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Structured register of government actions in the geoeconomic space — export controls, tariffs, sanctions, FDI screening, subsidies, industrial-policy laws — cross-referenced into the country, minerals, and ETF surface. Charter: docs/IPTM_CHARTER.md.
Severity 1-5 is the qualitative impact rating (1=minor, 5=structural). The bilateral-trade-grounded quant scorer is the next IPTM milestone. RBI (Register Breadth Index) is a complementary structural-breadth indicator from scripts/py/iptm/breadth.py; divergence between RBI and severity is itself informative (high-sev / low-RBI = strategic chokepoint; low-sev / high-RBI = broad but shallow). Every action has at least one primary source URL. Verify-or-don't-file. See also themes, timeline, graph, sankey, map, country exposure, sector exposure, material exposure (+ graph), weekly briefs, portfolio scan, escalation monitor, trans-shipment hubs. Internal triage tools (RSS-poller candidate feed, source-feed health) live under /admin/candidates + /admin/sources. Subscribe via Atom feed (accepts ?country=CN, ?material=lithium, ?issuer=BIS, ?type=export_control, ?etf=SOXX, ?company=NVDA, ?minSeverity=4, ?year=2026, ?q=…) or pull /api/iptm/actions.
The Bureau of Industry and Security published a temporary final rule (91 FR 60505, RIN 0694-AK57) implementing the anti-stockpiling directive of Proclamation 11052 (6 August 2026), which sets Section 232 minimum import prices and tariffs on polysilicon and derivatives from 4 December 2026. The rule, effective 22 September through 3 December 2026, lets Commerce bar importers of record that import volumes substantially above their historic averages, caps weekly volumes of importers registered with CBP on or after 6 August 2026, and sets a waiver process.
On 18 September 2026 the European Commission adopted Commission Implementing Regulation (EU) 2026/2133, imposing a provisional safeguard measure on imports of certain grain-oriented flat-rolled products of silicon-electrical steel (GOES) and steel laminations and cores (SLCs) — CN codes 7225 11 00, 7226 11 00 and 8504 90 13 — following a global safeguard investigation opened 27 March 2026. GOES is the core input for power-transformer and grid-equipment cores; the Commission's own figures show China supplied 53% of 2025 EU imports, Japan 20%, Türkiye 13% and Korea/UAE a combined 4%. Norway, Iceland, Liechtenstein, Kenya and Ukraine are excluded from the provisional measure. The regulation does not disclose the tariff-rate-quota volume or out-of-quota duty rate in the published notice; the Commission press page frames the measure as "tariff-rate quotas coupled with price thresholds."
The US Department of Commerce issued a preliminary affirmative determination (case A-570-228) that tin mill products from China are being sold in the US at less than fair value, finding a China-wide dumping margin of 136.52% based on adverse facts available (no Chinese producer/exporter responded to the investigation), adjusted to a 130.17% cash deposit rate after offsetting the parallel countervailing-duty determination. Commerce also made a preliminary affirmative finding of critical circumstances, extending provisional measures and cash-deposit collection retroactively. The investigation was petitioned by United States Steel Corporation and the United Steelworkers union; final determinations are scheduled for around 1 December 2026.
The US Department of Commerce issued a preliminary affirmative countervailing duty determination (case C-570-229) finding that producers/exporters of tin mill products from China received countervailable subsidies at a rate of 66.61% ad valorem, applied both to the individually-examined respondents (Shougang Holding Trade (Hong Kong) Ltd. and Shougang Jingtang United Iron & Steel Co. Ltd.) and to the all-others rate, based on facts available with adverse inferences after non-cooperation. Commerce also made a preliminary affirmative finding of critical circumstances, and directed CBP to suspend liquidation and collect cash deposits on entries from the date of publication. The final CVD determination is aligned to issue alongside the companion antidumping determination, currently scheduled no later than 2026-11-30.
On 14 September 2026 the European Commission adopted a Delegated Regulation (reference C(2026)6323) amending Annex I of Regulation (EU) 2021/821 to add newly-controlled dual-use items implementing the 2025 multilateral cycle of the Wassenaar Arrangement, MTCR, Australia Group, and NSG. New entries include semiconductor fabrication equipment (atomic layer deposition, EUV inspection systems, wafer cleaning), advanced computing ICs with digital processing units, ceramic matrix composites, additive-manufacturing systems for energetic materials, and chemical vapor deposition equipment for silicon carbide fibre production. The regulation is not yet in force: it now enters the standard two-month European Parliament/Council non-objection scrutiny period before publication in the Official Journal.
The European Commission approved a €400 million German measure in favour of Sanofi-Aventis Deutschland GmbH under EU State aid rules, structured as public service compensation for a service of general economic interest (SGEI) to strengthen the resilience of German/EU insulin supply against production and shortage risk. As its public service obligation, Sanofi must build a new insulin factory at its Industriepark Frankfurt-Höchst site by 31 December 2032 and maintain annual production of at least 1.1 tonnes of insulins there through 31 December 2042.
