tariff policy

Vietnam Banned Forced Labor on July 22. USTR Set the Rate on July 23.

The new Section 301 forced-labor tariff sorts 60 economies into 10% and 12.5% tiers by whether they ban forced-labor imports. Vietnam drew 12.5%; its own ban takes effect six weeks after USTR set the rate.

Jul 29, 2026

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3 min read

Issue #5: The Hearing That Decides Vietnam's Next Tariff Rate

Inside the tariff stack Vietnamese exporters will be living with after this morning's hearing

Jul 7, 2026

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15 min read

Rising US pressure and stalled EU pathway for Vietnamese rice

The US is applying tariff pressure Vietnamese rice exporters can't easily avoid. The EU pathway that could absorb it just hit a certification bottleneck.

Jul 1, 2026

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2 min read

Issue #4: Record Exports, Rising Tariff Exposure

Section 301's forced labor determination is building a permanent duty stack. Vietnam's coffee and seafood sectors are posting export records. Issue #4 covers both.

Jun 23, 2026

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11 min read

Issue #3: The Section 301 tariff stack

How two simultaneous Section 301 probes are building above Vietnam's 20% tariff rate

Jun 9, 2026

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12 min read