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U.S. Tariffs Prompt Exporters to Seek Alternative Markets Ahead of August 1 Deadline

As new U.S. tariffs, particularly on goods like steel, electric vehicles, and pharmaceuticals, continue to climb, exporters are increasingly exploring alternative markets. This shift comes ahead of a significant August 1 tariff deadline, with some firms already rerouting exports to more predictable, lower-tariff destinations, although not yet at a large scale. The United States recently struck a framework agreement with the European Union, imposing a 15% import tariff on most EU goods, including pharmaceuticals, automobiles, and semiconductors, effectively averting a broader transatlantic trade war. However, tariffs on metals from the EU remain unchanged. For example, India's $32 billion jewellery and gems industry, facing potential tariffs of up to 26% on goods entering the U.S., is actively targeting markets in the Middle East, such as Saudi Arabia, which is seen as a significant growth opportunity for Indian exports.

China’s CISA mills lift early‑October crude steel output 7.5%; inventories also climb

India’s steelmakers seek relief from import curbs as H1 met coke shortfall widens

China iron ore futures slip; Tangshan concentrate prices steady amid tight supply

Indonesia suspends all scrap metal imports after radioactive contamination detected

Serbia asks EU to exempt it from proposed new steel tariffs and quota cuts

U.S. judge signals approval of Rio Tinto’s $138.75 million Oyu Tolgoi investor settlement

Rio Tinto says strong Q4 needed to hit iron‑ore target after Q3 shipments of 84.3 mt; China demand firm

ArcelorMittal’s M&A chief in South Africa for talks on sale of local unit, sources say

EU plan to halve steel import quotas and double out‑of‑quota tariff to 50% raises Indian export risk

Copper tops $11,000/t on LME as supply disruptions and fund buying lift prices

U.S. container imports fall 8.4% in September; China’s share drops as new tariffs loom

Brazil steel imports expected to decline from October on China tax enforcement, weak demand

Iron ore futures fall on weak Chinese steel demand; restocking and capacity curbs in focus

Nomura lifts targets for JSW Steel and Jindal Stainless; sees 25–27% EBITDA CAGR on India demand