MediumMarketSignal detected 21d ago

USTR Section 301 investigations (Aug–Sep 2026) propose 10%–12.5% tariffs on key sourcing countries

Aerospace Adhesives & Sealants Market 2025 to 2032: Bonding the Future of Aviation and Space →
What Changed

The USTR opened Section 301 forced-labor investigations covering 60 trading partners including China, India, Mexico, and the EU, with proposed tariffs of 10% to 12.5%. Average effective U.S. tariff rates already rose to 6.7% in July 2026, up from 2.3% in January 2025. Raw chemical feeds, specialized solvents, and polymer additives used in adhesive formulations fall within the affected trade channels. No final tariff action is confirmed yet.

At a Glance
Severity
Medium
Likelihood
Medium
Spend Exposed
-

Severity: how big the impact would be if this plays out.

Likelihood: how probable the engine judges it is to happen or persist.

Spend exposed: the share of your annual category spend this flags.

Add your annual spend to quantify exposure:
$
Confidence
70%
Recommended Actions 1

Map adhesive formulation feedstock origins and model cost exposure to the proposed 10%–12.5% tariff rates

Pending Section 301 outcomes could raise landed costs for chemically derived inputs sourced from investigated partners.

Evidence 4
Aviation Week

Source · aviationweek.com

FlightGlobal

Source · flightglobal.com

SpecialChem

Source · adhesives.specialchem.com