The consultation process regarding President Trump’s proposed section 301 duties on Chinese products enters its public hearing stage in the week of May 14. A decision on what, if any, products to target has an open-ended timeframe at this stage. That’s because of ongoing consultations between the Chinese and U.S. governments. The lack of certainty on timing creates considerable risks for Transpacific supply chains. Companies are following one of two routes. One is to ramp up imports to get ahead of duties. That includes flat-panel TVs (which increased 28% in the first quarter on...
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