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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 US Department of State extended, through 30 August 2028, a standing temporary modification of Category XI(b) of the US Munitions List (USML) — the ITAR category covering electronic systems and software specially designed for collecting, surveying, monitoring or exploiting the electromagnetic spectrum for intelligence purposes. The modification reinstates pre-30-December-2014 control scope by reinserting the phrase "analyze and produce information from" and adding software to the Category XI(b) description, after a 2014 USML revision was read by some exporters as narrowing coverage of intelligence-analytics software. This is the latest in a chain of extensions dating to the original July 2014 rule (79 FR 37536), most recently extended through August 2026 (86 FR 48021); no new items are added to or removed from the Munitions List by this action.
Peru's Ministry of Energy and Mines, through the Directorate General of Hydrocarbons (DGH), issued Resolución Directoral N.° 137-2026-MINEM/DGH suspending Article 43 of the fuel-marketing regulation (Decreto Supremo N.° 045-2001-EM), which requires producers and wholesale distributors to hold minimum stocks of Premium/Regular gasoline, gasohol, and Diesel B5. The exception is nationwide, applies with retroactive effect from 14 August to 13 September 2026, and responds to logistical and inventory replenishment difficulties (maritime and land transport disruptions) affecting fuel supply continuity. A related, narrower exception to biofuel-blending obligations (ethanol-gasoline and B100 biodiesel-diesel mixing) applies in six regions — Arequipa, Moquegua, Tacna, Puno, Cusco, and Madre de Dios — from 17 August to 1 September 2026. Producers and distributors face a 15-calendar-day adjustment period after each exception lapses to resume compliance, and Peru's energy regulator OSINERGMIN is tasked with monitoring compliance.
President Trump signed Executive Order 14420 on 26 August 2026, declaring a national emergency under IEEPA and the National Emergencies Act over foreign threats to the US bulk-power system. The order generally prohibits the acquisition, import, transfer, or installation of foreign-produced bulk-power system electric equipment — transformers, inverters, battery storage, generators, circuit breakers, turbines, and industrial control systems, including associated software and remote-access capabilities — where a transaction involves a "Covered Foreign Entity" and poses a risk of sabotage, unauthorized access, or catastrophic disruption to critical infrastructure. Local electric distribution facilities are excluded. No countries or companies are named in the order itself; DOE must publish implementing rules within 120 days (by 24 December 2026) identifying covered equipment and entities, and submit recommended Federal Acquisition Regulation revisions within 180 days.
On 26 August 2026, President Trump signed a proclamation temporarily expanding the in-quota tariff-rate quota for lean beef trimmings by 300,000 metric tons, released in three 100,000 mt tranches over 90 days starting 1 September 2026. The additional volume lets eligible trading partners (excluding FTA partners and countries with existing country-specific quotas) import lean beef trimmings for combination with U.S. beef into ground beef at the lower in-quota duty rate rather than the higher out-of-quota rate, on a first-come, first-served basis across four specific HTSUS statistical lines. Importers are directed to pass through a 25% discount from the going import price. The measure responds to elevated U.S. ground-beef prices driven by a shrunken domestic cattle herd and screwworm-related border disruption, and follows an earlier TRQ expansion the White House dates to 6 February 2026.
The Bureau of Industry and Security (BIS) issued a final rule (FR Doc. 2026-17231) removing two Hong Kong Science Park / Kwai Chung addresses from the Entity List entry for Arrow Electronics (Hong Kong) Co., Ltd. under the destination of China. The Hong Kong entity itself remains listed; only the two named addresses are dropped as recognized locations for that entry. Effective August 21, 2026. This is the second narrowing of the Arrow Electronics Entity List footprint in under a year, following the November 2025 removal of Arrow China Electronics Trading Co., Ltd. and six aliases.
On 24 August 2026, the Director of OFAC, in consultation with the Department of State and pursuant to 31 CFR 560.802, determined that section 1(a)(i) of Executive Order 13902 shall apply to the aviation, digital asset, gold, shipping, and technology sectors of the Iranian economy, effective the same day and formally published in the Federal Register on 27 August 2026 (FR Doc 2026-17487). The determination — part of a Treasury campaign publicly branded "Operation Economic Outcast" — exposes any person operating in, or knowingly engaging in a significant transaction for the sale, supply, or transfer of significant goods or services to or from, these five sectors to secondary-sanctions and SDN-listing risk under E.O. 13902, and extends potential correspondent/ payable-through account restrictions to foreign financial institutions that knowingly facilitate such transactions. OFAC did not publish sector definitions and concurrently suspended several general licenses covering educational exchange, personal remittance, conference, and academic/ sports-exchange activity with Iran (administered separately via GL AA and GL BB, wind-down through 8 September 2026).
