At this stage, the action places these sectors under formal review. No tariffs, quotas, or other trade restrictions are being implemented in connection with this action.
WHICH MANUFACTURING INDUSTRIES ARE IDENTIFIED IN THE SECTION 301 INVESTIGATION?
| Aluminum | Glass | Robotics |
| Automobiles | Machine Tools | Satellites |
| Batteries | Machinery | Semiconductors |
| Cement | Non-Ferrous Metals | Ships |
| Chemicals | Paper | Solar Modules |
| Electronics | Plastics | Steel |
| Energy Goods | Processed Food & Beverages | Transportation Equipment |
The notice describes this list as illustrative. The investigation may evaluate additional sectors as the review proceeds.
WHAT IS EXCESS CAPACITY?
Excess capacity occurs when manufacturing industries have the ability to produce more goods than global markets can absorb. When production capacity exceeds demand, factories operate below normal utilization levels and surplus output may be exported to international markets.
In the Section 301 investigation notice, USTR indicates that sustained excess capacity may signal that production is expanding faster than consumption. These conditions can contribute to persistent trade surpluses, lower global prices, and increased competitive pressure on domestic industries.
WHAT HAPPENS NEXT IN THE SECTION 301 PROCESS?
USTR will seek consultations with the governments of the investigated jurisdictions as part of the Section 301 review process.
A public comment docket will open on March 17, 2026. Written comments and requests to testify at the public hearing must be submitted by April 15, 2026.
The Section 301 Committee will hold public hearings beginning May 5, 2026 at the U.S. International Trade Commission. Following consultations, public comments, and interagency review, USTR will determine whether the investigated acts, policies, or practices are actionable under Section 301 and whether additional measures are appropriate.
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