Resources / EcosystemTRADE INTELLIGENCE
USMCA & tariffs.
Understand the rules. Model your exposure. Turn trade intelligence into a supply-chain advantage.
September 2026 edition · Editorial review:
SAME-MONTH COMPARISON
An advantage worth measuring.
Effective U.S. import tariff rates, June 2026. Data published by USAFacts September 2.
| Partner / scope | Effective rate | Period | Source |
|---|---|---|---|
| Mexico · blended | 3.4% | June 2026 | USAFacts |
| Canada · blended | 2.9% | June 2026 | USAFacts |
| China · blended | 21.7% | June 2026 | USAFacts |
| All trading partners | 6.8% | June 2026 | USAFacts |
The effective rate approximates customs duties as a share of import value. Product mix matters. These are historical data released with a lag, not September’s statutory rates.
Later release · July 2026
PWBM reports 6.7% overall and 22.8% for China. A combined 80.2% of import value from Canada and Mexico claimed USMCA exemption. This measures import value, not the percentage of exporting companies.
PWBM · Sep 9, 2026USMCA MECHANICS
Origin and evidence shape the opportunity.
Qualifying goods
USMCA preference can remove the base duty when applicable origin and certification requirements are met. Shipping a product from Mexico does not by itself establish qualifying origin.
Agreement text · Chapters 2, 4 & 5Total duty needs another check
Do not assume “USMCA” means zero total charges. Review HTS classification, product rules, 232/301 measures, exemptions and applicable antidumping or countervailing duties with your customs broker.
USITC · Harmonized Tariff SchedulePOLICY WATCH
What is changing.
Verified milestones for this edition. Consult official notices before making an entry decision.
The agreement remains in force
The U.S. declined to renew USMCA in its current form at the joint review. The agreement continues in force while negotiations proceed; the review is not a termination.
USTRThe temporary surcharge expired
The temporary Section 122 tariff expired July 24. February’s 10% surcharge should therefore no longer be presented as the current rule under that authority.
PWBM · Sep 9, 2026New measures and exemptions
USTR announced measures covering 60 economies: 10% for Mexico and Canada, with product exemptions. Check coverage for each tariff line; this is not a blended effective rate.
USTRMetals require a separate check
Treatment depends on the product, metal content and origin. The new Section 301 action excludes articles subject to Section 232: simply adding every headline rate can produce the wrong calculation.
USTR · ExemptionsRules of origin under examination
USITC opened an investigation into the economic impact and operation of automotive rules of origin for its 2027 report. This is an analytical process, not an automatic change to eligibility requirements.
USITC · Federal RegisterThis page is updated through editorial review, not an automated rate feed. For changes after this edition, consult the linked sources.
CBP · Section 232 metals guidanceTHE BORDER AI PERSPECTIVE
Policy creates an opening. Execution creates the advantage.
Our ambition to reach $2 trillion in bilateral trade over ten years combines proximity, industrial capability and applied AI. A tariff spread can support that vision; total cost and resilience must be demonstrated for each company.
Compare total landed cost
Model duties alongside freight, inventory, quality and lead time. Compare product- and origin-specific scenarios before changing suppliers.
Connect the evidence
Use AI to organize bills of materials, supplier declarations and origin records, and flag missing evidence for specialist review.
Strengthen the whole supply chain
Connect production planning, warehouse capacity and customs readiness. Measure on-time delivery, working capital and cost per unit.
FROM INTELLIGENCE TO IMPLEMENTATION
Turn trade uncertainty into your next competitive advantage.
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