On 21 August 2026 Niger's Council of Ministers, under the presidency of General Abdourahamane Tiani, awarded two large-scale uranium exploitation permits. The In Azaoua perimeter (Arlit Commune, Agadez Region) — the ground previously worked by the Orano-majority Société des Mines de l'Aïr (SOMAÏR), nationalised June 2025 — was granted to TSUMCO SA (Teloua Safeguarding Uranium Mining Company), the wholly state-owned successor operator created in May 2026. The Madaouela I permit (Arlit Urban Commune), previously held by Canada's GoviEx Uranium before reverting to the public domain on 31 July 2024, was re-attributed to Madaouela Mining Company (MAMICO), now 60%-held by Australia's Atomic Eagle (GoviEx's restructured successor) and 40% by the Nigerien State — up from a prior minority state stake. MAMICO paid a $10 million redevance forfaitaire to the state and committed to roughly 1,000 local jobs and local-content procurement.
At the 3rd meeting of METI's Industrial Structure Council Mining Subcommittee (2026-08-20), METI presented a policy-direction paper proposing to let JOGMEC (Japan Organization for Metals and Energy Security) acquire equity stakes in overseas critical-mineral mining and refining projects on its own, without the Japanese private co-investor currently required under JOGMEC's funding rules. The change targets rare earths, nickel, manganese and other minerals designated critical under Japan's Economic Security Promotion Act, for projects too risky to draw private capital; JOGMEC would hold the stake for roughly a decade before selling down to private firms. This is a committee policy-direction document, not yet a cabinet order, ministerial ordinance or budget appropriation.
President Trump signed a Section 232 proclamation on 13 August 2026 (published in the Federal Register 19 August 2026, FR doc 2026-16979) imposing tariffs on unmanned aircraft systems (UAS/drones) and components, following a Commerce Department finding that US reliance on foreign-produced (chiefly Chinese, e.g. DJI/Autel) drones and critical components creates supply-chain and cybersecurity national- security risk. A 100% ad valorem tariff applies to Annex I items (drones with maximum takeoff weight over 25kg, thermal-imaging drones, docking stations, and listed critical components); a 25% ad valorem tariff applies to Annex II items (other listed UAS). Qualifying-origin content from the EU, Japan, Korea, Switzerland, Taiwan and Liechtenstein is capped at 15%; UK-origin content is capped at 10%. UAS duties take effect 3 September 2026; component duties take effect 9 February 2027. The proclamation also authorizes Commerce to set up an onshoring program giving temporary relief to firms committing to build or expand US production of covered drones and components.
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.
On 11 August 2026 the UK Office of Financial Sanctions Implementation (OFSI), part of HM Treasury, imposed a £4,732,830.58 monetary penalty on Citibank N.A., London Branch (CBNA London) under section 146 of the Policing and Crime Act 2017, for breaches of the Russia (Sanctions) (EU Exit) Regulations 2019 and the Global Anti-Corruption Sanctions Regulations 2021. Across eight categorised "Matters" spanning payment processing, correspondent banking and account restrictions — mostly occurring between February and November 2022 following Russia's invasion of Ukraine — CBNA London processed payments and dealt with frozen funds totalling approximately £19,720,127.43 in breach value, including exposure to designated shipping company PJSC Sovcomflot and a designated Russian individual's corporate network. OFSI rated the case Level 4 (its highest severity tier), with conduct assessed as aggravating; the penalty was reduced from a baseline of roughly £7.89 million via a voluntary-disclosure and cooperation discount. Announced 2 September 2026, this is OFSI's largest financial-sanctions penalty since Russia's 2022 invasion of Ukraine, surpassing the prior record held by Sabre Global Technologies Limited (£1,000,921, May 2026).
