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ReadUpdated Jul 4, 2026
Analysis
Source-backed trade-policy analysis for import-scope decisions. Start from a product line, origin, supplier, or case, then move from public record to operating posture.
Published pieces71 in the archive
Current leadOrigin decision support
Evidence standardCitable public records
Primary useImport-team framing
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Topics
Origin review11 piecesUSMCA reviewAuto rules of origin+1Entry posture review18 piecesRefund postureCAPE processing+3Trade policy4 piecesPolicy monitoringMetals scope review3 piecesSection 232 metalsSection 232 copper+1Trade remedies3 piecesAD/CVD ordersPhosphate CVD ordersExport controls5 piecesLicensing regimeFDPR enforcement+1Tariff authority20 piecesSection 301 trackSection 122 surcharge+2Customs enforcement3 piecesUFLPA enforcementDe minimis administrationTrade governance3 piecesAdvisory committeeEXIM reauthorization+1
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Export controls stream
The Rare Earth Snapback Window Is Asymmetric
The U.S. Affiliates Rule has a fixed revival date, while China's rare-earth exposure sits in a live licensing regime with a suspended extraterritorial layer.
China Targets U.S. Rare-Earth Champions While Keeping the Tariff Track Calm
Beijing's June 22 export control listing shows the new U.S.-China pattern: tariff stabilization continues while strategic-control escalation intensifies.
A German EAR99 Sensor Became U.S.-Controlled Because of the Machines That Made It
BIS penalized Bosch $36 million for EAR99 sensors and automotive software captured by the Huawei FDPR through U.S.-derived production and testing equipment.
