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Sourcing Spotlight: EU-US Tariff Delay, Iran-Linked 25% Threat, China Export Surge and AI Chip Tariff Update

In this weeks edition, a messy cluster of EU–US tariff delays, an Iran-linked 25% surcharge threat that could stack onto China duties, China’s record $3.9tn export surge, and a targeted 25% Section 232 hit on advanced AI chips is turning “business as usual” into “recheck your landed costs, HS codes, and contracts before the border does it for you.”

Jan 16, 2026

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8 min read

China hit a record $3.9tn in exports in 2025 and a $1.2tn surplus despite punishing US tariffs.

Here’s what really drove the “hard won” win, how DDP kept some trade moving, and the compliance risks and 2026 strategy buyers need to watch.

Jan 15, 2026

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5 min read

Trump Hits Advanced AI Chips With 25% Section 232 Tariff: What It Means for Supply Chains

The White House has imposed a targeted 25% Section 232 tariff on certain advanced AI and data centre chips, including Nvidia’s H200 and AMD’s MI325X, with carve outs tied to US buildout. Here’s what importers and sourcing teams should do next.

Jan 15, 2026

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5 min read

Iran Linked 25% Tariff Threat: What It Could Mean for China to US Small Importers

Trump’s proposed 25% tariff on countries “doing business” with Iran could stack on top of existing China duties, pushing up landed costs, squeezing margins, and causing customs delays for small businesses importing from China to the US.

Jan 14, 2026

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8 min read

EU–US Tariff Deal Delayed? Parliament Vote, Greenland Row, and the Risk of a Trade Snap Back

The European Parliament may delay a key vote to lift EU tariffs on US industrial goods, after tensions over Trump’s Greenland rhetoric. Here’s what it means for autos, industrials, lobster, and SMEs watching for start dates, HS code eligibility, and snap back tariff risk.

Jan 14, 2026

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7 min read