The European Commission initiated an investigation under Commission Implementing Regulation (EU) 2026/1925 of 6 August 2026 into possible circumvention, via Kosovo, Moldova, North Macedonia and Serbia, of the anti-dumping duties imposed by Implementing Regulation (EU) 2024/357 on open mesh fabrics of glass fibres originating in China. A corrigendum correcting certain language versions of the initiating regulation was published 6 September 2026. The Commission suspects Chinese producers are routing product through Balkan and Moldovan assemblers to avoid duties currently ranging 48.4%–62.9% ad valorem on Chinese-origin open mesh fabrics.
BIS published a temporary final rule under DPA section 101 (following a Presidential Determination dated July 30, 2026 that recoverable critical minerals and materials are scarce and essential to national defense) requiring U.S. persons to allocate 100 percent of their monthly sales of black mass (shredded lithium-ion battery scrap containing lithium, cobalt, nickel, manganese and graphite) and tungsten waste and scrap to other U.S. persons, effectively barring export of these materials without an explicit BIS adjustment or exception. The order takes effect August 27, 2026, runs for one year through August 27, 2027, and BIS is accepting public comments through November 4, 2026 on whether additional sales requirements are needed. This is the first US DPA/export-control action targeting the recycling and secondary-materials stage of the critical minerals supply chain, rather than primary mining or refining.
China's Ministry of Commerce announced that drones, key drone components, and related technologies already listed on China's Dual-Use Items Export Control List will be subject to strict case-by-case review when exported to the United States, and will no longer be eligible for licensing-facilitation measures. The measure does not add new items to the control list or ban exports outright — it tightens the review standard and removes expedited-licensing treatment for existing listed drone items. MOFCOM said the move is a countermeasure responding to recent US actions, including the FCC's ban on imports of Chinese drones and DHS's addition of 43 Chinese companies to the Uyghur Forced Labor Prevention Act entity list.
China's Ministry of Commerce issued Order No. 2 [2026] on 5 August 2026, imposing countermeasures under Articles 3, 4, 6, 9, 10 and 15 of the Anti-Foreign Sanctions Law against six US entities — Applied DNA Sciences, Stratum Reservoir, Altana Technologies, the Responsible Business Alliance, Verite Group, and Human Rights in China — for "assisting and supporting" US sanctions and restrictions targeting Xinjiang. The order prohibits organizations and individuals within China from conducting transactions or cooperation with the six named entities, effective immediately. The stated trigger is Washington's prior import ban on products from 43 Chinese companies over alleged Xinjiang forced-labor practices.
Japan's Ministry of Finance, acting on a provisional affirmative determination from the Customs Tariff Council following a METI/MOF joint dumping investigation opened in August 2025, imposed a provisional anti-dumping duty on hot-dip galvanized steel strips and sheets originating in South Korea and China (Hong Kong and Macau excluded). The measure took effect August 8, 2026 under Cabinet Order No. 254 of 2026, and runs through December 7, 2026 pending a final determination. The product is used in guard rails, building/housing materials, fencing, and appliance parts such as refrigerators.
On 29 July 2026 Allied Gold Corporation (TSX/NYSE: AAUC) and Zijin Gold International Company Ltd. terminated their previously announced C$5.5B (~US$3.9-4B) arrangement agreement, under which Zijin Gold would have acquired 100% of Allied Gold, after concluding the deal's closing conditions would not be satisfied by the 29 July 2026 outside date. Trade press (ION Analytics/Dealreporter, Investing News Network, Ecofin Agency) reports the transaction stalled because China's National Development and Reform Commission (NDRC) required in-depth review over two concerns: the premium Zijin was paying relative to Allied's market valuation, and geopolitical-risk concentration from Allied's exposure to Mali, which supplies roughly half of Allied's gold output (via the Sadiola mine). In place of the full takeover, Zijin Gold agreed same-day to a non-brokered private placement subscribing for ~12.8 million Allied common shares at C$32.55/share (~US$295M gross proceeds), taking a 9.2% stake expected to close on or about 10 August 2026. This is the first Chinese outbound mining M&A the register has logged since 2025-04-23, following a roughly 16-month gap, and marks an outbound-investment-screening precedent constraining a Chinese SOE-adjacent acquirer's exposure to Sahel political risk.