On 7 September 2026 the UK made the Iran (Sanctions) (Amendment) Regulations 2026 (SI 2026/983), laid before Parliament 8 September 2026 and due to come into force 29 September 2026. The instrument substantially rewrites the Iran (Sanctions) Regulations 2023 and the Iran (Sanctions) Regulations 2019, adding new financial restrictions (bans on loans, credit and joint ventures with Iranian manufacturing, oil/gas, petrochemical and uranium interests; a ban on UK banks opening accounts or representative offices for Iranian banks; an insurance/reinsurance ban; a ban on trading Iranian government bonds issued after the regulation date), new trade-control chapters covering gold/precious metals/diamonds, energy-related goods and services, and sectoral software, new import bans on Iranian gold, oil, petrochemicals and natural gas, and new aircraft/shipping parts restricting Iranian cargo flights, chartering of specified vessels, and UK port entry and ship registration for sanctions-evading vessels.
On 12 August 2026 Sweden's Ministry of Defence announced SEK 500 million (~USD 52.4M) in state co-financing to guarantee matching funds for Swedish companies applying to the EU's European Defence Industry Programme (EDIP) "Energetic Components" call, which disburses over EUR 165 million to European producers of propellants, explosives and ammunition components. Defence Minister Pål Jonson described the structure as one-for-one matching: for every SEK the EU invests in a Swedish project, the state matches it, with industry covering the remainder. Named beneficiary companies are EURENCO Bofors, Sweden Ballistics, Norma Precision, Nammo Sweden and JUNGHANS Microtec, targeting bottlenecks in propelling-charge and fuze manufacturing for the Archer artillery system and small-calibre ammunition/explosives production.
The White House announced over $2 billion in direct federal investment across eight critical-minerals and battery-material companies, funded through the Department of War (formerly DOD), the Export-Import Bank, and the Development Finance Corporation. The largest awards are $1.4 billion to Sila Nanotechnologies for silicon-carbon battery anodes and lithium-ion cell manufacturing, $400 million to Sunrise Energy Metals for a scandium value chain, and $150 million to Niron Magnetics for rare-earth-free permanent magnet production in Minnesota. An additional $180 million was committed to mining-workforce education across 17 schools.
Japan's Ministry of Finance and METI imposed a provisional anti-dumping duty of 3.6% to 42.1% (varying by exporter) on nickel-added cold-rolled stainless steel coil, sheet and strip (alloy steel with >=10.5% chromium and >0.6% nickel by weight) originating in or exported from China and Taiwan. The Cabinet Order was made public 8 July 2026 and the provisional duty applies 9 July 2026 to 8 November 2026, pending the investigation MOF/METI opened 22 July 2025.
On 3 July 2026 the Canadian International Trade Tribunal (CITT) issued a final injury finding in Inquiry NQ-2025-009, determining that dumped (and, for non-cooperating exporters, subsidized) imports of truck bodies from China have caused material injury to the Canadian domestic industry. Final anti-dumping duties of 119.4% (Qingdao CIMC Reefer Trailer Co., Ltd.) and 257.1% (all other exporters) are now collected by CBSA on goods released on or after 3 July 2026. CBSA separately terminated the parallel subsidy (countervailing duty) investigation with respect to CIMC Reefer on 4 June 2026 after finding its subsidy margin (0.9%) insignificant; CBSA and CITT statements indicate the countervailing-duty track continued and duties are being collected for the non-cooperating "all other exporters" category.
On 29 June 2026 China's Ministry of Commerce issued Announcement No. 27 [2026], adding 20 Japanese entities to the dual-use-item export-control Control List (受控名单) under the Dual-Use Export Control Regulations. The designated entities include four defense research institutes (National Institute for Defense Studies plus ground-, naval- and air-systems research bodies) and 16 companies, primarily Mitsubishi Electric and Mitsubishi Heavy Industries subsidiaries. The Control List designation imposes an absolute prohibition on exporting PRC-origin dual-use items — including rare earths and gallium/germanium/antimony-class strategic minerals — to the listed parties, and bars any third-country transfer of Chinese-origin dual-use items to them; ongoing supply activity must cease immediately, with exceptions only via special MOFCOM application. MOFCOM stated the action targets entities "involved in enhancing Japan's military capabilities."
China's Ministry of Commerce issued Announcement No. 23 of 2026 on June 22, 2026, adding 10 US entities to the Export Control Management List under the Export Control Law and Dual-Use Items Export Control Regulations. The listing prohibits Chinese exporters from supplying dual-use items to these entities and bars any global party from transferring China-origin dual-use goods to them; ongoing transactions are suspended pending MOFCOM approval. The 10 entities include the two largest non-Chinese rare earth producers — MP Materials Corp. (Mountain Pass, CA) and USA Rare Earth Inc. (Round Top, TX) — as well as eight US defence firms (Aveox, Red Cat Holdings, Teal Drones, IMSAR, Jaia Robotics, Ball Aerospace, Oshkosh Defense, L3Harris Maritime). MOFCOM explicitly framed the action as retaliation for the US DoD's June 8, 2026 update to the Section 1260H Chinese Military Companies list, which added ~80 Chinese parent firms and 188 affiliates.
