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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 2 October 2026 the European Commission approved a EUR 170 million Bulgarian State aid scheme (case SA.124701), under the Middle East Crisis Temporary State Aid Framework (METSAF, adopted 29 April 2026), compensating farmers engaged in primary agricultural production for increased fuel and fertiliser costs. Aid is disbursed as direct grants capped at EUR 50,000 per undertaking, calculated on the basis of the price increases and combining fuel and fertiliser support across the framework period. The scheme runs until 31 December 2026.
Peru's government issued Decreto Supremo N° 018-2026-EM, published 2 October 2026 in the official gazette (El Peruano), declaring the Ministerio de Energía y Minas (MINEM) and its two attached public bodies — Ingemmet (the geological, mining and metallurgical institute) and IPEN (the nuclear energy institute) — into a process of modernization and reorganization for up to 120 calendar days. The decree orders a comprehensive diagnostic of MINEM's administrative, organizational and management situation — budget, public investment, process management, human resources, integrity and functional coordination with Ingemmet and IPEN — with the stated goal of identifying reforms to strengthen the sector and speed up permitting for a backlogged mining and energy investment pipeline reported at over US$53 billion. MINEM's planning office must deliver a progress report at the 60-day mark.
The UK Department for Business and Trade and the Office of Trade Sanctions Implementation published two General Trade Licences, one each for Japan and South Korea, authorising UK persons to continue providing maritime transportation and related services for liquefied natural gas sourced from Russia's Sakhalin-2 project and delivered to those two countries. Both licences run from 1 January 2027 to 31 March 2028, succeed a narrower licence due to expire 1 January 2027, and are restricted to LNG supplied under contracts concluded before 17 June 2025 — no new contracts and no dealing with designated persons are authorised. The carve-out is issued under the Russia (Sanctions) (EU Exit) Regulations 2019, the same instrument under which UK maritime-transport restrictions on Russian LNG otherwise apply from 1 January 2027.
India's Directorate General of Foreign Trade issued Notification No. 41/2026-27 on 30 September 2026, extending the Remission of Duties and Taxes on Exported Products (RoDTEP) scheme through 31 December 2026. Coverage continues for Domestic Tariff Area units, Advance Authorisation holders, Special Economic Zone units and Export Oriented Units. The existing RoDTEP rates and value caps under Appendix 4R/4RE, as applicable on 30 September 2026, carry over unchanged for the extended period — this is a rollover of an existing broad-based export duty-remission program, not a change in rates or scope.
MOFCOM's Foreign Trade Division issued Trade Letter [2026] No. 404 on 29 September 2026, opening the annual declaration cycle for 2027 automobile and motorcycle export licences under China's 2012 export-order licensing framework. The online application system opens 30 September 2026 and local commerce departments must complete initial review and submit applications to MOFCOM by 28 October 2026. For the first time, all applicants — including Category A manufacturers and vehicle-modification producers — must submit a new "Overseas Compliance Management Commitment Letter" pledging to follow pricing regulations and refrain from disrupting market order to gain unfair competitive advantage; companies that miss the deadline or fail to submit required documentation lose eligibility for an export licence.
Peru's Ministry of Energy and Mines (MINEM) published a draft supreme decree on 29 September 2026 in the official gazette's Normas Legales section, proposing a new Declaración Jurada Ambiental para Exploración Minera (DJA) as an environmental management instrument complementary to the National Environmental Impact Assessment System (SEIA). The DJA would apply to mining-exploration projects of up to 10 drilling platforms and under 5 hectares of surface disturbance that meet specified environmental and territorial conditions, replacing a full prior environmental-impact evaluation with a sworn declaration that DGAAM must automatically approve (Constancia de Aprobación Automática) within 5 business days. Public comments are open for 15 calendar days from publication; OEFA retains environmental supervision and enforcement regardless of which instrument is used.
