『US China Trade War Escalates: Trump Imposes Highest Tariffs in Decades, Targeting Electronics, Minerals, and Critical Sectors』のカバーアート

US China Trade War Escalates: Trump Imposes Highest Tariffs in Decades, Targeting Electronics, Minerals, and Critical Sectors

US China Trade War Escalates: Trump Imposes Highest Tariffs in Decades, Targeting Electronics, Minerals, and Critical Sectors

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 Listeners, here’s your September 2025 update on tariffs and the evolving trade relationship between the US and China. With President Trump’s return to office, tariff policy has shifted dramatically in recent months, and China remains squarely in the crosshairs.

As of September, Trump’s baseline reciprocal tariff rate on China has risen to between 15% and 20%. This new baseline, announced in July and effective early August, applies to a wide range of Chinese imports, including strategic sectors like electronics, industrial machinery, and textiles. The Peterson Institute for International Economics confirms that these new reciprocal tariffs are among the highest imposed on any major US trading partner this decade.

For listeners in business and logistics, Section 301 tariffs remain critical. According to Freightos, most Chinese goods now face tariffs between 7.5% and 25%, depending on category. These rates are layered atop recent increases, pushing the effective tariff burden dramatically higher, with importers now routinely paying as much as 25% on shipments from China.

Wipfli advises that tariffs in 2025 have reached levels not seen since the Great Depression. Average rates on all US imports, thanks to stacking rules under various trade laws, now approach 18%. Virtually all Chinese-origin goods, including metals, critical minerals, pharmaceuticals, and semiconductors, are subject to tariffs, with some specialized goods seeing rates above 50%.

In a significant update, the de minimis exemption—previously allowing low-value shipments to bypass tariffs—was revoked in May. The Commerce Department now collects duties of 54% ad valorem or $100 per item on Chinese-origin goods shipped via international mail, starting this summer. This change, designed to close loopholes and tackle Chinese fentanyl imports, hits both e-commerce and small businesses hard.

It’s important to note that the landscape continues to shift. On September 5, Trump modified the list of affected goods, adding categories like copper, semiconductors, pharmaceuticals, and critical minerals, while removing some others. These changes took effect on September 8.

China has responded in kind. Since March, Chinese authorities implemented countermeasures including 15% tariffs on US agricultural exports and 10% on a wide swath of other American goods, along with export controls on rare earths and critical minerals. These tit-for-tat restrictions are shaping major supply chain decisions for multinational companies.

The impact zone is broad. Cargo volumes at US ports are declining as importers scramble to avoid new duties. Global Port Tracker and Hackett Associates report a 5.6% decline in US import volumes by year-end, with the outlook for late 2025 described as "not optimistic"—directly attributable to higher tariffs and continuing trade uncertainty.

Thanks for tuning in to China Tariff News and Tracker. Don’t forget to subscribe for more vital updates. This has been a quiet please production, for more check out quiet please dot ai.

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