On June 17, 2026, at the margins of the G7 Évian summit, Prime Minister Carney and Chancellor Merz issued a bilateral joint statement committing Canada and Germany to a critical-minerals stockpiling partnership with capital investments to be concluded by end-2026. The statement also launches a joint supply chain mapping initiative to identify priority battery-value-chain opportunities, with a specific named project — RCT Solutions (DE) + Sio Silica + Manitoba partners — targeting the extraction and integrated solar manufacturing of 99.9%+ purity silica sand. It builds on the August 2025 CA–DE Declaration of Intent (which established the supply-chain mapping framework and business missions) and extends the relationship into binding capital-deployment commitments.
At the 52nd G7 Summit in Évian-les-Bains (June 15–17, 2026, under France's G7 Presidency), the leaders of Canada, France, Germany, Italy, Japan, the United Kingdom, and the United States issued a dedicated leaders' declaration committing to secure supply chains for critical minerals by diversifying sourcing, reducing excessive dependencies on any single foreign supplier, and coordinating investment and market-development tools across G7 members. The declaration references the Partnership On Wide Energy and Resources Resilience Asia (POWERR Asia) as a named allied cooperation vehicle, and calls for stronger G7 coordination on emergency supply-chain response and private-capital mobilisation for critical mineral projects outside of concentrated supplier states. This is the first standalone G7 leaders' declaration specifically dedicated to critical minerals supply-chain security, moving beyond language embedded in broader summit communiqués.
Türkiye's Ministry of Trade published Communiqué No. 2026/17 in Resmî Gazete No. 33282 on 16 June 2026, imposing definitive anti-dumping duties on imports of cold-rolled flat steel (excluding non-annealed), galvanized flat steel, and pre-painted flat steel originating in the People's Republic of China and South Korea, covering products under GTIP codes 7209, 7210, 7211, 7212, 7225, and 7226. The investigation — initiated under Communiqué No. 2024/41 of 25 December 2024 — found that dumped imports from both countries were causing material injury to domestic producers. Duty rates for Chinese exporters range from 22.37% (Angang Steel) to 32.40% (all-others CIF); South Korean rates range from 10.48% (POSCO) to 27.00% (all-others). The measure runs for five years from the date of publication, under Law No. 3577 on Prevention of Unfair Competition in Imports.
Following a sunset-review application from Safripol, ITAC's Report No. 770 found that Chinese imports of polyethylene terephthalate (PET, tariff subheading 3907.6, item 207.01/3907.6/03.05) surged 186.08% between 2022 and 2023 despite the existing anti-dumping order, and that continued material injury to the SACU industry was likely if the duty lapsed. SARS gave effect to ITAC's recommendation via a Customs and Excise Act tariff amendment published in the Government Gazette, raising the anti-dumping duty on PET from China from 28.89% to 43.77%, effective 12 June 2026.
On June 8, 2026, the US Department of Defense published its annual update to the Section 1260H Chinese Military Companies (CMIC) list, adding 65 entities (17 new parent companies and 48 subsidiaries), bringing the total to approximately 188–200 designated entities. Major additions span EV and battery manufacturing (BYD, NIO, CATL), consumer internet (Alibaba, Baidu, Tencent), semiconductors (SMIC, YMTC, CXMT), solar (JA Solar, Trina Solar), biotech (BGI Genomics, WuXi AppTec), drones/robotics (DJI, Unitree, RoboSense), and telecoms (TP-Link). Effective June 30, 2026, DoD is prohibited from procuring goods, services, or technology directly from listed entities; effective June 30, 2027, the ban extends to indirect supply-chain procurement through prime contractors and all sub-tiers.
Japan's Diet passed the Foreign Exchange and Foreign Trade Act (FEFTA) 2026 Amendment on 29 May 2026; the law was promulgated on 5 June 2026. The amendment represents the most significant overhaul of Japan's inbound FDI screening regime since FEFTA was first applied to national-security transactions in 2019. Three structural additions: (1) indirect-acquisition screening — extends mandatory prior-notification to acquisitions of Japanese sensitive-sector companies effected through intermediate holding structures or offshore parent vehicles, closing the principal gap exploited by Chinese and GCC SWF investors via SPV chains; (2) call-in powers — grants the Minister of Finance authority to open a review up to ten years retroactively where an acquisition was not pre-notified or where circumstances have materially changed since clearance, directly analogous to CFIUS § 721(b)(1)(D) retroactive jurisdiction; (3) cross-ministerial "Japan CFIUS" consultation framework — formally institutionalises a standing inter-agency committee (Finance, METI, MoD, NPA, MIAC) modelled on the US CFIUS committee, replacing the prior ad-hoc inter-ministerial process. Cross-ministerial and indirect-acquisition provisions entered into force immediately on promulgation (5 June 2026); remaining Cabinet-Order-level implementing provisions to follow within one year.
On 3 June 2026 the European Commission adopted a legislative proposal to amend and substantially expand the EU Chips Act (Regulation (EU) 2023/1781), as part of the European Technological Sovereignty Package. The proposal raises the mobilisation target from €43bn to €120bn, introduces new demand-side "Demand Accelerators" to aggregate public procurement, expands "Grand Challenges" to cover AI-optimised chips, caps permitting at 12 months, and widens the Strategic Partnerships on Semiconductors framework. As a Commission legislative proposal it now enters co-decision (European Parliament + Council) before becoming law; the 2023 regulation remains in force during this process.
