Trump Tariff Restructuring and Diversified Regulatory Policies

규제/정책 | Tue Jul 28 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 sources

The Trump administration reshaped global tariffs while regulatory landscapes shifted around generic drugs, AI, and war powers.

Analysis

[USTR] imposed global tariffs based on Section 301 ^[1]

• 10-12.5% tariffs on 60 trading partners
• Cited failure to prevent forced labor
• Covers 99.4% of US imports
• Replaces Section 122 temporary tariffs

[Trading Partners including Australia, Brazil, and Chile] rejected forced labor tariff rationale while signaling continued negotiations ^[1]

• Australia protested 12.5% tariff imposition
• Brazil labeled it 'arbitrary and unjustified'
• Chile argued inconsistency with technical and legal grounds
• Most chose negotiation over retaliation

[Trump Administration] announced phased tariff introduction on generic drugs ^[2]

• Tariff-free grace period for two years from August 1
• 100% tariff to take effect August 2028
• Increase to 200% the following year
• Pressure to reshore pharmaceutical production

[India and China Pharmaceutical Supply Chain] faced expanded risks to generic and API exports ^[2]

• India supplies 50% of US generics
• US accounts for 1/3 of India's pharma exports
• China dominates upstream API market
• Tariffs on patented and branded drugs unchanged

[21 APEC Member Economies] codified international cooperation on open-source AI through the Chengdu Statement ^[3]

• Emphasized security
• data
• and IP respect
• Support for models with 'strong security assurances'
• First ministerial-level open-source cooperation statement
• Reflects expanding national oversight trend

[US Congress] split on Iran war powers resolution votes ^[4]

• Senate rejected resolution 47-49
• House passed similar measure 214-208
• Trump likely to exercise veto
• Brent crude crossed $100

Sources

• [1] Trump's new global tariff draws rebukes from trade partners over forced labor justification - CNBC Markets
• [2] Trump plans generic drug tariffs from 2028 with two-year delay testing U.S. onshoring push - CNBC Markets
• [3] U.S., other nations back open-source AI with 'strong security' at China summit - CNBC Finance
• [4] Congress splits on war powers resolutions to force Trump to abandon Iran war - CNBC Energy