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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.
MOFCOM Announcement No. 44 of 2026 (3 October 2026) initiated an anti-dumping investigation into imports of para-nitrotoluene (对硝基甲苯, 4-nitrotoluene, HS 29042020 — an intermediate used in dyes, pigments, pesticides and pharmaceuticals) originating in the European Union. The petition was filed by Jiangsu Huaihe Chemical Co., Ltd. and Hubei Dongfang Chemical Co., Ltd. on behalf of China's domestic industry. The dumping investigation period runs 1 July 2025–30 June 2026; the injury investigation period runs 1 January 2022–30 June 2026. No provisional measures or duties are imposed by this announcement; MOFCOM expects to conclude by 3 October 2027, extendable by six months. Press reporting cites the petitioners' preliminary evidence as alleging a dumping margin exceeding 100%, but that figure is not disclosed in the MOFCOM text itself. The probe lands six days before EU Trade Commissioner Maroš Šefčovič is due in Beijing (8–9 October 2026) for talks aimed at defusing EU-China trade tension.
On 1 October 2026 the UK government designated 23 individuals and entities and 8 vessels under the Russia (Sanctions) (EU Exit) Regulations 2019. The package targets Russia's "war chest" financing via shadow-fleet LNG tankers evading sanctions, seven individuals spreading pro-Kremlin disinformation, eight people involved in the arbitrary detention and torture of Ukrainian civilians, and seven individuals involved in the militarisation and deportation of Ukrainian children. Designated persons are subject to UK asset freezes and travel bans; the eight vessels are added to the UK's shadow-fleet shipping-sanctions list.
On 24 September 2026 the Council of the European Union added one individual, Xenia Fedorova, a Russian media figure and former President and Director of Information of RT France, to the EU restrictive-measures regime in view of Russia's destabilising activities, for engaging in foreign information manipulation and interference (FIMI). The listing was made by Council Decision (CFSP) 2026/2164 (amending Decision (CFSP) 2024/2643) and Council Implementing Regulation (EU) 2026/2165 (implementing Regulation (EU) 2024/2642). The regime is in place until 9 October 2026 and is reviewed yearly.
The Department of Food & Public Distribution raised the sugar stock-holding limit for bulk consumers — entities producing or consuming more than 10 tonnes of sugar per month — from 15 days to 30 days of consumption, effective immediately ahead of the festive season. The doubled ceiling applies only to sugar sourced under the Advance Authorisation Scheme (AAS) or Tariff Rate Quota (TRQ) import routes; stock bought on the open market remains capped at 15 days. Covered consumers must now file a weekly stock declaration every Friday on the DFPD's foodstock.dfpd.gov.in portal.
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.
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 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."
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.
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 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 1 June 2026, the U.S. Treasury's Office of Foreign Assets Control (OFAC) announced that FTI Consulting, Inc. (NYSE: FCN), a global business-advisory and expert-witness firm, agreed to pay $1,050,000 to settle apparent civil liability for six indirect dealings in prohibited debt of VTB Bank OAO between April 2019 and May 2021 — constituting violations of the Russia Harmful Foreign Activities Sanctions Regulations (RuHSR) and the then-applicable Directive 1 debt-tenor restrictions. FTI had been engaged via an intermediary global law firm to provide expert economic consulting services supporting VTB in Singapore litigation; invoices issued through that intermediary went unpaid or were paid far beyond the permissible 14-day tenor, extending prohibited debt on six occasions totalling approximately $353,862. OFAC determined the conduct was non-egregious and not voluntarily self-disclosed, and imposed a penalty of $1,050,000 — double the $525,000 base penalty — citing the foundational principle that a party may not do indirectly what it cannot do directly.