President Trump signed an Executive Order on June 3, 2026 restructuring the entire US customs-entry compliance architecture for global importers. Key provisions impose heightened bonding minimums and domestic-asset requirements for foreign importers of record (IORs), require CAATSA-compliance and supply-chain-disclosure certifications, restrict foreign IORs to formal entry only (creating a de facto US-IOR monopoly on informal entry), establish a "good standing" requirement for IOR eligibility, and sharply curtail CBP's mitigation authority while setting enhanced penalty floors. DHS/CBP is directed to implement penalty-floor, export-documentation, and disposal provisions within 90 days (~September 2026) and the IOR structural reforms within 180 days (~November 2026). The EO is structurally distinct from tariff-rate instruments (Section 232 Proclamations 11021/11032), trade-remedy channels (USTR Section 301), statutory forced-labor enforcement (UFLPA), and targeted-sanctions channels (BIS/OFAC) — it reshapes the foundational compliance architecture through which all goods enter the US market.
On June 2, 2026, USTR published final actionability findings in 60 parallel Section 301(b) investigations — the largest simultaneous Section 301 action in US history — determining that all 60 economies maintain unreasonable acts, policies, or practices by failing to impose or effectively enforce a prohibition on imports produced with forced labor. USTR proposed two additional duty rates: 10% on the 14 economies with partial forced-labor regimes (Canada, Ecuador, EU, Indonesia, Mexico, Pakistan, Argentina, Bangladesh, Cambodia, El Salvador, Guatemala, Malaysia, Taiwan, UK) and 12.5% on the remaining 46 economies. Tariff rates remain proposed pending a July 7, 2026 public hearing and subsequent finalization; the actionability determination is final.
The European Commission (DG COMP) approved on 20 May 2026 two German State aid measures under the European Chips Act first-pillar 'first-of-a-kind' framework and Article 107(3)(c) TFEU, totalling €288 million. A €222 million grant supports Carl Zeiss SMT GmbH's HNA@SCALE project in Oberkochen (Baden-Württemberg) to industrialise the next generation of High-NA EUV optical columns — the lithography-optic sub-systems integrated by ASML into its High-NA EUV scanners and critical to 2nm-and-below node manufacturing globally. A separate €66 million grant supports Zadient Materials Europe GmbH's SiC-Pro project in Bitterfeld (Saxony-Anhalt) to construct a first-of-a-kind ultra-pure silicon carbide (SiC) source-material manufacturing facility, addressing upstream SiC supply-chain dependence on China (which produces ~80% of global SiC). Both facilities carry cross-border spillover commitments under Chips Act pillar 1.
On 8 May 2026 the US Department of Commerce and South Korea's Ministry of Trade, Industry and Resources (MOTIR) signed the Korea-U.S. Shipbuilding Partnership Initiative (KUSPI) MOU, establishing a standing bilateral platform covering commercial shipbuilding cooperation, workforce development, industrial modernisation, and maritime manufacturing investment. The agreement creates the Korea-U.S. Shipbuilding Partnership Center in Washington D.C. (expected operational later in 2026) as the permanent coordination mechanism for technical exchanges, shipyard productivity improvement projects, FDI into the US maritime industrial base, and joint workforce training. KUSPI operationalises the $150 bn Korean investment sub-pledge to US shipbuilding — itself a tranche of the broader $350 bn / $20 bn-annual-cap commitment under the December 2025 US-Korea Strategic Trade and Investment Deal — and structurally positions the US-ROK allied axis as the coordinated civilian shipbuilding counterweight to China's dominant global shipyard share.
A divided three-judge panel of the US Court of International Trade (CIT), in Slip Op. 26-47 (Court Nos. 26-01472 and 26-01606, decided 7 May 2026), held 2-1 that President Trump's Proclamation 11012 — which imposed a temporary 10% ad-valorem import surcharge under Section 122 of the Trade Act of 1974 — exceeded statutory authority because the proclamation did not identify a "fundamental international payments problem" as defined by the 1974 Congress (the balance-of-trade or current-account deficit relied upon by the government is not the type of balance-of-payments deficit the statute contemplates). The court issued a permanent injunction prohibiting CBP from collecting Section 122 duties from the three prevailing plaintiff- importers and ordered refunds with statutory interest for duties already paid; it declined to issue a nationwide injunction. The US Court of Appeals for the Federal Circuit (CAFC) entered an administrative stay of the CIT injunction on 12 May 2026 pending appeal, and the CIT denied the government's own motion to stay its ruling on 20 May 2026; the CAFC appeal is now pending.
The Union Cabinet chaired by Prime Minister Narendra Modi approved on 5 May 2026 two new semiconductor manufacturing units under the India Semiconductor Mission (ISM) Phase 1: Crystal Matrix Limited (CML) — India's first GaN-based compound-semiconductor and Mini/Micro-LED display fabrication facility (INR 3,068 crore, Dholera, Gujarat) and Suchi Semicon Private Limited (SSPL) — an OSAT facility for discrete semiconductors (INR 868 crore, Surat, Gujarat). Cumulative investment INR 3,936 crore (~USD 400mn); 2,230 skilled jobs at full ramp. This constitutes the 12th and final batch of ISM Phase 1 approvals, closing the first-phase envelope before ISM 2.0 (filed 2026-02-01) takes over.
