Trump amenaza con arancel del 200% a imanes chinos si no aumentan las exportaciones a EE.UU.

La guerra comercial se intensifica: Trump apunta directamente al sector tecnológico con una medida extrema.

La amenaza del 200%

El ex presidente estadounidense eleva la apuesta en su pulso comercial con China. Los imanes -componentes críticos para electrónica, energías renovables y defensa- ahora están en la mira. La advertencia es clara: más exportaciones o aranceles devastadores.

Jaque a las cadenas de suministro

Esta jugada podría paralizar manufacturas estadounidenses que dependen de estos componentes. China domina el 90% del mercado global de imanes. Empresas de tecnología, automoción y defensa se preparan para el impacto.

Los mercados reaccionan

Mientras tanto, en Wall Street siguen especulando con derivados como si las guerras comerciales fueran otro producto financiero más para empaquetar y vender. La desconexión entre la economía real y las apuestas de los fondos nunca fue tan cínica.

White House extends tariff deadline as minerals stockpile rises

The situation intensified after the U.S. took a 10% stake in Intel, one of the biggest chipmakers in the world. Intel relies on China’s rare earths for chip production, making supply disruptions a threat to U.S. technology development.

Around the same time, Chinese rare earth exports jumped in July. Government data showed rare earth ore shipments grew by over 4,700 tonnes from June, giving Beijing more weight to throw around in negotiations.

Trump signed an executive order this month extending a 90-day delay on new tariff hikes against Chinese imports. If the order hadn’t been signed, tariffs on Chinese goods would have surged to 145%.

Earlier this year, Washington and Beijing had agreed to drop tariffs temporarily—U.S. tariffs from 145% to 30%, and Chinese tariffs from 125% to 10%. That truce, however, is set to expire on November 9.

Between January and April 2025, the average U.S. tariff rate rose from 2.5% to 27%, reaching its highest level in more than 100 years. By August 2025, it was adjusted to 18.6% after policy tweaks.

Still, the rate remains far above historical norms. As of July, tariffs made up 5% of total U.S. federal revenue, more than doubling the usual share.

Trump invokes IEEPA, enacts new universal tariff and eliminates exemptions

Using Section 232 of the 1962 Trade Expansion Act, Trump also pushed through major increases in steel, aluminum, and copper tariffs, all raised to 50%. He placed a 25% duty on imported cars from most countries and signaled upcoming tariffs on pharmaceuticals, semiconductors, and more.

On April 2, he took things even further, invoking the International Emergency Economic Powers Act (IEEPA) to authorize a universal 10% tariff on all imports from countries without separate deals. That policy kicked in on April 5.

Country-specific tariffs were paused after the 2025 stock market crash, but the White House reactivated them on August 7. This reignited tensions with Canada and Mexico, while pouring more fuel on the U.S.–China dispute.

At its peak, the U.S. slapped 145% baseline tariffs on Chinese imports. China responded with 125% tariffs on U.S. goods. The temporary agreement to ease duties is now close to collapse.

Trump also signed an executive order that will take effect on August 29, 2025, ending the de minimis exemption that had allowed shipments under $800 to bypass tariffs. With the exemption gone, small packages, especially those from Chinese e-commerce platforms, will now face full tariffs like everything else.

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