On 23 May 2026 President Javier Milei, Economy Minister Luis Caputo, and Chief of Staff Manuel Adorni announced the "Régimen de Incentivo para Grandes Inversiones en Nuevas Industrias" (Super RIGI), and on 26 May 2026 submitted the bill (Mensaje 181/2026, expediente 0005-PE-2026) to the Cámara de Diputados — pending Congressional approval as of filing. The regime applies a US$1 billion minimum investment threshold (with ≥20% committed in the first two years), a 15% corporate income tax rate (vs 25% under the base 2024 RIGI), accelerated depreciation of 60%/20%/20% over three years, immediate export-duty exemption (vs year 3 under RIGI), import-tariff exemption, and 30-year regulatory stability across tax, customs, social security, and FX matters. A progressive FX-liberalisation schedule allows 20% / 40% / 100% free disposal of export-generated foreign currency in years 1 / 2 / 3+. Target sectors are industries that "do not currently exist or are in experimental/pilot phase in Argentina," including semiconductors, AI data centres, advanced biotech, 100% electric vehicles, lithium value chain (downstream processing, cathode, battery), green hydrogen, solar panels, wind turbines, onshore LNG, SMR nuclear, aerospace, uranium value chain, potassium and phosphorus fertilisers, and new petrochemicals.
On 22 May 2026, DRC Minister of Mines Louis Watum Kabamba signed Arrêté ministériel N° 00305/CAB.MIN/MINES/01/2026, imposing an immediate and total three-month suspension of all mining activity (industrial, semi-industrial, and artisanal) in the Mwenga and Shabunda territories of South Kivu province. Grounds cited: illegal extraction, mineral fraud, and financing of armed groups through uncontrolled extraction revenues. The General Inspectorate of Mines was deployed on a special verification mission; the moratorium is set to expire approximately 22 August 2026.
The Central Bank of Sudan (CBOS) issued Circular No. 12/2026 and Circular No. 13/2026 on 14 May 2026, restructuring Sudan's gold export regime. Circular 12/2026 abolished restrictions on exporters' use of gold and commodity export earnings — permitting proceeds to fund any Ministry of Trade-authorised import via an "intermediate import account" (21-day utilisation window) — and formally terminated the CBOS monopoly on gold purchases, allowing registered private traders to export through official channels. Circular 13/2026 established a daily gold incentive price (international 24-karat benchmark minus USD 10 per troy ounce, converted to USD per gram), published through the XAR electronic system; commercial banks and export-clearing authorities must clear shipments at or above this price.
On 14 May 2026, following an on-site inspection of mining operations in Mpanda Municipality and Nsimbo District Council in Tanzania's Katavi Region, Minister for Minerals Hon. Anthony Mavunde ordered the immediate suspension of all mining activities along the Mtisi River after inspectors found severe environmental degradation, absence of environmental management plans and NEMC permits, and foreign nationals operating machinery directly — in violation of the Mining Act Cap. 123 (R.E. 2019), which restricts foreign parties under Technical Support Agreements (TSAs) to advisory and technical-support roles only. Mavunde simultaneously directed all Resident Mining Offices nationwide to conduct a review of every TSA between local small-scale miners and foreign investors to verify legal compliance and ensure that agreements genuinely benefit Tanzanian citizens. Three large exploration licences recently revoked (linked to the 15 April 2026 mass-revocation) are to be reallocated to small-scale miners in Katavi Region under the Mining for a Brighter Tomorrow (MBT) framework.
DGFT Notification No. 16/2026-27 (13 May 2026) escalated the export policy for sugar under ITC(HS) codes 1701 14 90 (raw sugar) and 1701 99 90 (white and refined sugar) from "Restricted" to "Prohibited" with immediate effect, covering all three commercial grades. The prohibition runs until 30 September 2026, or until a further Central Government order, whichever is earlier. The measure is a pre-emptive domestic price-stabilisation step ahead of an uncertain 2025-26 sugarcane season; carve-outs preserve EU and US CXL/Tariff-Rate-Quota obligations, Advance Authorisation Scheme exports, government-to-government shipments, and consignments already in the physical export pipeline before 13 May 2026.
