WHY DID THE FEDERAL CIRCUIT UPHOLD THE SECTION 301 TARIFFS? On September 25, 2025, the U.S. Court of Appeals for the Federal Circuit ruled on the validity of the Section 301 Tariffs for Lists 3 and 4A. The Court held that the Office of the U.S. Trade Representative (USTR) acted [...]
The Secretary of Commerce recently opened a Section 232 investigation into whether imports of personal protective equipment (PPE), medical consumables, and medical equipment, including devices, pose a risk to U.S. national security. The Bureau of Industry and Security (BIS) is managing the review and has requested public comments from industry [...]
WHAT ACTION DOES THE SEPTEMBER 25 NOTICE IMPLEMENT? On September 25, 2025, the Federal Register will publish a notice from the Department of Commerce’s International Trade Administration (ITA) and the Office of the United States Trade Representative (USTR) implementing tariff modifications under the U.S.-EU Framework on Reciprocal, Fair, and Balanced [...]
WEEK 39 FINDS U.S. IMPORTERS FACING GOLDEN WEEK CAPACITY REDUCTIONS AND SEVERE WEATHER IMPACTS IN SOUTH CHINA U.S. importers are preparing for intensified service challenges as carriers accelerate blank sailings in the lead-up to China’s Golden Week and Super Typhoon Ragasa disrupts major South China ports. Vessel deployment strategies [...]
The United States and the United Kingdom of Great Britain and Northern Ireland have signed a Memorandum of Understanding (MOU) to implement the technology provisions of the U.S.–UK Economic Prosperity Deal. The MOU sets joint priorities in artificial intelligence (AI), civil nuclear energy, quantum technologies, and secure infrastructure. While not [...]
WHAT IS THE SECTION 232 AUTO PARTS INCLUSION PROCESS? The Department of Commerce’s interim final rule establishing the Section 232 automobile parts inclusion process took effect September 17, 2025, creating a formal pathway to add automobile parts to the tariff list under Proclamation 10908. Administration of this process falls to [...]
WEEK 38 FINDS U.S. IMPORTERS NAVIGATING CAPACITY CUTS AND SERVICE CHANGES AS CHINA'S GOLDEN WEEK APPROACHES U.S. importers are preparing for potential disruptions ahead of China’s Golden Week holiday beginning October 1. Ocean carriers are executing significant capacity cuts, suspending services, and redeploying vessels to keep supply aligned with [...]
CBP FINALIZES JAPAN TARIFF FRAMEWORKÂ IMPLEMENTATION U.S. Customs and Border Protection (CBP) and the Department of Commerce have finalized amendments to the Harmonized Tariff Schedule of the United States (HTSUS) to implement Executive Order 14345. The changes set a 15 percent tariff for most Japanese imports, establish industry-specific treatment for automobiles, [...]
WHAT LED TO ONE OF THE LARGEST SHIPPING CONTAINER LOSSES AT A U.S. PORT THIS YEAR? On September 9, 2025, operations at the Port of Long Beach were disrupted when an estimated 67 shipping containers fell from the vessel Mississippi into the harbor at Pier G. A Unified Command response [...]
Week 37 finds U.S. importers managing elevated inventories as blank sailings reshape transpacific services, congestion builds at key Asian ports, and new trade policies alter tariff obligations heading into the fourth quarter. IS A PEAK SEASON SURGE TAKING SHAPE? Carriers doubled blank sailings in Weeks 35 and 36, signaling [...]
