Core Viewpoint - The recent U.S. Supreme Court ruling declared that the large-scale tariffs imposed by the Trump administration were illegal, affirming that the power to levy taxes belongs to Congress, not the President. This has led to the introduction of a new 10% temporary tariff on global imports, effective for 150 days, which aims to replace the illegal tariffs and maintain fiscal revenue while preserving trade negotiation leverage [1][5]. Current U.S. Tariff Calculation Logic - The new tariff structure will consist of a "base tariff + temporary additional tariff" model, moving away from the previous complex nested tariff system. The base tariffs will remain unchanged, while specific tariffs on key products like steel and aluminum will continue to apply without the additional 10% tariff [3][5]. - The temporary 10% tariff will be uniformly applied globally, with exemptions for certain products. The estimated amount of the illegal tariffs that may lead to refund lawsuits is between $130 billion and $175 billion [5][6]. Exemption Categories - Exemptions from the 10% tariff include critical minerals, energy products, certain agricultural products, pharmaceuticals, electronics, and aerospace products. Additionally, products covered under bilateral or multilateral trade agreements may also be exempt from the temporary tariff [6][8]. Trade Agreement Implications - The ruling has created uncertainty in U.S. export conditions, but existing trade agreements with various economies, such as the EU and ASEAN, will remain effective. The core terms of these agreements will not be invalidated by the new tariffs [8][10]. - The EU has expressed cautious optimism, maintaining that their trade agreement with the U.S. remains intact, while ASEAN countries are positioned to benefit significantly from the new tariff structure, as their previous higher tariffs will be reduced to 10% [9][12]. Specific Economic Impacts - The U.S. and the EU's trade agreement includes provisions for tariff reductions on industrial goods and energy products, with the EU benefiting from exemptions on certain goods. However, some key EU products like wine and spirits are not included in the tariff reduction list [9][15]. - ASEAN countries, particularly Indonesia, have recently established trade agreements that will continue to be effective, allowing for significant tariff reductions on U.S. imports, thus positioning them as major beneficiaries of the new tariff regime [12][19]. - The U.S. has a limited trade agreement with the UK, which will continue to provide tariff reductions on specific goods, ensuring that the core terms remain unchanged despite the new tariffs [15][16]. Future Considerations - The temporary nature of the 10% tariff, set for 150 days, may lead to further negotiations and adjustments in trade agreements. The potential for future tariff changes remains, as the Trump administration may seek to leverage other legal avenues to adjust tariffs and trade terms [18][19].
特朗普新征10%全球统一关税后,当下美国对东西方主要经济体的贸易协定和关税税率如何计算?
Sou Hu Cai Jing·2026-02-21 16:12