The Trump administration has committed to applying duties against at least $100 billion and as much as $200 billion of Chinese exports should China apply retaliatory duties against American tariffs resulting from the section 301 review of Chinese IP rights. There are three filters that will likely be applied by the USTR in determining the list. (1) Products that have been covered by the original section 301 duties, the section 232 metals reviews and section 201 safeguarding reviews will likely be excluded and were worth $80 billion in the 12 months to April 30. (2) Alternative sources...