트럼프, 2025년 11월 중국산 제품 100% 추가 관세 폭탄: 놓치면 안 될 완벽 가이드

Trump Administration's Aggressive Stance on China's Rare Earth Exports

The Trump administration is set to implement a significant trade measure on November 1, 2025, imposing an additional 100% tariff on Chinese products. This action is a direct response to China's control over rare earth exports, which could escalate current US tariffs on China from approximately 55-57% to over 150%, potentially reaching 160% or more.

The Deepening US-China Conflict Over Rare Earths

China, dominating about 70% of the global rare earth production, has been leveraging its position to exert pressure on the global supply chain. In retaliation, the Trump administration has decided to increase tariffs and concurrently restrict the export of key US software to China. This strategic move aims to counter China's attempt to weaponize essential materials for advanced industries.

Key Measures and Their Far-Reaching Consequences

• Additional 100% Tariff on Top of Existing Tariffs: Effective November 1, 2025, all Chinese goods will face an extra 100% tariff on top of their current duty rates.
• Export Restrictions on Critical US Software to China: In response to China's strengthened control over 'dual-use items', the export of major US software to China will be curtailed.
• Impact on Global Markets: The resurgence of US-China trade tensions has already led to sharp declines in global stock markets, including Wall Street, and is expected to negatively affect trade environments for Asian economies.
• Diplomatic Ramifications: Significant diplomatic events, such as the APEC summit, are likely to be impacted. President Trump has indicated a negative stance on a potential meeting with Chinese President Xi Jinping.

China Warns of 'Proportionate and Strong Response'

China has criticized the US's 100% additional tariff as a 'wrong path' and has signaled its intent to enact proportionate and forceful retaliatory measures, indicating a potential escalation of the US-China trade dispute.

💡 The Peterson Institute for International Economics (PIIE) projects that the average US tariff rate on China, currently around 57%, could surge to over 150% with the 100% increase. This would mark the highest tariff rate during the Trump administration's tenure.

📊 Expert Projections and the Escalation of Trade Wars

The Trump administration is implementing a stringent policy to impose an additional 100% tariff on Chinese goods starting November of the following year, as a powerful retaliatory measure against China's control over rare earth exports in the latter half of 2025. This signifies a new phase in the US-China trade conflict, expected to cause substantial ripples across global supply chains and international trade order.

The information compiled here is based on the latest reports from reputable media outlets and expert institutions as of October 2025.