TARIFF TRACKER
Orders a Section 232 investigation of processed critical minerals and derivative products
The order directs Commerce to investigate whether imports of processed critical minerals and products that use them threaten national security. It does not impose tariffs, but directs Commerce to consider tariffs, import restrictions and other measures.
Updated October 12, 2026
STATUS
Replaced
·
Section 232
COUNTRIES
All countries
PRODUCT FAMILIES
Semiconductors/electronics, Electrical, Autos/parts, Industrial machinery
COVERED GOODS
Processed critical minerals from ore conversion through metals, metal powders and master alloys, plus derivative products that incorporate processed critical minerals, including semiconductor wafers, anodes, cathodes, permanent magnets, motors, electric vehicles, batteries, smartphones, microprocessors, radar systems, wind turbines and advanced optical devices. No HTS chapters are named.
WHAT TO DO (OUR GUIDANCE, NOT LEGAL ADVICE)
Identify imported SKUs that contain processed critical minerals and collect supplier data on source country, volume and value. Monitor the Commerce Section 232 investigation and any later recommendations before changing tariff assumptions.
SOURCES
Executive Order 14272, 90 FR 16437 (April 18, 2025)
Bureau of Industry and Security notice, 90 FR 17372 (April 25, 2025)
QUOTES FROM THE SOURCE
Signed: "Executive Order 14272 of April 15, 2025" (source)
Covered goods: "The term "processed critical minerals" refers to critical minerals that have undergone the activities that occur after critical mineral ore is extracted from a mine up through its conversion into a metal, metal powder or a master alloy." (source)
Covered goods: "The term "derivative products" includes all goods that incorporate processed critical minerals as inputs." (source)
Countries: "the foreign sources by percent and volume of all processed critical mineral imports and derivative product imports, the specific types of risks that may be associated with each source by country" (source)
Status: "The Secretary of Commerce shall initiate an investigation under section 232 to determine the effects on national security of imports of processed critical minerals and their derivative products." (source)
Signed: "On April 22, 2025, the Secretary of Commerce initiated the Section 232 investigation." (source)
Covered goods: "The term "derivative products" includes all goods that incorporate processed critical minerals as inputs." (source)
Covered goods: "These goods include semi-finished goods (e.g., anodes and cathodes) as well as final products (e.g., motors, batteries, radar systems, wind turbines and their components, and advanced optical devices)." (source)
Countries: "The foreign sources by percentage and volume of all processed critical mineral imports and derivative product imports, the specific types of risks that may be associated with each source by country" (source)
Status: "Interested parties are invited to submit written comments, data, analyses, or information pertinent to this investigation to BIS's Office of Strategic Industries and Economic Security no later than May 16, 2025." (source)
Awaiting check
Quotes matched to source text by machine; awaiting human check.
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