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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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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
Latest
Recent analysis stream
Annex A Is a Standardized "No-Self-Harm" Exclusion Template
USTR's June 2, 2026 forced-labor Section 301 proposal does not tax everything. Annex A carves out the same strategic supply chains protected in the IEEPA and Section 122 annexes—energy, critical minerals, pharma, semiconductors, civil aircraft, Section 232 goods, and USMCA/CAFTA-DR trade—while concentrating the duty on more substitutable goods.
Trump Administration Appeals $166 Billion IEEPA Tariff Refund, Fighting Over Who Gets Paid Without Suing
The Supreme Court struck down the IEEPA tariffs in February 2026, but the harder fight is the unwinding: how the government returns roughly $166 billion, and whether CIT Judge Eaton's court-wide refund order reaches importers that never sued. With that order now at the Federal Circuit on appeal and mandamus, and Section 122 generating its own refund exposure, the operative question for importers is which entries CBP will actually pay back.
