Since his first term in 2017, President Donald Trump’s trade policy has had two dimensions: one familiar, one unfamiliar. The unfamiliar—indeed, radically unfamiliar—approach has been the huge increase in tariffs on imported goods for the first time in nearly a century.

As the July 9 tariff deadline approaches, expect more deals in coming days, but the drama is far from over. Who is in and who is out—for now.