The Council of the EU adopted Council Implementing Regulation (EU) 2026/2191 of 28 September 2026, implementing Regulation (EC) No 1183/2005 concerning restrictive measures in view of the situation in the Democratic Republic of the Congo. The regulation adds Alliance Fleuve Congo (AFC) as a listed entity and four individuals — Charles Sematama, Gustave Kubwayo, Corneille Nangaa Yobeluo and John Imani Nzenze — to Annex I, subjecting them to an EU-wide asset freeze. The listing transfers these five parties from the EU's autonomous DRC sanctions track into the annex implementing corresponding UN Security Council Sanctions Committee designations made on 14 July 2026 under Resolution 1533 (2004), which the UN describes as targeting AFC's political, logistical and operational support to the M23/ARC armed group in eastern DRC.
The Council of the European Union added 10 individuals and 17 entities to the Ukraine territorial-integrity sanctions list (Regulation (EU) No 269/2014 / Decision 2014/145/CFSP) for the unlawful deportation, forcible transfer and forced assimilation of Ukrainian children, including through indoctrination and militarised education. Listed persons and entities are subject to an EU asset freeze and a prohibition on EU persons/companies making funds or economic resources available to them; natural persons also face an EU travel ban. Adopted via Council Implementing Regulation (EU) 2026/2184 (listing instrument) and the accompanying Council Decision (CFSP) 2026/2185, both dated 28 September 2026 and effective on publication.
The Council of the European Union listed 10 Russian individuals — including three Supreme Court judges, an official of the Prosecutor General's Office, and the judges/prosecutors involved in sentencing Yabloko deputy chair Lev Shlosberg to over 11 years in prison — under the EU's Russia human-rights sanctions regime (Decision (CFSP) 2024/1484 / Regulation (EU) 2024/1485), for suppressing freedom of expression, information and association in connection with the barring of the opposition party Yabloko from the September 2026 State Duma elections. Adopted via Council Implementing Regulation (EU) 2026/2193 and Council Decision (CFSP) 2026/2192, both dated 28 September 2026. Listed persons face an EU asset freeze, a prohibition on EU persons/companies making funds available to them, and a travel ban.
On 24 September 2026 the Ministry of Commerce's Department of Foreign Trade issued notice 商贸农函〔2026〕163号 publicising, for public comment, the proposed list of 42 enterprises to receive a redistribution of China's 2026 sugar import tariff-rate quota. The public-notice period runs 24-30 September 2026; objections to an applicant's eligibility are to be sent in writing to the Department. The notice and its annex do not state the redistributed volume, per-company allocations or any tariff rate.
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.
Commission Implementing Regulation (EU) 2026/2101 of 24 September 2026 imposes a definitive anti-dumping duty, and definitively collects the provisional duty, on imports of pea protein originating in the People's Republic of China. The product is pea protein containing more than 65% protein on a dry-weight basis, from any pea type (yellow or green field peas), solid or liquid, textured or not. Press reports put the definitive duties at 40.5%-67.1% by exporting producer, for five years, following provisional duties applied since 29 April 2026 under Regulation (EU) 2026/916.
On 23 September 2026 USTR announced the final country allocations of the FY2027 WTO tariff-rate quota for imported raw cane sugar. The total quota is 1,117,195 metric tons raw value (MTRV), the WTO minimum commitment; 1,061,202 MTRV was allocated by notice of 24 July 2026 (91 FR 46822) and the remaining 55,993 MTRV is distributed to additional countries in this announcement. In-quota quantities may enter the United States from 1 October 2026, and allocations to net sugar-importing countries require origin documentation and certificates of quota eligibility.
Commission Implementing Regulation (EU) 2026/2107 of 22 September 2026 imposes a definitive countervailing duty on imports of continuous filament glass fibre products (GFR) originating in Egypt, following an expiry review under Article 18 of Regulation (EU) 2016/1037. The Commission found that subsidisation of the Egyptian GFR industry continued during the 2024 review investigation period and remained above the de minimis threshold. The review was requested on 21 March 2025 by Glass Fibre Europe on behalf of the Union industry and opened on 24 June 2025.
The European Commission adopted Commission Implementing Regulation (EU) 2026/2107 of 22 September 2026, imposing a definitive countervailing duty on imports of continuous filament glass fibre products ("GFR" — glass fibre reinforcements/rovings) originating in Egypt for a further five years, following an expiry review under Article 18 of Regulation (EU) 2016/1037. The review found continued subsidisation of the Egyptian GFR industry above the de minimis threshold during the 2024 review- investigation period, via preferential financing, capital-investment support, VAT/import-duty exemptions and rebates, and provision of land for less-than-adequate remuneration. The measure continues the 13.1% countervailing duty first imposed by Commission Implementing Regulation (EU) 2020/870 in June 2020.
