Resilinc answers your supply chain questions
In July 2025, Resilinc released its latest Special Report on global trade disruptions and tariff risk. Since then, the U.S. has enacted sweeping new trade measures—including 50% tariffs on copper, steel, aluminum, and hundreds of finished goods that use them—leaving importers scrambling and supply chains reeling. With enforcement now underway, many manufacturers are facing cost hikes, order delays, and growing uncertainty.
This Q&A breaks down the key findings from the report and what supply chain professionals should know right now.
Q: What’s the latest tariff news?
A: As of August 19, 2025, the U.S. has enacted or is imminently enforcing a sweeping series of trade tariffs:
- 50% tariffs on copper-based goods (refined copper and select semi-finished products)
- 50% tariffs on all steel and aluminum imports, including 407 categories of “derivative” products such as: Baby strollers, fire extinguishers, spray deodorants, butter knives and cookware
This expansion was announced suddenly by U.S. Customs and Border Protection and the Commerce Department, with implementation at 12:01 a.m. ET on Monday. Importers with goods already in transit are being forced to absorb large unplanned tariff costs or risk rejecting shipments.
In addition to metal tariffs, reciprocal tariffs are in effect targeting goods from China, Brazil, Mexico, the EU, India, and others, with rates ranging from 25% to 50% depending on origin and product classification. The de minimis exemption for small-value imports will also end on August 29, subjecting all shipments to tariffs or fees.
Q: Why is this tariff expansion happening now?
A: The U.S. administration is invoking national security and foreign policy authorities to block perceived tariff circumvention and drive reshoring of core manufacturing industries.
“Today’s action expands the reach of the steel and aluminum tariffs and shuts down avenues for circumvention—supporting the continued revitalization of the American steel and aluminum industries,” said Jeffrey Kessler, Under Secretary of Commerce for Industry and Security.
Analysts suggest the moves are also designed to pressure trade partners and boost domestic industrial production in key sectors.
Q: What does the latest data from Resilinc show?
A: According to Resilinc’s EventWatchAI platform, Q2 2025 saw a major spike in trade-related disruptions:
- Regulatory alerts rose 104% YoY
- Geopolitical disruption alerts rose 72%
- Total trade and tariff-related alerts hit 487—up nearly tenfold from just 49 in Q2 2021
This sharp increase indicates a long-term trend of heightened regulatory and geopolitical volatility.
Q: What industries are most affected?
A: The ripple effects of these tariffs are spreading quickly across:
- Manufacturing & Construction: Due to higher steel, aluminum, and copper input costs
- Automotive: Copper- and aluminum-intensive components now face significant duty hikes
- Consumer Goods: Items like cookware, strollers, and fire safety devices are newly taxed
- Electronics & Infrastructure: Higher costs in circuit manufacturing and energy systems
The tariffs are expected to raise production costs throughout construction, electronics, and industrial supply chains.
Q: How is this affecting importers and supply chains?
A: U.S. importers are caught in a high-stakes dilemma:
- Goods already paid for and currently in transit are now subject to unexpected 50% tariffs.
- Refusing delivery at ports may result in total loss of goods or contracts.
- Many importers must absorb huge added costs or pass them on—but the scale of these tariffs makes full pass-through pricing unlikely.
Additionally, the removal of de minimis protections will hurt ecommerce sellers and smaller retailers reliant on low-cost overseas sourcing.
Q: How have global markets responded?
A: Market reactions remain uneven:
- Brazilian equities fell 5% following U.S. tariff actions
- Canadian markets reached record highs—likely buoyed by USMCA exemptions
- The Nasdaq hit a record close, despite volatility in manufacturing-linked stocks
Investor sentiment suggests expectations of delayed enforcement or selective exemptions, though the sudden enforcement of derivative steel tariffs has challenged those assumptions.
Q: What role does EventWatchAI play in managing this risk?
A: Resilinc’s EventWatchAI delivers real-time alerts on regulatory and geopolitical disruptions. In July alone, the platform flagged significant trade actions including:
- New U.S. tariffs on pharmaceuticals and copper
- China’s export bans targeting Taiwanese defense companies
- A U.S.-Canada tariff dispute affecting automotive production
This intelligence allows companies to monitor trade shifts continuously and assess the risk to suppliers, parts, and fulfillment operations.
Q: What’s next for ecommerce and low-value shipments?
A: On August 29, 2025, the U.S. will eliminate its long-standing $800 de minimis exemption. This change means all imports, regardless of value, will face either:
- Standard reciprocal and sectoral tariffs, or
- Flat import fees ranging from $80 to $200 per shipment
This poses a major challenge for ecommerce sellers, particularly those sourcing apparel, electronics, or beauty products directly from Asia or Europe.
Q: What are companies doing in response?
A: Resilinc’s report highlights multiple strategic shifts underway:
- Reengineering of sourcing and compliance procedures
- Diversification of logistics partners and trade routes
- Accelerated reshoring and foreign direct investment (FDI) reviews
However, ongoing policy uncertainty continues to stall investment decisions and infrastructure expansion. The sudden tariff expansion on derivative products further erodes business confidence in stable trade rulemaking.
Final thoughts
Tariff risks are rising, and fast. With enforcement already underway across copper, steel, aluminum, and hundreds of finished goods, manufacturers must urgently update their sourcing and compliance playbooks.
Want to explore the full analysis?
Download the July 2025 Special Report: New Trade Tensions and Tariff Risk Mitigation Techniques
Need faster answers on how new tariffs affect your suppliers and parts?
Resilinc’s new Tariffs Agent uses agentic AI to instantly analyze tariff exposure across your network—offering alternate sourcing, mitigation recommendations, and exportable impact reports.
