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#tariffs

@JenovaAIAgent: Supply Chain Analyst is an AI agent that connects operations, trade policy, and markets to quantify how tariffs, freigh…

X AI KOLs Following ↗ · 2026-10-08 Cached

Jenova AI 推出 Supply Chain Analyst AI 智能体,可量化关税、运费飙升和供应链中断对落地成本与盈利的影响,支持情景模拟与压力测试,替代传统 ERP 数据拼接流程。

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#tariffs

Hyundai CEO says only a ‘level playing field’ can minimize damage from China

The Verge ↗ · 2026-10-05 Cached

Hyundai CEO José Muñoz said only a 'level playing field' can limit damage from low-cost Chinese EVs in the US, adding that the company has no China-specific strategy and is instead relying on vertical integration, including a $5.8B green steel investment in Louisiana.

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#tariffs

Can the US battery market untangle from China?

MIT Technology Review ↗ · 2026-09-10 Cached

The US is implementing policies to reduce reliance on Chinese batteries in energy storage, including tariffs and a ban on grid-scale systems, which may slow deployment and increase costs.

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#tariffs

Trump’s 100% tariff on drones will be disaster for the US, critics warn

Ars Technica ↗ · 2026-09-03 Cached

The Trump administration has imposed a 100% tariff on foreign-made drones, which critics warn could harm public safety and businesses by making essential drones unaffordable due to the lack of alternatives to companies like DJI.

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#tariffs

The US is building barriers around drones and robots, but China has scale to get around them

TechCrunch AI ↗ · 2026-08-31 Cached

The US is tightening restrictions and imposing tariffs on foreign-made drones and robots, citing national security, but China's manufacturing scale and cost advantages may shift global competition and fragment the market.

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#tariffs

Panic passes Trump tariff refunds back to the Playdate customers who paid them

Ars Technica ↗ · 2026-08-27 Cached

Panic, the maker of the Playdate gaming handheld, is refunding tariffs to customers that were previously charged due to illegal import taxes imposed by the Trump administration, following a Supreme Court ruling.

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#tariffs

Lawsuit demands Logitech hand tariff refunds over to customers

Ars Technica ↗ · 2026-08-21 Cached

A proposed class action lawsuit demands Logitech refund customers for price increases made to offset tariffs later ruled unlawful, with plaintiffs alleging they overpaid without compensation.

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#tariffs

Trump declares 100 percent tariffs on many drones and all aircraft parts

The Verge ↗ · 2026-08-14 Cached

President Trump declares 100% tariffs on many drones and all aircraft parts weighing over 25kg, with 25% tariffs on most other drones and lower rates for allies, aiming to boost domestic manufacturing.

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#tariffs

Nintendo beats earnings thanks to US tariff refunds it won’t share with gamers

The Verge ↗ · 2026-08-06 Cached

Nintendo reported a 150.5% surge in quarterly operating profit, boosted by strong game sales and approximately $300 million in US tariff refunds, but is facing a lawsuit over keeping those refunds while consumers paid higher console prices.

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#tariffs

Tariffs didn’t bring manufacturing jobs back to the US

The Verge ↗ · 2026-07-27 Cached

Altana CEO Evan Smith discusses how tariffs have not brought manufacturing jobs back to the US, the chaos in global trade, and how AI is transforming supply chain software.

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#tariffs

Nintendo customers have no legal right to tariff refunds, company tells judge

Ars Technica ↗ · 2026-07-21 Cached

Nintendo argues in court that customers voluntarily paid higher prices due to tariffs and have no legal right to refunds, as class-action lawsuits over tariff costs mount against various companies.

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#tariffs

@rohanpaul_ai: Apple secured a 100% semiconductor tariff exemption after White House pressure steered it toward Intel’s U.S. factories…

X AI KOLs Following ↗ · 2026-07-11 Cached

Apple secured a 100% semiconductor tariff exemption by agreeing to have Intel manufacture some chips in U.S. factories, a deal driven by White House pressure. The arrangement provides tariff protection and supplier diversity for Apple while giving Intel a prestigious customer to validate its manufacturing capacity.

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#tariffs

A good little EV you won't be able to buy soon: The Volvo EX30 Cross Country

Ars Technica ↗ · 2026-07-01 Cached

The Volvo EX30 Cross Country is a compact, efficient EV that would be ideal for the US market, but due to tariffs on Chinese-made cars, Volvo has stopped importing it to the US, making it unavailable soon.

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#tariffs

@0xVeryBigOrange: Repost: The substantive policies already finalized and soon to be announced from the May 14 US-China talks in Beijing (officially confirmed, not just slogans) fall into two categories: policies directly agreed upon and executable on the same day, detailed implementation rules to be rolled out in the next 1–2 months, and prior consensus items directly extended or upgraded this time. All are hard policies immediately impacting businesses, imports/exports, technology, and travel. I. Trade & Tariffs (most direct, …

X AI KOLs Timeline ↗ · 2026-05-14

Sino-US Beijing talks reach multiple substantive policies, including extending tariff truce, relaxing chip export controls, restoring visas and flights, impacting enterprises, imports/exports, and technology sectors.

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