On 22 September 2026 the Council of the European Union adopted Decision (CFSP) 2026/2161 amending Decision 2014/145/CFSP and Implementing Regulation (EU) 2026/2160 implementing Regulation (EU) No 269/2014, prolonging the asset-freeze / travel-ban regime on persons and entities undermining Ukraine's territorial integrity, sovereignty and independence for 36 months, to 22 September 2029, instead of the customary six-month cycle. Annex I is amended to delist Alisher Usmanov, Mikhail Fridman, Andrey Falaleev and the entity Redbird Corporate Services Ltd, to remove three deceased persons, and to update the entries of 104 individuals and 71 entities.
In General Notice 4162 of 2026 (Government Gazette No. 55437, 22 September 2026) the International Trade Administration Commission of South Africa announced the conclusion of its sunset review of the anti-dumping duties on ropes and cables of a diameter exceeding 32 mm (steel wire ropes) originating in or imported from Germany and the United Kingdom. The Commission made a final determination that expiry of the duties would likely lead to continuation of dumping and recurrence of material injury, and decided to recommend to the Minister of Trade, Industry and Competition that the current duties be maintained (Report No. 786).
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."
On 18 September 2026 the President signed a proclamation extending Proclamation 10973 (originally issued 19 September 2025), which conditions issuance/entry on new H-1B specialty-occupation petitions on a $100,000 payment by the sponsoring employer, for a further 12 months through 21 September 2027 (exceptions remain at DHS Secretary discretion for national-interest cases). Alongside it the President signed a companion executive order, "Enhancing Program Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program," directing DHS, State and Labor to coordinate review of H-1B petitions and consult Commerce, Education and SBA on employment data, with heightened scrutiny for employers with recent or planned US-worker layoffs. The accompanying fact sheet cites a 92% drop in H-1B registrations by the largest IT-outsourcing firms (24,946 to 2,055) and a ~97% decrease in consular H-1B processing requests since the original 2025 proclamation. ## Severity basis Quant anchor from the primary source: $100,000 flat fee per covered H-1B petition, extended for a further 12-month term (through 2027-09-21); a measured 92% reduction in H-1B registrations by the largest IT-outsourcing filers (24,946 → 2,055) and a ~97% drop in consular H-1B processing requests attributed to the fee regime since its 2025 introduction. Severity 4/5: a binding, renewed cost barrier with a demonstrated order-of-magnitude effect on offshore-staffing-dependent filers, not a one-off or symbolic measure.
President Trump signed H.R. 5334, the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, into law on 18 September 2026, after the House concurred in Senate amendments on 16 September 2026 (262-159) and the Senate passed it on 7 August 2026 (86-11). The Act authorizes a 500% tariff on all US imports of Russian-origin goods and up to 100% tariffs on the top five importers of Russian oil and gas and the top five countries supporting Russia's oil "shadow fleet," alongside sanctions on Russian banks, the Russian financial system, and shadow-fleet vessels. It also extends the Iran Sanctions Act through 2031. All tariff/sanctions authority is discretionary: the President may decline to impose it by certifying to Congress that doing so serves the national interest, and may terminate it if Russia agrees to a durable peace with Ukraine. The Act sunsets five years after enactment.
The US Department of State amends the International Traffic in Arms Regulations (22 CFR Parts 120, 123, 125 and 126) to clarify certain policy-of-denial provisions, update country policies for Ethiopia and Somalia, add Saudi Arabia and Peru to the list of Major Non-NATO Allies (MNNA), and make other miscellaneous corrections. The Ethiopia change implements a February 5, 2026 Secretary of State determination terminating the ITAR policy of denial on defense-article and defense-service exports to Ethiopia's armed forces, police, intelligence and other internal-security forces — a change from the denial posture imposed during the Tigray war. Saudi Arabia and Peru's MNNA designations (Presidential determinations of January 13 and 14, 2026 respectively) make both countries eligible for preferential ITAR treatment, including certain license exemptions, priority license-application review, and participation in cooperative defense R&D programs. The rule is effective on publication.
