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Trade Agreements & the WTO

MFN, dispute settlement, FTAs, USMCA, CPTPP — how global trade rules are written and enforced.

WTO

GATT to WTO

The General Agreement on Tariffs and Trade (1947) became the World Trade Organization on January 1, 1995, after the Uruguay Round.

Key Points

  • 164 members + 25 observers (Russia suspended participation in some bodies after 2022).
  • Principal agreements: GATT (goods), GATS (services), TRIPS (IP).
  • Ministerial Conferences every two years; major negotiating rounds can span decades (Doha Round launched 2001, effectively stalled).

Core principles

Most-Favored-Nation (MFN)

Article I of GATT. A concession to one WTO member must be extended to all. Exceptions: FTAs (Art XXIV), GSP for developing countries.

National treatment

Article III. Imports must be treated no less favorably than domestic products after entering the market.

Tariff bindings

WTO members commit to maximum tariff rates per product line. Many applied tariffs are below the bound rate.

Transparency

Members must publish trade rules and notify changes.

Dispute Settlement

The WTO's 'crown jewel' — a system of binding arbitration. Hobbled since 2019 by US blocks on Appellate Body appointments.

Key Points

  • Panels issue first-instance rulings; Appellate Body was supposed to review.
  • Multi-Party Interim Appeal Arbitration Arrangement (MPIA) — EU, Canada, others substitute for AB.
  • Reform discussions ongoing; MC13 (2024) produced limited progress.

Free Trade Agreements

Types of FTAs

Bilateral FTA

Two parties. E.g., Australia-US (2005), EU-South Korea (2011).

Plurilateral / mega-regional

Many parties. CPTPP (11 Pacific Rim countries, 2018), RCEP (15 Asia-Pacific, 2022).

Customs union

Members + common external tariff. EU, Mercosur, East African Community.

Common market

Customs union + free movement of capital/labor. EU internal market.

Major modern agreements

Key Points

  • USMCA (2020): replaced NAFTA. Stricter rules of origin, auto content requirements, enforceable labor chapter.
  • CPTPP (2018): US withdrew under Trump; 11 members. UK acceded 2024.
  • RCEP (2022): world's largest by GDP. ASEAN + Australia, China, Japan, NZ, South Korea.
  • AfCFTA (2021): African Continental Free Trade Area. 54 countries, 1.4B people.
  • EU-Mercosur: politically agreed 2019, still not ratified.

Trade Policy Today

Rise of industrial policy

Post-2016: protectionism and industrial policy have returned to mainstream US and European debate — accelerated by US-China decoupling and COVID supply chain shocks.

Key Points

  • CHIPS Act ($52B US); EU Chips Act (€43B); Japan, Korea, India all launched major semiconductor programs.
  • IRA (2022): US industrial policy for clean energy — EU complaining about discrimination against non-US EVs.
  • Section 232 (national security) and Section 301 (unfair practices) US tariffs targeting China are largely intact.

Services and digital trade

Where trade rules remain underdeveloped.

Key Points

  • GATS covers services but permits extensive reservations.
  • Cross-border data flows: ongoing EU-US Privacy Shield / Data Privacy Framework saga.
  • Digital trade chapters in newer FTAs (USMCA Ch 19, CPTPP Ch 14).

FAQ

What is anti-dumping?

Selling below 'normal value' in an importing market. WTO permits targeted duties if injury to domestic industry is shown. Most challenged anti-dumping cases come from China-directed duties.

Who actually pays tariffs?

Importers — which means US tariffs on Chinese goods were paid by US companies and, through higher prices, US consumers. Research (Fajgelbaum-Khandelwal 2020) quantified the incidence.

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