Prime Minister Phạm Minh Chính issued Directive 38/CĐ-TTg on 5 May 2026, mobilising a cross-ministerial enforcement campaign against intellectual property infringement running 7–30 May 2026 with a 31 May reporting deadline. The directive explicitly responds to the USTR 2026 Special 301 designation of Vietnam as a Priority Foreign Country — the first such designation in eleven years — which triggers a statutory 30-day window for USTR to decide whether to open a Section 301 investigation. Ministries of Public Security, Industry and Trade (Market Surveillance), Information and Communications, and Culture are mobilised for coordinated raids targeting counterfeit-goods exporters, pirated-content platforms, and software-copyright violators, with the Prime Minister signalling enforcement will be permanent rather than a one-off campaign.
The Decreto para la Autorización Inmediata de Inversiones, published in Mexico's Diario Oficial de la Federación on 4 May 2026, creates a streamlined investment-authorization mechanism under President Sheinbaum's Plan México strategy. The decree establishes an Investment Committee — composed of the Secretariats of Economía, Hacienda, SEMARNAT, SCT, Energía, and Bienestar — mandated to issue authorization certificates within 30 business days for qualifying projects, replacing the historic 6–18-month multi-agency backlog. Eligibility covers three tiers: projects in designated Polos de Desarrollo Económico para el Bienestar (Welfare Development Poles), investments of MXN 2 billion (≈USD 100M) or more, and projects in strategic sectors (semiconductors, EV batteries, critical minerals, automotive supply chain, medical devices, biotech, aerospace). This is the procedural- acceleration arm of Plan México, structurally distinct from the January 2025 Plan México tax-incentive decree (the fiscal arm), and operationalises the February 2026 Plan México expansion announced by Sheinbaum.
The Customs Tariff Commission of the State Council announced on April 28, 2026 that China will extend zero-tariff treatment (preferential tariff rate of 0%) to all 53 African countries with which it maintains diplomatic relations, effective May 1, 2026 through April 30, 2028. The measure adds 20 African non-LDC nations to the existing zero-tariff scheme already covering 33 African LDCs since December 2024, making China the first major economy to grant full-coverage zero-tariff access to all African diplomatic partners. Coverage extends to all tariff lines except out-of-quota products (where only in-quota rates move to zero); eSwatini is excluded as it maintains diplomatic relations with Taiwan rather than the PRC.
On 26 April 2026, the UAE Cabinet, chaired by Vice President and Prime Minister Sheikh Mohammed bin Rashid Al Maktoum, approved a four-part industrial-resilience package: (i) a National Industrial Resilience Fund with AED 1 billion (~USD 272m) capital managed by Emirates Development Bank over five years covering food industries, manufacturing, primary metals, mechanical/electrical/chemical industries, pharmaceuticals and medical supplies, advanced technology, and construction — designed to localise over 5,000 critical products and link confirmed procurement demand with targeted financing for local manufacturers; (ii) structural overhaul of the National In-Country Value (ICV) Programme, transitioning it from incentive-based to MANDATORY across federal entities and companies in which the government holds 25% or more; (iii) a National Product Retail Presence Policy strengthening visibility of UAE-manufactured goods in retail and digital channels (Phase 1: bottled water, dairy, eggs, poultry, bread, flour, vegetable oils, seasonal vegetables); and (iv) a National Industrial Data Committee chaired by Hasan Jassim Al Nowais (Undersecretary, MoIAT), with AI-driven forecasting and risk management integrated into industrial-resilience monitoring.
The European Commission and the US announced on 24 April 2026 the signing of a Memorandum of Understanding (MoU) on a strategic partnership on critical minerals, accompanied by an EU-US Critical Minerals Action Plan. The framework deepens cooperation on supply-chain security across the strategic raw-materials list shared between the two jurisdictions — joint financing, recycling, mutual recognition of strategic- project status under the EU Critical Raw Materials Act (filed: 2024-05-23-eu-crma-entry-into-force) and US IRA §30D / §45X frameworks (filed: 2022-08-16-us-inflation-reduction-act). The agreement is positioned as a joint response to non-market practices in third-country supply chains for the named materials.
ITAC's Amended Final Determination Report No. 772 found that fully automatic top-load washing machines (dry-linen capacity 10-17 kg, tariff subheading 8450.20.20) imported from China and Thailand were being dumped, causing material injury to the SACU industry on a complaint from Defy Appliances (Pty) Ltd. The Commission recommended, and SARS implemented via Government Notice 3907 of 2026, definitive anti-dumping duties ranging from 9.39% to 67.11% on the named origins, effective 23 April 2026, moving from a July 2025 provisional determination to a five-year definitive order.