On 18 September 2026 the U.S. Department of State published an interim final rule amending the International Traffic in Arms Regulations (ITAR) to remove certain uncrewed underwater vehicles (UUVs) from U.S. Munitions List Category XX(a), effective 19 October 2026. Vessels removed from the scope of Category XX(a)(10) that are not separately described elsewhere on the USML become subject to the Commerce Department's Export Administration Regulations (EAR) instead — a reclassification from the stricter State Department license regime to Commerce jurisdiction, not a full decontrol. The Department states the removed vessels "do not warrant control under the ITAR" and is separately soliciting comments on further refining UUV controls and license exemptions.
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.
OFAC added four Cuban state-owned nickel-sector enterprises to the SDN List under Executive Order 14404 — Centro de Investigaciones del Níquel (CEDINIQ), Empresa de Ingeniería y Proyectos del Níquel (CEPRONIQUEL), a technical/computing services entity (SERCONI), and Pinares S.A. — alongside three individual Cuban-national designations and a parallel round of military-modernization-linked designations. The action, publicised as "Further Sanctions on Cuba's Mineral Wealth and Military Modernization Apparatus," blocks all US-person transactions and freezes US-touching assets of the named entities, targeting the research, engineering and technical-services layer behind Cuba's nickel extraction and processing industry.
On 14-16 September 2026 in Seoul, South Korea's Ministry of Trade, Industry and Resources hosted the first Korea-Central Asia (C5+1) Industry Ministers' Meeting and Business Summit with Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan, establishing a standing multilateral ministerial consultation channel. Nine bilateral and multilateral government cooperation documents were signed alongside 116 business-level MOUs, including a Korea-Uzbekistan critical-minerals platform MOU and a Korea-Uzbekistan MOU on AI-driven manufacturing innovation tied to ODA projects. Named strategic materials span lithium, uranium and rare earths; other bilateral documents cover crude oil and nuclear energy (Kazakhstan), a revised trade/investment framework (Kyrgyzstan), industrial cooperation (Tajikistan) and chemical-industry cooperation (Turkmenistan). No financial commitments were disclosed.
On 15 September 2026, the Council of the European Union adopted Decision (CFSP) 2026/2103, amending Article 6 of Decision 2014/145/CFSP to extend the individual-listings sanctions regime (asset freeze / travel ban on those responsible for undermining Ukraine's territorial integrity, sovereignty and independence) by only seven days, to 22 September 2026, rather than the customary six-month renewal. EU ambassadors (Coreper) failed to reach consensus on the full six-month renewal on 14-15 September 2026 after France and Slovakia demanded the delisting of Russian oligarchs Mikhail Fridman and Alisher Usmanov, forcing a short bridging extension to allow further consultations. The decision itself makes no change to the underlying 132-individual / 77-entity listing set established by the prior six-month renewal (Decision (CFSP) 2026/696 of 14 March 2026); it is a pure continuity measure pending the full renewal decision.
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.
On 14 September 2026 the European Commission approved a EUR 52 million (RON 277 million) Romanian State aid scheme, under the Middle East Crisis Temporary State Aid Framework (METSAF, adopted 29 April 2026), compensating cattle farmers for increased fuel and fertiliser costs. Aid is disbursed as direct grants capped at EUR 50,000 per beneficiary company, assessed under Article 107(3)(c) TFEU and Sections 1 and 2.1 of METSAF. The scheme runs until 31 December 2026.
On September 14, 2026, the US Treasury's Office of Foreign Assets Control designated VTB Bank Public Joint Stock Company under Executive Order 13902 (Iran financial-sector sanctions), citing correspondent banking relationships VTB built with sanctioned Iranian financial institutions and settlement systems VTB created for bilateral rial/ruble trade that Treasury says moved frozen Iranian assets. VTB was already designated under EO 13662 (2025) and EO 14024 (2022) for Russia-related conduct; this action adds an Iran-sanctions legal basis and SDN listing, part of the broader "Operation Economic Outcast" campaign Secretary Bessent announced August 24, 2026. No specific dollar figure for the moved assets was disclosed.
