China tire AD/CVD orders continued through 2031, PC steel wire strand sunset locks in 15-country coverage, Algeria wire rod CVD opens; GlobalFoundries 337 chip case instituted

Executive Summary

As of May 4, 2026, The Tariff Tracker Desk flagged the most consequential development for U.S. importers this week: Commerce's expedited second sunset reviews finalized May 4 will continue both the antidumping and countervailing duty orders on certain passenger vehicle and light truck tires from China (FR Docs 2026-08635 and 2026-08634), with Commerce finding revocation would likely lead to recurrence of dumping and countervailable subsidies. Combined with the rescission of the 2024-2025 Korea passenger tire AD review (FR Doc 2026-08285) and amended India OTR tire CVD final results (FR Doc 2026-08286), the U.S. tire-tariff architecture targeting Asia is being reinforced rather than relaxed. The China passenger-tire AD order has carried duty rates as high as 87.99% (China-wide) since the 2017 first sunset, and these orders affected an estimated $1.5-2.0 billion in pre-order annual imports.

Equally significant: Commerce concluded expedited first sunset reviews on prestressed concrete steel wire strand from 15 countries plus a parallel CVD sunset on Tuerkiye (FR Docs 2026-08636 and 2026-08637, both May 4). The 15 covered countries -- Argentina, Colombia, Egypt, Indonesia, Italy, Malaysia, the Netherlands, Saudi Arabia, South Africa, Spain, Taiwan, Tunisia, Tuerkiye, Ukraine, and the UAE -- represent one of the broadest active multilateral AD enforcement zones. Commerce found dumping would likely recur if revoked, locking in margins that ran 2.43% to 194.47% in the original 2020-2021 investigations.

A new countervailing duty investigation has been initiated on carbon and alloy steel wire rod from Algeria (FR Doc 2026-08488), Commerce's first North African CVD investigation in this product family. Separately, GlobalFoundries U.S. Inc. filed a Section 337 complaint at the ITC (instituted April 30, FR Doc 2026-08439) alleging six-patent infringement on imported semiconductor devices -- a case that could trigger a limited exclusion order against named foreign foundries within 12-18 months. Macro context confirms input cost pressure: the Import Price Index reached 144.6 in March 2026, up from 142.2 in January (+1.7% in two months) and PPI Manufacturing climbed to 265.266 in March from 253.333 in January (+4.7%).

This week, you should: (1) reprice tire imports from China for FY2026-2031 assuming AD/CVD continuation through the next sunset cycle; (2) file an entry of appearance by May 31, 2026 for any of the five new ITC 5-year reviews (welded line pipe, steel grating, steel nails, carbazole violet pigment) if your shipments touch HS 7305.11, 7308.40, 7317.00, or 3204.17; (3) begin sourcing-diligence files for Algerian steel wire rod imports before preliminary CVD margins issue around September 8, 2026; and (4) audit your CBP recordkeeping compliance ahead of the OMB extension under FR Doc 2026-08539.

The Week In Numbers

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Reading the dashboard: The Import Price Index has risen for five consecutive months (140.8 in Sept 2025 to 144.6 in March 2026, +2.7%), confirming landed costs are accelerating ahead of any new tariff actions. PPI Manufacturing has jumped 5.9% since June 2025, the steepest 9-month run since the 2021 supply shock. The Trade Weighted Dollar at 118.73 (April 24, 2026) has appreciated +0.55% week-over-week and +0.4% over the trailing month, partially offsetting input-cost pressure for importers. The widening goods trade deficit of -$57.35B in February 2026 reflects the front-loading of imports we observed in Q1.

