In notices published Monday, the Commerce Department said it would examine the national security implications of foreign-controlled supply chains in drones and polysilicon. Officials cited “predatory trade practices,” export control risks, and foreign subsidies as potential threats, especially in sectors where China holds major global market share.

The new investigations follow similar Section 232 cases that led to tariffs of 50% on steel, aluminum, and copper, and 25% on automotive imports. Trump has also launched active probes into pharmaceuticals, aerospace, consumer electronics, and semiconductors. If the new inquiries find that reliance on foreign producers undermines U.S. security, Trump could unilaterally impose tariffs.

Drone Industry Insights estimates that China produces 70–80% of the world’s commercial drones, while also dominating the market for polysilicon and solar wafers — products already subject to 50% tariffs under the Biden administration since early 2025.

Global Trade Frictions Likely To Escalate

These new probes may widen the rift between the U.S. and its traditional trade partners. The European Union, Japan, and Canada have unsuccessfully sought exemptions from sweeping “reciprocal” tariffs the Trump administration is now actively enforcing. Ongoing negotiations have failed to prevent escalation.

The dual investigation adds to fears of another wave of tariffs on critical imports from both rivals and allies. While framed as a national security measure, critics argue the administration is weaponizing trade policy, stoking uncertainty in global markets already strained by geopolitical tensions and supply disruptions.

With additional tariffs on copper scheduled for August 1 and drone and polysilicon cases now active, pressure is mounting on trading partners to reassess their exposure to U.S. market shifts under Trump’s assertive economic agenda.