On 11 September 2026 the UN Security Council unanimously adopted Resolution 2828 (2026), extending the Sudan sanctions regime established by resolution 1591 (2005) — the Darfur targeted-sanctions list and arms embargo — for one month, through 9 October 2026, and extending the mandate of the associated Panel of Experts through 9 November 2026. The Council characterised the text as a short-term technical rollover, preserving the existing sanctions tool unchanged while members continue to negotiate whether to widen the embargo's geographic scope from Darfur to all of Sudan and expand designation criteria to cover conflict-related sexual violence, kidnapping for ransom, and attacks on humanitarian personnel.
The US Department of State amends 22 CFR §126.1 of the International Traffic in Arms Regulations (ITAR) to extend the suspension of the Republic of Cyprus's status as a proscribed destination for defense exports, imports and sales for a further one-year period, from October 1, 2026 through September 30, 2027. The rule continues the current policy that originally lifted the arms embargo to Cyprus effective October 1, 2022, and has been renewed annually since. No new relief or restriction is introduced; the suspension is extended on its existing terms.
MOFCOM Announcement No. 38 of 2026 extends the deadline for China's anti-dumping investigation into pecan imports originating in Mexico and the United States from September 25, 2026 to March 25, 2027, citing case complexity under Article 26 of China's Anti-Dumping Regulations. The investigation was originally initiated on September 25, 2025 (Announcement No. 52 of 2025). It does not itself change any duty rate or scope; it prolongs the pendency of a case under which MOFCOM had already imposed preliminary anti-dumping duties (in the form of cash deposits, from August 11, 2026) of up to 54.3% pending a final determination now due by the new deadline.
The UK Secretary of State for Business and Trade accepted a Trade Remedies Authority recommendation (Trade Remedies Notice 2026/26, published 10 September 2026) to extend, unchanged, the anti-dumping duty on wire rod originating in China for a further five years, through 28 January 2031. The measure follows an expiry review (application received October 2025, review initiated January 2026, Statement of Essential Facts published 16 June 2026) that found dumping would be likely to recur and would injure UK industry if the duty lapsed. Rates are unchanged: 7.9% for the Valin Group (TAP code A930) and 24.0% for all other Chinese exporters (TAP code A999).
On 9 September 2026 President Trump signed five proclamations under Section 338 of the Tariff Act of 1930 responding to Canada's 8 September 2026 retaliatory tariffs on roughly $20bn of US exports (steel, dairy, agricultural equipment). The proclamations impose outright import bans on certain Canadian alcoholic-beverage and dairy products that had been subject to the 50% Section 338 duties imposed 22 August 2026 (following Canada's continued discrimination against US alcohol and dairy commerce), and separately exclude certain Canadian motor-vehicle-sector products from importation for the same reason. The proclamations also modify the product scope of the July 20, 2026 Section 338 tariff actions, removing items such as rock salt and cement and adding others, including all-terrain vehicles and additional dairy products. The import bans take effect 29 September 2026; the product-list modifications take effect 15 September 2026. The duties/bans apply regardless of USMCA origin and stack on top of Section 232 tariffs.
On 8 September 2026 President Trump signed an Executive Order, "Adjusting Certain Delegations Under the Defense Production Act," amending EO 13603 (National Defense Resources Preparedness) to split energy-related Defense Production Act authorities that had been held solely by the Secretary of Energy, giving the Secretary of the Interior independent authority over energy matters within Interior's purview. Disputes between the two Secretaries are routed to the National Energy Dominance Council (and, where national-security infrastructure is implicated, jointly to the National Security Council). The order additionally delegates DPA Section 101(c)(1)-(2) authority to the Secretaries of the Interior, Commerce, and Energy, each empowered to exercise it independently of the others. This is a second EO with the same title as the March 13, 2026 order (EO 14391), further reallocating the same delegation structure rather than replacing it outright.