China's Ministry of Commerce issued Announcement No. 30 of 2026 on July 24, 2026, adding 14 EU-based entities to the Export Control Management List under the Export Control Law and Dual-Use Items Export Control Regulations. The listing bars Chinese exporters from supplying dual-use items to the named entities, bars any overseas party from transferring or providing China-origin dual-use items to them, and orders ongoing related transactions to stop immediately; exporters may apply to MOFCOM for case-by-case exemption. It is the first MOFCOM entity-list action ever to target EU-domiciled entities and the first ever to name a university (Wrocław University of Science and Technology). The 14 entities span Germany (Rheinmetall AG, Sindlhauser Materials GmbH, Antraco Chemie-Handelsgesellschaft mbH), Italy (Lafert S.p.A., Garnet S.r.l.), France (InPACT S.A., III-V LAB, Cavok UAS), Poland (Vigo Photonics S.A., Politechnika Wrocławska), the Netherlands (IHC Merwede Holding B.V.), Czechia (TATRA TRUCKS a.s.), Bulgaria (Opticoelectron Group) and Lithuania (Ekspla UAB) — defence, drone, photonics, laser, semiconductor and maritime-engineering firms and research institutes. The action came roughly 24 hours after the EU's 21st Russia sanctions package (adopted July 23, 2026) added Chinese and Hong Kong dual-use-trading entities to its own restricted list, and is widely read as a reciprocal countermeasure.
On 24 July 2026 Commerce's International Trade Administration published the preliminary results of the first full five-year ("sunset") review of the countervailing duty order on phosphate fertilizers from Morocco (case C-714-004, in force since 2021). Commerce preliminarily determined that revoking the order would likely lead to continuation or recurrence of a countervailable subsidy to OCP Group at a rate of 20.04% ad valorem — well above OCP's most recent administrative-review rate of 16.81% and the 2.11% rate that applied after a December 2025 court remand. The review is procedural and does not itself change the duty currently being collected; it addresses whether the underlying CVD order survives long-term, separate from the temporary emergency AD/CVD duty-free window the White House granted on 29 June 2026.
Decreto Supremo N° 014-2026-EM, published by Peru's Ministerio de Energía y Minas (MINEM) on 20 July 2026, amends Decreto Supremo N° 042-2017-EM (the Reglamento de Protección Ambiental para Actividades de Exploración Minera) to raise the exploration-platform ceiling eligible for the fast-track Declaración de Impacto Ambiental (DIA) pathway from 40 to 60 platforms, processed within 30 business days. Projects exceeding 60 platforms still require the longer semi-detailed environmental impact study (EIAsd) process (90 business days). The decree also tightens agency review timelines and removes duplicate observation cycles between evaluating entities. It is a supply-side liberalising/permitting-streamlining measure rather than a rate or ownership change, in a priority-tier chokepoint country for copper and other strategic minerals.
President Trump signed Executive Order 14415 on 20 July 2026, tightening the 10 U.S.C. 4872(c)(1) "specialty metals" waiver process for defense contractors: from 1 January 2027, waivers will be granted only under approved mitigation plans showing "exhaustive efforts" to source compliant materials and a documented timeline for removing non-compliant content. The order requires the Secretary of War to develop, within 180 days, a supply-chain mapping policy compelling contractors to trace covered materials to raw-material origin ("indentured Bill of Materials"), with final implementing regulations due 90 days after that, and a source-qualification acceleration strategy for domestic and allied alternatives to "unreliable foreign suppliers" due within 90 days. Mandatory progress reporting runs at 6-month intervals through 1 January 2028. The order explicitly preserves the U.S. Strategic Critical Minerals Reserve ("Project Vault") and Export-Import Bank-financed or government-backed sourcing arrangements from its restrictions.
BIS published a final rule removing the UAE from Export Administration Regulations Country Groups D:3 and D:4 and adding it to Country Group A:5 — the tier reserved for the closest US allies. The change unlocks License Exception STA (military items, commercial satellites/spacecraft, and dual-use goods for oil/gas, desalination and civil nuclear power) plus several other license exceptions, and grants the UAE government and BIS-preapproved entities (currently G42 and Core42 only, per Supplement No. 8) license-free export of advanced computing items. Preapproved private entities have a 270-day window to become majority US-owned or lose automatic eligibility; other private UAE entities must still petition BIS case-by-case.
