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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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Section 301 track stream
The DST Tariff Threat Splits Rate From Speed
A 100 percent DST tariff threat points to Section 301, but collection still needs a USTR instrument, product scope, effective date, and HTS language.
Hormuz Strengthens the Section 232 Story, but the Active Docket Is Section 301
Hormuz hands the administration a supply-chain-security story, but helium sits outside the current Section 232 tariff architecture. The docket the shock reinforces is Section 301, not 232.
Section 301 Has the Tariff Power. The German Drug-Pricing Case Has the Causation Problem.
Section 301 supplies the tariff power IEEPA lacked. The German drug-pricing case is weak instead on statutory fit and the causal chain to U.S. commerce.
