各种“豁免”！在11月美国高院听证会前，特朗普政府“调整”关税策略

Core Points - The Trump administration is quietly adjusting its signature tariff policy, reflecting a growing consensus to lower tariffs on non-domestically produced goods [1][2] - The administration has expanded the scope of tariff exemptions significantly, including a wide range of products from minerals to pharmaceuticals [2][4] - The legal strategy is shifting towards utilizing Section 232 of the Trade Expansion Act, which provides a more solid legal basis for imposing tariffs [3] Group 1: Tariff Policy Adjustments - The Trump administration has exempted dozens of goods from tariffs and is negotiating exemptions for hundreds more, indicating a shift in trade policy [1][2] - The exemptions include products that cannot be produced domestically, such as certain agricultural products and aircraft parts [2] - The administration has authorized the Department of Commerce and the U.S. Trade Representative to approve tariff exemptions without needing the president's signature each time, streamlining the process [2] Group 2: Legal Strategy and Tariff Implementation - The Trump administration is increasing the use of Section 232 to impose tariffs, which is seen as a more effective tool for protecting U.S. manufacturing [3] - Recently announced tariffs include a 25% tariff on trucks and truck parts and a 10% tariff on buses, effective November 1 [3] - The administration has extended the period for automakers to apply for tariff relief from 2027 to 2030, indicating a more flexible approach [3] Group 3: Corporate Responses to Tariff Changes - Companies are actively seeking tariff exemptions, with various industries, including food and beverage, requesting relief from tariffs on essential ingredients [4][5] - The Hershey Company is in discussions with the government to seek exemptions for cocoa tariffs, which have impacted its operations [5] - Some companies are raising prices to offset tariff-related costs, while others are attempting to maintain price stability despite rising costs [5]