The United States Trade Representative (USTR) has launched two Section 301 investigations that, if implemented as designed, would permanently alter the tariff architecture facing every major ASEAN exporter.
The investigations covering 7 ASEAN economies are moving towards a 24 July deadline. Unlike the previous tariff regime, Section 301 carries no rate ceiling and no statutory expiry.
Our advisory note “Southeast Asia’s US Trade Exposure – What Comes After Section 301 investigations?” maps what it means specifically for businesses across Southeast Asia, and how risk exposures differ across ASEAN countries and sectors.
What’s in the Advisory Note:
1. Country-by-country risk exposure matrix across Singapore, Malaysia, Indonesia, the Philippines, Vietnam, Thailand, and Cambodia — with risk rating ranging from EXTREME to MEDIUM
2. Breakdown of sectoral vulnerability, as well as risk amplifiers and risk mitigators for each of the seven ASEAN economies in question
3. Three possible scenarios on the resolution: Best Case, Moderate Case, and Worst Case.
4. Key events to watch between May and December 2026
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