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The short version
- November 9, 2026, 11:59 p.m. ET: the 178 Section 301 product exclusions end (Federal Register, 90 FR 55232). Goods entered from November 10 pay the full Section 301 rate on those lines unless USTR extends them. No extension notice was published as of October 13, 2026.
- Same night: the suspension of USTR's Section 301 fees on Chinese-built and Chinese-operated ships ends. USTR says it will decide before then whether to keep the pause (90 FR 50947).
- January 10, 2027: reported new end date of the US-China trade truce. Treasury Secretary Bessent announced the extension on September 23, 2026; no White House, USTR or Federal Register document has been published yet.
- Already in force and not ending: the 12.5% Section 301 tariff on products of China (since July 24, 2026) and the suspension of de minimis for every country.
What changed
Nothing new was signed this week. What changed is the calendar: the deadlines set in late 2025 are now less than four weeks away, and the reported truce extension does not, on its own, extend the Section 301 exclusions. Each one runs on its own legal notice.
| Date | What happens | Status |
|---|---|---|
| Already in force | 12.5% Section 301 tariff on products of China (with listed exceptions), from 12:01 a.m. ET July 24, 2026 | Confirmed, 91 FR 47318 |
| Already in force | De minimis ($800 duty-free) suspended for all countries and all non-postal shipments; repeal by law from July 1, 2027 | Confirmed, 91 FR 37789 |
| Oct 7, 2026 | The 2018 Section 301 tariffs on China continue; a four-year review is under way | Confirmed, 91 FR 64212 |
| Nov 9, 2026, 11:59 p.m. ET | 178 Section 301 product exclusions end | Confirmed, 90 FR 55232; no extension published yet |
| Nov 9, 2026, 11:59 p.m. ET | Pause on Section 301 port fees for Chinese-built or -operated ships ends | Confirmed; USTR to decide on continuing |
| Nov 10, 2026 | Original end of the November 2025 US-China arrangement | Confirmed (White House fact sheet, Nov 1, 2025) |
| Dec 31, 2026 | China's own exclusions on US goods end | Per the Nov 2025 fact sheet |
| Jan 10, 2027 | Reported new end of the truce | Reported (Treasury Secretary, Sept 23, 2026); no official text |
| Not set | Comment period for the Section 301 four-year review | USTR will publish a separate notice |
Sources: Federal Register notices and the White House fact sheet listed below, checked October 13, 2026. The exclusions notice says November 9 in its dates section and annexes; one sentence and the 2025 fact sheet say November 10. In practice the exclusions cover goods entered up to 11:59 p.m. ET on November 9.
What it means for your business
If one of your products is on the exclusions list, its duty can jump on November 10. For most excluded lines that means the List 1 to 4A Section 301 rate (7.5% or 25%) comes back on top of everything else you pay today. Check your HTS code against the annex of the exclusions notice now, not in November.
The ship-fee decision matters even if you never touch a vessel. If the fees return, carriers using Chinese-built or Chinese-operated ships may pass them on as surcharges. Ask your forwarder how they would bill it before you book December sailings.
Do not plan on the truce date for anything that is not written down. Until a notice is published, treat January 10, 2027 as reported, and price the November 10 scenario as the base case.
Illustrative only: a $10,000 (FOB) order of an excluded product with 3.4% normal duty and the 12.5% forced-labor tariff pays 15.9% ($1,590) in duty today. If the exclusion ends and the line is on List 3 (25%), that becomes 40.9% ($4,090).
Who is affected
- Importers of Chinese goods whose HTS codes are on the 178-exclusion list.
- Amazon and Etsy sellers who are the importer of record for goods made in China, and anyone booking ocean freight for December or January arrivals.
- Not affected by the US dates: Canadian imports (Canada does not apply US Section 301 tariffs) and goods that are not of Chinese origin.
What to do now
- Look up your HTS codes in the Section 301 exclusions guide and the annex of the Federal Register notice.
- Reprice excluded products for the November 10 scenario in the landed cost calculator or the China tariff calculator.
- If the numbers only work with the exclusion, move shipments that can clear customs before 11:59 p.m. ET on November 9, or talk to your supplier about price now.
- Ask your forwarder in writing how a return of the port fees would be charged on your bookings.
- Chinese New Year is February 6, 2027: plan the next order around both dates. Our CNY 2027 shutdown guide has the timeline.
Keep track of every change: Every US and Canadian tariff layer on Chinese goods, kept current.
Open the trackerPrice the November 10 scenario now
Our Pricing and Landed Cost Calculator works out cost per unit, margin and break-even price with every duty layer included. No subscription, no account, your data stays on your device.
General information, not legal, tax or customs advice. Rules change often: check the official sources above or a licensed customs broker before you act. SuanSupply is not affiliated with any government agency or marketplace named here.