CARMICHAEL COMPASS: ISSUE 25-048 – October 31, 2025

CBP Releases Guidance on the Implementation of Section 232 for Medium- and Heavy-Duty Trucks, Parts, and Buses Late Wednesday, October 29, Customs and Border Protection released a CSMS message detailing guidance for the implementation of Section 232 duties on Medium- and Heavy-Duty Trucks, parts, and buses. The lengthy CSMS message contained tariff headings, rates, and other relevant information regarding the …

CARMICHAEL COMPASS: ISSUE 25-047 – October 29, 2025

Trade Agreements Reached with Malaysia, Vietnam, Cambodia, and Thailand Over the weekend, the White House has announced that various trade agreements had been reached with the countries of Malaysia, Vietnam, Cambodia, and Thailand. In the agreement with Malayasia, the reciprocal tariff rate for Malaysian goods will remain at 19%, though the U.S. has also identified various products from those set …

CARMICHAEL COMPASS: ISSUE 25-046 October 23, 2025

Possible 100% Additional Duties on Chinese Goods On October 9, China announced the imposition of large-scale export controls on most every product made in China. This includes rare earth metals. These export controls will affect every country. In a social media post, President Trump announced his intent to respond with an additional 100% tariff on all Chinese products, beginning November …

CARMICHAEL COMPASS: SPECIAL ISSUE 25-045 – October 20, 2025

Possible 100% Additional Duties on Chinese Goods On October 9, 2025, China announced the imposition of large-scale export controls on almost every product made in China. This includes rare earth metals. These export controls will affect every country. In a social media post, President Trump announced his intent to respond with an additional 100% tariff on all Chinese products, November …

CARMICHAEL COMPASS: ISSUE 25-043 – October 01, 2025

Government Shutdown and Entry Processing The government shutdown went into effect this morning at 12:01 a.m. However, U.S. Customs and Border Protection has confirmed that it is open for business and fully staffed. This includes all entry and exam processing. The client reps will be available, and the ACE business support will be working. Refund requests will continue to be …

CARMICHAEL COMPASS: SPECIAL ISSUE 25-042 – September 29, 2025

IEEPA Tariff Possible Refunds The lawsuits against the President’s authority are now with the Supreme Court. The U.S. Court of Appeals for the Federal Circuit (CAFC) concurred with the Court of International Trade (CIT) that President Trump did not have the authority to assess such a wide array of duties under IEEPA. The CAFC remanded the appeal cases back to …

CARMICHAEL COMPASS: ISSUE 25-038 – September 02, 2025

Reminder: De Minimis Released Ended on August 29 An executive order has suspended duty-free treatment under de minimis for goods from all countries. U.S. Customs and Border Protection (CBP) will reject requests for de minimis entry and clearance for ineligible shipments. This includes Section 321 manifest electronic filings, the option of 321 filing in the truck manifest portal, and the use of …

CARMICHAEL COMPASS: SPECIAL ISSUE 25-037 – August 28, 2025

USTR has Extended China 301 Exclusions On Thursday, the Office of the U.S. Trade Representative announced the extension of the China Section 301 exclusions that were set to expire on August 31, 2025. The exclusions have been extended to November 29, 2025. The advanced notice of the Federal Register Notice on the extension can be found at: FRN to Extend Exclusions …

CARMICHAEL COMPASS: ISSUE 25 – 036 August 22, 2025

 US and EU Agree on Trade Framework The United States and the European Community formally agreed to a framework for an Agreement on Reciprocal, Fair, and Balanced Trade. This agreement serves as an initial stage in a process that may be expanded to address additional matters related to marketplace access and the development of trade and investment strategies. The U.S. …

CARMICHAEL COMPASS: ISSUE 25-035 – August 13, 2025

Carmichael Welcomes Thayne Worsley as Director of Trade Solutions As we continue to navigate the ever-evolving landscape of global trade, we recognize the need to stay ahead of the curve, not only to serve our clients better but to position Carmichael as a leader in consulting and advisory services. In line with this vision, I’m excited to announce a new …

