Section 232

A Trade Expansion Act provision allowing the US president to restrict imports found to threaten national security.

Predictions & track record (2)

• Awaiting grading Lumber's four-year high came from shrinking supply, not a housing boomAdd the 10% Section 232 tariff to the final seventh-review antidumping and countervailing rate for most suppliers.
• Awaiting grading Trump signs a fresh 50% tariff on Canadian goods, effective in 30 daysScore later: do these tariffs actually take effect around 2026-08-19 as scheduled, or get negotiated down, delayed, or challenged before then?

2 related posts

• Watch Lumber's four-year high came from shrinking supply, not a housing boom Steve Hanke (@steve_hanke) · 2026-08-09
• Watch Trump signs a fresh 50% tariff on Canadian goods, effective in 30 days The Kobeissi Letter (@KobeissiLetter) · 2026-07-20