U.S. Tariff Policy Update: Sweeping Expansions and New Sector Risks
This update supplements the original LogicSource 2025 Tariff Impact Analysis. For detailed category-specific impacts and baseline analysis, please refer to the original report or visit the Tariff Report Library.
The tariff landscape has intensified dramatically through summer 2025. Steel and aluminum tariffs have doubled to 50%, new copper tariffs of 50% are now in effect, and reciprocal tariffs have expanded to over 60 countries—including 15% on the EU, Japan, and South Korea, 20% on Taiwan and Vietnam, and 50% on India by late August.
Import costs are now expected to exceed 15% on average, with particularly steep impacts in automotive, industrial equipment, construction, and medical supplies. The potential for 100% semiconductor tariffs and escalating pharmaceutical tariffs up to 250% adds unprecedented risk to technology and healthcare procurement.
Our report covers:
- Comprehensive tariff stacking rules affecting multiple product categories simultaneously
- Real-world outcomes of tariff impact across industries like retail, manufacturing, and healthcare
- Procurement strategies to mitigate tariff impacts, including supplier negotiations, contract reviews, and alternative sourcing options
Download our detailed update for critical insights on adapting your supply chain strategy to these evolving trade policies.
