On July 7, 2025, in a bold maneuver, President Trump communicated to Japan, South Korea, and five additional nations that they would be subjected to heightened tariff rates starting August 1 unless expedited trade agreements can be reached. The newly proposed tariffs, detailed in letters sent to national leaders and announced on social media platforms, represent an escalation in Trump's trade tactics, with further threats anticipated for other nations throughout the week.
These tariff rates replace previous high levies introduced in April, marking a shift in the administration's approach. At that time, Trump temporarily suspended reciprocal tariffs for 90 days to facilitate favorable trade negotiations. However, sources indicate that progress has been minimal, as the deadline set for Wednesday approaches without significant advancements on the anticipated “90 deals in 90 days” initiative.
To extend the negotiations, Trump is expected to enact an executive order on Monday, allowing for the continuation of the initial tariff pause while informing the affected countries of their new obligations. The initial recipients of these warning letters include Japan, South Korea, Malaysia, South Africa, Kazakhstan, Laos, and Myanmar. Notably, both Japan and South Korea, each contributing approximately 4% of U.S. imports, are poised to face a steep 25% tariff. Myanmar, despite its smaller share in U.S. imports, will see a dramatic increase in tariffs to 40%.
Furthermore, Trump has signaled intentions to impose even higher tariffs should any of the targeted countries retaliate with their own import taxes or attempt to circumvent U.S. duties through alternative shipping routes. The coming days will likely see additional communications to other nations potentially affected by tariffs previously outlined in April.
As these developments unfold, the looming threat of rising tariffs increases uncertainty around global trade relations, particularly for the nations involved and the broader implications for international markets. Christine Zhang, a Times graphics and data journalism specialist, along with Tony Romm, who reports on economic policy for The Times, offer detailed insights as the situation evolves.
