366 briefings

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265

US Section 301 duties remain in force across imports from 60 trading partners

US Section 301 duties of 10% or 12.5% have applied to imports from 60 trading partners since July 24, replacing the expired temporary global tariff, while two legal challenges proceed in the US Court of International Trade.

266

US Senate advances bill to widen pressure on Russian energy buyers

The US Senate has advanced, but not enacted, bipartisan legislation that could authorize tariffs and other restrictions on major buyers of Russian oil and natural gas, expanding prospective pressure beyond Russian entities and shipping networks.

267

Trump-Zelenskyy talks keep air-defence cooperation in focus

President Donald Trump and President Volodymyr Zelenskyy discussed air defence, strategic cooperation and further contact in Washington on July 28, but no public evidence confirms a new U.S. weapons package, production licence, funding decision or delivery timetable.

268

US maintains restrictions on transfers of advanced AI model weights

As of July 29, 2026, U.S. export controls continue to apply a presumption of denial to certain transfers of advanced AI model weights to end users or ultimate parents headquartered outside designated trusted destinations.

269

China warns of countermeasures over possible US action against AI firms

China has warned it will protect its AI companies if the United States opens investigations or imposes restrictions over disputed allegations involving US frontier models, but neither side has confirmed new measures as of 28 July 2026.

270

Trump and Zelenskyy meet as Ukraine seeks US air-defence and diplomatic backing

US President Donald Trump and Ukrainian President Volodymyr Zelenskyy met at the White House on 28 July, continuing discussions on anti-ballistic air defence and a US-supported diplomatic track without a verified public agreement or delivery timetable.

271

Trump and Netanyahu meet as US strike pause on Iran holds

President Donald Trump and Prime Minister Benjamin Netanyahu met in Washington on 28 July as the United States maintained a pause in airstrikes on Iran to allow diplomacy, with no new joint decision announced.

272

U.S. Section 301 tariff schedule replaces expired global levy for 60 economies

The United States now applies differentiated Section 301 tariffs of 10% or 12.5% to covered imports from 60 economies, replacing the temporary 10% worldwide levy that expired on July 24.

273

U.S. Section 301 duties on goods from 60 economies are now in force

U.S. Section 301 duties of 10% or 12.5% on covered goods from 60 economies have applied since July 24, with a narrow in-transit exemption expiring on July 28.

274

US tightens defence sourcing rules for critical materials

A July 20 executive order, published on July 23, establishes tighter waiver, traceability and alternative-source requirements for critical materials and components in designated US defence procurements.

275

Trump cites unverified Chinese and Russian assurances against arming Iran

As of 25 July, President Donald Trump says China and Russia have pledged not to supply weapons to Iran, but neither government has publicly confirmed the assurances or set out implementation terms.

276

US Section 301 tariff regime replaces expired global levy

The United States’ finalized Section 301 programme is now the active import-tariff framework after the temporary 10% worldwide levy expired on July 24, applying additional duties of generally 10% or 12.5% to most imports from 60 economies.

277

U.S.-Saudi nuclear framework awaits congressional review

The United States and Saudi Arabia have signed civil-nuclear and bilateral safeguards agreements, but congressional review and undisclosed terms leave project-level implementation unresolved.

278

US sets 19 August start for 50% tariffs on specified Canadian imports

The United States has issued three coordinated Section 338 tariff actions against Canada, with additional 50% duties on specified vehicle, alcohol and dairy-related imports scheduled to begin on 19 August.

279

US schedules targeted 50% duty on Canadian goods over dairy-quota dispute

The United States has scheduled an additional 50% duty on specified Canadian products from August 19 after asserting that Canada’s cheese tariff-rate-quota rules discriminate against US commerce.

280

US and Saudi Arabia establish civil-nuclear cooperation framework

The United States and Saudi Arabia signed civil-nuclear cooperation and bilateral safeguards agreements on 22 July, opening a legal pathway for future U.S. participation in Saudi nuclear-energy projects subject to congressional review.

281

US schedules additional 50% tariffs on specified Canadian imports for August

The United States has proclaimed additional 50% duties on specified Canadian imports, due to take effect on August 19, while Canada and the United States continue trade negotiations.

282

US 25% tariff on qualifying Brazilian imports takes effect

A US Section 301 tariff of 25% is now applied to qualifying Brazil-origin imports, subject to product exemptions, creating immediate customs costs while Brazil prepares legal and reciprocity-law responses.

283

US sets January 2027 end-date for most defence-material sourcing waivers

A July 20 executive order directs the Department of War to stop issuing most waivers for covered materials from covered nations from January 1, 2027, unless contractors secure approval for plans to replace non-compliant supply.

284

US 25% tariff on covered Brazilian imports takes effect

A 25% additional US Section 301 tariff on covered imports from Brazil became applicable on July 22, 2026, with specified product exemptions and new foreign-trade-zone treatment for most covered goods.

285

TSMC plans $100 billion Arizona expansion for four more advanced fabs

TSMC’s July 16 commitment of an additional $100 billion for four planned Arizona fabs would extend US-based leading-edge chip capacity, but delivery remains dependent on construction and production execution.

286

US finalises 25% Brazil tariff ahead of July 22 start

The United States has finalised a 25% Section 301 duty on most Brazil-origin imports, with annexed exemptions, to take effect at 12:01 a.m. Eastern time on July 22, 2026.

287

US recalibrates Hong Kong sanctions after emergency expiry

The United States has removed Hong Kong-related designations based solely on the expired Executive Order 13936 emergency, while retaining Hong Kong Autonomy Act measures on a non-SDN list and preserving blocks on property frozen before 14 July 2026.

288

US-Iran hostilities keep Strait of Hormuz shipping severely disrupted

As of 20 July, continuing US-Iran attacks are sustaining severe insecurity for commercial navigation through the Strait of Hormuz, curtailing energy shipments and lifting oil prices above $90 a barrel.