President Trump issued five Presidential Determinations on 20 April 2026 under Section 303 of the Defense Production Act of 1950 (50 U.S.C. § 4533), invoking the authority granted by Executive Order 14156 (Declaring a National Energy Emergency, signed 20 January 2025). The five determinations cover: (1) domestic petroleum production, refining, and logistics; (2) large-scale energy and energy-related infrastructure development, manufacturing, and deployment; (3) natural gas transmission, processing, storage, and LNG capacity; (4) coal supply chains and baseload power generation; (5) grid infrastructure, equipment, and supply chain. Each determination authorises the relevant Cabinet Secretary (primarily Energy) to use DPA §303 powers — direct loans, loan guarantees, purchase commitments, and equity investments — to expand domestic capacity in the named category.
On 15 April 2026 Japan's Ministry of Economy, Trade and Industry (METI) published the interim summary "Manufacturing Base Strengthening Report" from the Study Group on Strengthening Manufacturing Base in Light of Geopolitical Risks. The report frames Japan's manufacturing base as the source of national power and proposes shifting economic-security support for "autonomy assurance" from "point" measures to "area"-wide measures — expanding the scope of Specified Critical Materials under the 2022 Economic Security Promotion Act (ESPA) beyond narrowly defined inputs to cover foundational petrochemicals (ethylene, propylene, methanol, synthetic rubber) and process-industry technologies (casting, forging), plus components for emerging technologies (humanoid-robot actuators and sensors, lasers for quantum computing). It is the cornerstone framework document operationalising METI's FY2026 strategic-budget package (~¥3.07 trillion overall envelope; ~¥1.23 trillion specifically for semiconductors and AI, including ¥150bn for Rapidus and ¥387.3bn for AI development) as Japan's coordinated response to deepening Chinese export-control pressure on dual-use items, gallium/germanium, graphite, antimony and heavy rare earths.
On 13 April 2026 the Council of the EU and the European Parliament reached a provisional political agreement, in trilogue with the Commission, on the new EU steel safeguard regulation that will replace the existing WTO-safeguard-based measure (Regulation (EU) 2019/159, last tightened by Implementing Regulation 2025/612) expiring on 30 June 2026. The agreement adopts the core architecture of the Commission's October 2025 proposal (procedure 2025/0726(COD)): an overall duty-free tariff-rate quota of approximately 18.3 million tonnes per year — a roughly 47% reduction versus the 2024 safeguard quotas — covering 30 product categories, with the out-of-quota customs duty raised from 25% to 50%. The deal also introduces a mandatory "country of melt and pour" declaratory requirement on steel imports and obliges the Commission to assess, within two years, whether the country of melt-and-pour should become the basis for country-specific TRQ allocations (closing transhipment loopholes that have allowed Chinese-melted steel to enter via third-country processors). The co-legislators added a reinforced and time-bound review mechanism: a first Commission review of product scope within six months of entry into force, with subsequent biennial scope reviews thereafter. Statutorily, this is a NEW instrument — a regulation adopted under the ordinary legislative procedure, not an implementing act under the WTO Agreement on Safeguards / Regulation (EU) 2015/478 — so it is filed as a new action with a `responds_to` link to the predecessor regime. Formal adoption by Council and EP plenary is expected in May 2026 ahead of the 1 July 2026 application date.
The European Commission adopted Commission Implementing Regulation (EU) 2026/801 on 9 April 2026, imposing provisional anti-dumping duties on imports of terephthalic acid (PTA, purity ≥99.5% by weight, CAS 100-21-0, CN code ex 2917 36 00 / TARIC 2917 36 00 11) originating in the Republic of Korea and Mexico, published in the OJ on 10 April 2026 and entering into force the following day. Duty rates are exporter-specific: Korean producers face 6.2% (Samnam Petrochemical, Hanwha Impact) to 13.7% (all other), with Taekwang Industrial Co. found not to be dumping (0%); all Mexican exporting producers face a flat 25.7%. The investigation was opened 13 August 2025 following a complaint by EU producer Ineos Aromatics.
On 9 April 2026 the Government of India, exercising powers under section 4(1) of the Special Economic Zones Act 2005, gazetted a 66.166-hectare sector-specific Special Economic Zone at Dholera Special Investment Region, Gujarat for Tata Semiconductor Manufacturing Pvt. Ltd, exclusively for electronic hardware, software and IT/ITES. The notification is the statutory site- enabling instrument for India's first commercial-scale wafer-fab plant — a ~INR 91,000 crore (~USD 11bn) Tata Electronics / PSMC (Powerchip, Taiwan) joint project announced under India Semiconductor Mission (ISM) 1.0 in February 2024 — and follows the Letter of Approval issued on 17 March 2026. The same notification designates the SEZ as an Inland Container Depot under the Customs Act 1962 with effect from 9 April 2026, enabling on-site customs clearance for fab inputs.
