US 'Reciprocal Tariff' Range Changes, These Polyurethane Raw Materials Have Adjustments!
On September 5, 2025, local time, U.S. President Trump signed an executive order titled "Amendment of the Scope of Reciprocal Tariffs and Establishment of Procedures for Implementing Trade and Security Agreements," which adjusts the scope of import tariffs and clarifies the procedures for establishing and implementing trade agreements with foreign trade partners. The new policy officially takes effect on September 8, local time.
Trump announced the exemption of 39 items from the global "reciprocal tariffs," including metals, critical minerals, pharmaceuticals, and chemicals. Additionally, 8 items have been removed from the exemption list and will now be subject to reciprocal tariffs. Furthermore, the executive order explicitly proposes potential exemptions for trade partners who reach agreements, marking a shift in his trade strategy from a broad-based pressure approach to a more refined "divide and conquer" method.
The recently announced adjustments to the "reciprocal tariffs" include various polyurethane-related raw materials in both the newly exempted list and the list of items removed from exemption.
The newly added items to the exemption list include products under tariff code 2903.21.00, which encompass HFO-1234yf, HFO-1234ze, and HFO-1336mzz. These three products are mainly used as refrigerants and blowing agents for polyurethane foams. They have very low Global Warming Potential (GWP) and zero Ozone Depletion Potential (ODP), making them ideal choices that comply with global environmental regulations such as the Kigali Amendment.
The items removed from the "reciprocal tariff" exemption list this time include polyether in primary forms under tariff code 3907.29.00, which is one of the key raw materials for polyurethane, and it is now subject to reciprocal tariffs.
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