different Section 232 rates based on the product, origin, and end use.
Rate Table for Patented Drugs: A rate table that applies a 100% combined rate to all patented drugs would overstate costs for qualifying specialty products and clinical supplies.
Rate Table for Orphan Drugs: A rate table that assumes all orphan drugs qualify would understate costs, as only drugs whose approved indications are all orphan-designated qualify.
Procurement Action
- Tag every patented pharmaceutical SKU with specialty category (if any), origin, and intended use before September 29.
- Move clinical-trial and research shipments to 9903.04.70 with the documentation to prove non-commercial use.
- For a critical product from a non-eligible origin, prepare an urgent-health-need request now; it is not an automatic exemption.
| Product Category | Specialty Pharmaceuticals (nine listed categories) / Pharmaceuticals for clinical trials, R&D, or non-commercial use (9903.04.70) |
| Applicable HTS Chapters | 29, 30 |
| Tariff Rate | 0% Section 232 where qualified / applicable subheading duty + 0% (9903.04.70) |
| Country Scope | 19 eligible jurisdictions, or any origin with an approved urgent-health-need request / all countries (9903.04.70) |
| Effective Date | 2026-09-29 |
| Status | Pending (effective September 29) |
| Notes | FR 2026-19498. Keep UK 9903.04.63 at 0% additional |
How to Recover Section 301 Duties Paid on Excluded China Imports Since July 1
CONFIRMED | ACE LIVE SEPTEMBER 23, NOONWhat happened
- The guidance: CBP issued CSMS #69990649 on September 22, 2026 with conforming HTSUS changes for four China Section 301 product exclusions under heading 9903.88.69 (U.S. note 20(vvv)), tied to the July 1, 2026 statistical reporting changes.
- ACE date: ACE began accepting the corrected filings at noon on September 23, 2026.
- The refund window: Importers that paid Section 301 duty on qualifying entries made July 1 through September 22, 2026 can file a post-summary correction on or after September 23 to get it back. Entries outside the PSC window can be protested if they are still within the protest period.
Business consequence
Section 301 Duty Payment: The broker likely paid the full Section 301 duty if the exclusion did not match the new statistical codes.
Section 301 Duty Refund Trigger: The duty refund is not automatic and requires action.
Section 301 Duty Refund: The duty is refunded only if affected entries are found and filed before liquidation, or protested after.
Procurement Action
- Ask your broker for every China-origin entry from July 1 through September 22, 2026 that claimed or should have claimed a 9903.88.69 exclusion.
- File PSCs for unliquidated entries now; calendar the protest deadline for anything that already liquidated.
- Check the Section 301 Exclusion Monitoring row in the free calendar's Refund Opportunities tab and mark it reviewed once screened.
| CBP Entry No | One row per affected entry, July 1 through September 22, 2026 |
| Entry Date | 2026-07-01 to 2026-09-22 |
| Country | China |
| Duty Paid ($) | Section 301 duty paid on the entry |
| PSC Eligible? | Yes, if unliquidated |
| Filing Route | PSC on or after September 23; protest if liquidated |
| Filing Status | Not Started |
| Notes | CSMS #69990649; four exclusions under 9903.88.69, U.S. note 20(vvv) |
GHY International: CBP guidance on the Section 301 China conforming amendment (CSMS #69990649)
Canada Import Ban Starts September 29: Entry Depends Strictly on Physical Import Date
CONFIRMED | EFFECTIVE SEPTEMBER 29, 12:01 A.M. ETWhat happened
- What is banned: Starting 12:01 a.m. ET on September 29, 2026, Section 338 proclamations bar Canadian beer, wine, spirits, cider, sake, and beverage-grade ethyl alcohol; whey protein concentrates and modified, fluid, and dried whey; invert, cane, and other molasses; non-alcoholic beer (HTSUS 2202.91.00); and motorcycles and mopeds with engines over 800cc (HTSUS 8711.50.00).
- Transition rule: Covered goods imported before the cutoff but not yet entered or withdrawn from warehouse for consumption stay under the 50% Section 338 duty instead of the ban.
