511 - Market Update Q2 2025

Summary: Key Updates – U.S. Tariffs

New U.S. tariffs target imports from key countries, impacting global markets

Key Updates: • On April 2, 2025, the White House announced a comprehensive tariff strategy, termed "Liberation Day," introducing a universal 10% tariff on all imports, effective April 5, with higher, country-specific tariffs commencing April 9. • As of April 9, 2025, the White House paused the sweeping reciprocal tariffs imposed last week, saying dozens of countries had reached out to negotiate new trade deals. • The announcement came as a relief to global markets, U.S. allies, and many advisers, following growing concerns over a potential global crisis. Despite easing some concerns, the President held steady on the 10% baseline tariffs and escalated tariffs on China to 125% • The administration asserts these measures aim to bolster domestic industries and address trade imbalances. Critics warn of potential inflationary effects and escalating trade tensions (Axios, Investopedia, April 2025) . • Tariff percentages are subject to change due to ongoing updates in trade regulations and international agreements . For ongoing updates and the latest information, please visit ACR News.

Country of Origin

April 2 Announcement

Amended April 9 Announcement

China

54%

125%

Cambodia

49%

Vietnam

46%

Sri Lanka

44%

Bangladesh

37%

Thailand

36%

Taiwan

32%

10% for 90 days while previously announced increased tariffs are paused.

32% 29% 26% 24% 24% 20% 17%

Indonesia

Pakistan

India

Japan

Malaysia

EU

Philippines

10% *Not an exhaustive list of all countries with increased tariffs.

Turkey

Anti-Dumping & Countervailing Duties Update: Country of Origin Product

Duties

Effective Date

China & Vietnam

Molded Fiber: Duties Assessed Variable by Supplier

04/01/2025

China

Aluminum Pans

271%

12/01/2024

Q2 2025 Market Update

3

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