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October 12, 2025 3 mins
Welcome to United Kingdom Tariff News and Tracker. Here’s your concise update for Sunday, October 12th, 2025.

Listeners, the global trade landscape remains highly volatile today, with tariff tensions at the forefront of U.S. policy under President Donald Trump. According to recent coverage from The Council on Foreign Relations, the Trump administration’s tariff actions have accelerated dramatically in 2025, shaking international markets and directly influencing UK interests. The United Kingdom avoided new U.S. steel import tariffs this summer, after President Trump raised the rate to 50 percent for most countries but specifically excluded the UK in his June order. This exclusion followed a breakthrough US-UK trade deal signed by Trump and British Prime Minister Keir Starmer on June 16th, which provided partial relief for UK automobile and aerospace exports facing otherwise heavy U.S. tariffs.

Elsewhere, the auto sector continues to reel from Trump’s global tariff regime. Moody’s analysis cited by AInvest notes that the 2025 U.S. auto tariffs—25 percent on imported vehicles and 15 percent on auto parts—have triggered billions in industry losses and higher prices for consumers worldwide. For UK manufacturers, this means ongoing uncertainty. The June bilateral deal provided the UK a carveout for some sectors, but disruptions persist, especially as the United States demands aggressive reshoring and local production.

Despite these limited exemptions, Washington is not hesitating with further trade actions. The Telegraph reports that Trump this week reiterated his willingness to impose sweeping tariffs on a range of US trading partners. While his current focus is China, he’s signaled ongoing reviews of European auto and tech imports, keeping pressure on London to maintain compliance with US demands. Robert Lighthizer, Trump’s former trade chief, told the Irish Times that this year’s tariffs are “faster and bigger” than anything seen in Trump’s first term, and says the White House is increasingly resisting industry-specific carveouts. For UK businesses, this means a new normal marked by ad hoc negotiations, sudden rate changes, and the need to secure one-on-one deals with US officials.

Listeners, the broader fallout is significant. The IMF warns that these tariffs are contributing to weaker global growth, and uncertainty surrounding export controls—particularly with China over critical minerals—has dragged on supply chains relevant to the UK’s tech and defense sectors.

To sum up the current US-UK tariff relationship: the June trade deal brought short-term stability for some British exporters, especially steel and cars, but volatility remains high. President Trump continues to use tariffs as a negotiating tool, meaning UK industries must stay alert for both openings and risks as the White House shifts strategies.

Thank you for tuning in to United Kingdom Tariff News and Tracker. Don’t forget to subscribe for the latest updates. This has been a Quiet Please production, for more check out quietplease dot ai.

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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Welcome to United Kingdom Tariff News and Tracker. Here's your
concise update for Sunday, October twelfth, twenty twenty five listeners.
The global trade landscape remains highly volatile today, with tariff
tensions at the forefront of US policy under President Donald Trump.
According to recent coverage from the Council on Foreign Relations,

(00:20):
the Trump Administration's tariff actions have accelerated dramatically in twenty
twenty five, shaking international markets and directly influencing UK interests.
The United Kingdom avoided new US steel import tariffs this
summer after President Trump raised the rate to fifty percent
for most countries but specifically excluded the UK and his
June order. This exclusion followed a break through US dash

(00:44):
UK trade deal signed by Trump and British Prime Minister
Cure Starmer on June sixteenth, which provided partial relief for
UK automobile and aerospace exports facing otherwise heavy US tariffs Elsewhere,
the auto sector continues to reel from Trump's global tariff regime.
Moody's analysis, cited by A invest notes that the twenty

(01:05):
twenty five US auto terraffs twenty five percent on imported
vehicles and fifteen percent on auto parts have triggered billions
in industry losses and higher prices for consumers worldwide. For
UK manufacturers, this means ongoing uncertainty. The June bilateral deal
provided the UK a carve out for some sectors, but
disruptions persist, especially as the United States demands aggressive reshoring

(01:29):
and local production. Despite these limited exemptions, Washington is not
hesitating with further trade actions. The Telegraph reports that Trump
this week reiterated his willingness to impose sweeping tariffs on
a range of US trading partners while his current focus
is China. He signaled ongoing reviews of European auto and
tech imports, keeping pressure on London to maintain compliance with

(01:51):
US demands. Robert W. Weitheiser, Trump's former trade chief, told
The Irish Times that this year's tariffs are faster and
bigger than anything seen in Trump's first term, and says
the White House is increasingly resisting industry specific carve outs
for UK businesses. This means a new normal marked by
ad hoc negotiations, sudden rate changes, and the need to

(02:13):
secure one on one deals with US officials listeners. The
broader fallout is significant the IMF warns that these tariffs
are contributing to weaker global growth. An uncertainty surrounding export controls,
particularly with China over critical minerals, has draggone supply chains
relevant to the UK's tech and defense sectors. To sum

(02:35):
up the current US UK teriff relationship, the June trade
deal brought short term stability for some British exporters, especially
steel in cars, but volatility remains high. President Trump continues
to use tariffs as a negotiating tool, meaning UK industries
must stay alert for both openings and risks as the
White House shifts strategies. Thank you for tuning in to

(02:58):
United Kingdom Tariff News use and tracker. Don't forget to
subscribe for the latest updates. This has been a quiet
please production for more check out quiet Please dot a
I
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