Turret lathe in the North American Aviation machine shop, Inglewood, California, 1942
Turret lathe in the North American Aviation machine shop, Inglewood, California, 1942Source: commons.wikimedia.org

Tariffs, September 2026: The Actual Schedule for Machinery and Electrical Gear

IEEPA struck down Feb 20Section 122 ran to Jul 24Section 301 forced-labor tariffs on 60 economiesSection 232 metals at 50/25/15/10 with the Annex III 15% tier to Dec 2027the robotics probe with no rateHTS by HTS

The lead. A 2,500 kVA pad-mount transformer entered at Long Beach on September 9, 2026 pays 25% duty whether it was built in Monterrey, Osaka or Mumbai, and 50% if it was built in Jiangsu. A low-voltage panel with the PLC already in it pays 0% from Mexico, 10% from Germany, 12.5% from Japan and 40.2% from China. Those two numbers are the whole story of the 2026 tariff schedule: the metal tariff no longer cares where the box came from, and the country tariff no longer touches the metal. Five legal authorities have carried US tariffs since February 2025 and two of them are dead, so every rate below carries its instrument, its Federal Register or CBP citation, and the HTS revision it was read from (HTS 2026 Revision 18). The Open Factory Tariff Exposure Calculator holds the same 198 HTS-by-origin cells with the citation on every one.

Nine origins, one 25% bar each, and a 50% bar for China: HTS 8504.22.00 sits in Annex I-B of the April metals proclamation, which puts 25% on the full customs value regardless of who made it, and China adds the 25% List 1 rate it has carried since 2018. This piece covers what died and what replaced it, the Section 232 tiers line by line, the two Section 301 actions and how they stack on China, the HTS-by-origin table with the CSV, the $80 billion of 2025 imports now under this schedule, a $306k machine landed from five countries, and, behind the wall, the January 1, 2028 cliff and the three purchase-order clauses that handle it.

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A five-cubicle 15 kV metal-clad lineup. The vermilion relay window marks the cubicle under test; breaker availability, not sheet metal, sets its lead time.

Lead-Time Monitor

Published lead times for eleven equipment classes compiled from OEM lead-time guides, Census M3 unfilled orders over shipments, ISM supplier deliveries and backlog disclosures in filings. Every cell carries its OEM and date.

50 weeksLV switchgear, Sep 2026

Monthly. Headline free. Compiling data

Book-to-Bill League Table

Quarterly orders, backlog and book-to-bill for every listed electrical, power and cooling OEM, from filings only, with the read-across for buyers: which classes are getting longer and which are clearing.

3.0 xPowell Industries book-to-bill, Aug 2026

Quarterly. Headline free. Compiling data

Datacenter MEP Cost Table

Capex per MW by component on the Turner & Townsend and JLL baselines, air-cooled and liquid-cooled, with each line's lead time from the Lead-Time Monitor and the carrying cost of delay.

$9.8M per MWall-in datacenter build cost, Mar 2026

Quarterly. Pro. Compiling data

Large-Load Cost Table

What a 50 MW connection costs and takes in 15 US markets: study fees, security per MW, minimum bills, contract terms, exit fees and realistic energization year, from tariffs and dockets.

2033realistic energization year for a new 50 MW load in Northern Virginia, Aug 2026

Updated as dockets move; reviewed monthly; energization years revisited each quarter. Table free. Compiling data

  • Copper and Wire Price Sheet

    Latest copper price to $/ft of metal by NEC conductor size, with an escalation-clause calculator for bids.

    Inputs: Copper and aluminum $/lb (defaults from FRED, overwrite with the COMEX settlement), Conductor size (#4 AWG to 600 kcmil copper, 4/0 to 900 kcmil aluminum) and run length, Escalation clause: line price at bid, index at bid and at PO, copper share or pounds, deadband. Defaults from the Public Bid-Tab Price Book.

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  • Genset TCO

    Ten-year cost of a standby or prime generator set: diesel vs gas vs dual fuel, fuel, maintenance, permitting, Tier 4 aftertreatment, run hours.

    Inputs: Rating (kW), fuel (diesel, gas, dual) and Tier 4 Final toggle, Run hours per year and average load, Fuel price (diesel default from EIA via FRED; gas from your contract) and fuel use from the spec sheet. Defaults from the Public Bid-Tab Price Book.

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  • Large-Load Interconnection Cost

    MW and market to study fees, security deposit, minimum-bill exposure and realistic energization year, from the Large-Load Cost Table.

    Inputs: Market (15 utilities across PJM, ERCOT, CAISO, MISO and the non-RTO Southeast and West), Requested MW, Your demand charge ($/kW-month) to dollarize the minimum bill. Defaults from the Large-Load Cost Table.

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