On 9 July 2026 Chile's Contraloría General de la República published Resolución N°14/2026 in the Diario Oficial, modifying its prior toma de razón exemption framework for corporate acts of state copper producers Codelco and Enami. Instead of requiring preventive review (toma de razón) before corporate acts of affiliates take effect, the resolution lets Codelco/Enami adopt the acts first and submit supporting documentation (board minutes and background materials) for ex-post Contraloría review within 10 business days. The change ends a dispute that began when Contraloría required preventive review of Codelco's formation of Minera Ascotán SpA (Codelco 34% / Quiborax 66%, for the Salar de Ascotán lithium project), which had stalled that CEOL's corporate structuring; Codelco withdrew its recurso de amparo económico against Contraloría after the resolution was published.
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.
Brazil's Secretariat of Foreign Trade (SECEX) opened a formal antidumping investigation via Circular nº 51 (3 July 2026, published Diário Oficial da União 6 July 2026) into imports of welded circular-section carbon-steel pipes for fluid conduction (outer diameter 14"-48", NCM 7305.11/12/19/31/39 and 7306.19/30) from China, following a petition by Confab Industrial S.A. (a Tenaris subsidiary). The dumping-evidence period runs July 2024-June 2025 and the injury-analysis period July 2020-June 2025. DECOM explicitly finds that market-economy conditions do not prevail in China's producing segment, citing state-owned-enterprise dominance, five-year plans and "China's decisive contribution to global steel overcapacity." No preliminary dumping margin is disclosed at this initiation stage.
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.
Japan's Cabinet decided on 2026-07-03 to extend for a further five years the 30.8% anti-dumping duty on dipotassium carbonate (K2CO3, used as a raw material in LCD glass and detergents) originating in South Korea. The duty was first imposed 2021-06-24 through 2026-06-23; following a June 2025 extension petition from domestic producer AGC Inc. and a MOF/METI investigation launched August 2025, the Customs Tariff Council's special duties subcommittee found a continued/recurring risk of dumped imports and material injury, and recommended a 5-year extension. The amending Cabinet Order (Cabinet Order No. 223 of 2026) was promulgated 2026-07-08 and took effect 2026-07-09, extending the duty period to 2031-07-07 at the unchanged 30.8% rate.
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."
On 29 June 2026 the US President declared an emergency under Section 318(a) of the Tariff Act of 1930 (19 U.S.C. 1318(a)) over "threats to the availability of sufficient supplies of fertilizers to meet expected agricultural demand" and suspended collection of duties and estimated-duty deposits under 19 U.S.C. §§1671, 1675 and 1677j — the countervailing and antidumping statutes — on phosphate fertilizer imports from Morocco. The suspension runs for the earlier of eight months from the proclamation date or termination of the emergency, and effectively lifts the AD/CVD wall (already reduced to a 2.11% CVD rate by a December 2025 Court of International Trade remand in the OCP case) on Moroccan phosphate imports. Morocco (OCP Group) holds roughly 70% of world phosphate-rock reserves and is the single largest external phosphate-fertilizer source into the US farm supply chain.
The Directorate General of Trade Remedies (DGTR) initiated an anti-dumping investigation on 25 June 2026 into imports of Hot Rolled Flat Products of Alloy or Non-Alloy Steel (width ≤ 2,100 mm, thickness ≤ 25 mm; not clad, plated or coated; stainless steel excluded; HS 7208, 7211, 7225, 7226) originating in or exported from China PR, Japan and Russia, following a petition by domestic producers JSW Steel, JSW Vijayanagar Metallics and Jindal Steel Odisha. DGTR's prima-facie assessment found export prices significantly below normal value, with dumping margins above the de-minimis threshold for all three origins. The period of investigation (POI) is January–December 2025; interested parties have 30 days to register and submit questionnaire responses.
China's Ministry of Commerce issued Announcement No. 26 of 2026 on June 24, 2026, establishing a formal reporting and handling system for violations of export controls on strategic minerals and dual-use items, effective July 1, 2026. The mechanism opens two reporting channels — a dedicated hotline (010-12369) and an online portal (aqygzj.mofcom.gov.cn) — through which any organisation or individual may report suspected violations including unauthorised exports, circumvention via third-country re-routing, illegal technology transfers, and provision of services to sanctioned exporters. Anonymous reports are accepted; real-name reporters may qualify for monetary rewards; voluntary self-disclosure is treated as a mitigating factor in penalty determination. Service providers including freight forwarders and financial institutions face mandatory reporting obligations when they discover suspected violations in the course of business.
