U.S. Tariff Policy Update: 25% Steel & Aluminum Tariff
and Supply Chain Impact
This update supplements the original LogicSource 2025 Tariff Impact Analysis. For detailed category-specific impacts and baseline analysis, please refer to the original report.
Recent U.S. trade policy shifts are reshaping supply chains, with newly confirmed tariffs and regulatory changes set to impact procurement strategies.
As of March 12, 2025, the 25% tariff on steel and aluminum imports will take effect, with no exemptions for Canada, Mexico, the EU, the UK, Japan, or South Korea. The Commerce Department has also ended the product exclusion process, meaning existing exemptions will expire without renewal. In response, the EU and other major steel suppliers are expected to implement retaliatory tariffs, further straining global trade.
Our update covers:
- Breakdown of new steel and aluminum tariffs, detailing how they will increase costs for facilities, IT infrastructure, and corporate services
- Impact on indirect spend categories, including capital expenditures, warehouse expansions, HVAC systems, and facility maintenance
- Retaliatory tariffs from key trade partners, including expected measures from Canada, Mexico, the EU, and Brazil, could impact logistics, fleet management, and manufacturing costs
Download our detailed update for critical insights on adapting your supply chain strategy to these evolving trade policies.
