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Daily News Brief

June 4, 2025

Welcome to CFR’s Daily News Brief. Today we’re covering U.S. President Donald Trump’s doubling of steel and aluminum duties, as well as...

  • South Korea’s new president

  • Fire between Israel and Syria

  • An extension of Myanmar’s truce

 
 

Top of the Agenda

Trump increased tariffs on U.S. steel and aluminum imports from 25 percent to 50 percent today. In a proclamation, he said that imports “undercut the competitiveness” of the U.S. sectors. The move affects every country selling the metals to the United States except the United Kingdom (UK), and comes as legal challenges hang over some of Trump’s previous tariffs and ongoing U.S. negotiations with trade partners. 

 

The new measures. 

 

  • Trump used a legal provision called Section 232 to enact the steel and aluminum tariff hike. That’s separate from the International Emergency Economic Powers Act (IEEPA) authority, the use of which a U.S. court struck down last week before an appeals court temporarily allowed it.
  • Trump said the UK was exempt from the duty increase due to a bilateral May 8 interim economic deal.
  • Although China reached an interim deal with the United States on May 12, it was not spared from the tariff hike. Both sides have accused the other of violating that agreement, with Washington saying Beijing should approve rare earth exports and Beijing criticizing U.S. semiconductor sector controls and planned student visa cancellations.  

 

Reactions and negotiations.

 

  • Large steel and aluminum exporters to the United States publicly objected to the tariff hike. Canada and Mexico called the new rate “unlawful and unjustified” and “unsustainable,” respectively, while the European Union (EU) said it “undermines” ongoing trade talks.
  • Countries continue to push forward in those talks. EU trade commissioner Maroš Šefčovič called a meeting in Paris today with his U.S. counterpart “productive and constructive” without giving further details.
  • Washington has sent letters asking countries to make their best trade deal offers by today, the White House press secretary said. The letters promised responses within days that would outline what countries’ tariff rates could look like beginning July 9, when higher rates for dozens of countries are due to kick in following a pause.
 
 

“We actually have an environment where neither the folks who care about trade deficits as an economic matter nor folks who genuinely want to move manufacturing back here are able to have a realistic conversation about ‘What kinds of manufacturing can we move back here?’...Many high-end manufacturing jobs are now done by robots and require quite a bit of technical skills. So if you want to create better jobs for Americans, you have to twin anything you’re doing in the tariff space with investment in education, investment in tech training, incentives for factories to come and set up in a community and a stable environment. “And right now—education, training, stable economic environment—we're kind of going the wrong way on all of those things.”

—Chatham House’s Heather Hurlbert on CFR’s Why It Matters

 

How the Tariff Ruling Affects Trade Talks

A U.S. flag flutters near shipping containers as a ship is unloaded at the Port of Los Angeles, in San Pedro, California, May 1, 2025.

Mike Blake/Reuters

Last week’s ruling against Trump’s IEEPA tariffs will slow down bilateral negotiations with other countries, CFR President Michael Froman tells CNBC.

 
 

Across the Globe

South Korea’s new president. Democratic Party politician Lee Jae-myung took office earlier today after winning yesterday’s snap presidential election by more than an eight-point margin. He pledged to value the country’s alliance with the United States, but is also expected to pursue stronger ties with China and dialogue with North Korea. U.S. Secretary of State Marco Rubio said the bilateral alliance was “ironclad” and Washington hoped to deepen trilateral cooperation with Seoul and Tokyo. 


Ukraine attacks Crimea bridge. Ukraine struck the bridge linking Russia and Russian-occupied Crimea with explosives yesterday and damaged its support pillars, the Ukrainian military said. Russian media said the bridge was temporarily closed to traffic in the morning, and local authorities said it was closed again in the afternoon. This is the third time Ukraine has targeted the bridge, a main supply route for Russian forces, since Russia’s full-scale invasion of Ukraine began in 2022.


Gaza aid operation scrutinized. The Gaza Humanitarian Foundation aid distribution site in the territory’s south is closed today for logistical work after a series of deadly incidents in recent days. The pause is meant to ensure the site can accommodate larger crowds, according to the U.S.- and Israeli-backed organization. Yesterday, at least twenty-seven people were killed after Israeli forces opened fire near the site, the Red Cross and Gaza Health Ministry said. Israel’s military said certain people near the site “posed a threat” to soldiers. 


Israel-Syria hostilities. Israel carried out airstrikes in southern Syria after it said that projectiles were fired from Syria toward Israel yesterday. Israeli Defense Minister Israel Katz blamed Syria’s interim President Ahmed al-Sharaa for yesterday’s projectiles, while Syria’s foreign ministry said it could not immediately verify reports of strikes from inside Syria and was working to contain nonstate actors in the country. 


Mineral curbs squeeze automakers. The head of Germany’s car lobby yesterday became the latest global industry figure to warn that Chinese export controls on critical minerals and magnets could soon prompt production delays. Last week, an Indian carmaker similarly warned of a production slowdown. Beijing imposed the curbs in early April following Washington’s “Liberation Day” tariffs. Diplomats and businesspeople from India, Japan, and Europe have sought meetings with Chinese officials, Reuters reported.


Myanmar truce extended. The country’s military junta has prolonged its post-earthquake ceasefire against rebel groups to June 30, it said yesterday. Fighting in the country’s civil war had initially impeded aid efforts following the March 28 quake. The country’s armed opposition groups said they, too, would continue their ceasefire through the end of the month.


Sudan aid convoy targeted. UN agencies called for an investigation yesterday as they reported that five members of an aid convoy to the city of El-Fasher were killed in an attack earlier this week. Each side in Sudan’s civil war accused the other of targeting the convoy with drones. The convoy did not reach El-Fasher, which the UN food and children’s agencies called “famine-stricken.”


Ecuador’s stance on foreign bases. The country moved closer to again allowing foreign military bases on its soil yesterday as the legislature approved a constitutional reform to do so. The proposal next faces a countrywide referendum. Ecuador previously hosted foreign bases until a leftist government spearheaded a constitutional ban in 2008; the United States hasn’t had a base in the country since 2009. Ecuador’s current administration argues U.S. military cooperation could help fight crime, while its opposition says the government would still need a plan that doesn’t rely on foreign military support.

 
 

International Law and the Gaza Humanitarian Crisis

Supplies wait to be loaded on trucks to go into the Gaza Strip, at the Kerem Shalom crossing between Israel and Gaza, on its Israeli side, May 29, 2025.

Shafiek Tassiem/Reuters

According to the Geneva Conventions, Israel proceeding with its plan to indefinitely occupy 75 percent of Gaza introduces new obligations to fully meet civilian food and medical supply needs, CFR Senior Fellow David J. Scheffer explains in this YouTube Short. 

 
 

What’s Next

  • Today, Singaporean Prime Minister Lawrence Wong visits the Philippines.

  • Today, Brazilian President Luiz Inácio Lula da Silva begins a trip to France.

  • Tomorrow, Burundi holds parliamentary and local elections.

  • Tomorrow, German Chancellor Friedrich Merz meets with Trump in Washington.

 
 

Ukraine’s Military Operations and the Future of Warfare

A Ukrainian special forces unit prepares a Ukraine-made drone for an aerial reconnaissance mission in the country's Zaporizhzhia region on May 23. (Dmytro Smolienko/Ukrinform)

Dmytro Smolienko/Ukrinform

Ukraine said it used 117 drones to target airfields deep in Russian territory. The daring attack demonstrated low-cost precision strikes accessible to almost any state or militant group, CFR Senior Fellow Michael C. Horowitz writes in this Expert Brief.

 
 

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