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China’s National Development and Reform Commission has revised its outbound investment rules to require immediate reporting of certain foreign demands for technology, data or divestitures. The Measures for the Administration of Outbound Investment, announced October 22, take effect December 1, 2026, replacing the 2017 measures.
The reshuffling provides targeted relief to politically sensitive industries without reducing the broader tariff burden or easing the U.S.-Canada trade conflict. It also reinforces concerns that the administration views Section 338 as a flexible tariff power that permits rapid product changes without ordinary procedural safeguards—an interpretation now facing its first court challenge.
President Trump directed Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer to negotiate agreements addressing wind-turbine imports, adding a trade measure to his administration’s efforts to restrict wind development.