– Global trade policy remains in a period of rapid change. The US Section 301 tariffs applied to 60 economies have largely replaced Section 122 tariffs and could generate as much as US$101.7 billion in tariffs annually. Not all tariffs stay in place, with aluminum duties being adjusted for firms willing to commit to building capacity in the US, although that may only provide relief for 28.1% of imports. The US Federal Communications Commission (FCC) is restricting the import of power inverters, with implications for a wide range of sectors including AI deployment.
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