On 2 April 2026 President Trump issued a Presidential Proclamation under Section 232 of the Trade Expansion Act of 1962 ("Adjusting Imports of Pharmaceuticals and Pharmaceutical Ingredients into the United States") imposing a 100% ad valorem tariff on imports of patented pharmaceutical products listed in the FDA Orange Book and Purple Book, together with the active pharmaceutical ingredients (APIs) and key starting materials used to make them. The base rate takes effect at 12:01 a.m. EDT on 31 July 2026 for the 17 manufacturers identified in Annex III, and on 29 September 2026 for all other companies. The proclamation adopts findings of the Section 232 investigation initiated by the Department of Commerce on 14 April 2025 into pharmaceuticals and APIs as a national- security supply-chain risk. The instrument is structured around a multi-tier rate ladder rather than a flat tariff: concessionary 15% rates for EU/Japan/South Korea/Switzerland/Liechtenstein under reciprocal-deal tracks, 10% for the UK with a pathway to 0% under the pending UK pharmaceutical agreement, a "+20%" surcharge for companies operating under a Commerce-approved onshoring plan (until 2 April 2030), and a 0% pathway for companies that combine an approved onshoring plan with an MFN-pricing agreement with HHS (until 20 January 2029). Generics, biosimilars and their ingredients, orphan drugs, nuclear medicines, plasma-derived therapies, fertility treatments, and cell/gene therapies are carved out.
Egypt's Ministry of Investment and Foreign Trade issued a ministerial decree on 31 March 2026 imposing definitive three-year safeguard duties on imports of flat-rolled steel products — covering hot-rolled coil (HRC), cold-rolled coil (CRC), hot-dip galvanized/galvannealed (HDG/GI), and pre-painted steel (PPGI) — effective 1 April 2026 and running through approximately 13 September 2028. The measure converts the 200-day provisional safeguard (Ministerial Decision No. 400/2025, effective 14 September 2025) into a definitive instrument and simultaneously extends coverage to CRC, HDG and PPGI products that had been subject to a separate parallel investigation launched September 2025; Egypt concurrently terminated the anti-dumping probe on CRC/HDG/PPGI from China and Turkey without imposing AD duties, making the safeguard the sole operative instrument. Duties are erga-omnes (all WTO Members, subject to Article 9.1 developing-country de minimis) and follow a three-tier declining-duty structure: CRC at 13.7%/min USD 83/t in Year 1, falling to 12.5%/min USD 76/t in Year 3; HDG at 14%/min USD 93/t declining to 13%; PPGI at 14.5% declining to 13.5%.
On 31 March 2026 the Government of Vietnam issued Decree 96/2026/ND-CP, the principal implementing decree for the Law on Investment 2025 (Law 143/2025/QH15). It takes effect on its signing date and replaces Decree 31/2021/ND-CP, Decree 19/2025/ND-CP and Decree 239/2025/ND-CP — the first comprehensive overhaul of Vietnam's general FDI-licensing framework since 2021. The decree operationalises the new Special Investment Procedure (a registration-and-commitment fast-track in industrial parks, export-processing zones, hi-tech parks, concentrated digital- technology zones, free-trade zones, international financial centres and economic-zone functional areas) and details the list of 16 specially-incentivised sectors covering semiconductor and chip manufacturing, AI, big data, digital technology and high-tech R&D. It also rewrites foreign-investor market-access conditions, document procedures and dispute / grievance mechanisms.
The European Commission approved on 30 March 2026 an Italian state aid scheme (SA.118992) worth up to €6 billion to support domestic production of renewable hydrogen for the transport and industrial sectors, running through 31 December 2029. The scheme operates via two-way contracts for difference (CfD): a strike price is set through competitive bidding, with Italy compensating producers when market prices fall below the strike price and producers reimbursing the state when prices exceed it. SA.118992 is the first sectorally-specialised renewable-hydrogen CISAF approval on the register — distinct from the cleantech- manufacturing cohort (solar/wind/batteries) — and at €6 billion is the largest individual CISAF approval to date, roughly 4× the Bulgaria SA.120414 electricity-price precedent and ~2× Germany SA.121215.
The Korea Trade Commission (KTC) at its 471st plenary session on 26 March 2026 adopted a final affirmative anti-dumping determination against imports of vertical articulated industrial robots (≥4 axes, 6–600 kg payload capacity) from Japan and China, recommending definitive five-year duties of 17.45–18.64% on Japanese-origin robots (Fanuc 17.45%, Yaskawa 18.64%) and 15.96–19.85% on Chinese-origin robots (KUKA Guangdong, ABB Shanghai, Kawasaki China-branch). Final duties are significantly lower than provisional duties of 21.17–43.6% imposed since November 2025 following an investigation initiated in March 2025 on petition by HD Hyundai Robotics. This is the first trade-remedy case on the register covering the industrial-automation / robotics sector.
The Philippine Semiconductor and Electronics Industry (PSEI) Roadmap 2026–2030 was presented at the 4th SEIAC meeting at Malacañang on 23 March 2026 by BOI Executive Director Ma. Corazon Halili-Dichosa and formally rolled out by DTI in April 2026. The Roadmap targets $110 billion in annual exports by 2030 ($70B semiconductors + $40B electronics, approximately doubling the current ~$50B baseline) via value-chain ascent from assembly-test-packaging through IC design toward front-end wafer fabrication, supported by 128,000-worker upskilling over five years and up to three national laboratories in fabrication, R&D, and talent development.