China's Ministry of Commerce (MOFCOM) issued a preliminary anti-dumping ruling on imports of dichlorosilane (DCS, SiH2Cl2, HS 28539090) originating from Japan, finding dumping and material injury to the domestic DCS industry. Effective September 8, 2026, importers must post cash deposits with Chinese customs at company-specific provisional rates: 99.2% for Shin-Etsu Chemical Co., Ltd. and all other Japanese producers, and 80.8% for Denal Silane Co., Ltd. DCS is a precursor gas used in chip-fab thin-film deposition (epitaxial, silicon-carbide, silicon-nitride, oxide and polysilicon films) for logic, memory and analog semiconductors. The investigation was initiated January 7, 2026 (MOFCOM Announcement 2026 No. 2); a final determination is pending.
India's Directorate General of Foreign Trade (DGFT), Ministry of Commerce and Industry, issued Trade Notice No. 25/2026-27 (7 September 2026) rolling out an Open API facility for issuance and verification of Certificates of Origin (CoO) on the Trade Connect e-Platform. Exporters can now integrate their own ERP or accounting software directly with DGFT's CoO system via API, cutting duplicate data entry for both preferential CoOs (issued under India's FTAs/RTAs/PTAs, including CEPA/ECTA/TEPA agreements with the UAE, Australia, Oman, EFTA and the UK) and non-preferential CoOs used for customs clearance and trade remedy purposes. No tariff, quota or licensing change accompanies the notice — this is a procedural digitisation of existing origin-certification administration.
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.
Commerce initiated periodic administrative reviews of antidumping duty (AD) and countervailing duty (CVD) orders with July anniversary dates, following timely requests under 19 CFR 351.213(b). Among the named respondents are JFE Steel Corporation and Nippon Steel Corporation (Cold-Rolled Steel Flat Products from Japan, A-588-873), POSCO and Hyundai Steel Company (Corrosion-Resistant Steel Products from South Korea, A-580-878/C-580-879), China Steel Corporation (Corrosion-Resistant Steel Products from Taiwan, A-583-856), Interpipe entities (Oil Country Tubular Goods from Ukraine, A-823-815), and Goodluck India Limited and Tube Investments of India Ltd. (Cold-Drawn Mechanical Tubing from India, A-533-873). The notice also covers unrelated AD/CVD orders on goods including pasta, mattresses, citric acid, paper shopping bags, tires and PET film from other countries. Review periods are predominantly 1 July 2025 - 30 June 2026; Commerce intends to issue final results no later than 31 July 2027. This is a review of existing orders, not a new duty — current cash-deposit rates continue unchanged pending the review's outcome.
President Trump signed an executive order on 4 September 2026 directing the Secretary of Agriculture to prioritise Packers and Stockyards Act enforcement against concentrated meat-packer buying power (the four largest beef packers control ~85% of purchases, up from 36% four decades ago), modernise meat-inspection rules to lower processing costs, expand interstate shipment of state-inspected meat via a new USDA coordinator role, and establish a "Strengthening Processing for U.S. Ranchers" guaranteed loan program for small and regional beef processors. The order sets 60-day reporting deadlines for USDA but does not itself appropriate or specify a dollar figure for the new loan program.
FinCEN reissued the Southwest Border Geographic Targeting Order (GTO), requiring money services businesses (MSBs) in designated ZIP codes to file Currency Transaction Reports on cash transactions between $1,000 and $10,000 — below the standard $10,000 CTR threshold. The reissued order runs September 3, 2026 through March 1, 2027 (180 days) and covers Bernalillo, Doña Ana, and San Juan Counties in New Mexico and Cameron, El Paso, Hidalgo, Maverick, and Webb Counties in Texas. Newly-covered MSBs (relative to the March 2026 order) have a compliance date of October 3, 2026. Treasury Secretary Bessent framed the order as targeting Mexico-based drug-cartel money laundering through the border MSB channel.