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 Office of the United States Trade Representative released the 2026 Special 301 Report on 30 April 2026, designating Vietnam as a Priority Foreign Country (PFC) — the most severe category under Section 182 of the Trade Act of 1974 (19 U.S.C. § 2242). This is the first PFC designation since Ukraine held the status from 2013 through 2015, a gap of approximately 11 years. The PFC designation triggers a statutory 30-day window (expiring ~30 May 2026) within which USTR must decide whether to initiate a Section 301 investigation under 19 U.S.C. § 2412(b)(2)(A), which could lead to tariffs, withdrawal of trade benefits, or other Section 301 enforcement remedies against Vietnam. Separately, the EU was added to the Watch List for the first time, citing AI training-data, geographical-indications, and customs-enforcement concerns.
Argentina's Ministerio de Economía issued Resolución 531/2026 on 20 April 2026, closing the changed-circumstances review under the anti-dumping regime of Resolución 915/2021 and excluding disassembled sports footwear with non-leather soles or uppers (HS 6401.10.00–6405.90.00) imported from China from the existing USD 15.70/pair minimum-FOB-value anti-dumping measure. The Comisión Nacional de Comercio Exterior (CNCE) recommended the exclusion following requests from domestic manufacturers Topper and Puma Sports Argentina, finding that high-performance sports footwear requires components and materials unavailable from domestic suppliers and that assembly operations add approximately 20% local value while supporting employment. The measure operationalises the Milei administration's deregulatory programme via a CNCE-mediated precedent for dismantling legacy protectionist AD measures without formal statutory repeal.
Turkey's Ministry of Trade Export General Directorate issued a circular on 6 April 2026 prohibiting exports of sulphur classified under customs tariff position 2503 (excluding sublimed, precipitated, and colloidal sulphur) effective 7 April 2026 through 30 September 2026. The measure was requested by the Ministry of Agriculture and Forestry in response to a 35–40% surge in domestic sulphur prices and supply shortages triggered by Middle East conflict disruptions to global sulphur flows. Turkey exported approximately 226,500 tonnes of sulphur in 2025, primarily to Egypt, Tanzania, Greece, and Lebanon; Tüpraş's regular 8,000-tonne monthly Mediterranean spot tender was suspended immediately. The ban compounds Russia's concurrent sulphur export ban (Decree No. 350, extended to 30 June 2026), compressing Mediterranean and East African sulphur availability during the global spring–summer fertiliser demand peak.
DGFT Notification No. 03/2026-27, issued 2 April 2026 under sections 3 and 5 of the Foreign Trade (Development and Regulation) Act 1992 and the Foreign Trade Policy 2023, reclassifies several Chapter 71 tariff lines — covering silver-clad base metals (ITC-HS 71090000), articles of precious metals (HS 7114–7115 series), and non-legal-tender coins — from "Free" to "Restricted" import status, requiring DGFT prior authorisation for each import consignment. The notification simultaneously liberalises certain platinum semi-finished forms (HS 7110 series) from Restricted to Free, except platinum alloys containing more than 1% gold content. No transitional relief applies: prior contracts, letters of credit, advance payments, or shipments in transit are not exempted, making the restriction immediately operative. EOU and SEZ units are carved out provided imported goods are not diverted into the Domestic Tariff Area.
The US Department of Commerce published its final affirmative determination of sales at less-than-fair-value in the antidumping investigation of animal feed-grade L-lysine (lysine) from China (case A-570-215) on 23 July 2026, following a preliminary determination published 6 March 2026 (91 FR 11030). Commerce found a China-wide weighted-average dumping margin of 139.83% (cash deposit rate 139.65% after subsidy-offset adjustment), based on adverse facts available after Commerce found Zhengzhou Longgu Trading Co., the sole company with a calculated margin, and the Eppen Group group of producers/exporters uncooperative and ineligible for a separate rate in the final determination. A group of separate-rate companies — including Anhui BBCA Biochemical, Heilongjiang Wanlirunda Biotechnology, and others exporting through trading intermediaries such as Agromate Sg, Ainore (Tianjin), and Aollen Biotech — received a 73.55% dumping margin (73.37% cash deposit rate). The order covers lysine regardless of form (HCl, sulfate, liquid) under HTSUS 2922.41.0090 and related subheadings. A companion countervailing-duty investigation (preliminary 22 January 2026, 91 FR 2745) was finalized the same day; suspension of liquidation runs from 6 March 2026, with a final AD order contingent on an ITC injury determination due within 45 days of the final LTFV finding.
