Urgent Update: Trump Expands Tariff Coverage — Effective September 8

Overview

On September 5, 2025 (U.S. time), President Donald Trump signed an executive order modifying the scope of U.S. import tariffs and implementing newly negotiated Trade and Security Framework Agreements with foreign partners.

Policy Background

On April 2, 2025, the Trump administration introduced the first “Reciprocal Tariffs,” citing large and persistent trade deficits as a national security and economic emergency.

On September 5, 2025, the administration expanded and adjusted the tariff scope to align with the new Trade and Security Framework Agreements.

Key Provisions of the Executive Order

Once a framework or final trade agreement is reached with a foreign partner, the United States may adjust tariff rates based on the terms of that agreement. Adjustments may include reducing reciprocal tariffs on certain products to zero.

However, before a final agreement is signed, the U.S. will generally not narrow tariff coverage nor modify existing Section 232 tariffs (steel and aluminum derivatives).

Adjustments in Tariff Coverage

Countries signing a “Reciprocal Trade and Security Agreement” with the U.S.

These countries may apply most-favored-nation (MFN) tariff rates to affected products.

Products Eligible for Zero Reciprocal Tariffs

These include goods that cannot be produced in the U.S. or are produced in insufficient quantities to meet domestic needs:

 -  Aircraft and aircraft parts

 -  Generic pharmaceuticals and active ingredients

 -  Natural resources and derivatives that the U.S. lacks sufficient supply of

 -  Agricultural products with inadequate U.S. production

Newly Granted Exemptions (Not Subject to Reciprocal Tariffs)

 -  Gold and gold-related products

 -  Certain critical minerals

 -  Pharmaceutical products currently under Section 232 investigation

Newly Added Products Subject to Tariffs

 -  Certain aluminum hydroxide products

 -  Specific types of resins

 -  Silicon-based products

Effective Date

12:01 a.m. ET, September 8, 2025

The revised tariff measures officially take effect.

International Media Reaction

Reuters:

According to Reuters, the new policy allows certain products—such as nickel, gold, graphite, chemicals, EV components, and medical device parts—to be exempt from steep reciprocal tariffs if a reciprocal agreement is in place, making them eligible for low or zero tariff rates.

Analysts view this as a continuation of Trump’s strategy of using tariffs as a negotiating tool to pressure foreign governments into making concessions on trade and security.

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