New India Tariffs
Trade policy changes are coming fast this month, and importers need clear, accurate information to plan effectively. On August 12, 2025, the White House confirmed a 90-day extension of the U.S.–China tariff truce, delaying a scheduled increase in reciprocal duties. On the same day, details emerged about the Japan tariff arrangement, and just days earlier, a new 25% tariff on imports from India was signed into law.
At Coppersmith Global Logistics, we’re explaining these developments so you can confidently adjust shipments, sourcing, and contracts.
China Tariff Truce Extended
Extension Period
- Truce extended until November 10, 2025
- Additional reciprocal tariff increases are paused during this period.
What’s Delayed
- Higher rates that were set to begin August 13 are on hold.
- Current reciprocal tariff rates remain in place.
Impact for Shippers
- Short-term rate stability
- Three months to advance shipments or renegotiate terms
- Monitor negotiations closely, as higher rates could still take effect in November.
Japan Tariff Clarification
The White House confirmed that the 15% IEEPA tariff on Japanese imports will not stack on top of existing MFN duties—mirroring the U.S.–EU approach, where exports are subject to the higher of either:
- A 15% tariff, or
- The Column 1 HTS rate.
If the Column 1 rate is below 15%, an IEEPA duty is added to reach 15%. If it’s above 15%, only that higher rate applies. While no joint U.S.–Japan statement has been issued, importers should prepare for a structure similar to the EU model.
Additional Tariffs on Imports from India
On August 6, President Trump signed the executive order imposing an additional 25% tariff on all Indian imports, citing India’s continued purchase of Russian oil. The order also creates a framework to extend similar tariffs to other countries—including China, Turkey, Brazil, and some EU members—if they maintain Russian trade ties.
For shippers, this means:
- Increased landed costs on Indian-origin goods from August 27, 2025
- The need to evaluate routing, sourcing, and compliance now
- Monitoring other sourcing markets for potential future inclusion
Coppersmith’s Recommendations
- Advance Shipments: Move potentially impacted cargo before tariff increases or truce deadlines.
- Audit Supply Chains: Verify origins and routing to assess exposure.
- Build Flexibility: Include tariff-adjustment clauses in contracts.
- Stay Informed: Follow official government releases, not unverified social media speculation.
Final Word
The tariff landscape is shifting quickly, from extended truces to sudden surcharges. At Coppersmith Global Logistics, we help you adapt, whether that means accelerating a shipment, validating documentation, or building alternate routing plans.
Contact your Coppersmith representative today to review your exposure and make the most of every available planning window.