- No USMCA relief: USMCA qualification does not exempt goods from the Section 338 duties or the ban, and the proclamations do not say whether the duties already paid qualify for drawback.
Business consequence
Import Control: The physical import date is the only effective control for products facing the ban.
Cost vs. Access: For covered goods, the question shifts from what they cost to whether they can enter at all.
Landed-Cost Model Limits: No landed-cost model can fix denied entry for covered goods that cross on or after the September 29 cutoff.
Real-World Breakdown
Illustrative: $1,200,000 of Canadian whey physically imported September 28 can still enter at the 50% Section 338 duty, or $600,000. The same whey arriving September 30 cannot enter, so the exposure becomes lost supply, a replacement source at whatever price is available, and customer shortfalls.
Procurement Action
- Give every covered Canadian SKU a documented decision before September 29: accelerate, cancel, or re-source.
- Check motorcycle and moped lines by engine size; only units over 800cc are on the ban list.
- Keep any refund or drawback claim on these duties open as unresolved rather than assuming either answer.
| Date | 2026-09-29 |
| Event | Section 338 Canada import ban takes effect: alcoholic beverages (including non-alcoholic beer), whey, molasses, and motorcycles and mopeds over 800cc |
| Program | Section 338 |
| Country | Canada |
| Impact Level | Critical |
| Status | Open |
| Notes | Already in your copy. Add the 800cc cutoff (8711.50.00) and your border-date decision for each covered PO |
Troutman Pepper Locke: From duties to import bans under Section 338
Polysilicon Import Caps: Commerce Can Block Entries Before December 4 for Volume Above Historical Levels
CONFIRMED | IN EFFECT SEPTEMBER 22 THROUGH DECEMBER 3What happened
- The rule: A Commerce temporary final rule under Proclamation 11052, in effect September 22 through December 3, 2026 and published in the Federal Register September 24 (FR 2026-19537), lets Commerce tell CBP to stop accepting further covered entries from an importer before December 4. CBP issued matching guidance in CSMS #69994928.
- Established importers: Commerce compares recent volumes against the 2025 weekly average, the January 1 to August 6, 2026 weekly average, and volumes since August 6, and can look at shipments moved through affiliates or newly created importer numbers.
- New importers: Importers of record registered after August 6, 2026 face weekly caps: 12 kg under HTSUS 2804.61.00, 7 kg under specified 3818.00 lines, 2,000 solar cells under 8541.42.00, and 55 modules under 8541.43.00.
- If you are blocked: Goods can go into a bonded warehouse but cannot be entered for consumption before December 4. Waiver requests go to Commerce, which says it intends to answer within 14 days.
Business consequence
Pull-Forward Blocked: The rule is built to stop importers from pulling inventory forward ahead of the December 4 regime.
Arrival vs. Entry: Arriving before December 4 no longer guarantees entry for consumption before December 4.
New Importer Entities: Commerce says it will look at volume split across affiliates or newly created importer numbers.
Procurement Action
- Compare open polysilicon, wafer, cell, and module orders against your own historical weekly import run rate before booking more freight.
- If a new importer number is involved, check every weekly shipment against the caps.
- Prepare waiver documentation now for any volume that genuinely needs to exceed history.
| Tariff Scenario | Pre-December 4 polysilicon entries blocked for volume above historical averages (new importers: weekly caps) |
| Impact Level (1-5) | 5 |
| Response Strategy | Hold inbound plan to historical run rate; prepare Commerce waiver file |
| Implementation Timeline | Immediate |
| Key Stakeholders | Procurement, Trade Compliance, Finance |
| Status | Planned |
UK Patented Drugs Are 0% Additional Since July 31: How to Recover Duty Filed at 10%
CONFIRMED | 0% ADDITIONAL SINCE JULY 31What happened
- The rate: CBP guidance CSMS #69415934 set qualifying UK patented pharmaceuticals and ingredients under heading 9903.04.63 at 0% additional Section 232 duty, effective 12:01 a.m. ET July 31, 2026, and CBP says ACE has been updated.
