Introduction: In 2025, North America has continued to tighten its import tariff policies for rubber products and raw materials. By implementing progressive tariff increases, expanding the scope of taxation, and strengthening rules of origin supervision, it has established strict trade barriers, which have profoundly affected the export pattern and supply chain layout of China's rubber industry. This article sorts out the core policy points, market impacts and response directions.
North American tariffs are characterized by progressive increases and scope spillover: tariffs on Chinese rubber products (tires, rubber magnets, etc.) exported to the United States have been increased by 10% to 185.28%, with the anti-dumping duty rate on unprocessed rubber magnets reaching the peak; at the same time, tariffs on Vietnam and Cambodia have been increased by 46% and 49% respectively, and re-export through Southeast Asia and overseas production capacity are subject to an additional 25% tariff.
In terms of policy implementation, the United States maintains a 10% baseline tariff on global imports and a high 125% tariff on China. Only natural rubber under tariff code 4001 is temporarily exempted from tariffs, becoming a relatively safe link in the industrial chain.
North American tariff regulation shows obvious category differences: in the field of raw materials, natural rubber is not temporarily subject to additional tariffs, while synthetic materials such as EPDM are included in the anti-dumping scope, with the highest duty rate reaching 222%; in the field of products, terminal products such as tires, seals and rubber magnets are the core of regulation. The United States has greatly reduced the arbitrage space for enterprises to re-export through third countries by strengthening rules of origin.
The structure of export markets has undergone accelerated restructuring. The proportion of China's tire exports to the United States has dropped from 25% in 2015 to less than 3%, with that of all-steel tires only 2.4%, and the market share has been replaced by production capacity in Southeast Asia and Mexico.
The supply chain layout has been forced to adjust. Leading enterprises have accelerated the layout of overseas production capacity in Mexico and Southeast Asia, and the procurement end has shifted to regions such as Africa and Russia to reduce dependence on a single source; at the same time, the industry's export focus has shifted to emerging markets such as Russia, the Middle East and South America.
Enterprises should take compliant operation as the bottom line, give priority to laying out production bases in North American tariff-preferential regions to avoid tariff risks; focus on high-end and green transformation, and use high-value-added products to offset cost pressures; make full use of free trade agreements such as RCEP to reduce the cost of raw material imports, and establish a normalized trade risk early warning mechanism.
North America's rubber tariff policies have entered a stage of normalized tightening, with sustained short-term pressure. In the long run, this trend will promote China's rubber industry to shift from scale expansion to quality improvement, and build more resilient international competitiveness through the optimization of global layout and technological innovation.