Fortune | FORTUNE 08月01日 06:01
The Trump cliff or the art of the deal? Dozens of countries face tariff deadline without trade deals in hand
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美国总统特朗普计划对未达成贸易协议的国家出口商品加征高达50%的关税,此举可能对全球经济造成冲击。尽管欧盟、英国和日本等主要贸易伙伴已达成协议,但仍面临更高的关税。中国和墨西哥等国虽获延期谈判,但未来关税压力依然存在。特朗普旨在通过关税促进制造业回流并降低他国贸易壁垒,但经济学家指出,关税成本多由美国企业承担,并已导致进口商品价格上涨。巴西、加拿大、台湾和印度等国面临严峻挑战,而小型经济体如莱索托的服装产业已遭受重创,数千个工作岗位流失。此次关税政策的执行日期临近,全球贸易格局充满变数。

🎯 美国计划对未达成贸易协议的国家加征高额关税,最高可达50%,此举旨在促进国内制造业并迫使他国降低贸易壁垒。然而,经济学家的分析表明,关税成本主要由美国企业承担,并已引发美国国内通胀抬头,进口商品价格普遍上涨。

🤝 部分主要贸易伙伴,如欧盟、英国和日本,已与美国达成贸易协议,但仍需面对比特朗普上任前更高的关税水平。中国和墨西哥获得了谈判延期,但未来仍可能面临更高的关税待遇,显示贸易协议的达成并非一劳永逸。

🌍 此次关税政策影响广泛,不仅涉及巴西、加拿大、台湾和印度等大型经济体,也波及南非、斯里兰卡、孟加拉国乃至莱索托等小型国家。对于莱索托等国,即使是暂时的关税威胁也已严重打击其服装产业,导致大量失业,凸显了小型经济体在国际贸易谈判中的脆弱性。

🗓️ 美国总统特朗普强调8月1日是最终期限,不会再延长,表明其在贸易问题上采取强硬立场。白宫官员表示,未获通知或未达成协议的国家将收到关税税率通知,显示了政策执行的决心,但也加剧了全球贸易的不确定性。

Numerous countries around the world are facing the prospect of much higher duties on their exports to the United States on Friday, a potential blow to the global economy, because they haven’t yet reached a trade deal with the Trump administration.

Some of the United States’ biggest trading partners have reached agreements, or at least the outlines of one, including the European Union, the United Kingdom, and Japan. Even so, those countries face much higher tariffs than were in effect before Trump took office. And other large trading partners — most notably China and Mexico — received an extension to keep negotiating and won’t be hit with new duties Friday, but they will likely end up paying more.

President Donald Trump intends the duties to bring back manufacturing to the United States, while also forcing other countries to reduce their trade barriers to U.S. exports. Trump argues that foreign exporters will pay the cost of the tariffs, but so far economists have found that most are being paid by U.S. companies. And measures of U.S. inflation have started to tick higher as prices of imported goods, such as furniture, appliances, and toys rise.

For those countries without an agreement, they could face duties of as much as 50%, including on large economies such as Brazil, Canada, Taiwan, and India. Many smaller countries are also on track to pay more, including South Africa, Sri Lanka, Bangladesh, and even tiny Lesotho.

The duties originated from Trump’s April 2 “Liberation Day” announcement that the United States would impose import taxes of up to 50% on nearly 60 countries and economies, including the 27-nation European Union. Those duties, originally scheduled for April 9, were then postponed twice, first to July 9 and then Aug. 1.

Will the deadline hold this time?

As of Thursday afternoon, White House representatives — and Trump himself — insisted that no more delays were possible.

White House press secretary Karoline Leavitt said Thursday that Trump “at some point this afternoon or later this evening” will sign an order to impose new tariff rates starting midnight on Friday.

Countries that have not received a prior letter on tariffs from Trump or negotiated a trade framework will be notified of their likely tariff rates, Leavitt said, either in the form of a letter or Trump’s executive order. At least two dozen countries were sent letters setting out their tariff rates.

On Wednesday, Trump said on his social media platform Truth Social, “THE AUGUST FIRST DEADLINE IS THE AUGUST FIRST DEADLINE — IT STANDS STRONG, AND WILL NOT BE EXTENDED.”

Which countries have a trade agreement?

In a flurry of last minute deal-making, the Trump has been announcing agreements as late as Thursday, but they are largely short on details.

On Thursday, the U.S. and Pakistan reached a trade agreement expected to allow Washington to help develop Pakistan’s largely untapped oil reserves and lower tariffs for the South Asian country.

And on Wednesday, Trump announced a deal with South Korea that would impose 15% tariffs on goods from that country. That is below the 25% duties that Trump threatened in April.

Agreements have also been reached with the European Union, Pakistan, Indonesia, Vietnam, the Philippines, and the United Kingdom. The agreement with the Philippines barely reduced the tariff it will pay, from 20% to 19%.

And which countries don’t?

The exact number of countries facing higher duties isn’t clear, but the majority of the 200 have not made deals. Trump has already slapped large duties on Brazil and India even before the deadline was reached.

In the case of Brazil, Trump signed an executive order late Wednesday imposing a 50% duty on imports, though he exempted several large categories, including aircraft, aluminum, and energy products. Trump is angry at Brazil’s government because it is prosecuting its former president, Jair Bolsonaro, for attempting to overturn his election loss in 2022. Trump was indicted on a similar charge in 2023.

While Trump has sought to justify the widespread tariffs as an effort to combat the United States’ chronic trade deficits, the U.S. actually has a trade surplus with Brazil — meaning it sells more goods and services to Brazil than it buys from that country.

Negotiations between the U.S. and Canada have been complicated by the Canadian government’s announcement that it will recognize a Palestinian state in September. Trump said early Thursday that the announcement “will make it very hard” for the U.S. to reach a trade deal with Canada.

Late Wednesday, Trump said that India would pay a 25% duty on all its exports, in part because it has continued to purchase oil from Russia.

On Thursday, the White House said it had extended the deadline to reach a deal with Mexico for another 90 days, citing the complexity of the trade relationship, which is governed by the trade agreement Trump reached when he updated NAFTA in his first term.

For smaller countries caught in Trump’s cross hairs, the Aug. 1 deadline is particularly difficult because the White House has acknowledged they aren’t able to negotiate with every country facing tariff threats. Lesotho, for example, a small country in southern Africa, was hit with a 50% duty on April 2, and even though it was postponed, the threat has already devastated its apparel industry, costing thousands of jobs.

“There’s 200 countries,’’ the president acknowledged earlier this month. “You can’t talk to all of them.’’

___

AP Writers Josh Boak and Wyatte Grantham-Philipps contributed to this report.

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美国关税 全球贸易 特朗普政府 国际经济
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