- Unchanged by the new notice: The September 23 specialty-drug notice does not touch 9903.04.63; qualifying UK products stay at 0% additional.
- How to recover it: Entries filed at the old 10% can be fixed with a PSC before liquidation or protested within 180 days after liquidation.
Business consequence
Overstated Landed Cost: A rate table still carrying 10% for UK patented drugs overstates cost and may have overpaid on entries since July 31.
September 29 Carryover: Stale UK rates can carry into new decisions when the rest of the pharmaceutical program cuts over on September 29.
Real-World Breakdown
Illustrative: $5,000,000 of qualifying UK patented pharmaceuticals entered at 10% additional carries $500,000 of Section 232 duty. At the correct 0% additional under 9903.04.63, the Section 232 duty is $0, so the full $500,000 is recoverable if the entries are fixed in time. Any ordinary Column 1 duty on the underlying classification still applies.
Procurement Action
- Search rate tables, ERP tariff fields, and broker instructions for any 10% UK pharmaceutical figure and replace it.
- Pull UK-origin patented pharmaceutical entries since July 31 and sort them into PSC (unliquidated) and protest (liquidated).
| Program | Section 232 Pharmaceutical -- UK Entries Filed at 10% |
| Deadline | PSC before liquidation; protest within 180 days after liquidation |
| Entry Period to Review | UK-origin patented pharmaceutical entries since July 31, 2026 |
| Reviewed? | Mark Yes once entries are screened |
| Notes | Already in your copy. CSMS #69415934; 9903.04.63 = 0% additional |
CBP CSMS #69415934: UK patented pharmaceuticals reduced to 0%
Hydraulic Cylinder Duty Vote Moves to September 30
ACTIVE INVESTIGATION | USITC PRELIMINARY VOTE SEPTEMBER 30What happened
- New date: The USITC calendar now shows the preliminary vote on linear hydraulic cylinders from Canada, China, India, Mexico, and South Korea at 11:00 a.m. ET on September 30, 2026. Earlier editions of the free calendar, and some outside briefings, listed September 28.
- Scope: Commerce opened antidumping investigations on all five countries and countervailing duty investigations on China, India, and Mexico.
- Allegations only: Alleged dumping margins range from 56.79% to 744.85%. These are petition numbers, not duties anyone pays.
Business consequence
Negative Vote: A negative vote on September 30 ends the cases.
Affirmative Vote: An affirmative vote moves the cases toward a preliminary subsidy decision around November 12 and a preliminary dumping decision around January 26, 2027.
Producer-Level Rates: Rates will depend on the manufacturer, so a country average will not predict your cost.
Procurement Action
- Change any September 28 reminder to September 30.
- Use the extra two days to finish supplier-level mapping: manufacturer, exporter, annual spend, and inventory on hand.
- Start qualifying one alternate supplier for your highest-spend part numbers.
| Product Category | Linear hydraulic cylinders and parts |
| Vendor or Supplier Name | Each cylinder supplier by manufacturer |
| Country | Canada, China, India, Mexico, South Korea |
| Impact Level | Medium |
| Lead Time (Days) | Current lead time plus requalification time for an alternate |
| Response Status | Requote requested |
| Notes | USITC preliminary vote September 30, 11:00 a.m. ET (moved from September 28) |
USITC: notational vote, linear hydraulic cylinders, September 30, 2026
Van-Type Trailer Duty Vote on September 25 Covers China Only; Canada and Mexico Come Later
ACTIVE INVESTIGATION | USITC FINAL VOTE SEPTEMBER 25 (CHINA)What happened
- The vote: The USITC votes at 11:00 a.m. ET on September 25, 2026 on van-type trailers and subassemblies from China (Inv. 701-TA-781 and 731-TA-1768), with results posted around 11:30 a.m. ET.
- China rates: Commerce's final determinations for China set a 130.76% adjusted antidumping cash deposit for the China-wide entity and countervailing rates of 82.37% to 128.78%.
