Weekly Supply Chain Report
April 6 - 12, 2026 · 2026 #15/53
This week, we bring together the 3 key events that entered the chronology, in date order.
U.S. Section 232 metal tariffs restructured: 50% on semi-finished, 25% on derivatives, tariff base widened to full product value. A U.S. executive order signed by President Donald Trump and effective April 6, 2026 restructured Section 232 tariffs on aluminum, steel and copper: 50% duty applies to semi-finished products and 25% to metal-intensive derivatives (appliances, trucks, silverware, railway cars); the rate drops to 10% when 95%+ of the metal content is U.S.-sourced and goods are exempt if metal content is 15% or less by weight; copper was included in the framework for the first time; Cato Institute analysts said the change "will likely raise actual dollar costs for most importers."
In the same period, Fuel tanker blast shuts Panama Canal bridge. Serious disruption on the Atlantic–Pacific link.
Elsewhere, Marine insurers await clarity on Iran ceasefire. Skuld and DNK warn on Hormuz navigation risk.
