World February 23, 2026

Administration Weighs New National Security Tariffs Targeting Key Industrial Supplies

Plans under Section 232 would be distinct from the 15% across-the-board levy after a recent court ruling invalidated earlier tariffs

By Sofia Navarro
Administration Weighs New National Security Tariffs Targeting Key Industrial Supplies

The administration is reportedly evaluating fresh national security tariffs on roughly six industrial sectors following a Supreme Court ruling that invalidated a broad set of second-term levies. The possible tariffs would be implemented under Section 232 of the Trade Expansion Act of 1962 and would be separate from a 15% global tariff the president announced over the weekend. Officials have not publicly confirmed the plans and the White House did not immediately respond to a request for comment.

Key Points

  • The administration is considering new tariffs under Section 232 of the Trade Expansion Act of 1962 following a Supreme Court decision that struck down earlier sweeping tariffs.
  • These potential tariffs would be distinct from the 15% global levy the president announced after first imposing a temporary 10% tariff.
  • Industries mentioned as possibly affected include large-scale batteries, cast iron and iron fittings, plastic piping, industrial chemicals, and power grid and telecom equipment - sectors tied closely to infrastructure and manufacturing.

Federal officials are considering imposing new national security-related tariffs on about half a dozen industries after the U.S. Supreme Court recently invalidated a package of tariffs imposed during the president's second term, sources familiar with the deliberations said. According to the report, the prospective duties would be issued under Section 232 of the Trade Expansion Act of 1962 and would stand apart from a 15% global tariff the president announced on Saturday.

The Supreme Court last week struck down the broader tariffs that had been pursued under a statute designed for national emergencies. Following that ruling, the president first put in place a temporary 10% tariff on imports from all countries and then increased that temporary rate to 15%.

Those close to the potential policy changes indicated the new Section 232 levies could focus on several industrial categories. The list of sectors under consideration includes large-scale batteries, cast iron and iron fittings, plastic piping, industrial chemicals, and equipment used in power grid and telecommunications systems. The report characterized the list as illustrative of the industries being discussed rather than as a final determination.

At the time of reporting, the announcement of these potential tariffs had not been independently confirmed and the White House did not immediately reply to an inquiry for comment. The deliberations come after the court decision removed the legal basis for a number of the president's earlier tariff actions under the emergency-use statute.

What is clear from the reporting is that any new levies under Section 232 would be a separate policy path from the uniform 15% global tariff announced recently. The precise timing, scope and final list of products or industries that might be subject to Section 232 measures have not been disclosed publicly.


Note on sourcing and status - The account above is based on information indicating active consideration of new Section 232 tariffs and on official actions taken to date, including the temporary 10% and subsequent 15% global tariffs. Confirmation of the administration's final decisions has not been provided by officials.

Risks

  • Legal and policy uncertainty - the Supreme Court's recent ruling removed the legal basis for many earlier levies and the outcome of any new Section 232 actions remains unclear, creating uncertainty for affected sectors.
  • Operational and supply-chain uncertainty for manufacturers and infrastructure providers in the named industries, which could face rapidly changing import costs if new tariffs are implemented.
  • Information risk - at the time of reporting the proposed measures had not been publicly confirmed and the administration did not immediately respond to requests for comment, leaving open questions about timing and scope.

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