Key Signals This Week

Signal 1: China Passenger & Light Truck Tire AD/CVD Orders Continued (Second Sunset)

• What happened: Commerce issued final results of expedited second sunset reviews on May 4, 2026, finding revocation of the AD order (FR Doc 2026-08635) and CVD order (FR Doc 2026-08634) on certain passenger vehicle and light truck tires from China would likely lead to continuation of dumping and countervailable subsidies.
• Who is affected: Importers of HS 4011.10.10 and HS 4011.20.10; replacement-tire distributors, fleet operators, retailers (Discount Tire, Pep Boys, Walmart Auto Care, TireRack).
• Estimated financial impact: AD margins 8.72-87.99%; CVD margins 15.69-100.77%. With U.S. passenger and light truck tire imports ~$9.4B annually, continuation preserves ~$700M-$1.1B per year in collected duties.
• Recommended action: (1) Update 5-year landed-cost models assuming continuation through ~April 2031; (2) lock 2026-2027 contracts on Korean, Thai, Vietnamese, Indonesian tires before substitution demand spikes; (3) verify customs broker uses your separately-rated company rate.
• Deadline or urgency: ITC continuation vote expected within 60 days; orders carry through ~2031.
• Risk if ignored: Importers who modeled probability of revocation face 8-90 bps margin compression on landed cost.

Signal 2: PC Steel Wire Strand AD Orders Continued for 15 Countries (First Sunset)

• What happened: Commerce's expedited first sunset reviews (FR Doc 2026-08636) found revocation of AD orders on PC steel wire strand from Argentina, Colombia, Egypt, Indonesia, Italy, Malaysia, Netherlands, Saudi Arabia, South Africa, Spain, Taiwan, Tunisia, Tuerkiye, Ukraine, UAE would likely lead to recurrence of dumping. Parallel CVD sunset on Tuerkiye (FR Doc 2026-08637) reached the same conclusion.
• Who is affected: Importers of HS 7312.10.30 and HS 7312.10.60; infrastructure contractors, post-tensioning specialists, bridge and parking-deck builders, DOT prime contractors.
• Estimated financial impact: AD margins 2.43% (Spain) to 194.47% (Tuerkiye); country-wide rates 18.32% Argentina, 22.42% Indonesia, 53.65% Saudi Arabia. Combined imports $280-340M annually; cash deposits at risk $30-90M/year.
• Recommended action: (1) Diversify to Mexico (Tycsa Pre, Camesa), Brazil, Vietnam, or domestic (Insteel, Sumiden); (2) re-verify country-of-origin certifications; (3) calculate effective ADD against respondent-specific deposit rate.
• Deadline or urgency: Continuation effective immediately; orders extended to ~2031.
• Risk if ignored: 2026-2027 PC strand bookings face 8-30% landed-cost surprises, potentially breaching fixed-price contracts.

Signal 3: GlobalFoundries Section 337 Semiconductor Complaint Instituted

• What happened: ITC instituted Inv. No. 337-TA on April 30, 2026 (FR Doc 2026-08439) on a complaint filed March 26 (supplemented April 1) by GlobalFoundries U.S. Inc. (Malta, NY) alleging infringement of U.S. Patents 8,330,235; 8,507,983; 9,093,425; 9,865,546; 10,062,748; and 10,707,167.
• Who is affected: Importers of HS 8541-8542; downstream OEMs in automotive, telecom, IoT, consumer electronics. Likely respondent foundries: TSMC, Samsung Foundry, SMIC, UMC.
• Estimated financial impact: GlobalFoundries seeks limited exclusion + cease-and-desist orders. U.S. semiconductor and component imports ~$89B in 2025; at-risk subset consistent with 40-14nm patent footprint is likely $3-15B.
• Recommended action: (1) Identify foundry of record for 40nm-14nm sourcing and obtain supplier indemnification on the six asserted patents; (2) monitor ITC docket for respondent list (~mid-May); (3) evaluate inventory build-ahead given 12-18 month timeline.
• Deadline or urgency: Target completion ~16 months from institution (~August 2027).
• Risk if ignored: Limited exclusion order could halt U.S. imports of accused articles with no advance warning beyond 60-day Presidential review.

