TPDTrade Policy Desk

INDEPENDENT TRADE POLICY INTELLIGENCE

Policy changed.
Know what moves next.

Fast, source-backed analysis of U.S. trade actions—translated into tariff mechanics, industry exposure and decisions that can be made today.

Explore current research
Primary sourcesOfficial notices, proclamations and tariff schedules
Global readershipWritten for decision-makers across markets
Explicit limitsFacts, scenarios and inferences clearly separated

CURRENT RESEARCH

Three policy shifts.
One decision desk.

Public briefings explain what changed and why it matters. Full references add lookup tables, operating controls, scenarios and implementation playbooks.

01

SECTION 301 · FORCED LABOR

The New Section 301 Tariff Map

How the United States' 2026 action divides 60 economies across additive and capped tariff regimes—and where product exemptions change the result.

60 economies10% / 12.5%Effective Jul 24, 2026
Read the public briefing
02

SECTION 232 · UNMANNED AIRCRAFT

The New U.S. Drone Import Regime

A configuration-level guide to the 25% and 100% UAS tariffs, partner pathways, delayed parts coverage and sourcing consequences.

25% / 100%Product-specificMulti-stage rollout
Read the public briefing
03

SECTION 232 · SOLAR SUPPLY CHAIN

The U.S. Solar Import Price Floor

What minimum import prices, the additional downstream duty and strict importer certification mean for polysilicon, wafers, cells and modules.

$0.38/W modules15% downstreamEffective Dec 4, 2026
Read the public briefing

THE METHOD

From legal text
to operating decision.

  1. 01

    Detect

    Monitor official U.S. policy releases and identify changes with immediate commercial consequences.

  2. 02

    Verify

    Trace rates, dates, scope and exceptions back to primary legal and agency sources.

  3. 03

    Model

    Translate the rules into duty formulas, scenarios, industry exposure and evidence requirements.

  4. 04

    Publish

    Release a concise public briefing, then a searchable full reference for implementation.

ABOUT THE DESK

Built for the hours after a policy announcement—not the weeks after.

Trade Policy Desk is an independent research publication focused on rapid analysis of U.S. import and export policy. It serves global executives, investors, procurement teams and trade professionals who need to understand not only the headline, but the mechanism beneath it.

Analysis is produced with an AI-accelerated research workflow and verified against cited primary sources. Each report states its snapshot date, assumptions and limits.

No sponsored conclusions. No company-specific recommendations. No hidden sources.

FULL REFERENCES

Need the operating detail?

Extended editions include country and product lookup tables, duty scenarios, evidence checklists, risk registers and 30/60/90-day implementation plans. Purchase access is being prepared.