Key Takeaways

• The United States declined to renew USMCA as written on July 1, forcing the pact into a rolling annual review that keeps Section 232 steel tariffs squarely on the negotiating table through 2036.
• Canada has made removal of sectoral steel and aluminum tariffs its explicit priority, while the United States is pushing rules-of-origin and offshoring changes that could reshape where North American steel content must originate.
• The 12-month negotiating window that just opened creates a specific procurement risk that most buyers are pricing incorrectly, and the single contract clause that protects against it is detailed inside for members.

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