On 1 May 2026 the trade pillar of the EU-Mercosur Partnership Agreement (the "Interim Trade Agreement", iTA) entered provisional application between the European Union and the four Mercosur states — Argentina, Brazil, Paraguay and Uruguay — following its publication in the EU Official Journal on 27 February 2026 alongside the broader EU-Mercosur Partnership Agreement (EMPA). The iTA covers goods (eliminating duties on more than 90% of bilateral trade over a transition period including immediate cuts on cars, pharmaceuticals, wine and olive oil), services, government procurement at federal and state level, intellectual property (344 EU geographical indications protected), SPS/TBT disciplines, and a sustainability chapter. Mercosur receives tariff-rate quotas on agri-food exports (beef, poultry, sugar, ethanol, honey). Provisional application proceeds pending full ratification of EMPA by the Council, European Parliament and all EU national parliaments and a pending CJEU opinion; only the trade pillar applies provisionally.
On 25 February 2026 Zimbabwe's Ministry of Mines and Mining Development, under Minister Polite Kambamura, announced an immediate and indefinite suspension of exports of all unprocessed minerals — including lithium-bearing spodumene concentrates, which had previously been exempt from the country's December 2022 ban on raw lithium ore (Statutory Instrument 213 of 2022). The directive was communicated by ministerial letter dated 17 February 2026 to the Chamber of Mines of Zimbabwe and copied to lithium producers; the suspension took effect on 25 February and explicitly covered consignments already in transit, with the Zimbabwe Revenue Authority (ZIMRA) and the Minerals Marketing Corporation of Zimbabwe (MMCZ) ordered to halt clearance at the border. The measure brings forward by roughly eleven months a lithium-concentrate export ban that had been telegraphed for January 2027, and broadens it to all raw mineral exports. The Minister cited "national interest", in-country beneficiation, transparency, and prevention of mineral export "leakages" (smuggling and under-invoicing) as the rationale. Bloomberg and Reuters reporting noted under-declaration of grade and value as a proximate trigger; the government later (April 2026) clarified that reinstated exports would require Quota Verification certificates, monthly reporting, on-site assay laboratories, and individual producer-level export ceilings — i.e. the suspension functions as a reset to a quota regime rather than a permanent embargo. Zimbabwe is the world's fifth-largest lithium producer (~6-7% of global supply on a contained-LCE basis) and exported 1.128 million tonnes of spodumene concentrate in 2025 (an 11% YoY increase). The producer base is overwhelmingly Chinese-owned: Zhejiang Huayou Cobalt (Arcadia / Prospect), Sinomine Resource Group (Bikita Minerals), Chengxin Lithium (Sabi Star), and Sichuan Yahua (Kamativi) together account for the majority of output. The ban therefore primarily disrupts Chinese midstream lithium converters in Sichuan and Jiangxi that depend on Zimbabwean spodumene feedstock, while incrementally tightening the global seaborne concentrate market. The action is structurally a continuation of the EM resource-nationalism / upstream-capture template pioneered by Indonesia's nickel-ore ban (2020) and most recently extended by the DRC's ARECOMS cobalt suspension and quota system (Feb-Oct 2025). It reinforces a pattern in which producing-country governments capture processing margin from consuming-country smelters, and it does so in a commodity (lithium) where ex-China refining capacity is still thin, magnifying near-term price impact even though the headline share of global supply removed is moderate.
