We follow every US determination that touches Vietnam, from Section 301 to the 40% transshipment penalty, and tell you by HS code what it means for your orders. It's free, specific, and legally careful.
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The Supreme Court struck down the IEEPA tariffs on Feb 20, 2026. A temporary Section 122 global 10% (capped 15%) replaced them, and it is set to expire. What comes next is the Section 301 docket below.
The US rebuilt its tariff system twice in twelve months. Here is the regime as it stands, in order, with nothing inflated. Dates and authorities matter more than headlines.
The US set Vietnam's reciprocal tariff at 20% and layered on a 40% penalty for transshipped goods, a penalty that cannot be reduced through standard mitigation. The same order created a biannual CBP list of circumvention-associated countries and facilities. Vietnam was flagged elevated-risk.
Every parcel, any value, now needs formal entry. E-commerce importers lost the tariff workaround they had relied on.
The 20% rate is maintained, and some products move to 0% under Annex III. Notably, the framework is silent on the 40% transshipment penalty: enforcement lives in executive orders, not the deal.
The IEEPA tariffs were struck down and replaced by a temporary Section 122 global 10% (capped 15%). Importers may be owed refunds. The administration is not volunteering them.
USTR opened two Section 301 investigations naming Vietnam directly: one on manufacturing overcapacity (16 countries), one on forced-labor enforcement (60 countries). Section 301 is the durable, court-tested authority and the likely vehicle for whatever tariff regime comes next. Determinations are expected mid-to-late 2026.
The temporary 10% (capped 15%) is set to lapse. What replaces it is, most likely, decided on the Section 301 docket above.
Vietnam Customs adopted risk-based origin inspections: C/O document review and on-site factory inspections where transshipment is suspected. Origin scrutiny now runs from both ends of the trade.
A sample of recent issues. Subscribers get these the day they ship, plus the per-HS-code impact notes.
If the temporary 10% lapses on schedule, your Q3 reorders sit on the wrong side of the change. Here's how to read the timing, and why the Section 301 docket, not the calendar, is the real signal.
Read issueOvercapacity vs forced-labor enforcement: what each could actually do to Vietnam-origin goods, and which categories are most exposed.
Read issueWhy it can't be mitigated the usual way, what the CBP circumvention list means for your supplier, and the documents that actually answer "where did this come from?"
Read issueFormal entry on every parcel resets the math for e-commerce sellers sourcing Vietnam. A short, practical read.
Read issueDon't read it here a week late.
Headlines move markets; HS codes move your landed cost. Every Monitor issue breaks policy down to the codes our buyers actually import. Here's the shape of one.
Impact notes are evidence and risk assessment, not a customs ruling or legal advice.
We don't just track filings. Saola runs a physical verification network inside Vietnam's Southern industrial corridor, with people standing on factory floors and reading Vietnamese documents. The Monitor is the policy edge of that work.
Our intelligence comes from US bills of lading, public registries, and documents suppliers consent to share. We never touch gray-market customs data.
Every claim carries a date, a source, and a status. We label what's verified, what's pending, and what's a judgment call.
Saola provides evidence and risk assessment, not a guaranteed customs outcome or legal ruling. The Monitor is information, not advice. We tell you what we know, how we know it, and where the uncertainty is.
When you're ready to move from monitoring to evidence, Saola verifies Vietnamese factories on the ground and gives you the proof.
You get a BOM-level input map, a substantial-transformation assessment against CBP criteria, and a documentation-readiness report. It is evidence and assessment, not a guaranteed ruling.
You get five to eight matched, physically verified Vietnamese factories, each with a full evidence dossier and an origin-risk flag.
If you're new, start with the Monitor: it's free, and it will tell you whether you even have an origin problem before you spend a dollar.