Trade News

The U.S. Introduces New Import Tariffs as of April 5 to Address Trade Deficits

Written by Cole Marketing | Apr 3, 2025 11:52:24 AM

These new tariffs will remain in effect until the U.S. President determines that the conditions contributing to trade deficits have been satisfied, resolved, or mitigated.

Summary

  • A 10% ad valorem duty will apply to nearly all imported goods starting April 5, 2025.
  • Higher, country-specific reciprocal tariffs will apply to foreign trading partners beginning April 9, 2025.
  • Certain goods are exempt from the new tariffs, including steel, aluminum, automotive parts, critical minerals, and other specified products.
  • Imports from Canada and Mexico that qualify under the USMCA will continue to receive preferential treatment, but non-originating goods will face additional duties.
  • Tariffs will apply only to the non-U.S. content of goods where U.S. content accounts for at least 20% of the product’s value.
  • Low-value imports will continue to benefit from duty-free treatment until new collection systems are in place.
  • Duties on imports from Hong Kong and Macau will match those applied to China.

On April 2, 2025, President Donald Trump issued an executive order introducing sweeping new import tariffs as part of a broader trade policy initiative.

The order establishes additional duties on imported goods from trading partners across the globe and sets out detailed provisions for their implementation.

In addition to the tariff measures, the order officially declares a national emergency due to ongoing trade imbalances and concerns about the state of the U.S. manufacturing sector and defense-industrial base.

According to the White House, the U.S. trade deficit reached $1.2 trillion in 2024, an increase of more than 40% over the past five years.

The order frames these tariffs as a measure to address asymmetries in global trade practices, which include non-reciprocal tariff rates and non-tariff barriers imposed by foreign trading partners. According to the order, these conditions have contributed to the persistent U.S. trade deficit.

The trade imbalances also impact U.S. producers’ ability to export and, consequentially, their incentive to produce. This reduces the competitiveness of U.S. exports while artificially enhancing the competitiveness of foreign trading partners.

The new import duties will remain in effect until the President determines that the underlying conditions of the deficit have been satisfied, resolved, or mitigated.  

Moreover, any previous presidential proclamations, executive orders, or trade directives inconsistent with this executive order will be amended, suspended, or terminated as necessary.

Details of the new import tariffs

Trump’s new executive order introduces an additional 10% ad valorem duty on all imported goods from all trading partnersunless specifically exempted.

This baseline tariff will take effect at 12:01 a.m. Eastern Daylight Time (EDT) on April 5, 2025. It will apply to goods entered for consumption, or withdrawn from warehouse for consumption, on or after that date.

Goods that have already been loaded onto a vessel and are in transit before this time will not be subject to additional duty.

Shortly after, higher, country-specific tariff rates will apply to imports from certain trading partners identified in Annex I of the order.

These tariffs will take effect at 12:01 a.m. EDT on April 9, 2025. They will apply to goods entered for consumption, or withdrawn from warehouse for consumption, on or after that date.

Goods that are already in transit before April 9, 2025, will be exempt from these specific country tariffs.

Additionally, the country-specific ad valorem duty rates shall apply to all articles imported under the terms of all existing U.S. trade agreements, except as provided below.

Exemptions and excluded products

Several categories of goods will not be subject to the new import tariffs, as detailed in Annex II. These include:

  • Articles encompassed by Section 1702(b) of Title 50 of the U.S. Code.
  • Steel and aluminum articles already subject to duties under Section 232 of the Trade Expansion Act of 1962, as specified in Proclamations 9704, 9705, 9980, 10895, and 10896.
  • Automobiles and automotive parts already subject to additional duties under Section 232, as specified in Proclamation 10908.
  • Additional products listed in Annex II, including copper, pharmaceuticals, semiconductors, lumber articles, certain critical minerals, and energy products.
  • Articles from trading partners subject to Column 2 tariff rates of the Harmonized Tariff Schedule of the United States (HTSUS).
  • Articles that may become subject to duties under future actions taken pursuant to Section 232 of the Trade Expansion Act of 1962.

