特朗普关税“大刀”砍向木材及木制品 盟友加拿大将“首当其冲”

Core Viewpoint - The U.S. government, under President Trump, has imposed new tariffs on imported softwood lumber and wood products to support domestic manufacturing, with a 10% tariff on lumber and a 25% tariff on cabinets and upholstered wood products, effective from October 14 [1][2]. Group 1: Tariff Details - The tariffs will increase the cost of imported wood products, with specific rates set at 10% for lumber and 25% for cabinets and bathroom vanities, with further increases planned for January 1, 2024 [1][3]. - Canada, as the largest supplier of lumber to the U.S., will be significantly impacted, already facing a 35.2% tariff due to previous trade disputes [2][4]. - The legal basis for these tariffs is the Trade Expansion Act of 1962, which allows for tariffs under the guise of national security [2][3]. Group 2: Industry Impact - U.S. home builders have expressed concerns that these tariffs could suppress new home construction and renovation investments, contradicting the administration's goal of stimulating the housing market [1][4]. - The National Association of Home Builders has warned that the housing crisis poses a greater threat to national security than imported lumber, emphasizing the renewable nature of wood and the long-standing trade relationships with countries like Canada and Germany [4][5]. - Retailers in the furniture industry, such as Wayfair and Williams-Sonoma, have raised alarms about the significant cost pressures these tariffs will impose on their businesses, potentially leading to job losses [5]. Group 3: Political and Economic Context - Some Republican lawmakers are pushing for even higher tariffs on furniture and wood products to protect local industries, particularly in North Carolina, a state known for its furniture manufacturing [4][5]. - The tariffs are part of a broader trend of increasing industry-specific tariffs by the Trump administration, which has already targeted steel, aluminum, and various other products [3].