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After IEEPA: Section 122, New Section 301 Investigations, and the Next Trade Questions

The IEEPA tariff story did not end with the Supreme Court. It shifted into other trade authorities, especially a temporary Section 122 surcharge and a new wave of Section 301 investigations.

The mistake many importers make after a major court decision is assuming policy momentum stops. It usually does not. In the weeks after the Supreme Court ended IEEPA tariffs, the administration shifted the trade conversation into other statutes that do not depend on IEEPA at all.

The Immediate Replacement: Section 122

On February 20, 2026, the White House issued a proclamation imposing a temporary 10 percent import surcharge under Section 122 of the Trade Act of 1974. The surcharge took effect on February 24, 2026 and is scheduled to run for 150 days, through July 24, 2026, unless Congress extends it.

For importers, that means the post-IEEPA period still contains a broad-based cost story. It is just being routed through a different legal authority.

Why Section 122 Is Different

Section 122 is temporary by design and comes with statutory limits. The February 20 proclamation also states that the surcharge does not stack on top of tariffs imposed under Section 232 for the same portion of an import.

That creates a more technical planning exercise than the headline might suggest. Teams need to separate:

Products already touched by Section 232

Products exposed only to the temporary Section 122 surcharge

Products that may later be affected by a different authority altogether

The Next Pipeline: Section 301

On March 11, 2026, USTR initiated Section 301 investigations into structural excess capacity and production in manufacturing sectors across a broad list of economies. USTR said public hearings would begin on May 5.

This is not an immediate tariff bill in the way a proclamation is. It is a policy pipeline. But it is a serious one, because Section 301 investigations are how future trade actions become more concrete.

Why Importers Should Care Before Any Final Action

The USTR fact sheet listed sectors that importers should read as an early warning map: aluminum, automobiles, batteries, chemicals, electronics, semiconductors, solar modules, steel, machinery, and others. If a company buys into one of those lanes from one of the investigated economies, it should not wait for the final measure to start scenario planning.

The better discipline is to build a quick exposure grid now:

Supplier country

HTS chapter or product family

Current duty stack

Section 232 exposure, if any

Margin sensitivity if another trade action lands

What the Blog Opportunity Is

This is exactly the type of trade content that should sit beside refund education. Importers are not only asking how to recover old duties. They are also asking which authority may create the next layer of landed-cost pressure.

That means topical blog coverage should track both sides of the problem: recovery from invalidated duties and preparation for replacement duties.

This article is educational only and not legal advice. The right planning posture depends on the product mix, sourcing footprint, and applicable trade authorities.

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