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US expected to delay excess-capacity tariffs until after 24 Sep Trump-Xi summit

Bloomberg (18 Sep 2026), via The Straits Times and CNBC TV18, says the US is expected to delay announcing new Section 301 tariffs tied to trading partners’ excess manufacturing capacity at least until after the 24 Sep Trump-Xi summit in Washington. An earlier Bloomberg report said a planned excess-capacity trade report would recommend a 7.5% tariff on Chinese goods; that would, if applied as previously expected, restore second-term China duties toward about 20%. USTR and the White House did not

Bloomberg reporting dated 18 Sep 2026 (carried by The Straits Times and CNBC TV18) says the United States is expected to delay announcing new tariffs over allegations of trading partners’ excess manufacturing capacity at least until after next week’s planned summit between Presidents Donald Trump and Xi Jinping in Washington. People familiar with the matter were cited; the reason for the delay was not made clear.

Bloomberg had earlier reported that the administration intended to release an excess-capacity trade report before the leaders’ meeting recommending a 7.5% tariff on Chinese goods. Coverage notes it is uncertain whether the final rate will match that earlier expectation. If applied as previously framed, the levy would restore Trump’s second-term China duties to around 20% — a level Beijing has previously said is consistent with its trade truce with Washington.

In March, the administration opened a Section 301 investigation into more than a dozen major trading partners over excess-capacity concerns. Those expected levies, together with already-implemented forced-labour-related duties, are described as part of efforts to rebuild tariff levels after the Supreme Court overturned country-specific emergency tariffs earlier in 2026. The Office of the US Trade Representative and the White House did not respond to comment requests. Inside US Trade first reported the delay. No HS list or effective date has been published.

Source: The Straits Times / Bloomberg

Topics

  • tariffs
  • us-china
  • section-301
  • trade-policy

Trump-Xi 24 Sep Washington agenda: tariff truce, Boeing, rare earths

Reuters (17 Sep 2026) says President Trump will host Xi Jinping in Washington on 24 Sep, Xi's first White House visit in a decade and their second meeting this year. Markets will watch whether last October's tariff truce, set to expire 10 Nov, is extended, plus any progress on a mutual tariff cut covering about $30 billion of goods, Boeing purchases, and rare-earth licence flow.

Maersk suspends TPX extra loader for the rest of Q4 after 29 Sep

The Loadstar (17 Sep 2026) reports Maersk will suspend its standalone transpacific TPX extra-loader after the 4,200 teu Maersk Boston sails from Vung Tau on 29 Sep. TPX then stays down for the rest of Q4 2026. MSC separately said it will blank its Asia-US East Coast Emerald sailing in week 41 because of an expected Golden Week demand dip.

China–US East Coast box rates near COVID highs; Drewry Shanghai–NY $10,394

Reuters (17 Sep 2026) says Xeneta’s China–US East Coast spot rate hit USD 10,948 per 40ft container — more than four times since the Iran war began 28 Feb, and just short of the USD 11,900 COVID-era peak (Jan 2022). Drewry’s WCI same day: Shanghai–New York +7% to USD 10,394/FEU; Shanghai–Los Angeles +5% to USD 7,712; composite WCI +1% to USD 4,500. Bunker VLSFO averaged USD 901.50/mt Thursday (Ship & Bunker).

China August ‘new three’ green-tech exports jump 36% to $23bn; mech-elec hits record

Caixin (18 Sep 2026), citing detailed Chinese customs data released Friday, reports August exports of the ‘new three’ green technologies — EVs, lithium batteries and solar cells — rose 36% year on year to USD 23 billion. EV export value rose 65.3% to USD 11 billion (572,000 units, +57.2%); lithium batteries rose 33.4% to USD 9.6 billion; solar-cell export value fell 23.1% to USD 2.3 billion. Broader mechanical and electrical product exports rose 33% to a record USD 262.3 billion.

Dated desk notes, not a news feed Updates.

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