The Trump administration is dangling immediate Section 232 tariff relief in front of Canadian and Mexican aluminum and steel producers — but only if they commit to U.S. expansion. At the same time, Prime Minister Carney is drawing a line: Canada will not let Washington dictate USMCA review terms ahead of the July 1 trilateral deadline. Meanwhile, Jack Daniel's and Jim Beam reported a 70% profit plunge after Canadian provinces pulled U.S. spirits off shelves in retaliation. This is not background noise. If you have supply chains touching any of these sectors, your classification and duty calculations are live targets right now.
What Changed This Period
🇺🇸 United States HTS — 4,556 changes across three batches (batch date: 2026-04-24)
The headline additions sit squarely in Chapter 99, the staging ground for special tariff measures. Two new codes were added:
- 9903.82.19 — Certain articles of aluminum, as described in subdivision (c)(i) and related provisions. Newly added; flag any aluminum imports for reclassification review.
- 9903.82.18 — Certain articles of steel, as described in subdivisions (c)(iii) and (h). Also newly added under Section 232 authority.
These additions directly reflect the administration's conditional tariff-relief mechanism for producers committing to U.S. investment. If your clients or counterparties are Canadian or Mexican steel/aluminum producers exploring that relief pathway, these are the codes they will need to understand.
Two other modifications are worth noting:
- 9903.03.01 (modified) — The broad catch-all for country-of-origin tariffs was updated; always verify your product is not caught by a newly excluded or included description.
- 9802.00.50 (modified) — "Other" under the U.S. goods returned / repair provisions. Relevant to manufacturers using duty-advantaged repair and return flows across the border.
- 8431.49.10.10 (removed) — A subheading for parts of cranes and hoists (subheadings 8426.11, 8426.19, 8426.30) has been deleted. Check any automated classification rules pointing to this code immediately.
Total HTS record count moved from 32,920 to 35,600 — TradeFacts flagged all changes in the nightly feed.
🇨🇦 Canada — No changes this period.
Despite the diplomatic turbulence, the Canadian Customs Tariff schedule has not moved since the last issue. Watch for reactive changes if CUSMA talks escalate or retaliatory measures are announced before July 1.
🇲🇽 Mexico TIGIE — 3 changes (batch date: 2026-04-21).
A minimal update. No large-scale TIGIE restructuring at this time, but Mexico remains a key variable in the trilateral review. TradeFacts is tracking nightly.
One Practical Action
Pull every active classification in your system that resolves to Chapter 99 Section 232 provisions — particularly any code adjacent to 9903.82.xx — and verify it against the two newly added codes (9903.82.18 and 9903.82.19). If you have Canadian or Mexican steel or aluminum in your supply chain, determine now whether your suppliers are eligible for the conditional relief pathway; the duty treatment on incoming shipments may change faster than the next scheduled tariff update. Separately, delete or remap any classification logic pointing to 8431.49.10.10 — that code no longer exists in the US HTS as of April 24.
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