Signal 4: Algeria Steel Wire Rod CVD Investigation Initiated

• What happened: Commerce initiated a CVD investigation on carbon and alloy steel wire rod from Algeria on May 1, 2026 (FR Doc 2026-08488).
• Who is affected: Importers of HS 7213.91 and 7227.20; customers of Tosyali Algeria (largest exporter); downstream wire drawers, fastener producers, rebar fabricators.
• Estimated financial impact: U.S. imports from Algeria ~$140-220M in 2024-2025. Recent CVD investigations on wire rod from Egypt and Tuerkiye produced preliminary subsidy margins of 2.34-18.91%; estimate Algeria preliminaries land 3-15% (70% confidence).
• Recommended action: (1) Pause new long-term Algerian contracts pending Q3 preliminary; (2) activate Egypt, Tuerkiye, Vietnam, Indonesian alternates; (3) prepare a customs ruling request if downstream-processed.
• Deadline or urgency: Preliminary determination ~September 8, 2026 (130 days).
• Risk if ignored: Surprise 3-15% cash-deposit liability starting Q3 2026.

Signal 5: Five New ITC 5-Year Reviews Instituted -- Standing Deadline May 31

• What happened: ITC instituted five-year reviews on May 1, 2026 covering welded line pipe from S. Korea/Tuerkiye (FR 2026-08514), steel grating from China (FR 2026-08510), steel nails from Malaysia/Oman/S. Korea/Taiwan/Vietnam (FR 2026-08509), and carbazole violet pigment 23 from China/India (FR 2026-08508). Commerce parallel review FR 2026-08560.
• Who is affected: Importers in HS 7305.11, HS 7308.40, HS 7317.00, HS 3204.17.
• Estimated financial impact: Active rates: welded line pipe Korea 4.38-22.70% AD; steel grating China 136.76% AD + 62.46% CVD; steel nails Vietnam up to 313.97%; carbazole pigment China 217.02% AD. Combined import value under review ~$400-600M annually.
• Recommended action: (1) File entry of appearance with ITC by May 31, 2026; (2) submit 30-day adequacy questionnaire response if interested party; (3) decide revocation vs. continuation argument.
• Deadline or urgency: EOA deadline May 31, 2026.
• Risk if ignored: Loss of standing means no influence over whether duties continue.

Signal 6: Korea & Canada Welded Pipe Admin Reviews -- Dumping Found

• What happened: Commerce found SeAH Steel Corporation (Korea) sold large diameter welded pipe at less than normal value during May 1, 2023-April 30, 2024 (FR Doc 2026-08489); Hyundai Steel Pipe (HSP) did not. Pipe & Piling Supplies Ltd. (Canada) was found dumping over the same POR (FR Doc 2026-08485); Evraz Inc. NA had no reviewable shipments.
• Who is affected: Importers of HS 7305.11.10 and 7305.12.10; EPC contractors, oil & gas pipeline operators, utility-scale wind/transmission tower fabricators.
• Estimated financial impact: SeAH and Pipe & Piling cash deposits will reset to calculated dumping margins. Combined U.S. imports of large diameter welded pipe from Korea and Canada averaged $215M and $48M respectively in 2024.
• Recommended action: (1) Verify customs broker's deposit rate against new SeAH and Pipe & Piling rates; (2) for HSP-sourced product, request supplier certification confirming de minimis or zero rate; (3) evaluate domestic substitutes (Berg Steel Pipe, Stupp Corporation, JSW Steel USA).
• Deadline or urgency: Cash deposit rates effective on date of final results publication (May 1, 2026).
• Risk if ignored: Continued use of pre-review deposit rates triggers entry liquidation suspensions and back-payment liability of 3-15% of entered value.