The new tariffs will apply in addition to any other duties, fees, taxes, or charges imposed on imported articles, except as specified in the below section related to Canada and Mexico.

Special provisions for Canada and Mexico

Additional duties have already been imposed on certain goods from Canada and Mexico under previous executive orders. These include:

  • As per the Agreement between the United States of America, United Mexican States, and Canada (USMCA), all goods under the terms of general note 11 to the HTSUS will continue to be eligible to enter the U.S. market under these preferential terms, including any treatment outlined in:
    • Subchapter XXIII of chapter 98 of the HTSUS
    • Subchapter XXII of chapter 99 of the HTSUS
  • All goods of Canada or Mexico that do not qualify as originating under USMCA are subject to additional ad valorem duties of 25%.
  • Energy or energy products and potash imported from Canada that do not qualify under USMCA are subject to a lower additional duty rate of 10%.

However, the new import tariffs introduced in this order will not be applied in addition to the existing border emergency tariffs already imposed on certain goods from Canada and Mexico.

If those border emergency tariffs are terminated or suspended in the future, then this new executive order’s tariff system will automatically apply to Canadian and Mexican imports, as follows:

  • Goods from Canada and Mexico that qualify as originating under USMCA will remain duty-free.
  • Goods that do not qualify under USMCA will face a 12% ad valorem duty.

It is important to note that this 12% duty will not apply to energy products from Canada and Mexico, potash, or articles eligible for duty-free treatment under USMCA that are substantially finished in the United States.

Tariffs on non-U.S. content components

The new import tariffs will apply only to the non-U.S. content of imported goodsprovided that at least 20% of the product’s value is U.S.-originating.

The term “U.S. content” refers to the value of an article attributable to the components produced entirely, or substantially transformed in, the United States.

U.S. Customs and Border Protection (CBP) is authorized to require the collection of information and documentation necessary to verify the value of U.S. content and determine whether an article is substantially finished in the United States.

Duties on low-value imports

The executive order maintains duty-free treatment for low-value imports under specific provisions of U.S. law.

De minimis treatment under 19 U.S.C. 1321(a)(2)(A)-(B) will remain available for qualifying goods.

For imports under 19 U.S.C. 1321(a)(2)(C), duty-free treatment will continue until the Secretary of Commerce notifies the President that adequate systems are in place to fully and expeditiously process and collect duties.

Upon such notification, duty-free treatment may be withdrawn.

This measure does not affect the earlier executive order issued on April 2, 2025, regarding duties on low-value imports from China due to synthetic opioid supply chains.

Duties and fees under that order will continue to apply.

Additionally, to address risks of transshipment and tariff evasion, the new duties imposed on imports from China will also apply to goods imported from Hong Kong and Macau.

Potential adjustments to the tariffs

Future adjustments to the new import tariffs may be introduced if the measures under this latest executive order do not adequately address the national emergency.

Specifically, the President may increase or expand the duties if:

  • The overall U.S. trade deficit continues to rise.
  • Foreign trading partners expand non-reciprocal trade arrangements that threaten U.S. economic or national security interests.
  • Trading partners retaliate against U.S. exports through import duties or other measures.
  • U.S. manufacturing capacity and output continue to decline.

If foreign trading partners take measures to address non-reciprocal trade arrangements and align with the U.S. on economic and national security issues, the President may decrease or limit the scope of the additional duties.

Next steps for U.S. importers

To prepare for the new tariff policy, we strongly advise U.S. importers to:

  • Review their product classifications, country of origin documentation, and U.S. content declarations.
  • Assess the financial and operational impacts of the new tariff rates.
  • Reevaluate their sourcing strategies and supplier relationships.
  • Ensure compliance with FTZ regulations for privileged foreign status.
  • Seek guidance and support from their customs broker.

How Cole International can help

At Cole International, we constantly monitor changing trade regulations and offer customs and compliance consulting services that are designed to help businesses navigate these changes.

Additionally, we provide timely and efficient customs brokerage services to help U.S. importers streamline their customs clearance and other import processes. 

Please reach out to one of our trade professionals to discuss the new import tariffs, their impact on your operations, and how we can help.