On 23–24 June 2026 Brazil's GECEX published Resolução nº 920/2026 (23 June) and companion Resolução nº 923/2026 (24 June) in the Diário Oficial da União, extending for up to five years the definitive antidumping duty on imports of ceramic foam filters (filtros cerâmicos; NCM 6903.90.91 and 6903.90.99) originating in China. The extension follows a DECOM end-of-period (sunset) review initiated on a petition by domestic producer Foseco Industrial e Comercial Ltda, which found that dumping and material injury to the Brazilian industry would likely continue or recur if the measure lapsed. The two resolutions address the same product and case (nº 920 is the primary extension; nº 923 is the companion resolution covering scope/related-party aspects), and are treated here as a single filing.
Brazil's Foreign Trade Chamber Executive Committee (GECEX/CAMEX) extended for up to five years the definitive antidumping duty on imports of glass used in refrigeration appliances ("vidros para refrigeradores" / cooling-appliance glass) originating from the People's Republic of China, publishing Resolução GECEX nº 921/2026 in the Diário Oficial da União on 23 June 2026. The extension follows a DECOM sunset review (revisão de final de período) that concluded dumping and material injury to the Brazilian domestic glass-for-appliances industry would likely continue or recur if the measure were allowed to lapse. The action re-prices a China→Brazil component flow into the domestic white-goods and refrigeration-appliance manufacturing chain.
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.
The European Commission adopted Implementing Regulation (EU) 2026/1373 on June 22, 2026, imposing definitive anti-dumping duties on imports of 1,4-butanediol (BDO) originating from China, Saudi Arabia, and the United States. The regulation was published in the Official Journal of the European Union on June 24, 2026. BDO is a chemical intermediate used in engineering plastics (polyurethane, PBT), solvents, and battery electrolyte solvents (gamma-butyrolactone derivative). China is the dominant global BDO producer and the primary source of injurious dumped imports into the EU. The regulation also definitively collects provisional duties previously imposed under Regulation (EU) 2026/270.
India's Directorate General of Trade Remedies (DGTR) initiated anti-dumping investigation No. 6/17/2026-DGTR (SETU Case ID: AD/OI/016/2026) on 22 June 2026 into imports of Cold Rolled Grain Oriented Electrical Steel (CRGO) and Amorphous Metal (AM) originating in or exported from China PR, Japan, Korea RP, and Russia, on application by JSW JFE Electrical Steel Nashik Pvt Ltd (a JV between JSW Steel and Japan's JFE Steel Corporation). The period of investigation (POI) covers 1 April 2025 to 31 March 2026; the injury analysis period spans 2022-23 through the POI. CRGO is the magnetic-core input for every power and distribution transformer, and amorphous metal is the next-generation low-loss core alternative; together they constitute grid-critical capital-equipment feedstock for India's electricity-system expansion, making this probe analytically distinct from — and more strategically sensitive than — the CRNO definitive-duty case (Notification 35/2025-Customs (ADD)).
Executive Order 14413, signed 22 June 2026, directs a national quantum-computing industrial-policy push: the QC-ADDS effort to deliver large-scale quantum computers to Department of Energy facilities for application development and discovery science, a National Center for Quantum Computing Assessment, an expanded Quantum Information Science and Technology Counterintelligence Protection Team, and a network of National QIST Workforce Development Institutes. It sets staged deadlines (30/60/90/120/180 days) for agency policy alignment, sensor-project identification, QC-ADDS technical specifications, and workforce/supply-chain plans, plus a September 2028 target for next-generation quantum-sensor deployment. Section 9 directs harmonisation of research-security and export-control policy with allies to prevent "countries of concern" from acquiring critical quantum technologies, but the order does not itself impose any new export-control rule. No dollar figures are specified.
On 19 June 2026, President Mamadi Doumbouya chaired a strategic meeting in Conakry with industrial, semi-industrial and artisanal gold operators and gold-buying counters, announcing that "l'exportation de l'or brut appartient désormais au passé" — a formal and permanent prohibition on exporting unrefined gold mined in Guinea. All gold must henceforth be refined domestically, primarily via the state-backed Nimba Gold Refinery (Gbessia, Conakry), before any international sale. Operators who continue exporting raw gold risk suspension or revocation of their operating licence and mining convention. The measure extends Guinea's Simandou 2040 local-transformation doctrine — already applied to bauxite and iron ore — to the gold sector for the first time.