Signal 7: India Frozen Shrimp Preliminary AD Review

• What happened: Commerce preliminarily found producers/exporters of frozen warmwater shrimp from India sold at less than normal value during POR February 1, 2024-January 31, 2025 (FR Doc 2026-08633, May 4, 2026).
• Who is affected: Importers of HS 0306.17; seafood distributors, foodservice, retail chains. India supplies 35-40% of U.S. shrimp imports.
• Estimated financial impact: India shrimp AD margins from the 2004 original have ranged 0.43-10.17% historically. With imports ~$2.4B in 2024, a 1-5% margin shift represents $24-120M in annual duty exposure.
• Recommended action: (1) File comments within 30 days (~June 3, 2026) if your supplier received unfavorable rate; (2) lock 2026 contracts at all-in landed cost including new preliminary deposit rate; (3) evaluate Ecuador, Indonesia, Vietnam alternates.
• Deadline or urgency: Comments due ~June 3, 2026; final results within 120 days unless extended.
• Risk if ignored: Lost margin-challenge window; deposits at preliminary rate effective immediately.

HS Code Watch List

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Product Category Deep Dives

Category 1: Passenger & Light Truck Tires (HS 4011.10.10, 4011.20.10)

Current duty structure (as of May 4, 2026): China-origin passenger and light truck tires carry AD margins of 8.72-87.99% (China-wide) per the 2017 second sunset framework, plus CVD margins of 15.69-100.77%. Korean tire AD review for 2024-2025 was rescinded (FR Doc 2026-08285). India OTR tires received an amended CVD final correcting ATC Tires Private Limited's calculations (FR Doc 2026-08286).

What's changing: Both China AD and CVD orders continue at current rates with no revocation. ITC determination expected within ~60 days; orders confirmed through ~2031.

Price impact model: For a $70 wholesale Chinese passenger tire at 87.99% China-wide AD plus 100.77% CVD, landed cost can reach ~$202 before ocean freight and 4% MFN. Separately-rated companies (e.g., 8.72% AD + 15.69% CVD) add ~$17 per tire. Assumption: importer absorbs 60% of duty cost, passes 40% to consumer.

Sourcing alternatives matrix:

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Action checklist: (1) By May 15: communicate sunset continuation to dealer network; adjust Q3 pricing. (2) By May 31: lock 2026-Q4 contracts with Thai/Vietnamese/Mexican suppliers. (3) By June 30: validate broker is using your separately-assigned rate. (4) Quarterly: monitor for Section 232/301 changes touching HS 4011.

Category 2: Prestressed Concrete Steel Wire Strand (HS 7312.10.30, 7312.10.60)

Current duty structure (as of May 4, 2026): AD orders confirmed for 15 countries (FR Doc 2026-08636) with rates 2.43% (Spain mandatory) to 194.47% (Tuerkiye country-wide); CVD on Tuerkiye continues separately (FR Doc 2026-08637).

What's changing: First sunset reviews completed; orders continue. No new countries; no revocation -- the broadest active multilateral AD enforcement footprint in U.S. infrastructure inputs.

Price impact model: A baseline imported PC strand at $1,250/MT FOB with the 22.42% Indonesia country-wide rate carries ~$280/MT in cash deposits, raising landed cost ~22%. Assumption: replacement to non-subject sources (Mexico, Brazil, domestic) carries a 4-9% premium versus pre-deposit dumping prices.

Sourcing alternatives matrix:

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Action checklist: (1) By May 15: inform DOT and prime contractors; renegotiate any 'Spain price' or 'Italy price' benchmarks. (2) By June 1: shift Q3 procurement to Mexico, Brazil, or domestic. (3) By June 30: document chain-of-custody to mitigate circumvention exposure. (4) Monthly: track March-anniversary admin review request period (FR 2026-08639).

Category 3: Steel Wire Rod & Welded Line Pipe (HS 7213.91, 7227.20, 7305.11)

Current duty structure (as of May 4, 2026): Algeria wire rod is at CVD investigation stage, no current cash deposit (FR Doc 2026-08488). Korea and Canada welded line pipe have new admin review final rates (FR Docs 2026-08489 and 2026-08485). Welded line pipe from Korea and Tuerkiye 5-year review initiated May 1 (FR Doc 2026-08514).

