Recent trade announcements from the White House have seriously affected U.S. importers. On August 12, 2025, the United States and China agreed to a 90-day extension of their current tariff truce, temporarily delaying planned reciprocal duty increases. The Administration also clarified the application of new tariffs on Japanese imports. In addition, an executive order issued on August 6 imposes an additional 25% tariff on all imports from India later this month.
At Everglory Logistics, timely and accurate information is essential for making well-informed supply chain decisions. Below is an overview of these key changes.
China: 90-Day Tariff Truce Extension
- Extended through November 10, 2025, pausing previously scheduled tariff rate increases.
- Existing reciprocal tariff rates remain in effect during the extension.
- Negotiations between the United States and China will continue during this period.
- This extension provides a limited window for importers to move goods under current rates before potential increases later in the year.
Japan: Tariff Structure Clarified
- The 15% IEEPA tariff on Japanese imports will not be applied in addition to existing MFN duties.
- This approach mirrors the current U.S.–EU arrangement:
- If the MFN rate is below 15%, an IEEPA duty will be applied to reach 15%.
- If the MFN rate is above 15%, only the higher MFN rate applies.
- While no formal joint statement has been issued, this clarification gives importers greater certainty when calculating landed costs.
India: New 25% Tariff Effective August 27
- The additional 25% tariff applies to all Indian-origin imports in response to India’s continued purchase of Russian oil.
- The executive order also establishes a framework for imposing similar tariffs on other countries with significant Russian trade ties, including China, Turkey, Brazil, and certain EU members.
- Importers with supply chains involving these countries should monitor developments closely.
Recommendations for Importers
- Advance time-sensitive shipments from affected origins before the expiration of the China truce or the start of the India tariff.
- Review supplier agreements to ensure pricing can accommodate tariff adjustments.
- Confirm classification and origin details to maintain compliance and avoid unexpected duties.
- Evaluate alternative sourcing options to mitigate potential exposure if tariffs expand to additional countries.
Final Perspective
The current environment underscores the importance of proactive planning and flexible supply chain management. While the 90-day extension with China offers temporary relief, the situation remains fluid. Everglory Logistics stands ready to support our clients with up-to-date guidance, documentation review, and routing solutions to help maintain operational continuity.
To assess your tariff exposure and develop a mitigation plan, please contact your Everglory Logistics account representative.
