Overview

• Effective Aug. 18, 2025, the expanded Section 232 coverage applies 50% tariffs to the steel and aluminum content of newly listed goods, with a 25% rate for the United Kingdom and no in‑transit exception.
• Customs guidance confirms the duties apply only to the value of metal content and maintains the exemption for steel melted and poured in the United States.
• The additions span an unusually broad range of consumer and industrial products, from milk, cosmetics and aerosols to engines, rail equipment, machinery and furniture.
• Commerce’s decision memoranda approved nearly all inclusion requests under the new process and offered no analysis of filed objections, a transparency gap that trade lawyers say could invite legal challenges.
• Canadian manufacturers are reassessing classifications and costs as industry groups warn of supply‑chain strain and some urge Ottawa to retaliate against the U.S. action.