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Trade Policy

Beyond the Headline Rate: US Bicycle Trade Enters a New Phase

Beyond the Headline Rate: US Bicycle Trade Enters a New Phase

Every tariff announcement produces a burst of coverage about rates and retaliation. The real transformation of US bicycle trade is happening underneath that noise — in sourcing decisions that will define the industry for a decade.

The 15% Ceiling: What the US-Taiwan Tariff Deal Actually Secures

The 15% Ceiling: What the US-Taiwan Tariff Deal Actually Secures

From a 32% shock in 2025 to a 20% interim rate to a 15% ceiling in early 2026 — the US-Taiwan deal did not cut tariffs so much as insure Taiwan's bicycle exporters against the worst case.

Ninety Days of Air: The US-China Tariff Pause and What It Bought

Ninety Days of Air: The US-China Tariff Pause and What It Bought

In May 2025 the US and China cut reciprocal tariffs by 115 percentage points each. It was reported as de-escalation. For the bicycle trade it was a starting gun — and a deadline.

When the Tariffs Hit Home: The 2025 Shock to the US Bike Industry

When the Tariffs Hit Home: The 2025 Shock to the US Bike Industry

A 32% tariff on Taiwan and combined rates above 80% on China did not just raise prices. They forced a rewrite of every sourcing contract signed in the last decade — and tested whether the US even has a bicycle market worth supplying.

The 25% Wall: Section 301 Tariffs and the US E-Bike Market

The 25% Wall: Section 301 Tariffs and the US E-Bike Market

A 25% Section 301 duty did not stop Chinese e-bikes reaching US riders. It decided which brands could afford to bring them — and rewrote the economics of the entry-level market.

Divergence in Action: The UK Lifts Tariffs on Non-Folding E-Bikes from China

Divergence in Action: The UK Lifts Tariffs on Non-Folding E-Bikes from China

The EU extended its duties; the UK revoked most of them on the same products. Same data, opposite verdict — the cleanest example of post-Brexit trade divergence you can find.

Europe Doubles Down: EU Extends Anti-Dumping Duties on Chinese E-Bikes

Europe Doubles Down: EU Extends Anti-Dumping Duties on Chinese E-Bikes

Extended to 2030, with combined duties up to 79.3%, the EU's e-bike tariff wall is now permanent infrastructure. It protects assembly jobs — and quietly reshapes who can sell electrified mobility in Europe.