Southeast Asia beats India in China Plus One race, data showMembers
Higher capital efficiency in Vietnam and Malaysia outmatches India's cheaper wages as Indian exports fell to 22.3% of output in…
Policy tracker
All policy tags →Tariffs
Every EAB briefing filed under the Tariffs policy tag, newest first. 88 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 83 of 88
- Briefings
- 89
- Desks
- Trade & Policy (40), Batteries & EV (25), Semiconductors (12), Analysis (6), Energy & Minerals (3), Robotics (2)
CATL develops tall pickup batteries to bypass US tariffs
Tests conducted by American automakers show the Chinese supplier is targeting commercial trucks through technology licensing to…
Trump signs sanctions act authorizing 100% tariffs on oil buyers
The measure targets goods from the top five purchasers of Russian crude oil and natural gas, putting Indian and Chinese supply…
China and US Open Talks to Cut LNG Tariffs Ahead of Summit
Delegations led by Vice Premier He Lifeng and Treasury Secretary Scott Bessent review duties on American gas cargoes under a…
Chinese EVs capture 35% Korea market share under 8% tariff
Automakers urged lawmakers at a National Assembly forum to enact domestic production tax credits after shipments from Shanghai…
SK hynix subsidiary Solidigm weighs NAND fab in New York
The South Korean memory producer said Sept. 18 that no terms are settled, as Washington pressures foreign chipmakers to onshore…
US and Japan weigh $19 billion GlobalFoundries fab under tariff pact
Washington and Tokyo review funding for a US logic chip factory operated by GlobalFoundries as part of Japan's $550 billion…
Stellantis shifts Leapmotor electric car assembly to SpainMembers
The Franco-Italian automaker prepares 40,000 units of annual B10 SUV capacity in Zaragoza after abandoning Polish…
US House advances 100% tariff bill on Russian crude buyers
The measure targets major importers including India and China with secondary duties, threatening refining margins built on…
BYD plans three European car plants to counter EU tariffs
Special adviser Alfredo Altavilla confirmed Sept. 16 that the Chinese carmaker seeks three assembly facilities and a battery cell…
China Gas buys US LNG from Venture Global under 20-year pact
The 0.5-million-tonne annual purchase expands the Chinese distributor's contracted volume from Louisiana export terminals to 2.5…
China and South Africa advance battery mineral refining pact
Beijing seeks overseas processing hubs to bypass Western trade barriers as Pretoria demands that refiners add value to its 37%…
China opens zero-tariff market access for Seychelles goods
The early harvest agreement eliminates import duties across all tariff lines for the island state as Beijing expands its…
Lotus absorbs 18.8% EU tariff to defend European deliveries
The Zhejiang Geely affiliate relies on hybrid models and parent capital to absorb Brussels import duties after reporting a $151…
GM and Stellantis weigh Korean auto parts suppliers amid China risks
Detroit automakers held over 200 sourcing meetings with 61 Korean component vendors as supply chain derisking pressures mount…
China confirms reciprocal tariff talks with US on $30B trade
Working-level negotiators seek to apply most-favored-nation duties to non-sensitive imports through a newly formed bilateral…
Korea Customs finds $410 million tariff-rate quota abuse across 10 firms
The agency will tighten declaration deadlines and surcharge caps after 10 food importers evaded 58.6 billion won in taxes by…
Sungrow picks Samsung SDI cells to protect US storage sales
The Chinese grid supplier is securing South Korean lithium iron phosphate cells to sidestep rising tariffs and safeguard…
Tesla sweeps Canada EV import quota as Chinese makers wait
Ottawa rolled over 8,897 unused vehicle slots on Sept. 1 into a 33,397-car window, leaving Elon Musk's Shanghai plant as the main…
BYD tests Ti7 in Canada with second-generation Blade battery
A leaked evaluation sheet shows an all-wheel-drive plug-in hybrid setup that the Shenzhen automaker has not deployed in its…
China waives African import duties to lock in strategic ores
Beijing’s tariff exemption across 53 countries accelerated imports of copper, lithium and farm produce through July, insulating…
CATL holds 314Ah storage cell prices steady at 0.423 yuanMembers
Official platform listings on Sept. 4 contradicted trade reports of aggressive price cuts, even as South Korean battery makers…
Air Products commits record capital to South Korea chip fabs
The industrial gas supplier filed plans with Seoul on Sept. 4 to build dedicated Pyeongtaek facilities for Samsung Electronics,…
Xi Jinping plans business delegation for Donald Trump summit
Beijing aims to ease trade friction and protect cross-border commerce as U.S.