What's changing: New CVD investigation on Algeria wire rod opens a sourcing path that scaled rapidly after Tosyali Algeria commissioned new capacity in 2023-2024. Korea and Canada welded line pipe administrative reviews concluded with dumping findings on SeAH (Korea) and Pipe & Piling (Canada).

Price impact model: Algeria wire rod 3-15% preliminary CVD estimate adds $30-150/MT to baseline $1,000/MT FOB. Korean welded line pipe 5-15% margin shift on $1,200/MT pipe represents $60-180/MT in cash deposit changes.

Sourcing alternatives matrix:

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Action checklist: (1) Immediately: for ongoing Algerian wire rod orders, set aside 5-15% reserve against retroactive cash deposits. (2) By May 15: update FY2026 customs deposit budgets for new SeAH and Pipe & Piling rates. (3) By May 31: decide whether to file EOA for the welded line pipe 5-year review (FR 2026-08514). (4) By July 15: pre-position alternative supplier contracts ahead of Algeria CVD preliminary determination.

Strategic Analysis

The development: On May 4, 2026, Commerce's expedited second sunset reviews on Chinese passenger and light truck tires (FR Docs 2026-08635 AD and 2026-08634 CVD) confirmed both orders -- originally imposed in 2015 and renewed in the 2017 first sunset -- will continue through approximately 2031. The orders cover HS 4011.10.10 (passenger) and HS 4011.20.10 (light truck), with AD rates of 8.72-87.99% (China-wide) and CVD rates of 15.69-100.77%. Commerce found dumping and countervailable subsidies would likely recur if revoked.

Historical parallel: The 2017 first sunset (Inv. 731-TA-1226 and 701-TA-522) continued the same orders with substantially identical findings. After that decision, U.S. imports of Chinese passenger tires fell from ~$2.1B in 2014 (pre-order) to ~$880M in 2018 (post-first-sunset), a 58% drop, as importers shifted to Thai, Vietnamese, Korean, and Indonesian sources. The anti-circumvention inquiry on Vietnam (2018-2019) and the AD/CVD investigations on passenger tires from Korea, Taiwan, Thailand, and Vietnam (2020-2021) that followed produced new orders on Korea, Taiwan, and Thailand tires (2021), tightening substitution geography. The 2026 second sunset extends this enforcement architecture to a full decade.

Stakeholder map: Continuation supporters: United Steelworkers (USW), the original 2014 petitioner; Goodyear, Bridgestone Americas, Cooper Tire (now Goodyear) with U.S. manufacturing; the U.S. Tire Manufacturers Association (USTMA). Continuation skeptics: Tire Industry Association (TIA) representing independent retailers; importer-distributors TBC Corporation, ITG Voma, American Pacific Industries; large retail buyers Walmart, Costco, Discount Tire, who absorb shocks slowly through replacement-cycle pricing. Politically: framework first championed by Senator Sherrod Brown (D-OH) in 2014 remains influential within the Senate Finance Committee; USTR continues advocating trade remedy enforcement. The National Foreign Trade Council (NFTC) has historically opposed broad sunset continuations.

Supply chain implications (second and third order): First-order: Chinese tires remain priced out of the $50-90 wholesale value tier, sustaining demand for Thai, Vietnamese, Indonesian, and Mexican tires. Second-order: Vietnam tire exports to the U.S. doubled from 2018 to 2024 (estimated $480M to $980M); sunset continuation extends this trend. New investment by Sailun (Vietnam plant), Linglong (Thailand), and ZC Rubber (Thailand) has built capacity specifically to serve U.S. demand. Third-order: With value-tier capacity constrained at non-subject origins, U.S. retail tire prices have risen ~18% from January 2022 to March 2026 (BLS PPI for tires). Distributors have shifted to private-label relationships with Asian factories. The light truck and SUV tire tier (HS 4011.20.10) has felt the squeeze most acutely as fleet operators delay replacement cycles.

