Trump Has Said ‘No Exceptions’ to His Tariffs. Will That Last?

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His administration has acknowledged that exceptions undercut the power of tariffs, but it seems hard for the president to resist making deals.

A man wearing protective eye gear works on a machine as sparks fly.
A steel factory in Hangzhou, China. In his first term, President Trump initially imposed tariffs on steel and aluminum from countries like China and Russia.Credit...Agence France-Presse — Getty Images

Ana Swanson

By Ana Swanson

Ana Swanson covers international trade and reported from Washington.

  • March 10, 2025, 4:31 p.m. ET

As he prepares to introduce new tariffs on foreign metals this week, President Trump has vowed not to grant the types of exclusions and exemptions that were common during his first trade war.

But he has already undercut that tough position on other tariffs. After lobbying from automakers, farmers and other industries, Mr. Trump quickly walked back the sweeping tariffs he had imposed on Tuesday on all imports from Canada and Mexico. By Thursday, he had suspended those tariffs indefinitely for all products that comply with the North American free trade deal, U.S.-Mexico-Canada Agreement, or U.S.M.C.A. — about half of all imports from Mexico and nearly 40 percent of those from Canada.

That has given industries and foreign governments an opening to lobby the administration ahead of the metals tariffs, which go into effect at 12:01 a.m. Wednesday, as well as other levies planned for April 2.

Foreign officials have been pressing for exemptions for their steel and aluminum. In meetings in Washington on Monday, Japan’s trade minister was also expected to seek an exemption from tariffs on automobiles, which Mr. Trump has said are coming in April.

Matt Blunt, president of the American Automotive Policy Council, a trade group representing U.S. automakers, said in a statement that Ford Motor, General Motors and Stellantis purchase the vast majority of their steel and aluminum in the United States or North America and were worried about the impact of the levies.

The companies were reviewing and awaiting details of the proposed tariffs, but were “concerned” that levying them on Canada and Mexico would “add significant costs for our suppliers,” Mr. Blunt said.


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