Alex Koff presented a conference call on trade tariffs for the MD/ DC District Export Council on June 5, 2019. The call focused on the following topics:
- President Elect – focus on China
- Inaugural Address – America First Policy
- History / Context
- TPP – Removal and prior approach to China
- Trade Actions and focus on China, e.g.:
- Immigration
- Trump Section 232 – Steel and Aluminum (followed by autos and others)
- CFIUS / FIRRMA
- Buy America
- Section 301
- IP Report - March 22, 2018
- China List 1 - $34 billion – exemption and exclusion process
- China List 2 - $16 billion – exemption and exclusion process
- China List 3 - $200 billion (10% uptick to 25%) – exemption
- Govt Shutdown – exclusion issue
- May 21, 2019 -- exclusion process late June
- China List 4 – $300 billion
- Items exempted from Lists 1, 2, & 3 included
- June 10 – requests for comment
- June 17 – written comments and start of hearing
- EU Section 301 – WTO Ruling on Airbus Launch Aid Subsidies (written comments due May 28)
- Responses
- Overall – ability to sell goods overseas
- China specifically – Long March – Jianxi speech from Rare Earth Metals Factory
- Forecast