- Canada and Mexico: Both cases are still open on a later schedule. Commerce's preliminary antidumping rate for Canada is 4.29% for Manac Inc. and all others, and its final Canada determination is due no later than December 17, 2026.
Business consequence
China Only: The September 25 vote decides whether China-origin trailers and subassemblies move to a final order.
Canada and Mexico Exposure: Canadian and Mexican supply stays exposed through the end of the year.
Calendar Correction: The September 22 edition of the free calendar listed all three countries for this vote; the September 24 update corrects it to China only.
Procurement Action
- Split trailer and subassembly purchases by producer and origin: China now, Canada and Mexico on their own timelines.
- Keep Canadian and Mexican supply in the watch file through December.
| Date | 2026-09-25 |
| Event | USITC final injury vote, van-type trailers and subassemblies from China (11:00 a.m. ET) |
| Program | AD/CVD |
| Country | China |
| Impact Level | Medium |
| Status | Open |
| Notes | Corrected in the September 24 update: China only. Canada and Mexico stay open; Commerce final Canada AD due no later than December 17 |
USITC: notational vote, van-type trailers and subassemblies from China, September 25, 2026
Federal Register: van-type trailers from Canada, preliminary determination and postponed final
Up to 500% on Russian Goods and 100% on Russian-Oil Buyers: October 18 Deadline, and India Is Already Cutting Back
ENACTED | RATES NOT YET PUBLISHED | DEADLINE OCTOBER 18What happened
- The law: H.R. 5334, signed September 18, 2026, directs action within 30 days to raise duties on all Russian-origin goods to a rate of up to 500% (Section 112) and on goods from countries found to be major buyers of Russian energy or sanctions-evasion hubs to up to 100% (Section 113).
- Stacking: The new duties would apply on top of other duties, including antidumping and countervailing duties and Sections 201, 232, and 301.
- Nothing to accrue yet: No implementing rate and no Section 113 country list has been published.
- India's response: Reuters trade data shows India's Russian crude imports fell 16.5% in August to about 2.1 million barrels per day, and Kpler data points to about 1.9 million barrels per day in September.
Business consequence
India Not Exempt: Lower Russian oil purchases do not make India exempt.
Country List Pending: Until the country list is published, any major sourcing country that buys Russian energy is a scenario, not a rate.
Scope of a Designation: A Section 113 designation for India would cover every India-origin product, not just energy.
Procurement Action
- Model India and other Russian-energy buyers at +25%, +50%, and +100% on your highest-spend, single-source categories.
- Plan an exit from any Russian-origin content before October 18.
- Do not book any H.R. 5334 rate until one is published.
| Scenario | H.R. 5334 Section 113 designation, India (+25%, +50%, +100% cases) |
| Tariff Multiplier | Current rate plus 25, 50, or 100 points per case |
| Unit Cost Multiplier | 1.00 until suppliers requote |
| Volume Multiplier | Share of India volume you could shift to an alternate |
White House: H.R. 5334 signed into law September 18
Business Today (Reuters data): India's Russian crude imports fell in August
Germany Drug Pricing Investigation: Rebuttals Due September 29, No Tariff Yet
ACTIVE INVESTIGATION | REBUTTALS DUE SEPTEMBER 29 OR 30What happened
- Hearing held: USTR's Section 301 committee held its public hearing on Germany's pharmaceutical pricing and reimbursement practices at 10:00 a.m. ET on September 22, 2026. USTR says a full transcript will be posted afterward.
- Rebuttal deadline: Post-hearing rebuttal comments are due seven days after the last hearing day: September 29 if the hearing ended September 22, or September 30 if it continued to September 23.
- No remedy yet: USTR has not decided whether Germany's practices are actionable or what, if anything, it would do about them.
Business consequence
Separate Track: This investigation is separate from the Section 232 pharmaceutical program that cuts over on September 29.
No Rate to Apply: Mixing the two in a rate table creates a German drug tariff that does not exist.
Procurement Action
- Keep German-origin pharmaceutical exposure in scenario files only.
