Automakers seek exemptions from proposed Section 301 tariffs on electronics

Following public hearings on July 7, 2026, regarding new Section 301 tariffs targeting forced labor, automakers like Ford and Volvo filed for exemptions on July 10. While raw metals and finished auto parts are currently carved out to avoid double-taxation, advanced electronic sub-components and battery cells remain subject to the proposed 10% to 12.5% duties. OEMs warn these levies could severely disrupt the domestic battery and advanced technology supply chain.