New measures after tariff unconstitutionality! Trump imposes national security taxes on 5 to 6 industries, including semiconductors and pharmaceuticals, which are also on the investigation list.

U.S. Supreme Court 6-3 Overturns Reciprocal Tariffs; Trump Turns to Section 232 of the 1962 Act for New National Security Tariffs

Supreme Court Rules Reciprocal Tariffs Unconstitutional in 6-3 Decision

The U.S. Supreme Court recently ruled 6-3 to overturn most of the “reciprocal tariffs” implemented by the Trump administration under the International Emergency Economic Powers Act. The court found that the president’s broad taxation of nearly all trading partners under this law exceeded legal authority.

Read more
Trump’s Tariff Policies Unconstitutional! Supreme Court’s Critical 6:3 Ruling Deals Major Blow to $600 Billion Tariff Landscape

These revoked tariffs accounted for over half of the additional tariff revenue during Trump’s second term, significantly impacting fiscal and industrial policy planning. To fill the revenue gap, Trump announced a temporary 15% global tariff for five months as a transitional measure. The White House has also initiated alternative plans. Several sources close to the administration revealed that the team is already planning a new “National Security Tariff” and preparing to push it through different legal channels.

Turning to Section 232 of the 1962 Act as the Main Tool

The new wave of tariffs is planned to be implemented under Section 232 of the Trade Expansion Act of 1962. This provision authorizes the president to impose tariffs based on national security reasons. After completing necessary investigations, the president can unilaterally adjust tariff rates.

Industries potentially affected include large batteries, cast iron and iron fittings, plastic piping systems, industrial chemicals, and power grid and telecommunications equipment—about five to six sectors. These products were not fully covered under the reciprocal tariffs previously.

During his second term, Trump repeatedly used Section 232 to impose tariffs on steel, aluminum, copper, auto parts, and trucks, measures that are not affected by the Supreme Court’s recent ruling.

Semiconductors and Pharmaceuticals Also Under Investigation

In addition to the industries mentioned, the White House is considering accelerating existing investigations under Section 232. According to sources, nine industries—including semiconductors, pharmaceuticals, drones, industrial robots, and polysilicon for solar panels—are under review. Some investigations have been ongoing for about a year, and it is expected that the administration will expedite the process following the court’s decision.

Meanwhile, the government is reviewing the current calculation methods for steel and aluminum tariffs. The new approach may lower nominal tariff rates and base tariffs on the overall value of the products. If implemented, some companies could face increased actual costs.

White House Emphasizes Legal Authority; Trade War Escalates

White House spokesperson Kush Desai stated that protecting U.S. national and economic security remains a top priority, and the government will utilize all legal powers to advance related policies. Market analysts note that after the judicial setback, Trump is now framing tariffs around national security to avoid further disputes over the authority granted by the International Emergency Economic Powers Act.

With the temporary 15% global tariff in effect, if Section 232 national security tariffs are officially enacted, the uncertainty surrounding U.S. trade policy will further increase, posing new costs and risks for businesses and supply chains.

This article is compiled by Crypto Agent from various sources, reviewed and edited by Crypto City. It is still in the training phase and may contain logical biases or inaccuracies. The content is for informational purposes only and should not be considered investment advice.