# Tariffs in East Asia — 2026 Q3

20 developments logged by East Asia Brief in 2026 Q3, with the companies exposed and the primary document behind each one.

| Date | Development | Where | Companies exposed | Confidence | Source |
| --- | --- | --- | --- | --- | --- |
| August 28, 2026 | [Korean cathode makers retool production lines for LMFP chemistry as price war spreads](https://eastasiabrief.com/batteries-ev/korean-cathode-makers-retool-production-lines-lmfp-chemistry-price-16) | Korea | LG Chem, EcoPro BM, POSCO Future M, Contemporary Amperex Technology |  |  |
| August 28, 2026 | [BYD and Geely expand Southeast Asian assembly lines to build regional export hubs](https://eastasiabrief.com/batteries-ev/byd-geely-expand-southeast-asian-assembly-lines-build-regional-38) | China | BYD Company, Zhejiang Geely Holding Group, SAIC Motor, Great Wall Motor |  |  |
| August 28, 2026 | [LG Energy Solution converts EV lines to accelerate ESS LFP pouch cell output](https://eastasiabrief.com/batteries-ev/lg-energy-solution-converts-ev-lines-accelerate-ess-lfp-44) | Korea | LG Energy Solution, Contemporary Amperex Technology, BYD, Tesla |  |  |
| August 28, 2026 | [Asian Shipyard Heavy Plate Costs Diverge as Mills and Builders Clash Over Contract Pricing](https://eastasiabrief.com/analysis/asian-shipyard-heavy-plate-costs-diverge-mills-builders-clash-59) | Global | POSCO Holdings, Nippon Steel, Baoshan Iron & Steel, HD Hyundai Heavy Industries |  |  |
| August 28, 2026 | [Hyundai accelerates Ulsan EV conversion to balance export lines with global demand](https://eastasiabrief.com/batteries-ev/hyundai-accelerates-ulsan-ev-conversion-balance-export-lines-global-61) | Korea | Hyundai Motor Company, Hyundai Mobis, Kia Corporation, LG Energy Solution |  |  |
| August 29, 2026 | [Corporate Clean Power Purchase Grid Fees Diverge Across East Asian Tech Hubs](https://eastasiabrief.com/analysis/corporate-clean-power-purchase-grid-fees-diverge-across-east-103) | Global | Korea Electric Power Corporation, Taiwan Power Company, Tokyo Electric Power Company Holdings, Samsung Electronics | high | https://www.egc.meti.go.jp/info/public/news/20241210001b.html |
| September 1, 2026 | [SK On Secures 18 GWh US LFP Battery Supply Deal with NeoVolta Power](https://eastasiabrief.com/batteries-ev/sk-secures-18-gwh-us-lfp-battery-supply-deal-149) | Korea | SK On, NeoVolta, LG Energy Solution, Samsung SDI | medium | https://www.thelec.net/news/articleView.html?idxno=13466 |
| September 1, 2026 | [Innometry sweeps Samsung SDI US ESS battery inspection orders](https://eastasiabrief.com/batteries-ev/innometry-sweeps-samsung-sdi-us-ess-battery-inspection-orders-152) | Korea | Innometry, Samsung SDI, Stellantis, Tesla | medium | https://www.thelec.net/news/articleView.html?idxno=13530 |
| September 2, 2026 | [US and China open talks on $30 billion reciprocal tariff reduction](https://eastasiabrief.com/trade-policy/us-china-open-talks-30-billion-reciprocal-tariff-reduction-155) | Global | Boeing, National Association of Music Merchants | high | https://ustr.gov/about/policy-offices/press-office/press-releases/2026/june/ustr-seeks-public-comment-scope-and-operation-mechanism-promote-balanced-and-reciprocal-trade-china |
| September 3, 2026 | [Japan bids to host permanent CPTPP secretariat to steer Asia-Pacific trade rules](https://eastasiabrief.com/trade-policy/japan-bids-host-permanent-cptpp-secretariat-steer-asia-pacific-162) | Japan |  | high | https://www.meti.go.jp/main/yosangaisan/fy2027/pdf/ippan_o.pdf |
