Executive Order Revises Reciprocal Tariff Exemptions

On Friday, September 5, President Trump issued an Executive Order that narrowly alters the scope of goods exempt from reciprocal tariffs under Annex II of a previous Executive Order from April 2, 2025. These changes took effect at 12:01 a.m. ET on Monday, September 8, 2025. The Executive Order also identifies products that may qualify for reciprocal tariff exemptions in the future. 

While the announced reciprocal tariffs don’t cover lauan, the Order notes the possibility of future adjustments. Specifically, the annexes identify categories of goods that may qualify for a zero percent reciprocal tariff rate under trade deals with aligned partners. These include products that cannot be “grown, mined, or naturally produced in the United States.” 

These are listed in Annex III and include 4412.31.45 and 4412.31.48, which cover lauan plywood. (The entire annex can be viewed here). This is an encouraging development, as this list of “Potential Tariff Adjustments for Aligned Partners” Annex is a list of products that the White House would be willing to negotiate to a zero reciprocal tariff rate. 

Key Provisions:

• New Exemptions: Certain goods in Chapters 25, 26, 28, 29, 47, 71, 72, 75, 79, and 85 will be excluded from reciprocal tariffs. This covers certain critical minerals, “bullion-related articles,” and pharmaceutical products subject to ongoing Section 232 investigations.
• Removed Exemptions: The Executive Order removes some products from Annex II, which will now be subject to reciprocal tariff coverage – these products are in Chapters 28, 38, and 39. All additions and removals to Annex II are listed by HTS code in Annex I of the Order.
• Future Adjustments: The annexes identify categories of goods that may qualify for a zero percent reciprocal tariff rate under “deals” reached with aligned partners. These products are listed by Harmonized Tariff Schedule code in Annex III of the Order and include certain goods not grown, mined, or naturally produced in sufficient U.S. quantities, certain agricultural products, aircraft and aircraft parts, and some pharmaceutical-use inputs. 

The White House Fact Sheet is here. A spreadsheet listing the new and removed exemptions can be found here. Please contact RV Industry Association Director of Federal Affairs Samantha Rocci at srocci@rvia.org with any questions, and keep up with the latest tariff updates here.