U.S. Agencies Review Formal South Korea Tariff Plan as Talks Remain Inconclusive
Updated (63 articles)
Tariff Formalization Moves Toward Federal Register The Trump administration began inter‑agency consultations on filing a formal tariff increase for South Korean goods in the Federal Register, a step that would turn President Trump’s 25 % threat from rhetoric into enforceable policy [1]. President Trump warned that reciprocal duties on autos, lumber and pharmaceuticals could rise from the current 15 % to 25 % because of delays in the Korean legislature [1]. Trade Minister Yeo Han‑koo met USTR Jamieson Greer in Washington and reiterated Seoul’s intent to meet the $350 billion investment commitment under the existing pact [1].
Seoul Stresses Commitment to Existing Deal Yeo told U.S. officials that South Korea will honor the tariff agreement and seeks a mutually beneficial resolution after the 25 % threat [2]. He met roughly twenty members of Congress and emphasized that reinstating higher tariffs would damage both economies [2]. The bilateral deal obliges Seoul to invest up to $350 billion in the United States, capped at $2 billion per year, in exchange for the U.S. lowering reciprocal tariffs to 15 % [1][2].
Strategic Cooperation Persists Despite Trade Friction Foreign Minister Cho Hyun and Secretary of State Marco Rubio reaffirmed cooperation on civil nuclear power, nuclear‑powered submarines and shipbuilding during a Washington meeting [3][4]. Both sides reiterated commitment to the full denuclearization of North Korea and highlighted the inaugural Critical Minerals Ministerial as a venue to diversify rare‑earth supply chains [3][4]. The $350 billion investment pledge remains a cornerstone of the broader strategic partnership [3].
Hotline and Legislative Push Aim to Defuse Threat Prime Minister Kim Min‑seok credited a new U.S.–Korea hotline with accelerating tariff‑related talks after President Trump’s surprise 25 % warning [8][9]. The ruling Democratic Party pledged to pass a special bill implementing the investment package by late February or early March, seeking to satisfy the U.S. demand for a concrete legislative timetable [10]. Industry Minister Kim Jung‑kwan’s meetings with Commerce Secretary Howard Lutnick were described as clearing “unnecessary misunderstandings,” though no final agreement emerged [11].
Discrepancies Over U.S. Awareness and Negotiation Outcomes Some reports state that most U.S. officials were unaware of Trump’s tariff plan until the announcement, attributing confusion to his “unique messaging method” [8][9]. Other articles note that the Washington talks concluded without a deal, leaving the tariff issue unresolved and prompting plans for further video‑link negotiations [12][13]. The divergent accounts illustrate ongoing uncertainty about both the procedural readiness of U.S. agencies and the immediate prospects for a tariff settlement.
Sources
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1.
Yonhap: U.S. Trade Talks Focus on Possible South Korea Tariff Formalization – Details inter‑agency U.S. review of a formal tariff filing, Yeo’s meetings with Greer, and the $350 billion investment link .
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2.
Yonhap: South Korea’s Trade Minister Seeks Mutually Beneficial Deal as US Tariff Threat Looms – Highlights Yeo’s pledge to honor the pact, congressional outreach, and non‑tariff issues such as digital regulation .
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3.
Yonhap: U.S. and South Korea reaffirm nuclear, shipbuilding cooperation amid tariff threat – Reports Cho and Rubio’s reaffirmation of nuclear‑submarine and shipbuilding ties, plus the Critical Minerals Ministerial .
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4.
Yonhap: US‑ROK diplomats reaffirm nuclear, shipbuilding ties amid tariff threat – Mirrors article 3 with emphasis on trilateral denuclearization and the $350 billion pledge .
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5.
Yonhap: South Korean Foreign Minister Meets U.S. Secretary of State Amid Rising Tariff Threats – Focuses on Cho’s meeting with Rubio, clarification of the special trade‑deal bill, and uranium enrichment discussions .
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6.
Yonhap: South Korean FM Cho Hyun Meets US Secretary Rubio Amid Threatened Tariffs – Similar to 5, adds Cho’s arrival in Washington and the upcoming minerals forum .
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7.
Yonhap: South Korean Foreign Minister to Detail Parliamentary Process to U.S. Amid Trade Tension – Describes Cho’s briefing on legislative steps and reassurance to U.S. officials .
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8.
Yonhap: South Korea, U.S. Make Headway on Tariff Dispute After Hotline Established – Credits the new hotline for progress, notes Trump’s surprise threat, and reports most U.S. officials were unaware .
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9.
Yonhap: South Korea‑U.S. tariff talks gain momentum after new hotline – Reinforces hotline impact, mentions Trump’s eight‑day deadline and his pledge to negotiate .
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10.
Yonhap: DP Aims to Pass U.S. Investment Bill by Late February, Early March – Announces the Democratic Party’s timeline for the special investment bill and links it to the tariff threat .
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11.
Yonhap: South Korean Industry Minister Claims Trade Misunderstandings Resolved After US Talks – Claims misunderstandings cleared after Kim’s Washington meetings, but notes the tariff threat persists .
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12.
Yonhap: South Korea and U.S. Commerce Secretary End Tariff Talks Without Agreement – Reports that Kim and Lutnick’s talks ended without a resolution, with future video‑link talks planned .
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13.
Yonhap: South Korean Industry Minister Holds Second Day of Talks with U.S. Commerce Secretary Over Trump’s Tariff Threat – Details a second day of talks, still without agreement, and outlines broader meeting agenda .
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14.
Yonhap: South Korea Tackles Trade Talks, FX Scrutiny, Space Launch, and Domestic Probes – Covers the first day of tariff talks, FX monitoring, and unrelated domestic news .
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15.
