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Section 301 excess-capacity tariffs delayed past Sep 24 Trump-Xi summit; 7.5% still base case

FreightFigures (18 Sep 2026), citing Bloomberg and Inside U.S. Trade (17 Sep), reports the administration is expected to delay announcing Section 301 "structural excess capacity" tariffs until after the 24 September Trump-Xi summit in Washington. Before the delay, a USTR report recommending a 7.5% additional duty on Chinese products had been expected ahead of the meeting. The rate and effective date remain unpublished. FreightFigures notes the forced-labor Section 301 layer (12.5% for China sinc

FreightFigures published an importer playbook on 18 September 2026 after Bloomberg and Inside U.S. Trade reported on 17 September that the Section 301 structural excess-capacity determination is expected after, not before, the 24 September Trump-Xi summit. USTR and the White House did not comment. The previously expected recommendation was a 7.5% additional duty on Chinese goods; FreightFigures stresses that neither the rate nor an effective date has been published, and the summit could still change the number.

Context for the stack: USTR opened two self-initiated Section 301 cases in March 2026 after the Supreme Court struck down country-specific IEEPA tariffs in February. The forced-labor case ended in July with China in a 12.5% tier collected since 24 July. The excess-capacity case covers 16 jurisdictions including China, the EU, Japan, South Korea, India, Vietnam, Taiwan, Indonesia, Thailand, and Malaysia. FreightFigures frames 7.5% as filling the remainder of an approximately 20% second-term duty ceiling associated with the October 2025 truce, sitting on top of MFN, legacy 301 lists, forced-labor 301, and any Section 232 or AD/CVD lines.

Calendar planning in the piece assumes a short notice pattern like the July forced-labor action (finalized around 20 July, effective 24 July). If a report posts in late September, early- to mid-October entry dates are the working assumption. Duty is assessed on the consumption entry or warehouse withdrawal date, so bonding does not freeze today's rate. FreightFigures also flags 29 September Section 232 pharma timing for non-Annex III products and the 10 November expiry of 178 China exclusions as interacting clocks.

Source: FreightFigures

Topics

  • tariffs
  • section-301
  • excess-capacity
  • customs
  • procurement
  • usa
  • china

CBP: Section 232 patented pharma/API duties hit non-Annex III on 29 Sep (China default 100%)

CBP CSMS #69395344 (30 Jul 2026) implements Presidential Proclamation 11020 on patented pharmaceuticals and ingredients (APIs and key starting materials). Annex III company products were dutiable from 31 Jul 2026; all other companies become subject on 29 September 2026 at 12:01 a.m. ET. Default heading 9903.04.60 is a 100% combined Column 1 + Section 232 rate. Preferential combined rates apply for Japan/EU/Korea/Switzerland/Liechtenstein (15%, 9903.04.62) and the UK (10%, 9903.04.63). Generics a

178 China Section 301 exclusions expire Nov 10 unless USTR extends

FreightFigures (16 Sep 2026) notes all 178 remaining China Section 301 product exclusions (164 product-specific plus 14 solar-manufacturing equipment lines) expire at 11:59 p.m. ET on 9 Nov 2026. Entries or bonded withdrawals for consumption on or after 10 Nov lose heading 9903.88.69 and face the underlying list rates again (25% on Lists 1-3, 7.5% on List 4A) unless USTR acts. As of mid-September, no Federal Register comment request matching prior extension cycles had appeared.

MOFCOM: reported EU “301” tool is protectionist; China will respond if discriminatory curbs follow

China’s Ministry of Commerce (MOFCOM) said on 29 September 2026 that media reports of some EU member states drafting a joint paper urging the European Commission to accelerate a European “Section 301”-style tool and take tougher measures against China describe a typical protectionist and unilateral measure. MOFCOM warned such a tool would disrupt China–EU trade and global industrial and supply-chain stability, undermine WTO rules, and damage trust while China–EU trade and investment consultation

FreightWaves: China-linked vessel port fees still set for 10 Nov; truce to 10 Jan needs a USTR notice

FreightWaves (28 Sep 2026) reports that US Section 301 port-entry fees on China-linked and China-built vessels remain scheduled to resume on 10 November 2026, even though the broader Busan trade truce was extended to 10 January 2027. Under the existing USTR notice, the one-year pause ends at 11:59 p.m. ET on 9 November unless USTR issues another modification. As of 28 September, no such notice had been published. China's reciprocal special port fees on US-linked vessels sit on a similar clock.

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