On 13 February 2026 President Bola Ahmed Tinubu signed Executive Order No. 9 of 2026 directing all Production Sharing Contract operators and contractors to remit Royalty Oil, Tax Oil, Profit Oil, and Profit Gas directly to the Federation Account, bypassing prior NNPC Limited intermediated collection. The order simultaneously eliminates NNPC Limited's 30% management fee on profit oil/gas, suspends the 30% Frontier Exploration Fund deduction, and redirects Gas Flare Penalty proceeds to the Federation Account — materially walking back the fiscal architecture established under Petroleum Industry Act 2021 §§ 9 and 53. An Implementation Committee chaired by the Minister of Finance was established to operationalise the order and resolve disputes.
OFAC reached a $1,720,000 civil penalty settlement with IMG Academy LLC on 12 February 2026 to resolve 89 apparent violations of the Foreign Narcotics Kingpin Sanctions Regulations (31 CFR Part 598) arising from tuition-related transactions processed on behalf of two individuals designated as SDNs under the Kingpin Act between 2018 and 2023. OFAC determined the apparent violations were NON-EGREGIOUS and not voluntarily self-disclosed; the penalty reflects substantial cooperation and remedial measures taken by IMG Academy after becoming aware of the violations. This is the first OFAC enforcement action in the register against a US educational or academic-services institution, establishing Kingpin Act SDN-screening obligations for schools and training academies accepting international student tuition payments.
On 12 February 2026, Ambassador Jamieson Greer of the Office of the United States Trade Representative oversaw the signing of the US-Taiwan Agreement on Reciprocal Trade (ART) in Washington, DC. The instrument was signed under the auspices of the American Institute in Taiwan (AIT) and the Taipei Economic and Cultural Representative Office in the United States (TECRO). Headline terms: (i) US IEEPA reciprocal-tariff rate on Taiwan reduced from 20% to 15% and Section 232 auto-parts/timber/lumber rate cut from 25% to 15%; (ii) Taiwan eliminates or reduces 99% of its tariff barriers on US goods, most immediately and the remainder phased over three years; (iii) Taiwan side commits ~USD 85bn in directed purchases through 2029 (USD 44.4bn LNG/crude, USD 15.2bn civil aircraft and engines, USD 25.2bn power equipment); (iv) sectoral chapters covering tariffs, non-tariff barriers, digital trade, economic security, and high-tech supply-chain resilience. Operationally linked to the 15 January 2026 AIT-TECRO Memorandum of Understanding on investment, under which Taiwan pledges USD 250bn in direct Taiwanese-enterprise investment in the US plus USD 250bn in Taiwan-government credit guarantees (USD 500bn total) to fund US-side industrial parks/clusters in advanced semiconductors, energy, and AI manufacturing. Entry into force is conditional on Taiwan's Legislative Yuan completing its review.
Decreto No. 2-2026, published in La Gaceta No. 37,065 on 6 February 2026, extends the Honduran Régimen de Importación Temporal (RIT) — a temporary-import regime permitting duty- and VAT-free importation of inputs, machinery and equipment for export-manufacturing operations — by five additional fiscal periods (2026–2030), covering approximately 124 beneficiary companies whose 12-year RIT validity had expired or was about to expire at end-2025. The decree is administered by SDE (Secretaría de Desarrollo Económico), SEFIN/DGEFA, and ADUANAS (Honduran Customs Administration), which issued a system-configuration circular on 10 February 2026 activating recognition of extended validity periods. Honduras's RIT is the principal fiscal-incentive architecture sustaining the country's US$8 bn+ annual maquila-sector exports under CAFTA-DR, and the extension removes an immediate sunset-risk for textile, apparel, automotive-harness and electronics export-manufacturers operating in Honduran free zones.
On 18 February 2025 Tailings Dam 15 at Sino-Metals Leach Zambia Limited's Chambishi facility (Copperbelt Province, Kalulushi District) failed, releasing acidic leach residue into the Chambishi Stream and the Mwambashi and Kafue Rivers; the company suspended operations and the Zambia Environmental Management Agency (ZEMA) commissioned an independent Environmental and Social Incident Impact Assessment (ESIIA). ZEMA received the consultant's final report on 19 December 2025 and held a public disclosure meeting in Kitwe on 6 January 2026. On 2 February 2026 the Ministry of Mines and Minerals Development announced that the investigation had concluded and that, once ZEMA's review of the findings is complete, stakeholders will be engaged to determine remediation and compensation modalities. Company clean-up operations began in March 2026.
