A planned 10% U.S. tariff targeting BRICS nations will be triggered only if they adopt policies deemed "anti-American", a source close to the Trump administration said, amid trade talks and denials from bloc members.
The move, announced by President Donald Trump on Sunday via his Truth Social platform, marked a shift from the blanket tariff hike previously planned for 9 July. The date the tariffs will be effective has now been postponed to 1 August.
"A line is being drawn. If policy decisions are made that are anti-American, then the tariff will be charged," said a source familiar with the matter, who spoke on condition of anonymity.
No formal executive order has yet been issued by The White House.
The BRICS group—comprising Brazil, Russia, India, China and South Africa—has expanded in recent years to include countries such as Egypt, Ethiopia, Indonesia, Iran and the United Arab Emirates. Saudi Arabia, though accepted as a member, currently participates as a partner.
In a 31-page communique released hours before Trump’s post, BRICS leaders condemned attacks by Israel on Gaza and Iran, advocated reforms to global institutions, and criticised unilateral tariff measures.
South Africa said its policy stance was not “anti-American” and confirmed that dialogue with U.S. officials remained constructive.
Indonesia, seeking to avert a separate 32% tariff, is expected to sign a $34 billion deal this week and has offered to cut duties on U.S. imports and purchase $500 million worth of American wheat.
Trump’s administration concluded a framework trade deal with Vietnam last week and is pursuing similar agreements with India and Thailand.
Trade experts said the tariff threat appeared intended to strengthen the U.S. negotiating position. Many BRICS and partner countries remain heavily reliant on access to the American market.
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