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President Donald TrumpTrade War has suffered a great failure with many of its administrations Tariffs were governed by illegal Federal Appeal Last Friday. Billions of dollars to trade duties can potentially return to businesses as trade deals affected by the White House with other countries are questioned. But so far, according to logistics experts, the main position within the shipping industry and the supply chain has not changed – in the judicial decision – staying until October 14 – contributing to the uncertainty that decided to make business decisions during 2025.
“Now we have not heard or have seen any changes,” said Paul Basher, Vice President on the Global Sett of Supply on Logistics.
With the tariffs, which are still imposed until October 14, and the expected attractiveness of the Trump administration, the shippers are sitting tightly. “Most of the shippers are waiting for the US Supreme Court and its final decision. There was a lot of front load, so the impact should still be minimal,” he said, citing the period earlier this year, when imports grew when enterprises are loaded on inventory to avoid effective tariff dates.
Finance Minister Scott Igred said Tuesday he counts
Mike Short, President of the Global Redemption to Robinson, said his company received calls from several customers who turned to the probability of moving to the Supreme Court when they support the ruling and what the return process may look.
“Such a decision concerns mutual tariffs for goods from most countries except tariffs related to drugs affecting imports from Canada, Mexico and China. These tariffs make a lion’s share for many of our customers, so despite the immediate changes, they seek to learn and plan,”
Alan Bayer, CEO of OL USA, said the companies are engaged in a lot of mixed signals because the products ordered and arriving in October are already on the water.
In addition to the expected White House appeal to the Supreme Court, Bayer noted that Trump could also apply to the Senate, which could give him special powers for the next 6 – 9 months for the tariffs, with the date of completion before the November 26 elections. Or the administration can focus more on “tariffs characteristic of goods such as steel and aluminum.”
“I don’t see the White House refused to collect taxes for $ 30 billion,” he said, citing How much does the federal government collect a month from trade duties.
“Most companies will remain cautious with their order forward if they do not see that the demand has gained,” Bayer added.
So far this financial year in the US has Received 142 billion dollars tariff incomeAccording to the last treasury data.
How will the tariff return work
The brief stated that if the Supreme Court is considering the case and upholds the decision of the lower vessels, it remains unclear whether their ruling will indicate the return return of duties that are already paid or only prevent the application of tariffs for future supplies. If the ruling addresses the money refund, it can happen in one of two ways: either the customs will handle the refund automatically, or the broker will need to work extra to secure them, Short reports. “In the last scenario, the load for our customs teams will double the night and meet with importers who are very eager to return these dollars,” he said.
If the tariff needs to be returned, Dan Anthony, the president of the trading partnership around the world, says the process will only be as difficult as the administration decides to do it.
“The return of the blanket is quite simple: all the affected imports have a specific IEPA code and the related tariff amount, which should provide an automated return of payments,” Anthony said. “The individual request process will make it endlessly more complex. But any sympathy should be for importers who make it jump over the hoops rather than government agencies that have created work for themselves, seeking to preserve the illegal tariffs paid by the Americans,” he said.
However, the width of the global trade war is huge. Tariffs on more than 90 countries And all products exported to the US are acting. American Customs, a harmonized tariff system (HTS), provides a job rate for almost every existing product.
According to Michael Lowela, a partner and chairman of the Global Law Enforcement Group Reed Smith, and only 5% of them were released from mutual tariffs, and only 5% of them were released from mutual tariffs. Each HTSUS code is subject to the Fentonil tariff on the goods with Canadian, Chinese and Mexican origin, if the product is not eligible for unconditionally treatment under the US-Mexico Consideration Agreement.
Lowell added that the tariffs under section 232 are more focused.
‘May be 800 codes focused on Section 232 TariffsBut they also cover a wide range of foods that are not included in the fact that an importer can be considered aluminum, copper or steel products, ”he said.
Felius Pula, former Executive Director of the US Customs and Border Protection Department and Senior General Commerce Director at the APCO Investment Center, said the tariff return would be a huge problem for the administration in the short term.
“This is not what can be done overnight, but I think they could put the processes and resources to do it over time,” Pula said. “The funds that CBP collects from the tariffs go to the US Treasury – they are nothing designated,” she said. If they had to be returned, it would contribute to the US budget deficit and general debt, “as most other types of federal expenses,” she said.
A small business that uses a third party (such as UG, FedEx, DHL, brokers) as an import of recording will face additional problems. In these cases, the US government has returned a third person who should create a customer return process, Anthony reports. “This can lead to significant delays for actual importers, even if the government’s process goes out without clinging,” he said.
Attractive trading responsibilities but not yet counting on courts
Tariff experts said the carriers have 314 days of processing their goods through the US customs officer to file an appeal. Lowell said with the frictioning of the product ahead of the tariffs starting in February, the window to appeal the companies that appeal any tariffs – this is the end of December.
In case the Supreme Court receives the case and manages, the tariffs are illegal, the pool says that the longer the tariffs for IEEPA, the greater the problem if the government has to return them. “For this reason, since these tariffs have always been considered legally risky, it may be in the interests of the country and Trump administration faster to go to other types of tariffs, not later,” she said.
But she does not believe that the loss in court will cancel any trades. “The transactions are mostly frames and are not formulated contracts. Negotiations are still ongoing,” Pula said. In addition, the administration has already prepared to quickly deploy tariff alternatives when the tariffs for IEPA will be canceled. “We would just lose the federal profit and move to another stage of the negotiations,” she added.
If the government needs to repay the importers, it cannot cancel other consequences of the tariffs, such as a lost business. But the pool says that more extreme fears are not concerned with the influence of court decisions. “It will not immerse the economy. It claims to be more like despair,” she said.
A brief statement that companies also have Tariffs and interruptions in trading are far from over.
“The reality of the tariff volatility has become new normal. Multiple sections 232 are active – covered sectors such as lumber, pharmaceuticals, furniture, aerospace, trucks and trucks, seafood and critical minerals. As we saw copper in July.
Lowell said the court’s decision only increased uncertainty for importers.
“At the practical level today, nothing new is new compared to this time last week. But we still see a flurry of questions that show that the resolution creates internal issues for business,” he said. “Most of these issues believe that the tariffs remain here. It seems no one is counting on courts to save them from tariffs,” he added.