Three scenarios: Best case (25% probability): ITC issues continuation but with a scope clarification excluding specialty categories (agricultural, specialty industrial) -- minor relief for niche importers; mainstream market unchanged. Base case (60% probability): ITC vote within 60 days affirms continuation; orders remain through ~2031; substitution geography (Vietnam, Thailand, Indonesia, Korea, Mexico) consolidates further; expect continued 5-12% annual landed-cost inflation at value tier. Worst case (15% probability): Anti-circumvention inquiry opens against Vietnam or Thailand within 12 months due to Chinese-origin transshipment patterns -- Phase 1 cash deposits on Thai/Vietnamese tires by mid-2027; severe value-tier supply disruption.

The contrarian take: Most analysts assume sunset continuation simply preserves the status quo. We believe the more important signal is the implicit invitation for new circumvention inquiries. Commerce has been unusually active throughout 2024-2026 on circumvention findings (welded mesh, solar cells, aluminum extrusions). Continuing the China tire AD/CVD architecture without modification creates a 'sealed perimeter' that pressures Chinese capital to reroute through Vietnamese, Indonesian, or Mexican facilities -- exactly the pattern that triggered the 2018 Vietnam circumvention inquiry. Importers should treat the 2026 second sunset not as a stable equilibrium but as the precursor to a probable 2027-2028 anti-circumvention investigation targeting Southeast Asian tire exports with Chinese ownership. Action: stress-test landed costs assuming Vietnam/Thailand tire deposit rates of 20-50% added by 2028.

Compliance Deadlines Calendar

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China LATAM EU APAC Trade Monitor

China

This week's enforcement actions weighted heavily toward China. Three China-origin orders had decisive sunset findings: passenger and light truck tires (FR Docs 2026-08635 and 2026-08634) and steel grating (FR 2026-08510). The passenger-tire continuation cements a decade-long enforcement architecture, while the steel grating sunset preserves what is structurally one of the highest-margin AD orders active (136.76% AD + 62.46% CVD). Carbazole violet pigment 23 also went to 5-year review (FR 2026-08508) carrying 217.02% AD on China. Chinese tire exports to the U.S. have remained near zero since 2015; the relevant forecast is whether Chinese capital flows through Vietnam, Thailand, and Mexico continue to scale -- as we noted in Strategic Analysis, the 2026 sunset continuation makes a 2027-2028 Southeast Asia anti-circumvention inquiry more likely (60% probability). Importers should also track renewed Section 301 list reviews as USTR completes its statutory four-year framework review begun in 2024. Chinese steel grating capacity is concentrated in Hebei province, where Anping County alone produces an estimated 65% of global welded mesh and grating -- a concentration that has consistently triggered U.S. enforcement.

Latin America

Mexico stands out as the primary nearshoring beneficiary of this week's actions. With PC strand AD/CVD now confirmed for 15 countries excluding Mexico (FR Docs 2026-08636 and 2026-08637), Mexican producers Tycsa Pre and Aceros Camesa face structural demand growth. Argentina and Colombia are subject to PC strand orders, narrowing the LATAM diversification path. Canada's welded pipe administrative review (FR Doc 2026-08485) found Pipe & Piling Supplies dumping, complicating the USMCA preferred-supplier narrative. Argentina (Tenaris parent geography) appears in the PC strand sunset list; importers should not assume LATAM origin always equals duty-free access. Brazilian PC strand and steel imports have grown ~12% YoY in 2025, partly absorbing displaced volume from sunset-affected origins. Argentine wire rod and structural steel capacity (Acindar, Tenaris) is under separate AD pressure. No new LATAM circumvention findings issued this week, but the structural pattern continues, and we expect at least one new LATAM AD/CVD investigation in Q3 2026.