CARMICHAEL COMPASS: ISSUE 25-034 – August 01, 2025

New Reciprocal Tariff Rates Take Effect August 7 On July 31st, President Trump issued an executive order further modifying the Reciprocal Tariff Rates. These modifications take effect for goods entered for consumption or withdrawn from a warehouse for consumption at 12:01 a.m. EST on August 7, 2025. There is a possible in-transit exception available. For trading partners with pending trade agreements, the duties outlined …

CARMICHAEL COMPASS: ISSUE 25-033 – July 28, 2025

Fact Sheet Released Regarding Japanese Trade Deal On July 23, 2025, the White House published a fact sheet regarding the in-progress trade deal with Japan. The details of the trade deal, according to the fact sheet, include: Japan to invest $550 billion to rebuild and expand core American industries such as: Energy infrastructure and production Semiconductor manufacturing and research Critical minerals mining, processing, …

THE CARMICHAEL COMPASS: 25-032 July 23 2025

U.S. – Indonesia Joint Statement Details Reciprocal Trade Deal Framework On July 22, the U.S. and Indonesia jointly released a fact sheet regarding the details for the framework of their reciprocal trade deal. Key terms of the deal include: • Elimination of approx. 99% of tariff barriers by Indonesia on a range of U.S. Industrial and Food/Agricultural products. • U.S. …

THE CARMICHAEL COMPASS * ISSUE 25-030 – July 16, 2025

Reciprocal Pause Extended, Rates Fluctuate   On Monday, July 7, 2025, President Trump signed an Executive Order extending the 90-day postponement of the higher reciprocal tariff rates from their original end date of July 9, 2025, until August 1, 2025. Also on July 7, the President began sending out offer letters to trading partners who have yet to reach an …

SPECIAL MEMO TO CLIENTS ISSUE 25 – 029 – July 15, 2025

Introducing The Carmichael Compass: Your Trusted Guide in Global Trade As the Trade landscape continues to shift at an unprecedented rate, it can be easy to feel lost at sea. We at Carmichael International Service want to ensure you are provided with the information you need to feel confident and secure as your business navigates the waters of change. With …

MEMO TO CLIENTS ISSUE 25-028 – July 09, 2025

President Issued an Executive Order Extending the Pause on Reciprocal Tariffs On July 7, President Trump signed an executive order to extend the pause of the increase in reciprocal tariffs for the 60 countries subject to higher tariffs. He extended the pause from July 8 to August 1, for more time for ongoing negotiations to be completed. In the meantime, …

MEMO TO CLIENTS ISSUE 25 – 027 June 20, 2025

Trump Announces U.S.- U.K. Tariff Deal President Trump has announced in an executive order an agreement with the United Kingdom in dealing with section 232. There will be a Section 232 quota tariff for British cars of 7.5%. This will bring the combined regular MFN duty and the 232 duties to a total of 10% for the first 100,000 cars. …

MEMO TO CLIENTS ISSUE 25-026 – June 13, 2025

BIS Adds Steel Appliances to Steel Derivative List for 232 Tariffs The Commerce Department’s Bureau of Industry and Security (BIS) issued a Federal Register Notice announcing that it will include new steel derivatives involving household appliances. It revises Annex 1 to the list of goods subject to the Section 232 tariffs, effective June 23.  It adds these additional steel derivative products …

MEMO TO CLIENTS ISSUE 25-025 – June 02, 2025

CBP Issues Changes for Guidance to IEEPA Reciprocal In-Transit Exceptions U.S. Customs and Border Protection (CBP) has made two changes to the exemption for IEEPA-specific rates for goods in transit. The first is an extension for the entry filing date. It applies to the vessel dates loading prior to April 5, 2025, April 9, 2025, and April 10, 25. Goods …

MEMO TO CLIENTS ISSUE 25-024 – May 29, 2025

CIT Rules Against the Administration’s Authority on Fentanyl and IEEPA Tariffs The Court of International Trade (CIT) ruled against President Trump’s authority to impose Fentanyl tariffs and Reciprocal tariffs issued under IEEPA. The court ordered the U.S. government to issue an injunction within 10 days (June 7) to stop the collection of the additional tariffs. The CIT is also expected …