South Africa's ITAC, acting on an application by ArcelorMittal South Africa and Columbus Stainless Steel, imposed definitive five-year anti-dumping duties on certain flat-rolled products of iron and steel (width ≥600 mm, HS 7208 and 7225 subheadings) from China (company-specific rates up to 47.92%), Japan (up to 57.23%) and Taiwan (24.20%), effective 19 March 2026 via SARS amendment to Schedule No. 2 of the Customs and Excise Act. The Commission found dumping from all three origins and material injury to the SACU regional industry (full findings in ITAC Report 767). Duties are layered on top of the existing 10% ordinary customs duty and 13% steel safeguard, substantially raising the landed cost of flat-rolled steel from Asia.
On 19 March 2026 the German Federal Ministry for Economic Affairs and Energy (BMWE) announced the selection of 38 German projects across 12 federal Länder for the IPCEI Advanced Semiconductor Technologies (IPCEI AST) — the next Important Project of Common European Interest on semiconductors under EU State Aid Article 107(3)(b) TFEU. The federal commitment is EUR 3 billion drawn from the Sondervermögen Infrastruktur und Klimaneutralität (SVIK), the EUR 100 bn special-purpose vehicle enacted via SVIKG in September 2025. The 38 selected projects span AI chips and chiplets, photonic integrated circuits, advanced manufacturing equipment, sensor technologies, and power electronics, with approximately one-third being startups and SMEs. The measure operationalises Germany's Microelectronics Strategy (October 2025) at the project-funding layer and is the first major SVIK semiconductor-tranche deployment.
South Africa's International Trade Administration Commission (ITAC) recommended, and SARS implemented on 19 March 2026, definitive five-year anti-dumping duties on U, I and H sections of iron or non-alloy steel (structural steel, HS 7216.31, 7216.32, 7216.33 and 7216.40) imported from China (74.98%) and Thailand (20.32%). The investigation, initiated on an application by ArcelorMittal Rails and Structures (AMRAS), found dumped imports — totalling 28,800 tonnes in 2023/24, with China supplying ~65% — were causing material injury to the SACU domestic industry (full findings in ITAC Report 759). The definitive duties layer on top of an existing 10% ordinary customs duty and a 13% SACU-wide steel safeguard duty, bringing the effective total import burden on Chinese structural steel to approximately 98% above the base tariff.
The UK's steel safeguard measure (25% out-of-quota duty) expired 30 June 2026 and was replaced from 1 July 2026 by a new tariff-rate-quota trade measure, announced by the Department for Business and Trade on 19 March 2026. The new measure cuts overall duty-free quota volumes by 51% versus the expired safeguard and raises the out-of-quota tariff to 50% by value, applied across 20 steel product categories. Ukraine-origin steel is exempt; two non-alloy wire commodity codes drop to 0% duty from 1 October 2026.
On 19 March 2026, USTR Ambassador Jamieson Greer and Japan's Ministry of Foreign Affairs, METI, and Ministry of Finance jointly released the "United States-Japan Action Plan for Critical Minerals Supply Chain Resilience" — the operational follow-on to the 27 October 2025 US-Japan Framework. The Action Plan formally commits both governments to develop a plurilateral trade initiative in critical minerals "supported by price floors or other measures", to consult on embedding "border-adjusted price floors" in a binding plurilateral agreement, and to identify specific mining/processing/manufacturing projects in the US, Japan, or third countries for prioritised joint financing. It is the first formal US/Japan trade-policy commitment to administered floor-pricing as an instrument of critical-minerals trade governance, and explicitly invites third countries to join the contemplated plurilateral.
India's Union Cabinet, chaired by Prime Minister Narendra Modi, approved the Bharat Audyogik Vikas Yojna (BHAVYA) on 18 March 2026 with a ₹33,660 crore (~USD 4.0bn) outlay over six years (FY 2026-27 to FY 2031-32) to develop 100 plug-and-play industrial parks of 100-1,000 acres each across all states and Union Territories. Financial assistance of up to ₹1 crore per acre supports core infrastructure (internal roads, underground utilities, drainage, common treatment, ICT), value-added infrastructure (ready-built sheds, built-to-suit units, testing labs, warehousing), and social infrastructure (worker housing). The scheme is sector-agnostic and is implemented by the National Industrial Corridor Development Corporation (NICDC) under DPIIT, with states forming Special Purpose Vehicles (SPVs) and committing to single-window clearances. The first phase will deliver 50 parks.
Presidential Decreto 0264, signed on 16 March 2026 by President Gustavo Francisco Petro Urrego with Minister of Commerce Diana Marcela Morales Rojas and Minister of Finance Germán Ávila Plazas, sets a 35% MFN import duty on 14 steel and metal-mechanical subpartidas (bars, profiles, tubes, wire products, barbed wire) covering HS chapters 72-73 imported from countries with which Colombia has no free-trade agreement — primarily China, Russia, Turkey, and India. The measure is valid for one year from its entry into force (15 days after Diario Oficial publication on 16 March 2026), after which the Comité de Asuntos Aduaneros, Arancelario y de Comercio Exterior must review its impact. It partially amends Decreto 1881 de 2021 and operationalises the Política Nacional de Reindustrialización (CONPES 4129), the Petro administration's flagship programme to reduce Colombia's hydrocarbon dependence by building new domestic manufacturing capacity.