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US tariffs: from the transatlantic deal to replacement duties

Two months of US trade policy: the EU–US deal vote, the 'forced labour' tariffs, the appeal ruling, then July's pivot to new duties under a different legal authority. What touches an exporter, dated and sourced.

Prior context — outside delfee's monitoring window, from references cited in the coverage

  • 2025The US tariff cycle: Section 232 steel and aluminium duties, a 200% threat on European wine and spirits (March), then the 15% US–EU framework.
  • Early 2026'Bridge' duties maintained during negotiations; litigation ongoing over the legal basis of the 10% global tariff.
PeriodJun 3 – Jul 27, 2026
Events9 · threshold: major
Corroboration8/9 multi-source · median 4
Articles analysed on this topic~584
LegendDiplomacy / policyAttack / incidentSanctions / measuresLogistics / datacoverage intensity (articles / day)

Chronology

Jul 24

Replacement tariffs: a new legal authority as 'bridge' duties expire

As the 'bridge' duties expire, Washington imposes replacement tariffs on its biggest partners using a different legal authority. The period's coverage peak — and the point where the applicable duty level actually changes.

Jul 22

Brazil threatens reciprocal tariffs

Brasília announces reciprocal duties after its exports are targeted. The sequence shifts from unilateral threats to a retaliation cycle — the scenario that widens risk beyond the targeted markets alone.

Jul 21

Ottawa calls it a 'direct violation' of the deal, weighs 'all options'

Prime Minister Carney calls the new tariffs a direct violation of the trade agreement; Ottawa says it is weighing all options. Coverage notes the impact on US agricultural regions.

Jul 17

Tariff threat against Canada; orange juice excluded from Brazil duties

Trump threatens Canada with new duties citing wildfire smoke, while orange juice is excluded from the Brazil tariffs. A sharp illustration of product-by-product inclusion and exemption risk.

Jun 16

European Parliament approves the transatlantic trade deal

MEPs pass the deal ahead of the US deadline — 'Europe bows to pressure while warning of future chaos', per the coverage. It stabilises the framework for EU exporters without closing the subject.

Jun 3

'Forced labour' tariffs proposed; EU and China call them unjustified

Washington proposes new forced-labour-linked duties targeting several Southeast Asian economies; Brussels and Beijing reject the allegations. First signal that the transatlantic deal does not extinguish tariff risk for supply chains.

Comparable precedents

European wine & spirits, March 2025The 200% duty threat froze US orders within days: importers halted, shipments cancelled before anything took effect. The threat, not only the measure, moves the order book.
Steel & aluminium (Section 232), 2018The precedent for sector duties justified on national-security grounds: country-by-country exemptions negotiated, then prolonged litigation — the same legal pattern replayed in 2026.
Airbus–Boeing (WTO), 2019–2021WTO-authorised retaliation duties hit products unrelated to the dispute — wine, cheese, machinery. A reminder that tariff exposure does not follow the exporter's own sector logic.

This dossier is a public edition.

delfee produces these dossiers continuously, filtered to your exposures — countries, routes, chokepoints, commodities — with an alert when an event crosses your threshold and a dated, sourced monthly monitoring log.

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Methodology — Events detected continuously across thousands of sources (GDELT + press feeds), grouped into deduplicated situations. Corroboration counts independent originators: syndicated copies of one wire story are merged, so the figure shown is not a raw outlet count. The intensity curve measures our own ingestion on this topic.

Monitoring information document. Not investment advice, not insurance advice, not an operational recommendation. Check any decision with your broker, insurer or counsel.