Overview

• The Commerce Department quietly broadened the tariff schedule to newly cover hundreds of UK product categories containing steel or aluminium, catching officials off guard in London.
• Items now affected include washing machines, motorcycles, tableware, children’s highchairs, and goods in aluminium packaging such as shampoo and condensed milk.
• Manufacturers warned of a “very damaging” hit, with JCB’s Graeme Macdonald citing port backlogs and Triumph’s Nick Bloor saying the decision was a shock.
• A May agreement that touted zero tariffs on British steel and aluminium has stalled as the U.S. questions whether some exports meet “melted and poured” origin rules.
• Trump highlighted new CBO estimates that tariffs will cut U.S. deficits by roughly $4 trillion over a decade and ordered a furniture import probe with findings due within 50 days.