Yonhap: South Korean Industry Minister and U.S. Commerce Secretary Conclude First Day of Tariff Talks Without Deal – Summarizes the inconclusive first‑day talks and the $350 billion investment pledge .
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16.
Yonhap: South Korean Industry Minister Meets U.S. Commerce Secretary Amid Trump Tariff Threat – Highlights Kim’s arrival, his “do my best” comment, and the investment‑tariff linkage .
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17.
Yonhap: South Korean Trade and Industry Ministers Travel to Washington Amid U.S. Tariff Threats – Describes Yeo’s and Kim’s trips, their meetings with Greer and Lutnick, and the legislative delay narrative .
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18.
Yonhap: South Korean Industry Minister to Meet U.S. Commerce Secretary Amid Trump Tariff Threat – Focuses on Kim’s scheduled meeting, the pending investment bill, and procedural steps toward a Federal Register filing .
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19.
Yonhap: Trump’s tariff warning seen as implementation step, not deal collapse – Frames the tariff threat as an implementation issue, notes the $350 billion pledge and won‑depreciation concerns .
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20.
Yonhap: U.S. Treasury Secretary Says Trade Deal With South Korea Awaits Ratification – Quotes Treasury Secretary Bessent on the need for Korean parliamentary ratification and the pressure of possible 25 % tariffs .
Timeline
July 30, 2025 – The United States and South Korea sign a trade deal that caps tariffs at 10 % and grants preferential rates on Korean automobiles, laying the groundwork for deeper economic ties. [2]
Oct 29, 2025 – Presidents Trump and Lee finalize a strategic trade and investment agreement pledging $350 billion of Korean investment in the United States, setting reciprocal tariffs at 15 % and securing U.S. support for Korean nuclear‑powered submarines. [30]
Nov 26, 2025 – South Korea’s National Assembly passes a special bill to enable the $350 billion investment commitment, fulfilling a key condition of the October trade pact. [29]
Dec 1, 2025 – The United States lowers the tariff on Korean automobiles to 15 % retroactive to Nov 1, citing the October 2025 agreement and the investment pledge. [30]
Dec 3, 2025 – The U.S. Federal Register publishes a notice implementing 15 % duties on Korean autos, lumber and aircraft, completing the tariff reductions promised in the October deal. [28]
Jan 26, 2026 – President Trump announces via Truth Social that reciprocal tariffs and auto duties on South Korean goods will rise from 15 % to 25 %, accusing Seoul of failing to ratify the trade agreement. [24]
Jan 27, 2026 – Trump tells reporters, “We will work something out with South Korea,” signaling a possible de‑escalation after his tariff threat. [18]
Jan 27, 2026 – South Korea’s Cheong Wa Dae says it has received no official U.S. notice of the tariff hike and convenes an emergency inter‑agency meeting led by Wi Sung‑lac and Kim Yong‑beom. [25]
Jan 27, 2026 – The presidential office pledges a calm, committed response, noting the tariff increase will only take effect after a U.S. Federal Register notice is issued. [22]
Jan 27, 2026 – Industry Minister Kim Jung‑kwan and Trade Minister Yeo Han‑koo are dispatched to Washington to meet Commerce Secretary Howard Lutnick and USTR Jamieson Greer, respectively, to address the tariff dispute. [21]
Jan 27, 2026 – Finance Minister Koo Yun‑cheol promises “active explanation” to the United States on the pending investment bill and reiterates the $350 billion pledge. [17]
Jan 27, 2026 – Treasury Secretary Scott Bessent states the United States has no trade deal with South Korea until the Korean parliament ratifies it. [13]
Jan 28, 2026 – Foreign Minister Cho Hyun declares the tariff warning is “not directly connected” to the Coupang data‑leak probe, separating trade policy from domestic regulatory actions. [16]
Jan 28, 2026 – South Korean officials announce they will detail the special investment bill to U.S. officials and aim for a parliamentary vote by February to satisfy Washington’s tariff condition. [14]
Jan 28, 2026 – Cho Hyun prepares to explain South Korea’s legislative process to U.S. officials ahead of his Washington trip on Feb 3, emphasizing the investment‑bill timeline. [8]
Jan 29, 2026 – Industry Minister Kim Jung‑kwan lands at Dulles and meets Commerce Secretary Howard Lutnick, seeking to defuse the tariff threat and confirm progress on the $350 billion investment bill. [10]
Jan 29, 2026 – Trade Minister Yeo Han‑koo departs for Washington to meet USTR Jamieson Greer and clarify the reasons for the legislative delay. [11]
Jan 30, 2026 – The first day of U.S.–South Korea tariff talks ends without agreement; both sides agree to reconvene the next morning to continue negotiations. [9]
Feb 3, 2026 – Foreign Minister Cho Hyun meets Secretary of State Marco Rubio in Washington, stressing the $350 billion investment link and discussing U.S. support for Korean uranium enrichment and nuclear‑submarine programs. [7]
Feb 4, 2026 – Secretary of State Marco Rubio and Foreign Minister Cho Hyun reaffirm cooperation on civil nuclear power, nuclear‑powered submarines and shipbuilding amid the ongoing tariff dispute. [6]
Feb 4, 2026 – Rubio hosts the inaugural Critical Minerals Ministerial, which Cho Hyun will attend to diversify supply chains for rare‑earth minerals and strengthen strategic cooperation. [6]
2026 (future) – A pending U.S. Supreme Court case on the president’s authority under the 1977 International Emergency Economic Powers Act could block the 25 % tariff increase on South Korean goods. [2][3][5]
Feb 2026 (expected) – South Korea’s finance committee aims to merge five investment‑bill proposals into a single measure and secure a floor vote in February, hoping to meet the U.S. tariff‑reduction condition. [1][14]
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