| September 3, 2026 | [US 100% drone tariffs take effect as Chinese hardware faces border wall](https://eastasiabrief.com/trade-policy/us-100-drone-tariffs-take-effect-chinese-hardware-faces-163) | Global | Da-Jiang Innovations, Terra Drone Corporation, Skydio, FLIR Systems | high | https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-bolsters-national-security-and-strengthens-u-s-supply-chains-by-imposing-tariffs-on-drones-and-their-parts-and-components/ |
| September 4, 2026 | [Korea presses US for equal chip tariff terms as Lutnick warns of import levies](https://eastasiabrief.com/semiconductors/korea-presses-us-equal-chip-tariff-terms-lutnick-warns-170) | Korea | Samsung Electronics, SK hynix, Nvidia, TSMC | high | https://www.motir.go.kr/kor/article/ATCL3f49a5a8c/170765/view |
| September 4, 2026 | [Japan offers U.S. chip investment to win semiconductor tariff relief](https://eastasiabrief.com/trade-policy/japan-offers-u-s-chip-investment-win-semiconductor-tariff-175) | Japan | SoftBank Group, Toshiba, Westinghouse, Tokyo Electron | high | https://www.meti.go.jp/press/2025/03/20260307001/20260307001.html |
| September 4, 2026 | [LG Energy Solution details $4.3B Tesla battery supply for US energy storage](https://eastasiabrief.com/batteries-ev/lg-energy-solution-details-4-3b-tesla-battery-supply-177) | Korea | LG Energy Solution, Tesla, General Motors, Smackover Lithium | medium | https://www.joongang.co.kr/article/25412426 |
| September 5, 2026 | [Wacker Chemie keeps Tennessee plant open despite US tariffs](https://eastasiabrief.com/trade-policy/wacker-chemie-keeps-tennessee-plant-open-despite-us-tariffs-186) | Global | Wacker Chemie | high | https://www.whitehouse.gov/presidential-actions/2026/08/adjusting-imports-of-polysilicon-and-its-derivatives-into-the-united-states/ |
| September 5, 2026 | [BYD launches 130 kWh LFP pack in Denza SUV with 960 km range](https://eastasiabrief.com/batteries-ev/byd-launches-130-kwh-lfp-pack-denza-suv-960-188) | China | BYD, Denza, LG Energy Solution, Samsung SDI | medium | https://www.autoevolution.com/news/byd-s-denza-n8-goes-620-miles-on-a-charge-thanks-to-its-130-kwh-battery-charges-fully-in-9-minutes-274403.html |
| September 6, 2026 | [Xi Jinping plans business delegation for Donald Trump summit](https://eastasiabrief.com/trade-policy/xi-jinping-plans-business-delegation-donald-trump-summit-189) | China | Boeing, Apple, Nvidia, Tesla | high | https://www.fmprc.gov.cn/ |
| September 6, 2026 | [Air Products commits record capital to South Korea chip fabs](https://eastasiabrief.com/semiconductors/air-products-commits-record-capital-south-korea-chip-fabs-190) | Korea | Air Products, Samsung Electronics, Axcelis Technologies, Corning | medium | https://www.airproducts.com/company/news-center/2026/04/0429-air-products-gas-supply-samsung-semiconductor-fab-south-korea |
| September 6, 2026 | [CATL holds 314Ah storage cell prices steady at 0.423 yuan](https://eastasiabrief.com/batteries-ev/catl-holds-314ah-storage-cell-prices-steady-0-423-191) | China | Contemporary Amperex Technology Co. Limited, LG Energy Solution, Samsung SDI, SK On | medium | https://www.indexbox.io/blog/weekly-bess-roundup-grid-attacks-catl-price-cuts-and-market-dynamics/ |
| September 8, 2026 | [China waives African import duties to lock in strategic ores](https://eastasiabrief.com/trade-policy/china-waives-african-import-duties-lock-strategic-ores-210) | China | China Baowu Steel Group, Zijin Mining Group, CMOC Group | high | https://www.mofcom.gov.cn/xwfb/sjfzrfb/art/2026/art_eb89a23715fa49cf87c245c1d0710842.html |

Cite as: East Asia Brief, "Tariffs in East Asia — 2026 Q3." https://eastasiabrief.com/reports/2026-q3/tariffs