Trans-Pacific capacity conditions remain tight during Week 21 as elevated shipping demand, blank sailings, and vessel allocation changes continue pressuring U.S.-bound services. FUEL SUPPLY PRESSURE CONTINUES TO IMPACT OPERATIONS Middle East-related fuel supply concerns continue impacting vessel operations across Asia. Longer refueling delays and operational disruptions are contributing to [...]
The U.S. Court of Appeals for the Federal Circuit issued a temporary administrative stay of the U.S. Court of International Trade’s recent ruling that invalidated the Administration’s Section 122 tariff program. The order temporarily pauses both the judgment and the permanent injunction entered by the CIT while the appellate court [...]
The U.S. Court of International Trade (CIT) issued a decision invalidating Proclamation 11012, the February 2026 action that imposed a 10 percent across-the-board import surcharge under Section 122 of the Trade Act of 1974. The court determined that the Administration relied on economic indicators that did not meet the statutory [...]
Global freight conditions in Week 18 reflect a market holding steady across major ocean networks, with vessel activity remaining consistent while recent trade compliance updates continue to shape import processes. SECTION 232 FRAMEWORK UPDATES REFINE TARIFF APPLICATION AND ELIGIBILITY Recent updates across multiple Commerce actions refine how Section 232 [...]
The U.S. Department of Commerce, Bureau of Industry and Security (BIS), has issued an unpublished notice introducing technical corrections and a clarification to the Harmonized Tariff Schedule of the United States (HTSUS) following the Administration’s April 2, 2026 proclamation on aluminum, steel, and copper imports. These updates refine how certain [...]
The U.S. Department of Commerce has established a new process that allows certain steel and aluminum producers to qualify for adjusted Section 232 tariff treatment. The framework links tariff reductions to verified commitments to expand U.S. production capacity, introducing a formal application and compliance structure. WHO QUALIFIES FOR SECTION 232 [...]
On April 23, 2026, the Court of International Trade (CIT) issued a decision in that clarifies how certain cables are classified under the Harmonized Tariff Schedule of the United States (HTSUS) and how Section 301 duties apply. The ruling addresses whether cables used with telecommunications equipment qualify for telecommunications classification [...]
Global freight conditions in Week 17 reflect a market shaped by tightening trans-Pacific capacity, elevated blank sailing activity, and active infrastructure developments affecting vessel scheduling. WHERE IS TRANS-PACIFIC OCEAN CAPACITY TIGHTENING? Trans-Pacific ocean capacity tightened across most major Asia origins driven by service adjustments tied to the new contract [...]
The Panama Canal Authority (ACP) recently announced updates to its Transit Reservation (Booking) System, introducing the Enhanced Long-Term Slot Allocation program (LoTSA 2.5) and modifications to how additional booking slots are offered for Neopanamax and Panamax vessel transits. WHAT IS THE LOTSA 2.5 PROGRAM? The LoTSA 2.5 program covers transit [...]
Global freight conditions in Week 16 reflect a market adjusting to sustained disruption in the Middle East alongside shifting capacity conditions across both ocean and air networks. Ocean carriers continue to reroute around restricted waterways, placing pressure on alternative hubs, while air cargo demand remains elevated following seasonal volume [...]
