On February 20, the U.S. Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) does not grant the president authority to impose tariffs. In a 6–3 decision, the Court concluded that while IEEPA permits the president to “regulate … importation” in response to an unusual or extraordinary threat, [...]
A new reciprocal trade agreement between the United States and Taiwan, signed on February 12, 2026, establishes a unified 15 percent all‑in tariff framework for most Taiwanese goods while significantly expanding market access in both directions. Originally announced back in January, the accord is positioned as part of a broader [...]
February continues to show uneven demand across Asia–U.S. trade lanes as the market moves through the Chinese New Year holiday window and carriers tighten their networks. Transpacific execution is being shaped by aggressive capacity withdrawals, elevated rollover exposure, and ongoing congestion at select Asia origin ports. Air cargo demand is [...]
On February 6, 2026, the White House published an executive order that states the United States’ long-standing national emergency with respect to Iran continues and directs the creation of a process that could lead to additional tariffs on imports from certain foreign countries. EXECUTIVE ORDER: ADDRESSING THREATS TO THE UNITED STATES [...]
On February 6, 2026, The White House released a U.S.–India joint statement describing a framework for an “Interim Agreement” on reciprocal and mutually beneficial trade, positioned as a step within broader bilateral trade agreement negotiations. Issued the same day, an executive order removes an additional 25% ad valorem duty that had been applied to [...]
Port workers at Chattogram Port (formerly Chittagong Port) in Bangladesh agreed on Thursday to suspend strike activity for a 48 hour period following discussions with government officials, allowing limited port operations to resume. The labor action, which began in late January in opposition to the proposed lease of the New [...]
February finds the freight marketing navigating uneven demand across Asia-U.S. trade lanes in the lead up to Lunar New Year with ongoing capacity management by ocean carriers, and evolving U.S. trade policies. Transpacific lanes continue to see blank sailings and rollover, while India-origin cargo remains relatively stable. Air cargo [...]
The White House released a statement detailing an understanding between the United States and India regarding trade, tariffs, and energy sourcing. The statement references intended changes to reciprocal tariffs and non-tariff barriers, as well as expanded commercial cooperation. This follows a series of India-related trade actions in 2025 that were [...]
The White House recently issued a new Executive Order declaring a national emergency related to the Government of Cuba and establishing a framework that could permit additional tariffs on imports from countries that sell or otherwise provide oil to Cuba. Although no tariffs take effect automatically, the framework introduces a [...]
U.S. containerized import activity moved through late January without the traditional pre-Lunar New Year volume lift, even as China extended the public holiday to nine days this year. December data already showed a year over year decline in U.S. imports, with China-origin volumes continuing to contract and full-year 2025 [...]