On 4 September 2026, OFAC issued Iran General License CC, authorizing wind-down of transactions involving Golden Global Yatırım Bankası, Golden Global Varlık Kiralama, and Golden Global Portföy Yönetimi (three linked Istanbul financial entities blocked the same day under E.O. 13902), through 12:01 a.m. EDT on 19 September 2026. On 8 September 2026, following SDN designation of 34 entities and one individual — chiefly Iranian passenger airlines (Air Shiraz, ATA Airlines, Iran Air Tour, Iran Aseman, Mahan-network carriers among others) and their UAE/UK/Malaysia/Kazakhstan support entities — and suspension of Iran General License J-1 (which had authorized reexport of civil aircraft to Iran), OFAC issued General License DD, authorizing wind-down of civil-aviation-related and other transactions previously authorized under the Iranian Transactions and Sanctions Regulations, through 12:01 a.m. ET on 23 September 2026. Both licenses were formally published in the Federal Register on 11 September 2026. Neither license relaxes the underlying restrictions; both are time-limited exit ramps administering an already-restrictive posture.
Following concurrent first five-year ("sunset") reviews, the US Department of Commerce and USITC determined that revoking the antidumping duty orders on silicon metal from Bosnia and Herzegovina, Iceland and Malaysia, and the countervailing duty order on silicon metal from Kazakhstan, would likely lead to continuation or recurrence of dumping, countervailable subsidies and material injury to the US industry. Commerce published continuation of all four orders effective 2026-09-03, so US Customs and Border Protection keeps collecting AD/CVD cash deposits at the existing rates — Kazakhstan's 120.00% economy-wide CVD rate, Bosnia and Herzegovina's 21.41% AD rate, Iceland's 37.83%-47.54% AD range, and Malaysia's 12.27% final AD rate — for a further five years absent a subsequent review.
On September 2, 2026, OFAC amended its Venezuela minerals-sector general licenses to bring coal within their scope and to name a second Venezuelan state-owned company, Carbones del Zulia S.A. ("Carbozulia"), alongside the existing mining SOE CVG Compañía General de Minería de Venezuela C.A. ("Minerven"). GL 51D (supersedes 51C, dated August 27, 2026) authorizes export, sale, purchase and transport of Venezuelan-origin coal or minerals, including gold; GL 54C (supersedes 54B) authorizes supply of goods, technology and services to coal-or-minerals operations; and new GL 55A authorizes negotiating and entering contingent contracts (bids, MOUs, agreements in principle) for coal-or-minerals investment, each contract conditioned on separate OFAC authorization before execution. OFAC also amended FAQ 1247. All three licenses remain conditioned on US/UK/France/Singapore dispute-resolution forum selection, routing of blocked-person payments into the Foreign Government Deposit Funds established by Executive Order 14373, and continue to exclude Russia-, Iran-, North Korea-, Cuba- and China-linked counterparties.
On 1 September 2026 the European Commission approved a EUR 30 million Portuguese State aid scheme, under the Middle East Crisis Temporary State Aid Framework (METSAF, adopted 29 April 2026), compensating agricultural, fishery and aquaculture businesses for increased fuel and fertiliser costs. Fishing and aquaculture operators receive direct grants of EUR 0.10 per litre of marine diesel consumed between 1 April and 30 June 2026; agricultural beneficiaries receive payments scaled to farm size and livestock numbers to offset higher fertiliser costs. Individual beneficiaries are capped at EUR 50,000 and the scheme runs until 31 December 2026.
On 1 September 2026 the European Commission published a notice of initiation of a partial interim review of the anti-dumping measures in force since 2022 on imports of silicon metal originating in China, following a request lodged 8 July 2026 by Euroalliages on behalf of the Union silicon industry. Euroalliages argues that Chinese production overcapacity has grown "massive" and export prices have fallen further since the original investigation, such that the current duties no longer offset the dumping margin. The review investigation period runs from July 2025 to June 2026; the existing duties remain in force and uncollected/undetermined pending the outcome.
The US Department of State published an interim final rule removing from the US Munitions List (USML) certain civil aircraft modified to incorporate aircraft survivability equipment (ASE) — directed infrared countermeasures (DIRCM) and the missile-warning systems that operate them, used to protect aircraft from MANPADS and other guided-weapon threats. Qualifying aircraft (FAA- or allied-NATO-certificated transport/commuter types before modification) move from State/ITAR licensing jurisdiction to the less restrictive Commerce/EAR regime under ECCN 9A991.b. The rule also excludes certain reexport and temporary-import activities involving such ASE from ITAR licensing requirements entirely. Effective October 13, 2026, with public comments accepted through September 28, 2026.