The US Department of War awarded 5N Plus Inc. (Montreal-headquartered, TSX: VNP) an USD 18.1 million Defense Production Act (DPA) Title III grant to expand germanium recovery and refining capacity at its St. George, Utah facility. The award, announced 30 January 2026 under the "Immediate Measures to Increase American Mineral Production" executive order, funds a roughly sevenfold expansion of zone-refining capacity to more than 20 metric tons of high-purity germanium per year over 48 months, sourced from industrial residues and mining by-products. The germanium feeds optical and solar-cell germanium crystal supply chains used in defense applications.
On 29 January 2026, the Council of the European Union adopted Council Implementing Regulation (EU) 2026/267 and the accompanying Council Decision, implementing the EU's Iran human-rights restrictive-measures regime (Regulation (EU) No 359/2011, in place since 2011 and renewed annually). The package designates 15 individuals and 6 entities over the violent repression of peaceful protests, arbitrary detention, and internet/media censorship in Iran, bringing the regime's cumulative total to 24 individuals and 26 entities. The six newly listed entities are the Iranian Audio-Visual Media Regulatory Authority (SATRA), the IRGC-linked Seraj Cyberspace Organization, the Working Group for Determining Instances of Criminal Content (WGDICC), Yaftar Pazhohan Pishtaz Rayanesh Limited Company, Douran Software Technologies, and Masaf Institute. Designated parties are subject to an EU-wide asset freeze and a prohibition on making funds or economic resources available to them; listed individuals additionally face a travel ban.
The European Investment Bank signed guarantee agreements with Banco Santander totalling EUR 450 million on 29 January 2026, announced by EIB Group President Nadia Calviño during the Group's results presentation in Brussels. The guarantees are expected to unlock around EUR 900 million in new supply-chain financing for European companies: EUR 400 million for security-and-defence manufacturers (cybersecurity, surveillance, resilience and defence-technology suppliers) under the EIB's EUR 3 billion pan-European intermediated financing instrument for the defence industrial base, and EUR 500 million for companies in clean technologies, telecommunications and digital infrastructure via reverse-factoring supply-chain-finance instruments. Santander is reported as the fourth major European bank to sign under the defence-supply-chain programme, and the clean-tech/digital tranche contributes to the EIB Group's TechEU initiative.
India's DGFT issued Notification No. 56/2025-26 on 29 January 2026, amending the import policy under Chapter 29 of ITC (HS) 2022 to impose minimum import prices (MIPs) on three antibiotic Active Pharmaceutical Ingredients (APIs): Penicillin G-potassium (₹2,216/kg CIF), Amoxycillin trihydrate (₹2,733/kg CIF), and 6-Aminopenicillanic Acid/6-APA (₹3,405/kg CIF). Imports below these price floors are reclassified from "Free" to "Restricted" status, requiring a DGFT import authorisation before Customs clearance. The measure takes immediate effect and is valid for approximately ten months (until 30 November 2026), with an implied renewal pathway. It is explicitly aimed at preventing very-low-priced imports and supporting domestic manufacturers built under the PLI Bulk Drugs scheme, targeting China's dominant position in global antibiotic-fermentation supply.
On 15 January 2026 the Government of Vietnam issued Decree No. 20/2026/ND-CP, providing detailed implementing regulations for National Assembly Resolution 198/2025/QH15 (17 May 2025) on special mechanisms and policies for the development of the private economic sector. The decree (6 chapters, 17 articles) introduces a synchronized incentive framework covering corporate and personal income tax exemptions, land-access support, science/technology and digital transformation support, and human-resource training. SMEs registering for the first time are exempt from corporate income tax for three consecutive years; innovative startups receive a full CIT exemption for two years followed by a 50% reduction for four years; eligible experts and scientists at innovative startups, R&D centers, and intermediary organizations receive a personal income tax exemption for two years followed by a 50% reduction for four years. The decree took effect on the date of signature, with CIT/PIT incentive provisions retroactively applicable from 17 May 2025 (the effective date of Resolution 198/2025/QH15).