- Map German-sourced patented drugs, active ingredients, and key starting materials, with annual value and requalification time for an alternate.
| Program | Germany Pharma Section 301 -- Rebuttal Comments |
| Country | Germany |
| Comment Due | September 29 or 30, 2026 |
| Hearing Date | 2026-09-22 |
| Status | Open |
| Notes | Already in your copy. Watch ustr.gov for the transcript |
USTR: public hearing, Germany pharmaceutical Section 301 investigation
China Export Permits on Two Precursor Chemicals Can Delay Supply Without Changing U.S. Duties
CONFIRMED | EXPORT CONTROL IN EFFECT SEPTEMBER 22What happened
- The control: China added two drug-precursor chemicals to its export-control list on September 22, 2026. Exports to the United States, Mexico, and Canada now need a permit.
- Not a tariff: The change affects licensing and lead time on the Chinese side. U.S. duty rates are unchanged.
Business consequence
Lead Time Risk: Permit reviews can add weeks to a chemical or pharmaceutical input's lead time.
Hidden Exposure: A direct supplier may not know its own upstream input is on the list, and a late shipment may arrive with no explanation.
Procurement Action
- Ask Chinese chemical and pharmaceutical suppliers in writing whether any product or upstream input needs the new permit.
- Get permit status and expected lead time before accepting a revised ship date.
| Vendor or Supplier Name | Each Chinese chemical or pharmaceutical-input supplier |
| Country | China |
| Tariff Risk | No duty change; export-permit risk |
| Overall Risk | High until permit status is confirmed |
| Mitigation Action | Written permit status and lead time; qualify a non-China source for critical inputs |
Xinhua: China expands export control on precursor chemicals to U.S., Mexico, Canada
CAPE Phase 3 Opens October 6 for a Narrow Group of Older Tariff Refunds
CONFIRMED | LAUNCH OCTOBER 6What happened
- Who qualifies: CAPE Phase 3 covers finally liquidated entries that paid IEEPA duties and are covered by a Court of International Trade reliquidation order.
- Who files first: Plaintiffs that gave CBP a valid importer-of-record number by July 30, 2026 can file when Phase 3 launches on October 6. Later submissions get separate instructions.
Business consequence
Eligibility Limit: A finally liquidated entry without a court order is still outside Phase 3.
Receivable Risk: Booking a refund for entries that do not qualify overstates expected cash.
Launch Readiness: Missing ACE access or bank details can delay filing past the October 6 launch.
Procurement Action
- Sort IEEPA entries into Phase 3-eligible and not eligible.
- Confirm ACE access and ACH refund details before October 6.
| Date | 2026-10-06 |
| Event | CAPE Phase 3 launches for finally liquidated IEEPA entries covered by a CIT reliquidation order |
| Program | Refund Program |
| Impact Level | High |
| Status | Open |
| Notes | Already in your copy. Assign an owner for ACE and ACH checks |
Mohawk Global: CBP to launch CAPE Phase 3 on October 6
Chinese Tin Mill Steel for Cans and Containers Carries Preliminary Duties Above 130%, Finals Due by November 30
CONFIRMED | PRELIMINARY DUTIES IN EFFECTWhat happened
- Subsidy duty: Commerce set a preliminary countervailing duty of 66.61% on tin mill products from China, with an affirmative critical-circumstances finding.
- Dumping duty: The China-wide preliminary dumping margin is 136.52%, with an adjusted cash deposit of 130.17% after subsidy offsets. The dumping look-back reaches June 23, 2026.
- Next dates: Case briefs in the subsidy case are due October 15, and final determinations are due no later than November 30, 2026.
Business consequence
Downstream Exposure: Tin mill steel feeds food cans, beverage cans, aerosol containers, and other packaging.
Hidden Origin: Buyers who purchase through a converter may not see China on their own paperwork even when the mill is Chinese.
Procurement Action
- Ask converters for the mill of origin on every tin mill input.
