Washington, July 7, 2025 – The growing tensions between the United States and the BRICS alliance escalated on Monday, as US President Donald Trump issued a direct threat to nations aligning with the BRICS bloc’s “anti-American policies.” Taking to Truth Social, Trump warned that any country supporting BRICS' trade stance would face an additional 10% tariff on goods entering the United States—with no exceptions.

"Any country aligning themselves with the Anti-American policies of BRICS will be charged an ADDITIONAL 10% tariff. There will be no exceptions to this policy. Thank you for your attention to this matter!"
— Donald Trump on Truth Social

This declaration came just days ahead of the expiration of the 90-day truce on reciprocal tariff escalation announced in April 2025, set to end on July 9. The move is expected to impact global supply chains and international trade relations, especially for nations heavily integrated with BRICS economies.

BRICS Reacts Strongly Against US Tariff Measures

The 17th BRICS Summit, which was attended by original members Brazil, Russia, India, China, and South Africa, along with new entrants—Egypt, Ethiopia, Iran, UAE, and the most recent addition Indonesia—issued a sharp condemnation of unilateral tariff hikes led by the United States.

The BRICS Declaration, released on Sunday, criticised Trump’s trade policy, describing it as “illegal and arbitrary” and highlighting the negative implications on global trade flows.

"We voice serious concerns about the rise of unilateral tariff and non-tariff measures which distort trade and are inconsistent with WTO rules," the group stated.
— BRICS 2025 Summit Declaration

The declaration further warned that such measures “threaten to reduce global trade, disrupt global supply chains, and introduce uncertainty” in an already volatile economic environment.

Backdrop: Tariff War Timeline and 90-Day Truce

The roots of the renewed trade tensions trace back to April 2, 2025, when Trump reintroduced a stringent tariff regime targeting countries with significant trade surpluses with the US or those perceived as undermining American interests through strategic alignments, such as with BRICS.

The 90-day suspension on reciprocal tariffs, announced to allow for negotiations and global economic stabilization, is set to expire on July 9, 2025. The warning issued by Trump comes just two days before the truce ends, suggesting that the administration may restart or escalate tariffs on BRICS-aligned nations immediately after.

What is Driving Trump’s Tariff Aggression?

According to policy experts, Trump’s aggressive posturing is aimed at curbing the rising geopolitical influence of BRICS, which now represents a larger share of the global population and economic output than the G7 nations. With India, China, Russia, and newer entrants like UAE and Indonesia, BRICS has emerged as a major counterweight to US-led global financial systems.

Furthermore, Trump’s move can be seen in light of growing domestic criticism about trade deficits, manufacturing job losses, and what he has repeatedly described as “foreign countries taking advantage of America.”

This "America First" doctrine has been the cornerstone of Trump’s second term, particularly as he attempts to reshape the global trade architecture in favour of US economic dominance.

India’s Position Caught in Crossfire

As one of the core members of BRICS, India finds itself in a delicate position. While it shares strategic relations with the United States, it has also played a pivotal role in shaping BRICS policies, particularly in technology, finance, and supply chain diversification.

The potential 10% tariff on Indian goods could hurt key export sectors such as pharmaceuticals, textiles, and IT services. Analysts argue that New Delhi may soon face a strategic crossroads, balancing between BRICS commitments and the economic consequences of US tariff penalties.

What Happens After July 9?

With the 90-day tariff truce expiring on July 9, many international trade experts warn of a looming wave of protectionism and retaliatory tariffs. Should Trump follow through on his threat, countries engaged in trade with BRICS or identified as sympathetic to its policies may:

• Face an additional 10% tariff across export categories.

• Suffer disruptions in trade negotiations with the US.

• Experience investor uncertainty and possible withdrawal from US-based markets.

Meanwhile, Trump’s hardline message is likely intended to deter non-aligned nations from drifting towards the BRICS economic camp, as the group continues to push for de-dollarisation and a new development bank to rival the World Bank and IMF.

Global Economic Fallout Likely

Trump’s no-exceptions policy may create ripple effects across global markets, particularly as emerging economies reevaluate trade alignments. The WTO is expected to convene an emergency review session later this month, with G20 trade ministers already expressing concern over the return of unilateral trade barriers.

Should the tariff be enacted, analysts anticipate supply chain delays, increased commodity prices, and inflationary pressures, particularly in sectors such as energy, semiconductors, agriculture, and automotive.

Conclusion: A Trade Showdown with Global Ramifications

President Trump’s latest salvo against BRICS-aligned countries signifies a deepening rift in global economic diplomacy. His "no exception" stance on the additional 10% tariff leaves little room for negotiation and could trigger a major trade realignment across Asia, Africa, and Latin America.

With the world watching the expiration of the 90-day truce, and BRICS member states doubling down on their opposition to unilateralism, July 10 onwards may witness a significant transformation in global trade strategy—with repercussions lasting far beyond the 2025 presidential term.

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