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On November 14, 2025, the White House and the Republic of Korea jointly issued a Fact Sheet formalizing the U.S.-Korea Strategic Trade and Investment Deal first announced in July 2025 and reaffirmed at the October 29, 2025 Trump-Lee Jae-myung State Visit summit in Gyeongju, Korea. Under the deal the United States applies the higher of the KORUS FTA rate or U.S. MFN rate, capped at 15 percent reciprocal tariff on originating ROK goods, and reduces §232 tariffs on Korean autos, auto parts, timber, lumber, and wood derivatives to 15 percent. Korea committed $200 billion in additional strategic investment under a sovereign MOU, plus $150 billion in announced ROK corporate FDI. Korean Air announced a $36 billion order for 103 Boeing aircraft (737 MAX, 787, 777X). HTSUS implementation followed in the Federal Register notice of December 4, 2025.
한국산 자동차·자동차부품·목재·목제품 등에 적용되던 232조 관세가 15%로 캡됨에 따라 대미 수출의 관세 부담이 안정화됨. 단, 일본·EU와 동일한 15% 수준이라 차별적 우위는 없으며, 2,000억 달러 정부 투자 MOU와 1,500억 달러 민간 FDI 약속의 이행 일정·산업별 배분이 향후 통상 의제의 핵심이 될 전망. 보잉 737 MAX/787/777X 103대(360억 달러) 도입은 항공·방산 공급망에도 영향.