- Use the broker's cash-deposit instructions for the actual producer; do not add the headline percentages together.
| Country | China |
| Product Category | Tin mill products |
| HS Code | Your tin mill lines, per the case scope |
| Tariff Rate (%) | Your current rate plus the producer's AD/CVD cash deposit |
| Tariff Source | Commerce preliminary AD (130.17% adjusted deposit) and CVD (66.61%) |
| Section 232 | Check steel coverage for your lines |
Federal Register: tin mill products from China, preliminary AD determination
USMCA Auto Rules of Origin Hearing: Requests to Testify Due September 29
CONFIRMED | APPEARANCE REQUESTS DUE SEPTEMBER 29What happened
- The study: The USITC is preparing its 2027 report on the economic impact and operation of the USMCA automotive rules of origin (Inv. 332-608).
- Dates: Requests to appear are due September 29, prehearing briefs October 1, electronic copies of oral statements October 6, the hearing is October 14 at 9:30 a.m. ET, post-hearing briefs are due October 21, and all other written submissions are due November 2, 2026.
- What it is not: This is a fact-finding report, not a rate change.
Business consequence
Qualification Drives Cost: Rules of origin decide whether a car or part qualifies for USMCA treatment, which decides how much of the Section 232 auto tariff applies.
On the Record: Importers who struggle with the regional-content math can document that cost in this proceeding.
Procurement Action
- Decide by September 29 whether to request a hearing slot, or plan a written submission by November 2.
- Gather examples of parts that miss USMCA qualification and what that costs you.
| Program | USMCA Automotive Rules of Origin, 2027 Report (Inv. 332-608) |
| Country | Canada / Mexico |
| Comment Due | Appearance requests September 29; prehearing briefs October 1; written submissions November 2 |
| Hearing Date | 2026-10-14 |
| Status | Open |
| Submitted? | No |
Federal Register: USMCA Automotive Rules of Origin, 2027 Report (hearing schedule)
Copper Wire and Cable Entries Rejected When Smelt and Cast Countries Are Missing
CONFIRMED | HARD REJECTS SINCE SEPTEMBER 14What happened
- The error: Since September 14, 2026, ACE rejects entry summaries under HTSUS 8544.42.10, 8544.42.20, 8544.42.90, and 8544.49.10 that do not report the primary country of smelt and the country of cast, under error code F794 (CSMS #69711865).
- Unknown countries: Importers can report "OTH" when a country is not known, but the field cannot be left blank.
Business consequence
Rejected Entries: A rejected entry summary means a late filing and delayed release.
Audit Trail: Using "OTH" as a default creates a record showing the supplier was never asked.
Procurement Action
- Make smelt and cast country mandatory fields in supplier onboarding for the four HTS lines.
- Require written justification for every "OTH" filing.
| Product Name | Insulated copper wire and cable (8544.42.10, .20, .90; 8544.49.10) |
| Risk Level | High |
| Suggested Mitigation | Collect smelt and cast countries from every supplier; limit "OTH" to documented unknowns |
CBP CSMS #69711865: copper smelt and cast country error code update
Still in Force: Canada's 50% List, the Forced-Labor Tariff, and Brazil's 25%
CONFIRMED | IN FORCEWhat happened
- Canada 50% list: Canadian goods under headings 9903.03.12, 9903.03.13, and 9903.03.14 carry a 50% Section 338 duty, while specified carve-outs enter at 0% under 9903.03.15 or 9903.03.16.
- Forced-labor Section 301: The Section 301 action on 60 economies, generally at 10% or 12.5% with product exemptions, has applied since July 24, 2026.
- Brazil: A separate 25% Section 301 duty on covered Brazil-origin goods has applied since July 22, 2026.
Business consequence
Separate Layers: These programs stack differently by product and origin, and each has its own Chapter 99 code.
Brazil Rate: Treating Brazil as one flat rate will get landed cost wrong.
