This website uses cookies

Read our Privacy policy and Terms of use for more information.

TLDR
Mekong Memo
Vietnamese rice faces US tariff pressure and an EU certification bottleneck at the same time. USTR's proposed Section 301 forced labor tariff (12.5% on all Vietnamese goods) covers rice without any announced exemption -- and the USA Rice Federation has separately called for rice-specific tariffs of at least 65%, backed by a bipartisan Congressional letter since April. Public comment deadline: July 6. Meanwhile, as of June 8, only 8 of 34 provinces had submitted the documentation required to certify fragrant rice varieties for export under the EVFTA and UKVFTA -- no updated count has been released.

Nine fragrant rice varieties give Vietnam a genuine EU foothold: 30,000 tonnes per year at zero tariff under the EVFTA. Whether exporters can actually use that quota after July 1 depends on provincial bureaucracies that hadn't filed their certification paperwork in time. As of June 8, only 8 of 34 provinces had submitted the required signature specimens and seal samples to certify varieties for export to both the EU and UK, per SGGP English Edition. Without a valid certificate of origin, July shipments can't access the EVFTA or UKVFTA preferential rate -- they ship at the EU's standard tariff on rice.

On the US side, USTR's proposed Section 301 forced labor tariff -- 12.5% additional duties on all Vietnamese exports -- covers rice without any announced exemption, and is designed to take effect as the current Section 122 surcharge of 10% expires July 24. Written comments are due July 6; the public hearing is July 7.

In its Section 301 public comments, the USA Rice Federation pushed for rice-specific tariffs of at least 65% on imports from Vietnam and other major exporters, citing unfair trade practices and labor violations. In April, a bipartisan group of 17 House members led by Rep. Rick Crawford of Arkansas wrote to USTR requesting a dedicated rice trade investigation covering India, Thailand, Vietnam, China, Brazil, and the EU. Neither is a USTR decision, though both signal political pressure toward rice-specific tariffs beyond the 12.5% forced labor baseline.

For US buyers and importers of Vietnamese rice: a finalized 12.5% forced labor tariff raises landed costs significantly. If the separate rice-specific push at 65% advances, it would effectively price Vietnamese rice out of the US market.

For EU buyers sourcing Vietnamese fragrant rice: confirm directly with your supplier whether their province completed the certification documentation before July 1. The last available count (as of June 8) showed only 8 of 34 provinces had submitted the required paperwork -- no updated figure has been released. Without a valid provincial certificate, shipments cannot access the EVFTA or UKVFTA preferential rate.

For Vietnamese exporters: five days remain to submit Section 301 comments through VFA (Vietnam Food Association) or VIETRISA channels to MOIT. The EVFTA/UKVFTA fragrant rice track is the most direct path away from US tariff exposure. July 1's certification gap narrows it.

10 AI Stocks to Lead the Next Decade

AI isn’t a tech trend – it’s a full-blown, multi-trillion dollar race, and 10 companies are already pulling ahead.

These are the innovators driving real revenue, attracting institutional attention, and positioning for massive growth.

Get all 10 tickers in The 10 Best AI Stocks to Own in 2026, free today.

Keep Reading