On 14 January 2026 President Trump issued a Presidential Proclamation under Section 232 of the Trade Expansion Act of 1962 titled "Adjusting Imports of Processed Critical Minerals and Their Derivative Products into the United States". Unlike the parallel 14 January 2026 semiconductor proclamation and the subsequent April 2026 pharmaceutical proclamation, the PCMDP proclamation does NOT immediately impose tariffs. Instead it directs the Secretary of Commerce and the U.S. Trade Representative to jointly negotiate bilateral and plurilateral supply agreements with trading partners, with an initial 180-day status report due 13 July 2026. The proclamation reserves residual authority to impose tariffs if negotiations fail or prove ineffective, and explicitly contemplates "price floors" on PCMDP imports as a negotiated instrument.
The Canada Border Services Agency (CBSA) initiated anti-dumping and countervailing (subsidy) investigations on 9 January 2026 into forged or stamped steel grinding media ("balls," nominal diameter 25mm–160mm, HS 7326.11.00.00) originating in or exported from China, following a complaint from the domestic industry. On 25 May 2026, CBSA issued preliminary determinations of dumping and subsidizing, triggering provisional SIMA duties on subject goods released on or after that date. Five Chinese exporters — Feifan Metalwork, Changshu Longte Grinding Ball, Jiangyin Xingcheng Magotteaux Steel Balls, Oriental Casting And Forging, and Tangshan ZWell Equipment Manufacturing — provided substantially complete responses and received individual margins; other exporters face a residual rate. The Canadian International Trade Tribunal (CITT) is running a parallel injury inquiry, with a final injury decision due 22 September 2026.
On 6 January 2026 China's Ministry of Commerce issued Announcement No. 1 [2026] "On Strengthening Export Controls on Dual-Use Items to Japan" (商务部公告2026年第1号), the first PRC export-control instrument to single out a named country other than the United States. Effective immediately on publication with no wind-down period, the measure prohibits export of all dual-use items under PRC export-control law where the end-user is the Japanese Ministry of Defense or Self-Defense Forces, the end-use is Japanese military, or — under a novel catch-all standard — the transaction would "enhance Japan's military capabilities." The standard is explicitly extraterritorial, covering transfers of PRC-origin dual-use items through third countries and in-country transfers where the end-user / end-use falls within scope. The political trigger was Japanese PM Takaichi's November 2025 Diet remarks framing a Taiwan contingency as a Japanese "survival-threatening situation" justifying SDF deployment.
Australia's Treasury applied its annual 1 January indexation to the monetary screening thresholds under the Foreign Acquisitions and Takeovers Act 1975, effective 1 January 2026. Most thresholds move with CPI (the 2026 update reflects roughly a 2.3% rise in the June-quarter CPI), producing country-specific changes where thresholds are set relative to free-trade agreement status or country-specific baselines — Global Trade Alert logged threshold decreases for Chile, New Zealand and the United States and increases for India, Hong Kong and Peru in this cycle. Fixed ($0) national- security, residential-land, media and foreign-government-investor thresholds and the non-indexed agricultural-land thresholds ($15m cumulative general; $50m for Thailand) are unchanged.
Egypt's Ministry of Investment and Foreign Trade, via GOEIC Export Circular No. 2 of 2026, renewed for a further year (2 January 2026 - 1 January 2027) the restriction limiting exports of lead-acid battery parts and separators (HS 85079010) to companies whose industrial register confirms them as actual producers of lead battery parts, with non-producing exporters and intermediary trading/export offices barred from handling the tariff line. The measure also continues an export duty of EGP 3,000/tonne on the category. It is the latest annual renewal of a policy first introduced as an outright export ban in September 2023 and converted to a fee-plus- producer-only restriction in 2024.