Procurement Action
- Confirm every rate line shows its own Chapter 99 code and program.
| Country | Canada / 60 forced-labor economies / Brazil |
| Additional Duty Rate (%) | 50% (Section 338 list) / 10% or 12.5% / 25% |
| Chapter 99 Code | 9903.03.12-.14 (0% carve-outs 9903.03.15-.16) / per economy / per Brazil action |
| Tariff Program | Section 338 / Section 301 forced labor / Section 301 Brazil |
CBP CSMS #69851916: modifying Section 338 additional duties on goods of Canada
USTR: fact sheet, Section 301 action on 60 economies
USTR: Section 301 action on Brazil
What to Do Before September 29
- Keep November 10 in the plan: the January 10 truce date is announced, not published, so China exclusion SKUs still plan to November 10.
- Rebuild the pharma rate table: add the specialty 0% path and 9903.04.70, keep UK at 0% additional, and stop defaulting every patented drug to 100%.
- File the China exclusion PSCs: pull entries from July 1 through September 22 that paid Section 301 duty on an excluded product.
- Decide every Canadian load by physical import date: covered goods crossing on or after 12:01 a.m. ET September 29 cannot enter.
- Fix two dates: hydraulic cylinders vote September 30; the September 25 trailer vote is China only.
Quick questions, plain answers
Is the US-China tariff truce extended to January 10, 2027?
It has been announced but not implemented. Treasury Secretary Scott Bessent said on September 23, 2026 that the truce will run to January 10, 2027. No USTR or CBP notice has been published yet, and USTR's notice still shows the 178 China Section 301 exclusions ending November 10, 2026.
Which drugs get a 0% Section 232 tariff starting September 29, 2026?
Drugs whose approved indications are all orphan-designated, nuclear medicines, plasma-derived therapies, fertility drugs, cell and gene therapies, antibody-drug conjugates, chemical, biological, radiological, and nuclear countermeasures, and animal-health pharmaceuticals qualify when they come from one of 19 eligible jurisdictions or receive an approved urgent-health-need determination.
What is HTSUS 9903.04.70?
It is a new heading, effective September 29, 2026, for pharmaceutical articles used only for clinical trials, research and development, or other non-commercial purposes. It adds 0% Section 232 duty on top of the duty in the product's normal subheading.
Can I get Section 301 duty back on excluded Chinese goods entered since July 1, 2026?
Yes, for the four exclusions covered by CBP guidance CSMS #69990649. Importers that paid Section 301 duty on qualifying entries made July 1 through September 22, 2026 can file a post-summary correction on or after September 23, or protest entries that have already liquidated.
Which Canadian motorcycles are banned on September 29?
Motorcycles, including mopeds, with engine displacement over 800cc under HTSUS 8711.50.00. Units imported before 12:01 a.m. ET on September 29, 2026 but not yet entered stay at the 50% Section 338 duty.
When is the USITC vote on hydraulic cylinders?
September 30, 2026 at 11:00 a.m. ET, according to the USITC calendar. Some earlier schedules listed September 28.
Six decisions for the operating team
- Trade compliance: Tag every patented pharmaceutical SKU with specialty category, origin, and intended use before September 29, and route clinical-trial supply to 9903.04.70.
- Customs broker: Pull China-origin entries from July 1 through September 22, 2026 that paid Section 301 duty on an excluded product, and file post-summary corrections.
- Procurement: Give every covered Canadian SKU a documented border-date decision before September 29.
- Supply chain: Hold polysilicon, wafer, cell, and module inbound volume to your historical weekly run rate until December 4.
- Finance: Keep November 10 as the China exclusion end date, and do not book any H.R. 5334 rate until one is published.
- Leadership: Treat the January 10 truce date as a signal, not a rate, until USTR or CBP publishes it.
Editorial note: every story above was cross-checked against the live TOS product workbooks (the 90-Day Tariff Risk Calendar, US Tariff Rate Lookup, Tariff Playbook Suite, Tariff Auto-Fill Tool, Tariff Refund Suite, Tariff Impact Automation Suite, Tariff Scenario Strategy Kit, Strategic Command Suite, and Tariff Defense Masterplan), and the conflicting items in the underlying research were checked against the issuing government source before publication.
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