The China–U.S. trade truce in 2026 has created new questions for importers about tariffs, port fees and sourcing cost. Freightos reported on September 30 that recent developments were expected to reduce some tariffs and likely postpone certain port-fee measures.
For ecommerce importers, the correct response is not to immediately change suppliers. Recalculate landed cost using the rules that actually apply to your HS classification, entry date, origin and shipment.
What to recalculate
| Cost item | Why it can change |
|---|---|
| Tariff rate | Trade measures can change by product classification and effective date. |
| Port-related fees | Implementation timing can alter ocean-shipping economics. |
| Ocean freight | Demand and capacity react to trade-policy expectations. |
| Duty financing | Lower or delayed duties can change working-capital needs. |
| Sourcing decision | Total landed cost may move differently from factory price. |
Start with classification, not the headline
Tariff exposure depends on the product’s classification and the rules in force when the entry is made. Verify the appropriate HTS treatment with qualified customs resources before changing a purchase-order model.
Our HS Code vs HTS Code vs Schedule B guide explains the terminology import teams use when organizing classification data.
Rebuild landed cost by SKU
Factory cost, duty, international freight, brokerage, insurance, drayage and fulfillment should be visible separately. A change in one tariff line may have little effect on a bulky low-margin product if freight remains the dominant cost.
Use the freight cost per unit and import duties and fees guide to model the full stack.
Do not ignore timing risk
Trade measures can change between purchase order, departure and customs entry. Build a base case and a conservative case for products with meaningful tariff exposure. That is particularly important when lead times are long.
When should sourcing change?
Sourcing decisions should consider quality, lead time, supplier reliability, inventory carrying cost and tariff risk together. Moving production solely because of one temporary policy shift can create larger operating costs elsewhere.
Frequently asked questions
Did all China–U.S. tariffs disappear?
No. Importers should verify the specific product classification and current legal treatment rather than applying a headline to every product.
Should I reduce retail prices immediately?
Not before the landed-cost change is confirmed and sustainable for the affected SKU.
Can port-fee changes affect LCL shipments?
Potentially through forwarder and carrier pricing, but the pass-through depends on the specific charge structure.
Where should I verify tariff rules?
Use current U.S. Customs and Border Protection, USTR and customs-broker guidance for the product and entry.
Current logistics source
See the September 30 Freightos market update. Treat market commentary as a planning input, not customs or legal advice.
PackToolbox guides are built around stated formulas, practical examples and source checks for changeable carrier, freight and logistics rules. Calculators are planning aids; final requirements should be verified with the relevant carrier or service provider.