President Donald Trump has signed a new executive order that allows the United States to impose a fresh 25% tariff on imports from countries that continue doing business with Iran. The move expands Washington’s pressure strategy beyond financial sanctions and into global trade. However, the order does not trigger immediate tariffs. Instead, it creates a framework for future enforcement.
The administration says the goal is simple. It wants to reduce revenue streams that support Tehran, especially through indirect international trade. As a result, the policy could reshape supply chains and add new risks for global businesses.
How the New Tariff Policy Works
Under the order, U.S. officials can review trade relationships between Iran and other countries. If those ties conflict with U.S. objectives, additional tariffs may apply on imports from those nations. Furthermore, these duties would stack on top of existing tariffs.
Key areas under review include:
- Energy purchases linked to Iranian oil or gas
- Shipping networks connected to Iranian ports
- Financial systems that process Iran-related transactions
The White House has not released a list of targeted countries or products. Therefore, companies face uncertainty and must prepare for sudden policy changes.
Impact on Businesses and Global Trade
The announcement has raised concerns among multinational firms. Many rely on suppliers based in regions that still trade with Iran. Trade experts warn that businesses may need to expand compliance checks beyond direct partners.
For example, a U.S. retailer sourcing electronics could face higher costs if a supplier’s shipping or banking ties involve Iran. Consequently, firms may diversify suppliers or reroute trade to reduce risk. These shifts often increase operating costs and slow delivery times.
Market Reactions and What Comes Next
Markets are watching closely, especially in energy and freight. Iran-related trade often affects oil prices, shipping insurance, and transport rates. Even the threat of tariffs can raise risk premiums.
The next step involves detailed guidance. Businesses want clarity on how the U.S. defines “doing business,” possible exemptions for humanitarian goods, and how fast tariffs could begin. Until then, companies must plan carefully in a volatile trade environment.