EU

European exposure this week centered on Italy, the Netherlands, and Spain under the PC strand sunset (FR Doc 2026-08636) -- three of the 15 covered countries. EU steel exports to the U.S. face reinforced AD coverage through this continuation. The common alloy aluminum sheet from Tuerkiye CVD correction (FR Doc 2026-08640) reflects ongoing scrutiny of Turkish aluminum but is technical rather than substantive. EU retaliatory measures from the 2018 Section 232 dispute remain in dormant suspension under the 2021 transatlantic agreement; a new flashpoint could emerge in Q3 2026 as that framework approaches its second-phase review. Spanish PC strand exports showed the lowest AD rate in the original investigation (2.43% mandatory respondent); the sunset continuation locks this in. Italian carbon and alloy steel capacity (Marcegaglia, Riva Group) faces continued pressure; we anticipate renewed lobbying through the European Steel Association (EUROFER) for either revocation or scope narrowing in upcoming reviews.

APAC

The week's headline APAC actions: Korea welded line pipe (SeAH dumping found, FR 2026-08489), Korea passenger tire AD review rescinded (FR 2026-08285), Japan glycine final results -- dumping found (FR 2026-08287), and India OTR tires CVD amended (FR 2026-08286). The steel nails 5-year review covering Malaysia, Oman, S. Korea, Taiwan, and Vietnam (FR 2026-08509) reinforces the Southeast Asia enforcement footprint. Indonesian and Malaysian fatty acids CVD investigations have been postponed for preliminary determinations (FR Doc 2026-08288), shifting that case timeline by ~50 days. Vietnam appears in three separate orders this week (PC strand, steel nails, fatty acids), reflecting persistent enforcement attention on Vietnam's role as both a destination for Chinese capital and a manufacturing base. Indian shrimp preliminary AD findings (FR 2026-08633) continue the multi-decade enforcement trajectory on HS 0306.17. Japanese glycine remains a small but consistent enforcement target; the 2023-2024 dumping finding will reset cash deposits at the assigned rates.

What Were Watching Next Week

1. May 11-12, 2026 -- ITC Vote on China Passenger Tire Sunset Continuation: The ITC will issue its determination on whether revocation would result in injury, formally completing the second sunset cycle. Why it matters: confirms or interrupts the May 4 Commerce continuation. Prepare: have legal review of any pending tire purchase orders to validate cash deposit logic.

2. May 15-19, 2026 -- April Import Price Index (BLS): BLS releases the April 2026 Import Price Index. Why it matters: with March at 144.6 and PPI Manufacturing accelerating, the April print will signal whether cost-push inflation is sustained. Prepare: update Q2 landed-cost models; if April reading exceeds 145.0, expect renewed Treasury and Fed commentary on inflation pass-through.

3. May 31, 2026 -- Hard Deadline: Entry of Appearance for the Five New ITC 5-Year Reviews (FR Docs 2026-08514, 08510, 08509, 08508; Commerce parallel FR 2026-08560): Why it matters: last day to secure standing in welded line pipe (Korea/Tuerkiye), steel grating (China), steel nails (5 countries), and carbazole pigment (China/India) reviews. Prepare: file a single combined EOA cover letter referencing all relevant inv. numbers if your business touches multiple categories.

4. May 31, 2026 -- March-Anniversary AD/CVD Admin Review Request Cutoff (FR 2026-08639, 2026-08559): Why it matters: locks in or resets cash deposit rates for hundreds of company-product combinations. Prepare: review your import volume by HS code by exporter to identify any administrative review request opportunities.

5. ~June 3, 2026 -- Comments Due on India Shrimp Preliminary AD Review (FR 2026-08633): Why it matters: only window to challenge preliminary margins on the largest source of U.S. shrimp imports. Prepare: coordinate with Indian exporters on supporting data submissions and identify any factual errors in Commerce's preliminary calculation.