India's CBIC imposed definitive anti-dumping duties ranging from USD 75 to USD 1,748 per tonne on imports of Sulphenamides Accelerators — rubber vulcanisation chemicals used in tyre and rubber goods manufacturing — originating in or exported from China, the European Union, and the United States, via Notification No. 11/2026-Customs (ADD) dated 19 June 2026. The duties are valid for five years following DGTR final findings of dumping below normal value causing material injury to the Indian domestic industry. The principal domestic producer benefiting from the measure is NOCIL Limited (NSE: NOCIL), India's largest rubber chemicals manufacturer, which produces Sulphenamides Accelerators under its Pilcure brand.
South Africa's International Trade Administration Commission (ITAC), acting on an application from Hall Longmore (the majority SACU producer of the product), issued a preliminary determination of dumping and recommended that SARS impose a provisional anti-dumping duty of 28.86% on large-diameter (external diameter >406.4mm) welded circular steel tubes and pipes of iron or steel (HS 7305.19, excluding longitudinally submerged arc-welded and longitudinally welded pipes) originating in or imported from Mozambique. SARS gave effect to the duty via Government Gazette 54854, Notice R.7606 (19 June 2026), amending Part 1 of Schedule No. 2 to the Customs and Excise Act, 1964, effective for six months up to and including 18 December 2026 while ITAC's investigation continues (ITAC Report No. 779).
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.
At the Japan–UK bilateral summit in London on June 14, 2026, Prime Minister Takaichi Sanae and Prime Minister Keir Starmer issued the "Japan–UK Leaders' Joint Declaration on Economic Security Cooperation," committing to deepen collaboration on critical minerals supply-chain diversification (mining, refining, processing, recycling, stockpiling), a focused battery-materials and recycling dialogue, and semiconductor technology cooperation through the Japan–UK Frontier Technology Partnership. The two leaders expressed grave concerns over economic coercion and arbitrary export restrictions on critical minerals and other materials that could affect global supply chains. The declaration preceded and informed the G7 Évian critical-minerals alliance announced three days later on June 17, 2026.
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.
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.
USTR published Federal Register notice 2026-11291 on June 5, 2026, opening a public comment period through July 10, 2026 (rebuttals by July 27, 2026) on the scope and operation of a proposed US-China Board of Trade — a standing government-to-government mechanism to manage bilateral trade in non-sensitive goods through reciprocal tariff modifications. The notice flows from commitments made at the May 15-17, 2026 Trump-Xi Beijing Summit and marks the first institutionalised bilateral trade-management architecture between the US and China. The Board of Trade would identify eligible products on each side and agree to modify tariffs on an equal-value basis, with regular meetings to monitor trade flows and update product lists. This is a process-initiation step (notice of inquiry); no tariff change or binding measure is enacted by this notice.
On 3 June 2026 Brazil's Câmara de Comércio Exterior (GECEX/CAMEX) published Resolução nº 907/2026 in the Diário Oficial da União (8 June 2026), applying a definitive anti-dumping duty for up to five years on imports of whole and skimmed milk powder (leite em pó integral e desnatado, não fracionado — NCM 0402.10.10, 0402.10.90, 0402.21.10, 0402.21.20, 0402.29.10, 0402.29.20) originating in Argentina and Uruguay. In the same resolution, GECEX immediately suspended the exigibility of those duties on public-interest grounds, pending the formal opening and conclusion of a public-interest evaluation procedure by Secex — making this a definitive-duty-recognised-but-unenforced measure. The investigation was initiated in December 2024 on petition by the Brazilian Agriculture and Livestock Confederation (CNA), with Argentina and Uruguay together supplying 86% of Brazil's powdered-milk imports (754 million litre-equivalents of a 1.02-billion-litre total in Jan–May 2026).
On 3 June 2026 the European Commission adopted a legislative proposal for the Cloud and AI Development Act (CADA) — COM(2026) 502 — as part of the European Technological Sovereignty Package. The CADA proposes to triple EU data-centre capacity over five to seven years, introduces a single EU-wide sovereignty assessment framework for cloud and AI services, and establishes common EU-level procurement mechanisms for public administrations prioritising EU-based cloud and AI infrastructure. As a Commission proposal the CADA now enters co-decision (European Parliament + Council) and is not yet law; it is structurally distinct from the co-adopted Chips Act 2.0, addressing cloud infrastructure and AI compute capacity rather than semiconductor supply chains.
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.